Semiconductors & Semiconductor Equipment

Japan’s Kioxia Holdings drops 7 % as AI‑driven NAND demand meets supply limits amid rising oil and bond yields—what this means for the semiconductor market.

Discover how Broadcom’s AI‑centric silicon and data‑center dominance fuel growth amid supply‑chain risks and fierce competition.

Lam Research’s mid‑year investment surge signals strategic gains in AI‑ready data‑center tools, supply‑chain resilience, and a people‑centric edge in semiconductors.

Asian stocks dip as oil rally fuels inflation worries and US yield hikes compress growth tech valuations – energy names hold steady.

George Soros shifts his portfolio toward South Korean and global semiconductor leaders, showing why chips are a safer, high‑growth investment amid tech and geopolitical change.

Analog Devices’ shares jump after earnings beat, showing stronger revenue, margins, and IP depth than peers—proof of resilience amid market headwinds.

US equity markets opened lower amid geopolitical tension and rising commodity costs, yet AI‑driven semiconductors and data‑storage firms defied the trend, showing resilience and strong earnings.

Infineon Technologies’ modest stock rise, AI‑driven gains, share‑buyback confidence, and new Norwegian stake highlight its solid positioning for future growth.

Qualcomm launches QCOM23 depositary receipts on Thailand’s SET, giving local investors cheap, direct access to its 5G‑AI growth story.

Intel’s share rise reflects a new AI‑data‑centre push in Ohio, showing how chipmakers blend AI, security, and sustainability to drive future growth.