Copper Retreats From Two-Week Highs

Howard Liu / SCMP — Tech:Chinese semiconductor suppliers Biwin and Moore Threads see stock crashes despite Q3 revenue surges on AI demandBoth stocks plunged Thursday alongside broa…

Both stocks plunged Thursday alongside broader mainland tech rout, despite blockbuster AI-driven quarterly results.

Samsung chip profit surges 15-fold but misses estimates; shares fall 6.6% as shareholder return plan delayed

Q3 semiconductor division profit jumped on AI infrastructure demand but failed to exceed analyst expectations; no new buyback or dividend gu…

Banks Shelve Bond Sale for Anthropic-Tied Texas Data Center

Marvell Technology in advanced talks to acquire Lumentum Holdings in AI-driven data center optics megadeal

Deal would consolidate semiconductor and optical interconnect capabilities as AI infrastructure buildout accelerates.

Toshiba relisting plans generate investor optimism; spinoff Kioxia also in focus

Japanese conglomerate pursuing return to public markets after 2015 delisting amid broader semiconductor sector M&A activity.

Moore Threads reports 1,774% sales growth in Q3 2026 on surging domestic AI chip demand in China

The Chinese AI chipmaker's explosive growth reflects accelerating competition in semiconductor design as export restrictions fuel domestic i…

OpenAI to purchase Google chips as part of broader AI infrastructure build-out strategy

Move signals diversification away from Nvidia dependency amid sustained chip supply constraints for large-scale training.

Nvidia-backed Indonesian AI infrastructure firm Zankore syndicates $3.1B GPU loan to market

Zankore is raising debt to finance semiconductor buildout across Asia's AI infrastructure expansion.