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Artificial Intelligence Chips
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Korean stocks up 22% in 10 days on chip rallyThe Kospi has ripped 22% higher in barely two trading weeks as memory chip pricing and AI demand reignite Samsung and SK Hynix. That pace outstrips even the sharpest AI-driven rallies of the past t…Chip stocks stall, and Asia catches the coldA pause in the chipmaker rally is not a correction, but after eighteen months of Nvidia-led gains carrying entire regional indices, even a pause moves everything downstream. Asian markets opened lo…The AI chip boom just showed its first real cracksSK Hynix posted a sixfold profit jump on AI memory demand, NXP and ASM International both raised outlooks on the same wave, and yet chip stocks sold off hard enough to qualify as a proper unwind ra…Beijing's memory chipmaker just became China's biggest stock debutCXMT priced its Shanghai listing to raise capital and ended the day worth roughly $484 billion, a 466% pop that makes it the largest new listing in China's market history. Hefei, the Anhui province…The chip rally is cracking under its own financing structureJapanese and Korean chip stocks fell hard this week as investors started pricing two problems at once: circular financing between AI infrastructure players propping up demand that may not be real, …Intel's 25% sales surge is a rescue, not a recoveryA quarter of growth doesn't undo three years of losing ground to TSMC and Nvidia, but it buys Intel's board time it didn't have in June. Second-quarter sales rose 25%, the fastest pace in 15 years,…Asian tech stocks rally while oil keeps climbing, and both can't be bullish signalsA tech rally usually reflects risk appetite and cheap money expectations, while rising oil reflects supply tightness or geopolitical risk, and having both at once means investors are pricing two di…Chip stocks slide as oil climbs, and the two are connectedA semiconductor selloff landing on the same day as an oil spike isn't coincidence. Rising Brent raises input costs and inflation expectations, which pushes rate-cut odds down, which hits the long-d…Washington puts $250m into a billionaire's chip startup, and the strategic logic is obviousThe US government is committing $250 million to a chip manufacturing startup backed by a high-profile billionaire investor, continuing the CHIPS Act-era strategy of deploying public capital to acce…Broadcom loses $300bn as AI guidance disappointsThe semiconductor giant's shares fell 15 percent in after-hours trading despite reporting 48 percent revenue growth and AI chip revenue that more than doubled to $10.8 billion. The sell-off came af…Nvidia's record $81.6bn quarter driven by AI agents explosionNvidia posted record quarterly revenue of $81.6 billion, up 85% year-on-year, as data center sales hit $75.2 billion on explosive demand for AI agents and generative AI workloads. The company has c…Intel shares jump as Musk commits Terafab to latest chipmaking techIntel stock gained after Musk confirmed his planned Terafab facility will use Intel's most advanced manufacturing processes. The endorsement provides Intel with a marquee customer for its foundry a…Chinese AI chips ride token economy waveChina's semiconductor companies are pivoting to AI inference chips designed specifically for token-based computing, creating unexpected winners as Western export controls reshape the market. Compan…Anthropic signs $21bn deal for one million Google TPU chipsAnthropic committed $21 billion to Broadcom for nearly one million Google-designed TPU v7p AI chips, delivered as fully assembled rack systems for direct data center deployment. The deal bypasses G…