Digist
Copper Prices Slide to 5-Week Low
NewEdge CIO warns chip stocks already pricing in peak earnings for 2027, risks valuation reset in 2028
Cameron Dawson flags investor concern that semiconductor stocks lack earnings upside beyond next year amid post-AI cycle normalization.
Kuehne+Nagel Q3 air cargo revenues surge 38% on semiconductor and cloud infrastructure demandK+N's airfreight volumes grew nearly 10%, contrasting wit…
K+N's airfreight volumes grew nearly 10%, contrasting with DSV's contraction as it restructured accounts.
Asia stocks slide as AI doubts deepen, Korean chips fall
Asian stocks fell on Thursday as mixed earnings from major U.S. technology companies failed to reassure investors about the returns on massi…
Malaysia's SkyeChip joins SoftBank-backed AI memory consortium in Japan, expanding regional semiconductor partnerships
SoftBank backing signals consolidation among Asian chipmakers competing in high-bandwidth memory for AI inference workloads.
Huawei secures $2.3 billion loan from Chinese banks as AI chip spending accelerates amid U.S. sanctions
Loan fuels domestic semiconductor manufacturing push; marks major capital commitment to reduce reliance on foreign chipmakers.
DeepSeek raises $15 billion in latest funding round, positioning itself as global competitor to OpenAI and Anthropic
The Chinese AI startup's fundraise ranks among China's largest ever and signals aggressive scaling ambitions in frontier model development.
DACHSER extends Fraunhofer partnership to advance AI and robotics in logistics
DACHSER has extended its research partnership with two Fraunhofer institutes until the end of 2029. The collaboration will focus on artifici…
Micron abandons 4F² memory chip development despite CXMT's technical progress in the node
Micron's CTO cited strategic priorities; CXMT's advance underscores China's incremental progress in advanced semiconductor manufacturing.