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Semiconductor
ASML's orders rise as chip gear giant shrugs off weak demand
The company raised its full year guidance and now expects net sales in 2023 to grow toward 30%
July 19, 2023
Semiconductor
Morgan Stanley upgrades Asia chip stocks on AI clamour
Global sales data reported by the Semiconductor Industry Association for May showed signs of bottoming out
July 07, 2023
Semiconductor
Samsung sales fall most in over a decade as chip slump persists
Samsung has borne the brunt of a slowdown of memory chips industry
July 07, 2023
Broker's Calls
AEM is HSBC's preferred Asean tech play to ride AI investment theme
AEM is poised to reach a revenue inflection point in 2H2023
June 30, 2023
Semiconductor
ASML hit with new limits on chip gear exports to China
This additional step, like the export control policy, is country neutral
June 30, 2023
Semiconductor
How US-led chip ban affects China, Asia’s semiconductor industry
China will step up its R&D more than ever
May 30, 2023
Artificial Intelligence
Advice from chief of US$1 trillion Nvidia: 'Run, don't walk'
It’s become commonplace for tech companies to talk up their artificial intelligence prospects
May 30, 2023
Semiconductor
Nvidia's blowout forecast sparks huge rally in all things AI
Nvidia expects sales of US$11 billion in the three months ending July. Analysts had expected US$7.2 billion.
May 25, 2023
Semiconductor
Chip sector has a new sport — finding the bottom
Those who are quickest to take drastic action will be the ones most richly rewarded
May 03, 2023
Broker's Calls
DBS upgrades AEM to 'hold', betting industry trough is here and recovery next
"With a higher revenue base, we also assume better margins and raise our earnings estimates"
May 02, 2023