Semiconductors
Chips, manufacturing, supply chains, and hardware geopolitics.
SK Hynix completes biggest U.S. IPO by a foreign company
SK Hynix completed a Nasdaq ADR listing that raised about $26.5 billion, making it the biggest U.S. share sale by a foreign company. The stock opened about 14% above its offer price as investors sought exposure to AI-memory chips.
Chips Made In The USA Are Making A Comeback. What Investors Should Know.
Fresh spending plans from Apple and Micron are reinforcing a broader U.S. semiconductor buildout that could benefit equipment makers, wafer suppliers and other chip-supply names.
SK Hynix debuts on U.S. market with record $26.5 billion ADR sale
SK Hynix priced its U.S. ADRs at $149 and raised $26.5 billion in a record foreign-company listing, drawing heavy demand as AI chip demand boosts memory stocks.
Micron expands U.S. supply-chain push with $500 million GlobalWafers financing and 10-year wafer deal
Micron said it will invest up to $3 billion in the U.S. semiconductor supply chain, including $500 million in support for GlobalWafers' Sherman, Texas facility and a 10-year wafer supply agreement.
Sandisk, Micron Lead Chip Stocks Rally on Analyst Calls and Micron U.S. Spending Boost
Sandisk and Micron led a semiconductor rally on July 9 after analyst support for Sandisk and Micron’s larger U.S. investment plan boosted memory-chip stocks tied to AI data-center demand.
Apple Puts $30 Billion Sticker on Broadcom Chip Deal. Both Stocks Fall.
Apple said it will spend more than $30 billion on an extended Broadcom chip partnership tied to U.S. manufacturing. The deal runs through 2031, expands Fort Collins production, and covers custom ASICs.
Apple to buy $30bn of US-made chips from Broadcom
Apple said it expects to spend more than $30 billion in an expanded Broadcom partnership that will support production of more than 15 billion U.S.-made chips through 2031.
Currys warns memory chip shortage will push up phone and laptop prices later this year
Currys warned that AI-driven demand for memory chips is tightening supply and could lift smartphone and laptop prices later in 2026, though it said near-term stock is secure.
South Korean tech giants to build a $518 billion chipmaking hub to serve soaring AI demand
Samsung Electronics and SK Hynix will invest a combined 800 trillion won, or about $518 billion, to build a new chipmaking hub in South Korea’s southwest, part of a broader AI-era industrial push.
ON Semiconductor to buy Synaptics in $7 billion all-stock deal
ON Semiconductor agreed to acquire Synaptics in an all-stock transaction valued at about $7 billion, with Synaptics shareholders set to receive 1.35 ON shares for each Synaptics share. The companies say the deal is aimed at edge AI and physical AI, with about $200 million in annual synergies expected and closing targeted for mid-2027.
ASML Shares Slip After U.S. Raises Concern One of Its EUV Tools Reached China
ASML shares fell after a report that U.S. officials raised concern one of the company’s restricted EUV systems may have reached China. ASML denied ever shipping an EUV machine or EUV-specific components to China.
Intel says 18A-P enters risk production
Intel said its 18A-P process has entered risk production, a limited manufacturing stage that advances the company’s foundry push and adds a more efficient version of its 18A node.
Intel 18A-P enters risk production
Intel says its 18A-P process node has entered risk production, an early manufacturing step that could help the company win external foundry business and strengthen its turnaround push.
Nvidia unveils Texas AI manufacturing upgrade with Coherent
Nvidia said it is backing a $2 billion upgrade at Coherent's Sherman, Texas, factory to expand production of lasers used in high-speed AI data transfer. The project is expected to support about 1,000 jobs and extends Nvidia's March 2026 photonics deal.
Nvidia is telling Chinese customers it could be ready to sell them more advanced AI chips soon
Reuters-based reporting says Nvidia has told Chinese customers its Vera Rubin AI chips could be available in China as soon as August 2026, with at least one buyer considering a 300-server test order.
Applied Materials opens $500 million Singapore campus as Japan’s NTT reshapes subsea cable building
Applied Materials is opening a $500 million Singapore campus to expand manufacturing and research capacity as AI-chip demand keeps climbing. In a separate Asia infrastructure shift, NTT is building a new subsea cable with a smaller Japanese partner group.
TSMC May sales rise 30.1%, keeping Q2 on track
Taiwan Semiconductor Manufacturing Co. said May revenue rose 30.1% from a year earlier to NT$417 billion, keeping the world’s largest contract chipmaker on pace for its second-quarter target amid persistent AI demand.
ON Semiconductor falls 3.2% as chip stocks weaken in Tuesday trading
ON Semiconductor shares fell 3.23% on Tuesday to $117.00 as semiconductor stocks sold off broadly. Checked reporting found no company-specific disclosure behind the move.
Nasdaq, S&P futures slip as semiconductors drag; payrolls in focus
U.S. stock index futures eased on June 5 as semiconductor shares softened after a strong run, with investors waiting for the May employment report to gauge Federal Reserve expectations. The Labor Department later said payrolls rose by 172,000 and unemployment held at 4.3%.
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.