Tag - chipmakers

 
 

CHIPMAKERS

Samsung’s stock has plunged 32% from July’s peak as it lags behind rivals in AI memory and chipmaking, shedding $122 billion in market value and investor confidence.
BUSINESS / Companies
Oct 30, 2024
Samsung’s sudden $122 billion wipeout shows the cost of sleeping on AI
South Korea’s biggest company has become a stark example of how quickly fortunes can turn in the AI and chipmaking industries.
Akira Amari, a former economy minister, championed funneling large sums of public money into building up the country’s semiconductor capacity.
BUSINESS / Economy
Oct 29, 2024
Japan’s chip push loses key advocate after election defeat
Akira Amari had championed funneling large sums of public money into building up the country’s semiconductor capacity.
Toshiba may eventually form an alliance of companies that would corner 30% market share in the world’s power chip market, a company executive says.
BUSINESS
Oct 29, 2024
Toshiba aims for double-digit power chip market share by 2030
Toshiba could eventually form an alliance of companies that would corner 30% of the industry.
A Nvidia chip during the Taipei Computex expo in Taipei on May 29, 2023
BUSINESS / Tech
Oct 28, 2024
How a Mumbai drugmaker is helping Putin get Nvidia AI chips
An inconspicuous pharmaceutical company exported 1,111 units of Dell Technologies' most-advanced servers to Russia in April-August of this year.
Flames leap out of an oven where rare-earth-based chemicals are roasted for more than 20 hours, in Changshu, China.
BUSINESS / Tech
Oct 27, 2024
China tightens its hold on minerals needed to make computer chips
The country already produces nearly all the world’s supply of these materials. The new restrictions solidify that market dominance.
Nvidia's stock market value on Friday briefly touched $3.53 trillion, slightly above Apple's $3.52 trillion, LSEG data showed.
BUSINESS / Tech
Oct 26, 2024
Nvidia overtakes Apple as world's most valuable company
Nvidia's stock market value briefly touched $3.53 trillion, slightly above Apple's $3.52 trillion, LSEG data showed.
The Tokyo Stock Exchange. Rigaku Holdings' shares fell on debut, even after the results of its offering suggested that investors still have an appetite for big Japanese stock deals in a busy primary market.
BUSINESS / Companies
Oct 25, 2024
Rigaku shares fall 10% in market debut after IPO priced at the top
Rigaku shares closed at ¥1,130 after the initial public offering had been priced at the top end of a ¥1,230 to ¥1,260 indicative range.
NEC CEO Takayuki Morita
BUSINESS / Companies
Oct 25, 2024
Japan’s military pivot is firing up NEC’s defense tech business
NEC is targeting more than 60% revenue growth in its aviation, space and defense unit by March 2026.
Taiwanese chipmaker Taiwan Semiconductor Manufacturing Co. has halted shipments to a client after discovering semiconductors delivered to them found their way into Huawei products.
BUSINESS / Tech
Oct 24, 2024
TSMC cuts off client after discovering chips sent to Huawei
It’s unclear whether the TSMC client was acting on Huawei’s behalf, or where it’s based.
Taiwan Semiconductor Manufacturing Company notified the U.S. that one of its chips had been found in a Huawei product, revealing a possible violation of export restrictions on the Chinese company.
BUSINESS / Tech
Oct 23, 2024
TSMC told U.S. of chip in Huawei product after TechInsights finding, source says
The revelation could show how difficult enforcing export controls can be for both companies making highly desired products and regulators.
The Taiwan Semiconductor Manufacturing Co. campus in Hsinchu, Taiwan, on July 16. The incessant demand for electricity that the artificial boom is placing on chipmakers such as TSMC has made opposition to nuclear power harder to maintain.
BUSINESS / Tech
Oct 21, 2024
Taiwan signals openness to new nuclear tech amid surging AI power demand
Premier Cho Jung-tai's comments underscore what appears to be a shift by a government that has opposed using nuclear power for safety reasons.
The ASML headquarters in Veldhoven, Netherlands, on Thursday. Semiconductor equipment makers such as ASML have unusually long-range views of how their customers are feeling, and at the moment, they’re flashing a caution signal for everything other than artificial intelligence.
BUSINESS / Tech
Oct 21, 2024
ASML shows chasm in chip land: AI winners versus everyone else
The semiconductor equipment makers’ results sparked worries about the health of the chip industry, which is being hurt by weakness in non-AI businesses.
The Tokyo Electron logo is displayed at the Semicon Japan exhibition in Tokyo last December.
BUSINESS / Tech
Oct 19, 2024
Japan pressed by U.S. lawmakers to strengthen chip curbs on China
China remains a crucial and lucrative market for all chip toolmakers, and officials in Tokyo and the Hague are cautious about imposing more restrictions.
Components of a Huawei Technologies smartphone. Lawmakers in the U.S. are pushing to block Huawei suppliers from buying American chipmaking gear.
BUSINESS / Tech
Oct 17, 2024
Key lawmakers push to cut off Huawei suppliers from U.S. chip gear
The U.S. and its allies have broadly blocked sales of the most advanced chips and manufacturing gear to China.
The Taiwan Semiconductor Manufacturing Co. logo at the TSMC Museum of Innovation in Hsinchu, Taiwan, on May 29. Analysts say TSMC's longer-term outlook, which hinges on demand for the high-end chips used to train and host artificial intelligence models, should remain intact.
BUSINESS / Tech
Oct 17, 2024
TSMC bulls expect strong results to support record-high shares
TSMC is seen as more resilient than its key equipment supplier, ASML Holding, whose outlook cut sparked a slide in global chip stocks.
ASML shares slumped 16% on Tuesday after third-quarter figures were mistakenly released earlier than scheduled.
BUSINESS / Companies
Oct 16, 2024
ASML shares plunge as bookings miss signals chipmaker woes
Its 16% tumble — the biggest decline since 1998 — also triggered a broad downturn in chip-related stocks.
Kioxia has undergone years of upheaval and the attempt to list the company is closely watched as a test case for buyout firms in Japan where more companies are selling non-core assets or going private.
BUSINESS / Companies
Oct 14, 2024
Bain sought $10 billion valuation for Japan's Kioxia, but investors only wanted to pay half
The valuation gap complicates the buyout firm's effort to exit its six-year-old investment in Kioxia.
Fumihiro Inoue, an associate professor at Yokohama National University speaks during an interview on Sept. 18 in Hodogaya Ward, Yokohama.
BUSINESS / Tech
Oct 9, 2024
Expert calls for new chip research institute near Tokyo
"Technological innovation led by companies is necessary for the semiconductor industry to regain momentum," said Fumihiro Inoue.
The ByteDance logo at the company's office in Shanghai in 2023
BUSINESS / Companies
Oct 1, 2024
ByteDance rumored to be planning new AI model trained with Huawei chips
ByteDance has diversified to domestic suppliers of chips for artificial intelligence and has been accelerated development of its own since the U.S. restricted exports.
In 2023, SBI, PSMC and the Miyagi Prefectural Government formed a basic agreement to construct a chipmaking plant in the village of Ohira, but SBI has announced that the tie-up with PSMC ended.
BUSINESS / Tech
Sep 29, 2024
SBI to end plant construction tie-up with Taiwanese chipmaker
The Japanese online financial group has vowed to carry out the semiconductor plant project by finding new partners.

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