#semiconductors

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China Prioritizes Domestic Chips for AI Expansion, Threatens Nvidia's Market Share

July 7, 2026 (82 days ago)

China's strategic pivot to domestic AI chips challenges Nvidia's dominance in its key Asian market, as policymakers prioritize self-reliance in critical technology…

NVDA 0981.HK

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UBS Recommends Going Long SK Hynix ADRs, Shorting Seoul Shares

July 7, 2026 (82 days ago)

UBS recommends a pair trade of buying SK Hynix’s new ADRs and selling its Korea-listed shares, expecting the ADR discount to narrow…

HXSCL 000660

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Survey: Chinese Firms Dump Nvidia GPUs, Turn to Domestic AI Chip Suppliers

July 7, 2026 (82 days ago)

Chinese firms are switching from Nvidia GPUs to local AI chips, a survey finds, fueling concerns over Nvidia's declining market share and…

NVDA

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Syntiant Files for IPO with Intel Backing as AI Chip Race Heats Up

July 7, 2026 (82 days ago)

Intel-backed Syntiant files for IPO, showcasing edge AI chip growth and potentially lifting Intel’s investment returns.

INTC

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Tech Stocks Surge on Samsung Earnings Anticipation, Nasdaq Leads Gains

July 6, 2026 (82 days ago)

Technology stocks jumped Monday, led by the Nasdaq 100, as Samsung’s upcoming earnings report fueled expectations of strong quarterly results and lifted…

005930.KS NDX

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Tech Stocks Rebound as Dip Buyers Pounce on Chip Pullback

July 6, 2026 (82 days ago)

Dip buyers pushed tech stocks higher, with Nvidia rebounding from last week's chip pullback, signaling renewed confidence in AI demand.

NVDA SMH

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Broadcom Locks In Apple Supply Deal Through 2031, Securing Key Revenue Stream

July 6, 2026 (83 days ago)

Broadcom extends its Apple supply contract through 2031, reinforcing a pivotal relationship that supports both companies' long-term growth strategies in the tech…

AVGO AAPL

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Unimicron Seeks $1.4 Billion in GDS Offering to Fund Nvidia Supplier Expansion

July 6, 2026 (83 days ago)

Unimicron's $1.4 billion GDS offering fuels expansion of its Nvidia chip substrate business, lifting outlook for Taiwan's semiconductor sector.

3037 NVDA TSM

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South Korean KOSPI Index Jumps 5% as AI Swings Shake Markets

July 3, 2026 (86 days ago)

South Korean equities soared 5% after a week of AI-driven turbulence, highlighting the heavy influence of tech and semiconductor shares on the…

KOSPI

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Chip Stocks Plunge in Two-Day Skid to Start Third Quarter

July 2, 2026 (86 days ago)

Chip stocks kicked off Q3 with a sharp two-day selloff as Nvidia and AMD shares tumbled, dragging down the tech sector and…

NVDA AMD SMH +2

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KOSPI Plunges 6% as AI Fears Hit Samsung, SK Hynix

July 2, 2026 (87 days ago)

KOSPI dropped 6%—its biggest slide since 2024—as Samsung and SK Hynix plunged on fears of an AI chip glut, sparked by a…

KOSPI 005930.KS 000660.KS +1

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Apple Lobbys to Source Chinese-Made Memory Chips, Shaking Semiconductor Supply Chain

July 1, 2026 (87 days ago)

Apple’s lobbying push to buy Chinese memory chips could reshape global semiconductor supply chains, challenging dominant suppliers and stirring US-China trade tensions.

MU AAPL SMH

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