Broadcom's stock fell by nearly 15% after the company's AI chip forecast disappointed investors, despite an earnings beat. The outlook also impacted other chipmakers like AMD and Intel.

Indian stock exchanges have fallen behind their Asian counterparts, particularly in Taiwan and South Korea, over the past week as global investors seek AI winners, with chipmakers in those countries experiencing significant surges.

Cerebras (CBRS) shares rose by 10.4% after a fund reportedly doubled down on its investments in AI chipmakers.

A new analysis by Hurun indicates that 26 US semiconductor firms, including Qualcomm and Nvidia, experienced an average 20% increase in their China revenue last year, defying ongoing trade tensions between the two countries.

An analysis suggests that the true investment opportunity in the semiconductor industry lies with the three essential equipment companies that chipmakers rely on, rather than the memory chip arms race.

The "NACHO" trade, signifying "not a chance Hormuz opens," has emerged as a new reality for global investors following the Xi-Trump summit. This development has heightened prospects of prolonged inflation, driving global bond yields higher while the rally in memory chipmakers persists.

A Samsung Electronics executive adviser has warned that the AI-driven "super cycle" in memory chips may lose momentum by 2028 due to aggressive expansion by Chinese chipmakers and global tech firms curbing spending.

Beyond major chipmakers, several lesser-known companies are playing crucial roles and benefiting from the rapid expansion of AI data centers.

An analysis explores whether investing in memory specialists offers a better strategy to capitalize on the artificial intelligence boom compared to focusing on traditional AI chipmakers.

Companies manufacturing AI chips in Korea and Taiwan are significantly contributing to the surge in Asian stock markets, pushing them to record-breaking levels amidst growing demand for AI technology.

The current AI frenzy is signaling an end to the traditional boom and bust cycles for memory chipmakers, with companies like SK Hynix and Samsung reporting increased demand for long-term contracts amid acute shortages.

The chipmaking industry is currently on track for its longest-ever rally, driven by widespread optimism surrounding advancements in artificial intelligence.

Investors are advised to watch for potential pullbacks in chipmakers and other stocks that have seen significant gains following a recent market rally.

The stock market is experiencing pressure, primarily driven by a downturn and perceived weakness within the chipmaking industry.

Chipmaking giants AMD, Arm, and Qualcomm are reportedly investing in a promising self-driving technology startup, signaling significant interest in the autonomous vehicle sector.

Traders who made leveraged bets on chip stocks nearly doubled their returns in a short period, as chipmakers surged from market lows previously impacted by concerns over the U.S.-Iran war.

Foreign investors have sharply increased purchases of South Korea’s major chipmakers, led by Samsung Electronics and SK hynix, following a ceasefire agreement between the US and Iran. According to the Korea Exchange on Friday, foreign investors bought a combined 3.33 trillion won ($2.5 billion) worth of the two stocks over two trading days from Wednesday to Thursday. Samsung Electronics topped net purchases at 2.65 trillion won, followed by SK hynix at 441.9 billion won and Samsung Electronics p

Damage to Qatar's gas facilities, linked to the Iran war, has caused a helium supply shock, posing a threat to Asian chipmakers who rely on the gas for manufacturing smartphones and medical scanners.

Chinese chipmakers are reportedly capturing almost half of their domestic market, leading to a reduction in Nvidia's market dominance in the region.

A report indicates that South Korean chipmakers possess sufficient helium reserves to sustain their operations until at least June.

Volkswagen is reportedly turning to Chinese chipmakers and sidelining Nvidia in an effort to accelerate its progress and catch up in the competitive electric vehicle (EV) market in China.

Iran war threatening Hyundai’s Middle East ambitions, chipmakers’ rare gas lifeline Korea JoongAng Daily

South Korea has warned its semiconductor giants, including Samsung and SK Hynix, about potential disruptions from the US-Israel-Iran conflict.

Chip prices are rising as Asian chipmakers announce plans for a record $136 billion in spending, indicating significant investment and potential market shifts in the semiconductor industry.

Stocks are pushing higher, driven by a rally in AI-infrastructure companies and chipmakers, though some investors express concern about inflated Big Tech valuations.

Chinese artificial intelligence laboratory DeepSeek reportedly did not share its latest flagship AI language model with American chip manufacturers before its planned release, signaling a dynamic development in China's AI sector.

For its forthcoming model, which ‌was ⁠expected to be released around the Lunar New Year holiday, DeepSeek did not ⁠provide access to Nvidia and AMD

AI demand is boosting unexpected Japanese companies — including a toilet maker and a seasoning giant. Smith Collection/Gado/Getty Images A toilet maker and seasoning giant are Japan's unlikely winners in the AI boom. Toto, famous for its bidets, has drawn investor attention because it makes key components for memory chips. Food giant Ajinimoto produces an insulating material used in advanced semiconductor packaging. The AI boom isn't just lifting chipmakers and Big Tech. In Japan, it's flushing gains into a toilet manufacturer and a seasoning giant. As demand for AI chips surges, investors are piling into companies that sit inside the semiconductor supply chain — even if they're better known for bathrooms and soup stock. Toilet maker Toto, famous for its high-tech bidets and heated seats, has drawn investor attention. The company makes electrostatic chucks, which are critical components used in the production of NAND memory chips. Memory prices have climbed sharply in recent months, driven by AI-related demand. Last week, UK-based activist fund Palliser Capital called Toto "the most undervalued and overlooked AI memory beneficiary," according to reports by Bloomberg and the Financial Times. After news broke on Tuesday that Palliser Capital had taken a stake and was pushing Toto to promote its chip-parts business, the toilet maker's stock jumped more than 5%. Its shares are up more than 54% over the past year. It's not just Toto. Japanese food giant Ajinomoto, better known for its umami seasonings and soup bases, has become an unlikely AI infrastructure play. The company produces an insulating material used in advanced semiconductor packaging. Ajinomoto's latest financials point to strength beyond its core food business. For the nine months ended December, the company reported an 8.9% rise in net profit, while operating profit increased 5.6% year-on-year. The gains were partly driven by its "Healthcare and Others" segment which includes electronic materials used in semiconductors, the company said in a February earnings statement. After Ajinomoto posted its earnings on February 5, the company's stock rose 13%. Its shares are up more than 56% over the past year. Not all non-tech companies are benefiting equally from the AI boom. Daikin, best known globally for its air conditioners, supplies high-purity chemical materials used in semiconductor manufacturing. It recently trimmed its outlook, citing uncertainty over US tariffs as a drag on demand. The Japanese air conditioning maker reduced its operating profit forecast by about 5% to 413 billion Japanese yen, or $2.6 billion, for the fiscal year ending in March. "Operating profit was significantly affected by the decline in semiconductor demand, decreasing by 44.6% year over year to ¥18,102 million," the company said in its financial report in February. "Net sales of fluoropolymers fell year over year, despite focused Group efforts to capture strong new demand in the data center field, and was due to the stagnation in the construction markets of the United States and China and the significant overall impact of delays in the recovery of semiconductor demand," it added. The company said it plans to cushion the blow through price increases and cost reductions. Daikin's stock dropped as much as 8.4% in Tokyo following its financial results. Read the original article on Business Insider

U.S. chipmakers, including Micron, Marvell, and Broadcom, experienced premarket losses after Broadcom's earnings report failed to meet investor expectations.

South Korea's Kospi stock market has reached unprecedented highs, driven by the artificial intelligence sector and the success of its major chipmakers. However, experts are cautioning against potential boom-bust cycles and the market's heavy reliance on a few key companies.

The ongoing artificial intelligence rally is raising a trillion-dollar question for memory chipmakers, highlighting the significant impact of AI on the semiconductor industry.

AMD has reportedly gained a competitive edge over its rival chipmakers, signaling strong performance in the semiconductor industry.

An analysis explores the reasons why the Bank of England is unlikely to intervene to support gilts, also touching upon Asian chipmakers.

Two memory chipmakers in China are moving forward with their initial public offerings, signaling significant progress and an upgrade in the country's chip industry.

An opinion piece argues that U.S. export controls on semiconductors act as a self-imposed tax, harming American chipmakers by cutting them off from the Chinese market and inadvertently boosting Beijing's domestic chip manufacturing efforts.

Chipmaking companies led midday gains in the stock market on May 11, despite ongoing concerns about oil prices.

Micron's stock has surged, reflecting a significant moment for chipmakers in the artificial intelligence boom, though some analysts note historical patterns in such market rallies.

South Korea’s benchmark Kospi hit a fresh high in early trading Monday, lifted by strong gains in chipmakers.

Emerging market stocks have hit a record high, with a rally in Asian chipmakers like TSMC, Samsung, and SK Hynix powering the rebound from losses incurred during the Iran war.

Major stock indexes saw a recovery, with strength in the chipmaking sector contributing significantly to the market's rebound.

Korean stocks have erased previous war-related losses, with chipmakers leading the rally amidst a resurgence in artificial intelligence demand.

The memory chip shortage is projected to continue until 2027, as chipmakers increasingly prioritize production for artificial intelligence applications.

Major chipmakers TSMC and ASML did not see significant stock gains despite strong earnings, potentially indicating a broader trend for the semiconductor industry. Their performance could serve as a bellwether for other chip companies.

Chipmakers are prioritizing the lucrative artificial intelligence industry, leading to a shortage of less advanced chips used in everyday consumer electronics, which is slowing efforts to get the world online, according to GSMA.

Analysts report that China's leading memory chipmakers are increasing their market share by offering lower prices and expanding production capacity, capitalizing on the global "super cycle" driven by AI demand.

The global semiconductor industry is accelerating efforts to achieve 1-nanometer chip technology, with major players like TSMC setting targets for mass production by 2028.

Analyses examine the market position and investment potential of Taiwan Semiconductor Manufacturing Company (TSM), comparing it with Micron as a leading AI chipmaker, noting TSM's strong business growth.

Rising tensions in the Middle East are rattling high-end chipmakers. Among all the latest geopolitical uncertainties for the industry is a shortage of helium that could slow global production.

The European Union is expanding its AI industry scrutiny, with officials warning US chipmakers like Nvidia and AMD. Regulators are examining the entire AI stack, from underlying models and data to cloud infrastructure, due to concerns about market dominance. Nvidia's significant market share in GPUs is a particular focus, potentially leading to antitrust investigations and hefty fines.

India has opened its first semiconductor assembly and test facility, marking a significant step in the government's efforts to reduce reliance on foreign chipmakers and establish itself in the global semiconductor industry.

Chinese AI firm DeepSeek is withholding early access to its new model from US chipmakers like Nvidia and AMD, instead sharing it with domestic partners. This move signals Beijing's tougher stance on technology and trade amid ongoing US export controls on advanced semiconductors.

Nvidia's CEO is reportedly preparing investors for an intensified competitive landscape, anticipating a renewed battle with rival chipmakers Intel and AMD.

SK Group Chairman Chey Tae-won is strengthening alliances with leading AI chipmakers, holding talks with TSMC Chairman C.C. Wei and meeting Nvidia CEO Jensen Huang to bolster the group's position in the AI sector.

Chipmaking companies have reportedly outperformed software stocks by the largest margin on record, indicating a significant shift in market performance.

Shares of major chipmakers Intel, AMD, and Qualcomm experienced a slide following news that Nvidia is making a significant entry into the personal computer chip market, intensifying competition.

Private investment firms of billionaires like David Tepper doubled down on chipmakers and energy stocks during the first quarter, despite the Iran war impacting data center economics.

A new Super Semiconductor ETF allocates 40% of its portfolio to major industry players including Micron, AMD, Broadcom, Nvidia, and Intel, offering investors exposure to leading chipmakers.

ASML, a key supplier to chipmakers, has announced that the first chips produced using its new High-NA extreme ultraviolet lithography machines are expected to arrive within months. This marks a significant step in advanced semiconductor manufacturing.

The rally among memory chipmakers is ongoing, indicating continued strength in the sector.

South Korean chip manufacturers are reporting such high profits that a political cabinet chief suggested distributing dividends to all citizens, causing a stir in the stock market.

A commentary suggests that the current surge in chipmakers' stock prices and profits, driven by AI demand, might be overlooking historical market trends and potential future challenges.

Chinese chip manufacturers are investing a larger proportion of their revenue into research and development than their US counterparts, driven by Beijing's push for tech self-reliance and the booming AI sector.

Goldman Sachs' Covello advised investors to buy AI hyperscalers rather than chipmakers, according to a report from Bloomberg.

Financial analysts Josh Brown and Sean Russo provided insights into the chipmaker sector, noting its overextension and discussing their top stock picks within the industry.

An analysis highlights three AI chip manufacturing companies that are projected to have greater upside potential compared to AMD, indicating strong growth prospects in the artificial intelligence…

An investment analysis evaluates whether Broadcom or AMD presents a better buying opportunity among AI chipmakers, focusing on their respective positions in the market.

The stock market has seen modest gains, primarily driven by a rebound in the chipmaking sector.

ASML, a key supplier to chipmakers, presented a mixed bag to investors, with its stock performance reflecting a cautious sentiment despite a recent upgrade.

South Korea's National Pension Service (NPS) has seen the value of its domestic equity holdings nearly triple over the past year, largely driven by investments in tech giants Samsung Electronics and SK hynix. More than half of these gains were concentrated in the two chipmakers.

Amazon is expanding into chipmaking, prompting analysis on whether to invest in AMZN stock.

China's Yangtze Memory Technologies Co. is rapidly catching up to top NAND flash memory makers by scaling production and advancing into higher-layer chips, prompting Korean chipmakers to move into more advanced markets.

An impending 'helium tsunami' is expected to hit chipmakers, potentially leading to a shortage and creating surprising opportunities for certain companies to profit.

Chinese analogue chipmakers have joined their international counterparts in announcing price increases, contributing to a broader pricing wave across the semiconductor supply chain and potentially benefiting China's mature-node producers.

Chipmakers in Malaysia are closely monitoring potential risks stemming from disruptions in the global helium supply, according to an industry association.

Despite global equity market volatility due to Middle East tensions, analysts are raising price targets for South Korea's leading chipmakers, Samsung Electronics and SK hynix, anticipating strong demand.

New regulations are anticipated for AI chipmakers regarding their sales and exports, potentially impacting the industry.

South Korea's main stock index, the KOSPI, lost 12 percent on Wednesday, sending retail investors into a panic as fears of energy shortages due to the war in Iran battered shares in chipmakers and…

Asian markets rally as traders reassess AI investments, shifting focus from software firms to upstream chipmakers amid concerns over tech valuations. Read More:…

The stock market experiences pressure and a downturn as chipmaking companies see their shares tumble, impacting overall market performance.

SK hynix and Sandisk have agreed to jointly pursue global standardization of High Bandwidth Flash, a next-generation memory technology designed to improve artificial intelligence inference systems, the companies said Thursday. The two chipmakers launched the HBF Spec Standardization Consortium at Sandisk’s headquarters in California, announcing plans to form a dedicated workstream under the Open Compute Project, the world’s largest open data center technology initiative. The workstream will focu

DeepSeek has reportedly decided to withhold its newest AI model from US chipmakers, including Nvidia, according to sources familiar with the matter.