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Samsung and TSMC shake chip markets, supply chain risks mount
Samsung Electronics faces a potential 18-day strike by over 45,000 workers starting May 18, 2026. Pay negotiations must conclude this week to prevent the...
Samsung Strike Looms, Shaking Global Chip Supply Chain as TSMC Sells Stake
Asia's semiconductor sector was rattled by a dual shock on May 18, 2026, creating significant uncertainty for the global chip supply chain. Samsung Electronics...
Kioxia shares halt on record $8.2 billion profit forecast, driven by AI
Kioxia Holdings shares were halted by a surge in buy orders following record profit reports. The company's outlook significantly exceeded market expectations...
Kioxia shares halted, record $8.2 billion profit forecast on AI demand
Kioxia Holdings shares were halted Monday following a surge in buy orders. The Tokyo-based memory chip supplier reported soaring profits and a record-breaking...
Doosan acquires SK Siltron for $3.7B, targeting AI chip supply chain
Doosan Group has agreed to acquire 100% of SK Siltron. The transaction is valued at approximately 5.5 trillion won ($3.7 billion). It includes all stakes from...
Tata Electronics secures ASML technology for $11B fab, reducing foreign chip reliance
Tata Electronics and Dutch firm ASML signed a major agreement to build India's first front-end semiconductor plant. The Indian and Dutch Prime Ministers...
ASML joins Tata Electronics to equip India’s first semiconductor fab, cutting imports
Tata Electronics and ASML signed an MoU to equip India’s first major semiconductor plant in Dholera, Gujarat. The Prime Ministers of India and the Netherlands...
Arm Holdings Faces FTC Antitrust Probe Over Chip Licensing Monopoly Fears
The US Federal Trade Commission (FTC) is investigating Arm Holdings for potential antitrust violations regarding its semiconductor technology licensing....
Nasdaq sinks, as US-China summit fails to lift chip export curbs
U.S. President Trump and Chinese President Xi Jinping concluded their summit on Friday without reaching an agreement for technology investors. U.S. Trade...
Tech Stocks Sink, US-China Summit Fails to Ease Chip Export Controls
U.S. President Trump and Chinese President Xi Jinping concluded their summit on Friday without a breakthrough. U.S. Trade Representative Jamieson Greer...
Applied Materials Forecasts 30% Growth, Fueled by Global AI Build-out
Applied Materials reported record second-quarter revenue of $7.91 billion. The company achieved non-GAAP earnings per share of $2.86. These results...
NVIDIA and chipmakers tumble, as Trump-Xi summit yields no tech deal
Global semiconductor stocks declined sharply on May 15, 2026. This followed a high-stakes summit in Beijing between U.S. President Donald Trump and Chinese...
🔴 VGT is trading 1.6% down today as Trump–Xi summit fails to ease chip export curbs
VGT is trading down 1.6% as technology stocks retreat following a Trump–Xi summit that ended without progress on U.S. semiconductor export controls. •...
Nvidia leads chip sell-off as Trump-Xi summit ignores export curbs
U.S. President Trump and Chinese President Xi Jinping concluded their high-stakes summit on May 15 without easing technology trade restrictions. U.S. Trade...
SMIC wins foreign orders, as AI boom exhausts global factory capacity
Semiconductor Manufacturing International Corp (SMIC) reported a surge in overseas orders on Friday. Co-CEO Zhao Haijun attributed the growth to the global...
SMIC captures global orders, as rivals shift capacity to AI chips
Semiconductor Manufacturing International Corp (SMIC) reported a surge in overseas orders during its Q1 2026 earnings call. Co-CEO Zhao Haijun stated that the...
Nvidia H200 sales to China stall, as Beijing blocks domestic approvals
Nvidia has not delivered any H200 AI chips to China as of May 15, 2026. Beijing continues to withhold necessary purchase approvals for approximately 10 Chinese...
Cisco hits record high on $9B AI forecast, signaling infrastructure boom
Cisco Systems (CSCO) reported record third-quarter revenue of $15.8 billion. The company raised its fiscal 2026 AI infrastructure order forecast to $9...
Cisco Surges 17% to Record High, Nearly Doubles AI Forecast to $9B
Cisco Systems (CSCO) shares rose as much as 17% to reach a record high. This move marks the stock's best single-day gain in over 20 years. The rally followed a...
Cisco hikes AI forecast to $9 billion, shares surge on record revenue
Cisco Systems reported record fiscal third-quarter revenue of $15.8 billion. Adjusted earnings reached $1.06 per share, exceeding analyst estimates. The...