South Korea's July exports surged to nearly $100 billion, the second-highest monthly total on record, powered by a 62.8% jump in semiconductor shipments as AI d

Qualcomm reported a 4% revenue decline in its fiscal Q3 amid persistent smartphone market weakness and issued soft guidance, sending shares down 11% for the wee

Nvidia stock reclaimed the $200 level amid signals of sustained AI infrastructure spending from hyperscalers and commentary from Dan Ives that demand exceeds su

AMD reports Q2 results on August 4 with the market focused on AI GPU sales momentum following its recent Anthropic partnership and potential server CPU tailwind

ASML shares tumbled 10% after the company issued a warning, with the Dutch lithography giant caught between expanding Chinese domestic chip tool development and

SK Hynix shares rallied 23% in a single session, recovering some ground after a rough month, as record Korean chip export data and a 179% jump in HBM/DRAM expor

Broadcom's stock dropped 15% even as it posted a record quarter, with investors focused on guidance and margins amid the broader semiconductor sell-off.

South Korea's HBM and DRAM exports surged 179% year-over-year in July, benefiting Samsung and SK Hynix as AI memory demand continued to accelerate.

Intel shares finished the week down as pricing outpaced unit growth, but Jim Cramer disclosed he is buying Intel shares, and analysts pointed to AI packaging an

TSMC is reportedly working on next-generation advanced packaging technology aimed at competing with Intel's leadership in the integrated chip packaging space.

A startup developing new chip materials for AI accelerators secured $2.6 billion in backing from Jeff Bezos and has partnerships with Nvidia and Meta.

Nvidia has accumulated roughly $500 billion in AI chip bookings for 2025 and 2026, providing investors a visible backlog for future revenue tracking.

Alibaba reportedly funded the Kimi K3 AI model training cluster with 20,000 Nvidia GPUs, while its own Qwen model faces competitive pressure from the same compu

Jensen Huang stated the semiconductor industry's typical boom-bust cycle is unlikely to recur in the near term, forecasting Nvidia will collect $1 trillion in c

Huawei trained its Pangu Pro large model with 505 billion parameters using its own Ascend chips, though supply chain reports suggest some Nvidia hardware was st

India's Semicon 2.0 initiative advances with 12 chip assembly and test sites operational, shifting focus toward domestic materials and equipment production.

A Chinese memory chipmaker saw its stock price soar 472% on its debut trading day, reflecting strong domestic investor appetite for local semiconductor companie

Apple has retaken the title of the world's most valuable company from Nvidia, sparking debate over which stock offers better value going forward.