Semiconductor
Alibaba Joins Apple To Bring Qwen AI To Devices In China
BEIJING, July 15 (Reuters) - China's cyberspace regulator said on Wednesday that Apple's on-device generative AI service, Apple Intelligence, has been registered for use on iPhones in China, paving the way for the long-anticipated rollout of the service in the country.
Results Deep Dive - ASML Raises Full-Year Outlook as AI spending grows, 2Q2026
ASML delivered a strong set of results for the second quarter of 2026, showing that the AI investment cycle is creating demand across several parts of the semiconductor industry.
Market Rumor - will Samsung think about potential US Share sale?
According to Bloomberg (July 14, 2026), Samsung Electronics Co. is in the early stages of exploring a potential offering of American depositary receipts, according to people familiar with the matter.
China's ChangXin Memory Technologies (CXMT) sets July 27 listing date, sources say
China’s leading memory chipmaker ChangXin Memory Technologies (CXMT) is set to debut on the Shanghai Stock Exchange on July 27, marking Asia’s biggest initial public offering this year, Reuters reported on Tuesday, citing people familiar with the matter. The company plans to raise 29.5 billion yuan ($4.
Stock price tumbled: Is SK Hynix rally over after Nasdaq debut?
The Korean memory chip-maker's stock price tumbled more than 10% (as of morning July 13, 2026) after its stunning Nasdaq debut last Friday (up 12.8%). Is the rally over, or is this a buying oppotuntiy?
Silicon Bakery - Apple Expands Broadcom Partnership with $30 Billion U.S. Supply Chain Commitment
Apple announced it will expand its partnership with Broadcom through a more than US$30 billion commitment focused on strengthening its U.S. supply chain. As part of the initiative, Apple will also invest US$1.5 billion in Broadcom's manufacturing facility in Fort Collins, Colorado.
Arbitrage Traders Face Tougher Challenge With SK Hynix Than TSMC
Arbitrage desks looking to trade SK Hynix Inc.’s new American depository receipts are dusting off playbooks from Taiwan Semiconductor Manufacturing Co. But many say the comparison only goes so far.
Breaking News - China to Allow Top AI Firms to Buy Nvidia H200 Chips
China is planning to allow the country's leading AI companies to purchase a limited number of Nvidia's H200 AI chips, according to The Information, citing two people with direct knowledge of the matter.
Breaking News - SK Hynix US Offering Is More Than Seven Times Oversubscribed
SK Hynix Inc.'s US listing is more than seven times oversubscribed, according to people familiar with the matter, as the South Korean memory chipmaker prepares to price its offering Thursday.
Silicon Bakery - Apple interest thrusts China’s CXMT into memory chip spotlight
CXMT has been thrust into the global spotlight by the race for memory chips. Apple has begun testing the company’s DRam chips for devices sold in China, according to two people familiar with the matter
Weekly Casserole - Hedge funds dumped chip stocks for a fourth week as AI shares sold off - Week of July 6, 2026
U.S. hedge funds sold tech hardware stocks for a fourth week in a row, according to a client note from Goldman Sachs. Do you think the rally is over?
Results Deep Dive - Samsung’s Record Profit Wasn’t Enough? Is the AI Memory Boom Nearing Its Peak?
Samsung Electronics has just announced its earnings guidance for the second quarter of 2026. Normally it will push its stock higher. Instead, investors sold. Samsung’s second quarter revenue reached approximately KRW 171 trillion, while operating profit hit about KRW 89.4 trillion — its third consecutive record quarter. Profit is
