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ASML Holding NV

Japan’s quest to revive its semiconductor industry

by Ev Richard
Japan’s quest to revive its semiconductor industry

In the 1980s, Japan was the dominant player in the semiconductor market. But huge shifts in the way the chip supply chain operated eroded that leading-edge. Countries like Taiwan with …

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Categories Technology

Global sell-off, FTSE 100, Bank of England rate cut

by Adrian Jhonsan
Global sell-off, FTSE 100, Bank of England rate cut

The lights of Frankfurt am Main’s banking skyline glow in the last light of day. Boris Roessler | Picture Alliance | Getty Images LONDON — European stocks extended losses on …

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Categories World

Intel share plunge drags down global chip stocks from TSMC to Samsung

by Adrian Jhonsan
Intel share plunge drags down global chip stocks from TSMC to Samsung

Pat Gelsinger, chief executive officer of Intel Corp., speaks during the Computex conference in Taipei, Taiwan, on Monday, June 4, 2024. Gelsinger took the stage at the Computex show in Taiwan …

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Categories World

Why not all chip firms are benefitting from the AI boom like Nvidia

by Adrian Jhonsan
Why not all chip firms are benefitting from the AI boom like Nvidia

Jensen Huang, co-founder and chief executive officer of Nvidia Corp., displays the new Blackwell GPU chip during the Nvidia GPU Technology Conference on March 18, 2024.  David Paul Morris/Bloomberg via …

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Categories World

Fed signals possible rate cut; Wall Street soars

by Adrian Jhonsan
Fed signals possible rate cut; Wall Street soars

This report is from today’s CNBC Daily Open, our international markets newsletter. CNBC Daily Open brings investors up to speed on everything they need to know, no matter where they …

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Categories World

AMD, Nvidia jump as chip stocks rally from earnings, geopolitics boost

by Ev Richard
AMD, Nvidia jump as chip stocks rally from earnings, geopolitics boost

Shares of global semiconductor firms rallied on Wednesday as they were boosted by some positive earnings in the sector and a report of potentially less severe U.S. export restrictions on …

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Categories Technology

US reportedly will exempt allies from China chip controls; ASML shares rise

by Ev Richard
US reportedly will exempt allies from China chip controls; ASML shares rise

Shares of ASML jumped as much as 10% on Wednesday after a Reuters report suggested that the company could be exempted from expanded export restrictions on chipmaking gear to China. …

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Categories Technology

Global chip equipment makers double China revenue share since U.S. controls

by Adrian Jhonsan
Global chip equipment makers double China revenue share since U.S. controls

A worker produces chips at a semiconductor manufacturing enterprise in Binzhou, China, on June 4, 2024. Nurphoto | Nurphoto | Getty Images BEIJING — Four of the world’s largest semiconductor …

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Categories World

Asia chip stocks tumble amid news the U.S. may consider trade curbs

by Adrian Jhonsan
Asia chip stocks tumble amid news the U.S. may consider trade curbs

The moves from the U.S. came after Bloomberg on Wednesday reported that the Biden administration is thinking about clamping down on firms exporting their critical chipmaking equipment to China.  Wong …

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Categories World

Global chip stocks from Nvidia to ASML fall as geopolitics, Trump weigh

by Ev Richard
Global chip stocks from Nvidia to ASML fall as geopolitics, Trump weigh

Global chip stocks fell sharply, with ASML, Nvidia and TSMC posting declines amid reports of tighter export restrictions from the U.S. and a ramp-up of geopolitical tensions fuelled by comments …

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Categories Technology
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