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Semiconductor
Samsung's profit falls again on uneven chip demand recovery
Samsung's high-bandwidth memory lags rival SK Hynix
January 31, 2024
Artificial Intelligence
Microsoft, Alphabet under pressure to show AI earnings boost
'AI might facilitate growth over the foreseeable future, but I’m not sure most big tech stocks have much to show for it yet'
January 30, 2024
Semiconductor
US aims to announce big grants for chip plants by end of March
Semiconductor companies have pledged to invest more than US$230 billion in the US in recent years
January 28, 2024
Equity raising
UMS seeks to raise up to $52 million via placement by CGS-CIMB
If all 40 million shares are sold, UMS will see its share base increase by 5.97% to just over 710.5 million shares
January 26, 2024
Semiconductor
Intel plunges after bleak forecast casts doubt on comeback bid
Intel CEO Pat Gelsinger expects the rest of 2024 to improve quarter by quarter
January 26, 2024
Insider moves
Temasek, EPF and abrdn's respective stakes in AEM Holdings almost equalised
Analysts are divided in how they interpret the inventory shortfall episode
January 25, 2024
Semiconductor
ASML orders triple as demand for most sophisticated gear soared
China accounted for 39% of ASML’s sales in the fourth quarter, down from 46% in the previous period
January 24, 2024
US stocks
S&P 500 hits all-time high in historic bull run
And if history is any guide, there’s potential for further gains ahead
January 20, 2024
Semiconductor
TSMC outlook drives US$165 billion chip rally in 2024 rebound bet
TSMC’s outlook offered much-needed reassurance to investors accustomed to a depressed market
January 19, 2024
Investing ideas
Inventory shortfall at AEM complicates analysts' views on chip tester’s anticipated recovery
Some analysts see no operational impact now but others fret negative market sentiment
January 18, 2024