Latest Market News
TSMC Flags Middle East Conflict as New Risk to Chip Supply Chains
TSMC warns that prolonged Iran war could disrupt semiconductor supply chains, adding to AI-driven demand pressures.
US Clears H200 Sales to Tencent, Alibaba: A Strategic Pivot?
US approves Nvidia H200 chip sales to Tencent, Alibaba, ByteDance and others, signaling a potential shift in tech export policy.
US Clears H200 Chip Sales to Alibaba, Tencent: A New AI Era?
US approves H200 chip sales to Alibaba, Tencent, and others. What this means for China's AI race and Nvidia's strategy.
Kospi Surges 6.5% to Record High Above 7,000
South Korea's Kospi index surged 6.5% to a record high above 7,000, driven by chip stocks and Samsung's earnings.
Intel Surpasses Dotcom Value, Chip Stocks Rally
Intel's market cap tops dotcom-era high, while Micron and SanDisk hit records amid surging chip demand.
Apple Stock: App Store Overhang, Intel Chip Talks
Goldman Sachs reiterates Apple as buy despite App Store overhang; Intel surges on report Apple may use its chips.