Topic: #semiconductors
-
WTO lifts 2026 trade growth forecast to 3.9% as AI hardware drives demand
The WTO raised its 2026 merchandise trade growth forecast to 3.9% from 1.9% in its October 8 outlook, with AI-enabling goods making up nearly 47% of growth, Crypto Briefing reported.
-
AMD ramps HBM4-based Helios rack production as memory supply stays tight, report says
AMD has increased production of its HBM4-based Helios AI rack systems, Crypto Briefing reported, with mass production under way since July 2026 and significant volume increases expected in Q4 2026 despite tight HBM4 supply.
-
AMD CEO Lisa Su returns to South Korea for HBM4 talks with Samsung chip chief
AMD CEO Lisa Su was scheduled to visit South Korea on October 6-7 to meet Samsung chip chief Jun Young-hyun, with HBM4 memory at the center of the talks, Crypto Briefing reported.
-
Samsung Q3 profit forecast near nine-fold jump on AI memory chip demand
Analysts expect Samsung to report about 106.1 trillion won in Q3 operating profit, nearly nine times last year's 12.17 trillion won, on AI memory demand. That's according to Crypto Briefing. Preliminary guidance is due October 8.
-
Intel shares up about 223% in 2026 as AI data center revenue climbs
Intel shares rose from $36.90 to about $119.33 by October 2, a roughly 223% gain this year, after Q2 revenue rose 25% and AI and data center sales climbed 59%, Crypto Briefing reported.
-
Michael Burry says AI bubble could burst within a year, swaps shorts for puts
Investor Michael Burry wrote in late-September Substack posts that a serious AI correction could arrive within a year, and has swapped Micron and Nebius shorts for 2027 put options, Crypto Briefing reported.
-
Cerebras' 5nm wafer-scale chips skirt HBM and CoWoS supply bottlenecks, analysis says
Cerebras' WSE-3 chips skip HBM, CoWoS packaging and 3nm capacity, according to a Crypto Briefing analysis, which also flags execution risk on the company's $25.4 billion backlog.
-
VIS weighs second Singapore fab as AI demand books out its first plant
Vanguard International Semiconductor is evaluating a second Singapore wafer fab through VSMC, its joint venture with NXP, after demand fully booked the first plant's initial capacity before production, Crypto Briefing reported.
-
Chinese state-backed lender financed Nvidia B300 servers, Bloomberg reports
Semi-Tech Leasing, majority-controlled by the Shenzhen and Beijing city governments, helped fund 700+ servers, including some with export-restricted Nvidia B300 chips, for Glory View, Bloomberg reported via Crypto Briefing.
-
DeepSeek open-sources TileLang AI chip tools for Huawei's Ascend accelerators
DeepSeek said on WeChat that it has open-sourced a free toolkit for Huawei's Ascend AI chips, including TileLang, which Crypto Briefing described as a domestic counterpart to Nvidia's CUDA.
-
China's STAR 50 down about 30% since June, on track for worst quarter in recent memory
China's STAR 50 Index has fallen about 30% since the end of June, Crypto Briefing reported, after a July selloff (following a nearly 75% three-month rally) that the outlet tied to doubts about returns on AI spending.
-
Nvidia, AMD ramp up White House lobbying over China AI chip export controls
Nvidia and AMD have stepped up White House lobbying over US export controls on AI chips to China, with Nvidia's spending rising from $640,000 in 2024 to nearly $3.5 million in 2025's first three quarters, Crypto Briefing reported.
-
Qualcomm extends Apple patent licensing deal through March 2027
Qualcomm renewed its global patent licensing agreement with Apple, set to take effect April 1, 2027, securing royalty revenue as Apple accelerates its own modem development and Qualcomm diversifies into data center and automotive markets.
-
Huawei Atlas 960E SuperPoD challenges Nvidia in AI infrastructure race
Huawei announced the Atlas 960E SuperPoD at HUAWEI CONNECT 2026, a 4,096-unit Ascend NPU cluster delivering 2.3 to 4 times better performance than its predecessor while cutting power consumption by over 550 kilowatts per pod.
-
Singapore's electronics exports surge 131.8% on AI hardware demand
Singapore's non-oil domestic exports jumped 46.2% year-on-year in August 2026, the largest monthly increase since 1988, driven by a 131.8% surge in electronics exports powered by global AI hardware demand.
-
Semiconductor stocks tumble on AI slowdown calls, but capex outlook stays strong
Semiconductor stocks fell sharply September 14 after AI executives called for caution on frontier model development, yet analyst consensus suggests infrastructure spending will remain robust as companies extend hardware lifecycles.
-
Apple A20 Pro chip debuts on TSMC 2nm for iPhone 18 Pro
Apple and TSMC revealed the A20 Pro chip at the Surprise and Shine event on September 9, marking the first iPhone processor built on TSMC's 2 nanometer process. The chip delivers double the AI compute power of its predecessor and powers the iPhone 18 Pro, Pro Max, and new iPhone Duo.
-
Huawei targets 600,000 AI chips in 2026, challenging U.S. dominance
Huawei and SMIC plan to double AI chip production to 600,000 units in 2026 using novel architecture to bypass U.S. export restrictions, with Bernstein predicting Huawei will capture 50% of China's AI chip market while Nvidia's share collapses to 8%.
-
China imposes 99.2% anti-dumping tariffs on Japanese semiconductor chemicals
China's Ministry of Commerce issued preliminary anti-dumping rulings on September 7 targeting Japanese dichlorosilane imports, imposing deposit rates as high as 99.2% and threatening to disrupt semiconductor supply chains as trade tensions escalate.
-
Goldman Sachs Raises KOSPI Target to 12,000 on AI Memory Supercycle
Goldman Sachs chief Asia Pacific equity strategist Timothy Moe reaffirmed a KOSPI target of 12,000 in September 2026, implying 80% upside and projecting 300–360% earnings growth for South Korean stocks, citing sustained demand for memory chips from AI infrastructure buildout.
-
GLOBALFOUNDRIES surges on robust CID growth and inaugural dividend
GLOBALFOUNDRIES reported Q2 2026 revenue of $1.786 billion and announced its first quarterly dividend of $0.12 per share, committing to return up to 50% of free cash flow to shareholders as its data center segment grew 62% year-over-year.
-
SK Hynix CEO Predicts Historic 2027 Memory Shortage Amid AI Surge
SK Hynix CEO Kwak Noh-jung says the memory semiconductor market shows no meaningful slowdown signals, but projects 2027 will be the worst year in the industry's history from a supply perspective as AI demand outpaces production.
-
GlobalFoundries secures $375M CHIPS funding for quantum processor platform
GlobalFoundries signed a letter of intent with the US Commerce Department for up to $375 million in CHIPS Act funding to develop Quantum Technology Solutions, a domestic manufacturing platform for quantum processors. The Commerce Department will take a roughly 1% equity stake in the chipmaker.
-
Crypto traders rotate into AI and semiconductor stocks, draining memecoin liquidity
Retail traders from crypto are rotating capital into AI and semiconductor equities, causing a sharp liquidity squeeze in memecoin markets while amplifying volatility in semiconductor stocks as Korean and US exchanges see major shifts in trading activity.