Latest Earnings Move the AI Goalposts From U.S. to Asia
The market’s response to the Microsoft-Meta earnings pair and Hynix-Samsung numbers gives a clear indication.
Is China Really to Blame for the Chip-Driven Tech Wreck?
Semiconductor stocks are selling off hard, a scary picture in a key week for earnings. But is the ‘China factor’ really to blame?
SK Hynix’s 32% Mystery: Why the Shares Trade at a Huge U.S. Premium
There are odd trading patterns developing for tech stocks on either side of the Pacific. And there’s a specific reason why trading in Hynix is particularly weird.
Taiwan Semi’s Higher Spending Is Spooking Markets. It Shouldn’t.
Here’s why the chip behemoth’s earnings should comfort semiconductor investors rather produce nervousness.
What Can We Expect as Asia’s Largest Company Readies Earnings?
Chip-foundry market leader TSMC already gave impressive June sales numbers, but there’s plenty riding on guidance for the rest of the year.
Chip Heavyweight Hynix Projected for $28 Billion Record IPO
Shares in the Korean semiconductor firm are set to list on Friday and raise a record amount for a company based outside of the U.S.
Samsung’s Blowout Projections Trigger Selling and the Semi Top Could Be in
The world’s largest chipmaker seemed to trigger a surprising stock selloff.
Asia’s Chip Stocks Set Records. Where Do We Go From Here?
The strong showing of East Asian equities stems from gains in memory stocks, as well as cheap currencies. What will the second half bring?
Korea’s ‘Black Tuesday’ Spills Over to Memory Makers Worldwide
This year’s top-performing stock markets are today’s heaviest decliners. How close to an end of the chipmaker and AI bull market do we stand?
Real Winners and Losers Emerge in Asia After Fed Meeting
Japan, Korea and Taiwan are setting new records, while a potential trade to exploit the high degree of leverage creeps into the system.