Semiconductors
Chips, manufacturing, supply chains, and hardware geopolitics.
Greer says no immediate chip tariffs, but U.S. should keep protecting the sector
Reuters reported that U.S. Trade Representative Jamieson Greer said there is no immediate tariff action planned for semiconductors, but that protection remains important to help spur U.S. chip production and reshoring.
POET closes US$400 million investment
POET Technologies said it has closed a US$400 million registered direct investment from a single institutional investor, adding gross proceeds of US$400,000,020 to fund manufacturing expansion, R&D and growth initiatives.
imec expands imec.ventures with dedicated U.S. presence
imec said it is establishing a dedicated U.S. presence for imec.ventures, with teams in Silicon Valley and on the East Coast, to support semiconductor deep-tech ventures and strengthen links with U.S. investors and innovation ecosystems.
Wall St futures fall as AI rally cools; inflation data in focus
U.S. stock futures fell on May 12 as the AI rally cooled and traders waited for inflation data. After the CPI release, futures held losses as rate-cut expectations were reassessed.
Rackspace Technology and AMD sign memorandum of understanding to establish new category of governed enterprise AI infrastructure
Rackspace Technology and AMD have signed an MOU to develop governed enterprise AI infrastructure for regulated and sovereign workloads using AMD processors and GPUs.
Two Taiwanese Stocks With Strong AI Exposure, According To Bernstein
A Bernstein note spotlighted TSMC and Unimicron as Taiwan semiconductor names with strong AI exposure, backed by recent company results and guidance.
TSMC reports record Q1 profit, flags war-related supply-chain costs
Taiwan Semiconductor Manufacturing Co. reported record first-quarter profit on strong AI-chip demand, while warning that war-related supply-chain costs could pressure margins.
Intel rises after KeyBanc lifts price target to $70 on tight CPU supply
Intel shares moved higher after KeyBanc raised its price target to $70 from $65 and kept an Overweight rating, citing tight CPU supply and better pricing.