Korea's strongest export growth since 1974 puts the country on track to become only the fourth to top $1 trillion in annual shipments, with semiconductors now n

The rout followed weak guidance and steep bank target cuts, deepening doubts about Intel's foundry turnaround; Washington's stake in the company has lost roughl

Intel is prioritizing data center CPUs and expanding capacity in the U.S., Ireland and Malaysia as PC demand weakens and AI supply stays tight, a key backdrop t

Intel's selloff spilled into Asian memory and foundry names and tech indexes, capping a rough October for AI hardware shares.

The meeting with roughly 50 Samsung executives underscores how acute the DRAM and HBM shortage has become for AI infrastructure buildouts.

AMD enters its print in a bear market on circular-investing worries, with investors looking for AI chip growth to reverse the selloff.

A broad October pullback in AI hardware names reset the market-cap leaderboard at the top of the S&P 500.

The disclosure puts the Nvidia CEO at the center of U.S.-China tensions over chip smuggling and export controls.

The carve-out relaxes a supply crunch that had threatened vehicle production across Europe and Asia.

The CXMT listing plan raises questions about whether China's state-backed memory push can crack the DRAM pricing upcycle.

Mega-cap capex commentary and Intel's weak guidance set the tone for AI hardware and data center spending into next year.

The foundry leader's pullback and talk of price hikes feed directly into cost and margin expectations for fabless chip designers such as Intel and AMD.

Analysts question whether Broadcom's AI custom-silicon pipeline is fully reflected in its price given customer concentration and financing exposure.

The objections highlight listed companies' pushback against unlicensed tokenized equity products that trade outside traditional market plumbing.

The lithography supplier sits at the center of debate over how much AI capex is already priced into semiconductor equipment shares.

October's retreat in AI-linked shares has investors reassessing which hardware names hold up if capital spending expectations reset.

The claim adds to a run of Chinese accelerator launches aiming to close the domestic AI compute gap under export restrictions.

Cisco Talos says the VOLTA infostealer uses Anthropic's model to triage loot and can switch models if one refuses.