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Global smartphone shipments plunged 20% in Q3 to lowest since 2012, as AI boom squeezes chip supply
Global smartphone shipments fell 20% in Q3, hitting their lowest third-quarter level since 2012, according to Counterpoint Research. AI data centers are absorbing memory chip supplies, driving up smar
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Solidigm, a subsidiary of South Korean company SK Hynix, may list in the U.S. with a valuation of up to $150 billion.
Solidigm, the NAND flash subsidiary of South Korean chipmaker SK hynix, is considering a U.S. listing and has met with several investment banks regarding underwriting, investment banking sources revea
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Former Intel CEO Pat Gelsinger: AI is sparking a hardware "renaissance," and data centers may face a wave of defaults due to power shortages.
Pat Gelsinger, General Partner at Playground Global and former Intel CEO, stated in an in-depth interview on a16z that while AI simplifies chip design, physical bottlenecks in manufacturing, memory, a
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Cramer: Next week's earnings reports from banks and chipmakers will offer clarity on corporate performance and AI trade strength, but rising bond yields remain a major risk
CNBC's Jim Cramer said the upcoming earnings season, kicking off with major banks and semiconductor reports, will provide a clearer picture of corporate performance and the strength of the artificial
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Massive bearish options trades on Micron and Nvidia signal growing skepticism in chip sector
Massive bearish options trades on Micron and Nvidia signal growing skepticism in chip sector. On Friday, over 180,000 put options traded in the SMH semiconductor ETF by midday, compared to 50,000 call
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SK Hynix CEO: Chip demand far exceeds expectations, will accelerate construction of Gwangju chip plant and consider simultaneous development of two major industrial parks.
SK Group Chairman Chey Tae-won stated on Friday that he expects chip demand to continue growing rapidly, and SK Hynix will accelerate the construction of its semiconductor complex in Gwangju, South Ko
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China State Funds Double Down on Hua Hong with $2.9 Billion Injection to Boost Legacy Chip Production
Chinese state funds are significantly increasing their support for Hua Hong Semiconductor, the country's second-largest contract chipmaker. According to a stock exchange filing on Thursday, Hua Hong G
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Nikkei 225 fell 1.1%, dragged down by chip and metal stocks.
Nikkei 225 fell 1.1%, dragged down by chip and metal stocks.
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OpenAI Revenue Concerns Drag Down US Chipmakers, Weighing on Asian Tech Stocks
According to Bloomberg Markets, speculation about OpenAI's revenue has reignited concerns about the sustainability of the AI spending boom, leading to a sell-off in US chipmakers and expected pressure
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Japan's Sumitomo Bakelite to boost chip encapsulant output in China, Singapore
Japanese plastics company Sumitomo Bakelite will invest $63 million to increase production of semiconductor encapsulation materials at its Suzhou plant in China and in Singapore. The additional lines
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China's major state-owned banks bucked the trend, with Industrial and Commercial Bank of China and Bank of China hitting all-time highs
On October 8, China's A-share and Hong Kong stock markets saw divergent trends. Shares of the six major state-owned banks (Industrial and Commercial Bank of China, Agricultural Bank of China, Bank of
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Huawei Doubles Down on Smartphone Business as EV Sales Slow
Chinese tech giant Huawei is working to rebuild its consumer business after U.S. sanctions caused the division's revenue to halve. Amid a slowdown in the smartphone and automotive markets, Huawei's co
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Samsung, SK Hynix face investor test as share buybacks conclude
South Korea's two biggest chipmakers, Samsung and SK Hynix, are facing an investor test as their share repurchase programs wind down, removing a major source of buying support. The market is now focus
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Global banks lift South Korea's 2026 growth outlook to 3.5% on chip export boom
Global investment banks have revised up their forecasts for South Korea's economic growth this year and next, citing a strengthening semiconductor export outlook. Eight major global investment banks n
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Samsung's Q3 Profit Expected to Jump Nine-Fold to $79.1 Billion, Driven by AI Demand
Samsung Electronics is projected to report a nearly nine-fold increase in third-quarter operating profit, reaching 106.1 trillion won ($79.1 billion) for the July-September period, primarily fueled by
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Taiwan's top diplomat launches new quasi-diplomatic mission in Arizona, citing booming chip investment
Taiwan's top diplomat launches new quasi-diplomatic mission in Arizona, citing booming chip investment
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Nikkei Asia: Kioxia shares plunge, retail investors face year-end liquidation pressure
Nikkei Asia reported that Kioxia Holdings, a Japanese chipmaker whose stock previously helped push the Nikkei index to record highs, has lost its upward momentum. Many retail investors who bought Kiox
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Wall Street Banks Kick Off Broadcom-Anthropic $60 Billion Chip Deal
Wall Street banks have launched a record $60 billion chip deal aimed at financing Broadcom and AI firm Anthropic. The syndication of this massive financing package comes amid growing market concerns a
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Nikkei: Japan's Rapidus to collaborate with 17 companies to assist clients in chip design
Nikkei reports that Japan's contract chipmaker Rapidus will partner with 17 advanced semiconductor design companies, aiming to expand its potential customer base by helping clients develop their own-b
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Amazon seeks to offload $8bn of Nvidia chips
The move aims to improve the tech group’s balance sheet health as AI spending soars, according to the Financial Times.
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Tencent leases 100,000 chips from Oracle to accelerate AI push
Tencent leases 100,000 chips from Oracle to accelerate AI push
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Seoul stocks open lower on chip losses
South Korean stocks opened lower on Thursday, extending a three-day losing streak, as chip-heavy stocks dragged down the market. The benchmark Korea Composite Stock Price Index (KOSPI) fell 26.3 point
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South Korean Chip Leaders Call for Moving Beyond "Fast Follower" Model to Address Growing AI Demand
South Korea must develop new technologies and standards to remain competitive in the artificial intelligence sector, leaders in the country's chip industry said on Tuesday, according to The Korea Hera
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U.S. chipmaker Broadcom and Japan's Toppan Holdings opened Singapore's first advanced chip substrate plant on Tuesday, months ahead of schedule, to ease AI supply bottlenecks.
U.S. chipmaker Broadcom and Japan's Toppan Holdings opened Singapore's first advanced chip substrate plant on Tuesday, months ahead of schedule, to ease AI supply bottlenecks.
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South Korea's industrial output grew 3% in September, hitting a 15-year high led by chips, with retail sales and investment also rising.
South Korea's industrial output grew 3% in September, hitting a 15-year high led by chips, with retail sales and investment also rising.
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South Korean shares fall 1.24% to 5,937.66 as Samsung disappoints on Q3 earnings and shareholder returns
South Korean shares fell 1.24% on Thursday, with the benchmark Korea Composite Stock Price Index (KOSPI) closing at 5,937.66 points, following Samsung Electronics' third-quarter earnings that slightly
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Chinese Tech Hardware Stocks Fall Despite Some Chipmakers' Sales Soaring 1800%
Chinese tech hardware stocks fell, failing to offset persistent market concerns about weak fundamentals and global AI sentiment, even as some chipmakers reported a 1800% surge in quarterly sales.
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Samsung Electronics approves W30tr cash dividend on record Q3 profit
Samsung Electronics confirmed a record 107.44 trillion won ($80.5 billion) in third-quarter operating profit and approved a 30 trillion won cash dividend, driven by surging demand for AI-related memor
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The Trump administration plans to invest $30 billion to build an equity portfolio, holding stakes in over 40 companies in sectors such as semiconductors and mining.
The Trump administration plans to invest $30 billion to build an equity portfolio, holding stakes in over 40 companies in sectors such as semiconductors and mining.
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ASML, a chip equipment manufacturer, could contribute as much as 1.6% directly to the Dutch economy this year
ASML, a chip equipment manufacturer, could contribute as much as 1.6% directly to the Dutch economy this year, up from 1.3% in 2025, highlighting the Netherlands' increasing reliance on ASML, ING said
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As of 9:15 AM, the Korea Composite Stock Price Index (KOSPI) was down 24.45 points, or 0.46%, at 5,524.85 points
South Korea's KOSPI index opened lower on Monday as investors awaited third-quarter earnings reports from major chipmakers and the Federal Reserve's monetary policy decision later this week. As of 9:1
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SK Hynix plans to distribute a special dividend of approximately 16 trillion Korean Won (about $12.1 billion)
SK Hynix plans to distribute a special dividend of approximately 16 trillion Korean Won (about $12.1 billion), funded by proceeds from the sale of its stake in Japanese memory chip manufacturer Kioxia
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South Korea's current account surplus reached $116.63 billion in the second quarter
South Korea's current account surplus reached $116.63 billion in the second quarter, driven by strong chip exports, ranking second among major global economies and exceeding the combined surpluses of
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Amazon CEO states strong long-term demand for AWS cloud capacity, with 2026 and 2027 largely sold out, and most of 2028 already booked.
Amazon CEO Andy Jassy stated in an Andreessen Horowitz podcast released on Friday that the vast majority of Amazon Web Services (AWS) core infrastructure capacity has been snapped up for the next seve
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Chip-backed financing is reshaping the AI debt market, potentially exceeding $1 trillion, with giants like Broadcom and NVIDIA deeply involved.
Structured financing collateralized by chips is emerging as a core funding engine for global AI expansion, rapidly evolving into a new asset class that could exceed a trillion dollars. JPMorgan Chase
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The Nikkei 225 fell 2.2% in early trading, led by declines in chip and bank stocks, influenced by an overnight drop in U.S. tech stocks and concerns over energy costs.
The Nikkei 225 fell 2.2% in early trading, led by declines in chip and bank stocks, influenced by an overnight drop in U.S. tech stocks and concerns over energy costs.
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Wallstreetcn: Chinese talent is emerging in Silicon Valley's AI sector, with multiple Chinese-American founders and executives leading the chip, large model, and application tracks.
Wall Street News reported that the Silicon Valley AI sector is witnessing a surge of Chinese talent, with multiple Chinese founders and executives holding key positions in areas such as chips, large m
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Jensen Huang: China is the only country in the world capable of large-scale output across three dimensions: chip manufacturing, open-source models, and AI researcher cultivation.
NVIDIA CEO Jensen Huang stated on Wednesday that China is the only country globally capable of achieving large-scale output simultaneously across three dimensions: chip manufacturing, open-source mode
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Japan's Growth Strategy: Short-term focus on chips and video games, medium-term on AI-controlled robotics and hydrogen energy, with a five-year roadmap to be formulated by year-end.
Japan's Growth Strategy: Short-term focus on chips and video games, medium-term on AI-controlled robotics and hydrogen energy, with a five-year roadmap to be formulated by year-end.
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NVIDIA Releases OpenShell Reference Architecture to Contain and Monitor AI Agents
NVIDIA on Wednesday unveiled the OpenShell reference architecture at its GTC Berlin conference, a full-stack design combining its Vera CPU, OpenShell software, and BlueField-4 chips to contain and mon
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Intel's first major structural truss has been installed at its Ohio chip factory, but the project is at least five years behind schedule, with completion expected in 2030 and no major external customers announced yet.
Intel's first major structural truss has been installed at its Ohio chip factory, but the project is at least five years behind schedule, with completion expected in 2030 and no major external custome
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CrowdStrike and NVIDIA Extend AI Agent Security from Software to Silicon
CrowdStrike and NVIDIA Extend AI Agent Security from Software to Silicon
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Li Auto unveils "Liangshan" electric technology system, pledges to compensate with a new vehicle of the same configuration for self-developed battery quality issues.
Li Auto unveiled its "Li Auto Lianshan" electric technology system on October 20, covering batteries, electric drives, supercharging equipment, and its self-built charging network. The company pledged
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Citadel founder Ken Griffin warns of "localized bubbles" in the AI market, detailing three major pitfalls including "marginal pricing collapse."
Citadel founder Ken Griffin stated at the annual Global Markets Summit that the market is shifting from the "thematic buying" of the past two years to fundamental research. He warned that there is "al
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Vietnam's Ministry of Public Security seeks cooperation with Samsung in security equipment chips, document analysis AI, and biometric software.
Vietnam's Ministry of Public Security seeks cooperation with Samsung in security equipment chips, document analysis AI, and biometric software.
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Montage Technology expects Q3 net profit to increase by 153.6%~174.7% year-on-year, reaching 1.2 billion to 1.3 billion yuan.
Montage Technology disclosed its Q3 2026 performance pre-announcement, expecting to achieve revenue of approximately 2.079 billion yuan, a year-on-year increase of about 46.0%. The company anticipates
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Bloomberg Strategist Simon White: The signal for a peak in US equities is not in the bond market, but in Asian chip export data.
Bloomberg macro strategist Simon White suggests investors should not overemphasize the impact of government bond yields on the stock market, but rather track chip export data from South Korea and Taiw
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South Korean chipmakers led losses in the stock market on Tuesday, as foreign investors reduced holdings due to surging US Treasury yields and a poor IPO performance by a data center company.
South Korean chipmakers led losses in the stock market on Tuesday, as foreign investors reduced holdings due to surging US Treasury yields and a poor IPO performance by a data center company.
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Storage Chip Market Surges Under AI Drive: Is Decentralized Storage Ushering in a New Era?
Driven by strong demand for artificial intelligence (AI), the global memory chip market is experiencing significant growth. Micron Technology achieved explosive revenue and profit growth in the third quarter of fiscal year 2026, while the entire semiconductor industry is showing unprecedented prosperity. This trend not only brings huge profits to traditional storage giants but also creates new development opportunities for the decentralized storage sector. With the increasing demand for data security, privacy protection, and Web3 applications, the decentralized storage market is expected to expand rapidly in the coming years, becoming an important component of the digital economy.
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80% of CHIP Token Supply Still Locked Up: 10 Billion CHIPs Waiting to Be Released, Long-Term Narrative or Value Trap?
CHIP is the governance token of the USD.AI protocol, designed to finance AI infrastructure through GPU collateralized lending. The token has a total supply of 10 billion, with approximately 80% currently in lock-up. Investor and contributor tokens are expected to begin unlocking in early 2027. The market is closely monitoring this potential supply surge, debating whether CHIP possesses long-term growth potential at the intersection of DeFi and AI, or if it might fall into a "value trap" due to the massive unlock.
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Google and Microsoft's Q3 capital expenditure falls short of estimates, raising concerns about AI build-out costs and delays
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LS Cable subsidiary Gaon Cable secures W120b ($90m) US AI data center cable deal
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Event prediction platform Kalshi completes $1 billion funding round, reaching a valuation of $40 billion, with non-sports revenue run rate exceeding $1 billion.
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Iranian President Pezeshkian stated that Iran is ready to expand cooperation with Turkey to serve common interests and enhance regional security.
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New ECB staff estimates show bond yield rise cutting 2027-28 growth by a cumulative 100 BPS and inflation by 90 BPS vs Sept baseline.
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Report: Hedge Funds Exit Bitcoin ETF Arbitrage Trades, Sovereign Wealth Funds and Retail Investors Step In
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Unlimit founder backs Phase blockchain with $45M as mainnet launches
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onXRP Team to Launch New Trading Method on XRP Ledger Next Week
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