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• 005930
• 8035
• AMAT
• ASML
• KLAC
• LRCX
• MU

US strengthens chip curbs on China

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• 005930
• 0981
• AMAT
• ASMI
• KLAC
• LRCX
• MU
• NVDA

US to tighten semiconductor restrictions on China, targets 140 entities - Reuters

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• 005930
• AMAT
• ASMI
• ASML
• KLAC
• LRCX
• MU
• NVDA
• WISEa

Exclusive-Latest US strike on China's chips hits semiconductor toolmakers

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• AMAT
• ASML
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• SAMEq

US reported to have toned down China chip curbs - Bloomberg

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• NLST

Samsung ordered to pay $118 million for infringing Netlist patents

• AMD
• AVGO
• DELL
• INTC
• MCHP
• MRVL
• MSFT
• MU
• NVDA
• TSLA
• TXN

5 big analyst AI moves: Any Nvidia stock pullback is ‘an opportunity’

Analysts provide insights on major AI stocks, highlighting cautious investor sentiment toward Microsoft, opportunities in Nvidia, renewed interest in Tesla, Dell's growth in AI servers, and a potential semiconductor recovery.

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• INTC
• MU
• TSM

US finalizes $6.6 billion chips award for TSMC ahead of Trump return

The U.S. finalizes a $6.6 billion subsidy for TSMC to support advanced semiconductor production in Arizona, amid concerns over technology transfer to China.

• AMD
• AVGO
• MU
• NVDA
• TXN

Weakness in chip stocks 'almost over' says Citi

Citi analysts anticipate the semiconductor market's downturn is ending, projecting a 9% sales increase in 2025 and recommending aggressive investments in key semiconductor stocks.

• AMKR
• INTC
• MU

Vietnam expands chip packaging footprint as investors reduce China links

Foreign firms are increasing chip production in Vietnam amidst a shift from China, with investments in testing and packaging set to expand significantly in the coming years.

• ADI
• AMD
• AVGO
• MU
• TXN

September chip sales above forecasts: Citi

September semiconductor sales reached $61.1 billion, driven by strong microcontroller sales, with year-over-year growth forecasted at 17% for 2024 amid fluctuating prices.