Five Reasons I’m Real Nervous About the Chip Sector
Cheap Chinese computing, sagging artificial intelligence use and data center backlash are among the reasons I’m wary of the semiconductor sector.
Cheap Chinese computing, sagging artificial intelligence use and data center backlash are among the reasons I’m wary of the semiconductor sector.
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.
The Seoul market and select chipmakers around Asia saw wild volatility, but the chaos is highly sector-specific.
Japan, Korea and Taiwan are setting new records, while a potential trade to exploit the high degree of leverage creeps into the system.