A broad retreat in semiconductor stocks erased roughly $2 trillion in value as investors questioned the financing behind the AI buildout, with South Korea espec

TSMC beat estimates on 'extremely robust' AI chip demand yet its CFO flagged margin pressure, sending shares lower despite the record quarter.

ASML's record results and 'sold out' outlook signaled that AI-driven lithography demand will outstrip planned capacity for years, though its stock still slid.

The memory maker is seeking US approval to ship more tools to its China facility in exchange for building a new US plant, testing export-control policy.

Two workers died at Intel's Kiryat Gat fab in an explosion police suspect was caused by a gas cylinder malfunction, with output impact still unclear.

Huang's public support lifted CoreWeave shares after a sharp selloff driven by worries over AI-related debt at the Nvidia-backed cloud provider.

TSMC said it is open to expanding US capacity via Musk's Terafab project but would require operational control, a key point for Intel's foundry ambitions.

A federal jury sided with Arm on some issues and Qualcomm on others, leaving the licensing battle unresolved while royalty fees remain in question.

The reported offer would lift US chip capacity about 10%, though analysts cautioned that state subsidies carry risks.

The reported pact would advance ByteDance's data center expansion and deepen MediaTek's push into custom AI silicon.

AMD shares dropped sharply amid the wider AI selloff, with ASML's capacity warnings adding to pressure on high-flying chip names.

SK hynix is pressing Washington for equipment export approvals in exchange for new US manufacturing, tying trade policy to domestic investment.

Tan cautioned that rising capital costs may temper the pace of AI infrastructure spending, echoing investor worries across the sector.

TSMC signaled willingness to absorb advanced packaging demand Intel may be unable to serve, underscoring competition in chip packaging.

Brussels is reportedly seeking to lift Chinese rare-earth restrictions on German coatings firm Sindlhauser Materials, an ASML supplier facing shutdown.

The jump highlights the gap between US efforts to restrict China's chip access and continued Dutch equipment shipments.

Musk criticized Samsung and SK hynix over high memory prices while crediting Micron's longer-term approach, as AI demand strains consumer DIMM supply.

Strong AI-driven demand lifted Chinese chip exports in September, blunting the effect of US export restrictions.