Intel plunges nearly 30%, worst day in 52 years, wiping out $140B-$187B in market value
A weak Q4 forecast tied to the PC slump and supply constraints triggered Intel's steepest single-day drop since 1974 and dragged semiconductor peers lower.
Tom's Hardware · +15 outlets
Intel rout wipes $1 trillion off global chip market cap as AI hardware stocks slide
Intel's guidance shock spread across AI hardware names, with the Nasdaq falling sharply and few chip stocks escaping the selloff.
Tom's Hardware · +14 outlets
South Korea exports hit record $115.3B in October as chip shipments jump 259%
AI-driven memory demand drove Korea's strongest export month on record, lifting chip sales to nearly half of total exports.
NDTV Profit · +14 outlets
AMD stock slides after Intel's earnings flag PC slump and supply limits
Intel's downbeat PC outlook weighed on rival CPU makers ahead of AMD's own earnings report, with options markets pricing a big move.
Quartz · +8 outlets
Intel shifts capacity from consumer to server CPUs amid 'unprecedented' AI demand
Intel is expanding chipmaking and advanced packaging in the US, Ireland and Malaysia as data center CPU demand surges while the PC market shrinks.
Tom's Hardware · +11 outlets
Coherent and other AI hardware stocks fall as Intel and Amazon earnings weigh
Nvidia and optical component peers sold off in sympathy with weak AI infrastructure signals from Intel and Amazon.
Yahoo Finance · +13 outlets
Intel rout trims US government's Intel equity stake by about $12B
The government's Intel holding remains well above its cost basis despite the drop, but the slide revives debate over state equity stakes in chipmakers.
TechCrunch · +4 outlets
Taiwan moves to criminalize AI chip smuggling to China
The measure tightens enforcement of export controls on advanced chips shipped to Chinese buyers.
Startup Fortune · +8 outlets
Nvidia defends Jensen Huang's meetings with person suspected of being a Chinese spy
The episode highlights how chip CEOs have become front-line targets in the US-China technology contest.
Billionaires.Africa · +13 outlets
TSMC weighs rare-earth-free motors to diversify supply chain amid China export controls
The foundry is exploring alternatives to reduce exposure to Chinese rare-earth restrictions.
아시아경제 · +2 outlets
Analysts say no reason to buy the dip after Intel's historic plunge
Investment banks cut targets and warned on Intel's outlook, with JPMorgan modeling further downside.
MarketWatch · +9 outlets
Nvidia store quietly pulls RTX 5080 after RTX 5090 removal, retail prices climb
Scarcity of high-end GeForce cards keeps street pricing well above MSRP as Nvidia's own store list shrinks.
Tom's Hardware · +6 outlets
Dutch, Korean export data point to AI chip cycle dominance in world trade
Korea is poised to become the world's fourth $1 trillion exporter on AI chip demand.
Korea JoongAng Daily · +6 outlets
Qualcomm teams with Anduril to build US-made laptops
The partnership adds a defense-linked manufacturing angle to Qualcomm's PC push, though analysts see limited near-term financial impact.
Barchart.com · +14 outlets
Qualcomm stock tumbles as investors weigh AI target against valuation
Qualcomm slid in the broad chip selloff, with analysts questioning whether its $15B AI revenue target justifies current prices.
Investing.com · +11 outlets
Broadcom stock slides despite AI chip growth and Anthropic partnership optimism
Broadcom's AI chip narrative faces near-term pressure amid the sector-wide selloff.
Yahoo Finance · +5 outlets
Samsung and SK Hynix-linked chip boom: Bank of Korea warns chip exports may fall
The central bank cautioned that the current export surge may not be sustained.
Business Recorder
Nvidia Q3 FY2027 preview highlights fabless cost shift of $279B
The preview examines how Nvidia's fabless model and related costs are evolving ahead of earnings.
Seeking Alpha