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Keywords: AI chip


China’s AI chip demand set to push imports above exports growth

China’s growing demand for advanced artificial intelligence chips is expected to drive import growth beyond export expansion for the first time since 2021, marking a shift in the country’s trade dynamics. Economists now forecast imports will rise by about 5 percent in 2026, more than double......

Samsung workers stage largest protest and threaten major strike

Around 40,000 employees of Samsung Electronics gathered at the company’s semiconductor complex in Pyeongtaek, marking the largest protest in the firm’s history. Workers demanded higher bonuses and warned of a prolonged strike that could disrupt global semiconductor supply, particularly for......

Asia pacific stocks hit records on ai chip demand and iran talks hopes

Asia-Pacific and emerging market equities surged on Tuesday, with several benchmark indices reaching new highs as strong demand for artificial intelligence semiconductors combined with cautious optimism over renewed diplomatic engagement between the United States and Iran. The rally restored investor......

SK Hynix begins mass production of AI server memory for Nvidia Vera Rubin

South Korea’s SK Hynix has launched mass production of a new high-capacity memory module designed for next-generation artificial intelligence servers, marking a key step in the buildout of future data center infrastructure. The SOCAMM2 192GB module is tailored for Nvidia’s upcoming Vera Rubin......

Tesla expands chip hiring in Taiwan as Terafab project accelerates

Tesla has launched a targeted hiring push in Taiwan for semiconductor engineers as its Terafab project gathers momentum, signaling a deeper move into advanced chip manufacturing. The recruitment drive focuses on experienced engineers with backgrounds in cutting edge fabrication processes, placing the......

Nvidia CEO admits missing Anthropic investment while defending AI dominance

Nvidia chief executive Jensen Huang said he made a mistake by not investing earlier in Anthropic, as he pushed back against claims that custom AI chips from major tech rivals threaten Nvidia’s leadership. Speaking in a recent podcast, Huang argued that building a platform superior to Nvidia’s......

Tesla completes AI5 chip design with mass production targeted for 2027

Tesla has finalized the design of its next-generation AI5 chip, marking a key milestone as the company prepares for large-scale production expected in 2027. Elon Musk confirmed the “tapeout” of the chip, meaning the design has been sent to manufacturing partners for fabrication. He described......

Aletheia lifts TSMC price target to record $600 on AI demand

Aletheia Capital has raised its price target on Taiwan Semiconductor Manufacturing Company to $600 from $500, marking the highest forecast on Wall Street while maintaining a buy rating on the stock. The firm also increased its target for Taipei listed shares to 3,000 TWD, applying forward price to earnings......

Arm shares slide as investors lock in gains after AI-driven rally

Shares in Arm Holdings fell sharply on Thursday, dropping approximately 5.5 percent from the previous session's close, even as the chip designer was riding a wave of high-profile announcements that had fueled a strong run in recent weeks. The pullback, which brought the stock to around $146 during......

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