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Chip Industry

All articles tagged with #chip industry

Chip Rally Fades as Tech Stocks Sell Off, Dragging Markets Lower
markets1 month ago

Chip Rally Fades as Tech Stocks Sell Off, Dragging Markets Lower

Stocks reversed a brief rally as chipmakers led a broad sell-off: the Nasdaq-100 fell about 4%, and the VanEck Semiconductor ETF dropped roughly 7% at one point, with Micron down ~4.3% and Broadcom about -1.3%. At 4 p.m. ET, the S&P 500 was down 0.26% and the Dow gained 0.2%, while the Nasdaq 100 fell ~1.1%. The Cboe VIX jumped around 10%, signaling rising volatility amid profit-taking after a long tech-led rally, with investors speculating about cash builds ahead of potential SpaceX stock trading.

via Business Insider|
#chip-industry#markets#nasdaq-100
Trump’s Taiwan leverage remark stirs security jitters in Taipei
world1 month ago

Trump’s Taiwan leverage remark stirs security jitters in Taipei

Trump said in a Fox News interview that U.S. arms sales to Taiwan are a “very good negotiating chip” with China, a claim that alarms Taipei about becoming a bargaining tool even as Washington maintains its legal duty to help defend Taiwan. China warned of clashes and Xi Jinping urged careful handling, while Taiwan sought to reassure that U.S. policy remains unchanged. The president also floated moving Taiwan’s chip production to the United States, aligning with a broader reshoring push that includes major investments by TSMC in Arizona.

via PBS|
#arms-sales#chip-industry#taiwan
Nvidia Earnings Preview: AI Demand, China Exports, and Partnerships in Focus
business4 months ago

Nvidia Earnings Preview: AI Demand, China Exports, and Partnerships in Focus

Nvidia is set to report its fourth-quarter and fiscal-2026 earnings after the bell, with investors watching AI demand trends, updates on the Rubin platform, and any news on U.S. export permissions for chips to China. As a leader in AI chips and AI infrastructure, Nvidia’s commentary and guidance could influence the stock and broader tech markets.

via The Motley Fool|
#artificial-intelligence#business#chip-industry
TSMC's Revenue Growth Slows Amid AI Demand Moderation
business8 months ago

TSMC's Revenue Growth Slows Amid AI Demand Moderation

TSMC's October sales growth slowed to 16.9%, the slowest since February 2024, amid concerns over the sustainability of the AI boom, despite strong industry demand and significant investments by major tech companies. While short-term growth has cooled, industry leaders remain optimistic about AI-driven expansion, with chip demand remaining high and supply tight.

via Bloomberg.com|
#ai-demand#business#chip-industry
Nexperia China Employees Urged to Disregard Dutch Headquarters Amid Chip Crisis
business8 months ago

Nexperia China Employees Urged to Disregard Dutch Headquarters Amid Chip Crisis

Nexperia, a Dutch chipmaker with Chinese ownership, has denied claims by its ousted CEO that it operates independently in China and has not paid salaries, amid tensions following the Dutch government's seizure of the company and China's retaliation by blocking exports, highlighting escalating geopolitical conflicts in the tech industry.

via Bloomberg.com|
#business#chinese-operations#chip-industry