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Semiconductor
Chip market troubles pose threats after AI euphoria
'Every time you say that about the chips, they always surprise you and the cycle happens anyway'
December 07, 2023
Semiconductor
Nvidia shares will struggle to repeat a stellar year
'Everyone loves the stock, so more or less everyone already owns it or overweights it'
November 30, 2023
Semiconductor
A new front is opening up in the US-China conflict over chips
'Packaging is the new pillar of innovation in the semiconductor industry'
November 29, 2023
Artificial Intelligence
Nvidia fails to satisfy lofty investor expectations for AI boom
While Nvidia posted another quarter of impressive growth, some investors were clearly anticipating more
November 22, 2023
Insider moves
EPF and abrdn buy more AEM shares; recovery delayed till late 2024
EPF bought the shares a day after AEM's 3QFY2023 business update
November 16, 2023
Broker's Calls
Maybank keeps 'buy' call on Frencken, citing better revenue share with customer shifting production
Seet, citing the management, expects higher revenue from the semiconductor industry for 2HFY2023 over the preceding half year
November 03, 2023
Semiconductor
TSMC's control over its destiny is slipping away
TSMC's control over its own destiny is whittled away by a growing tide of national interest, security worries and local concerns
October 22, 2023
US-China trade war
New Huawei phone raises questions about US quest to curb China’s chip sector
Decoupling Huawei’s new phone highlights the Biden administration’s challenge
October 19, 2023
China Focus
Huawei drives US$34 billion China stock boom in rare hot trades
The big gains contrast with overall weakness in Chinese stocks
October 15, 2023
Semiconductor
Arm wins bullish Wall Street reviews as valuation seen supported
The company raised US$4.9 billion last month in the largest IPO since November 2021
October 09, 2023