Digist
Toshiba relisting plans generate investor optimism; spinoff Kioxia also in focus
Japan's chip exports surge 41% in 2026, driven by AI demand and elevated memory prices
Memory component shortages push pricing power; broader semiconductor sector benefiting from global AI infrastructure buildout.
Copper Retreats From Two-Week Highs
Copper futures fell to around $6.60 per pound on Thursday, ending a four-session winning streak as traders took profits following recent gai…
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.
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.
ASMPT revenue surges 49% YoY on AI hardware demand; semiconductor unit slightly misses analyst expectations
The chipmaking equipment vendor's AI-driven growth masks uneven performance across divisions as market demand remains concentrated.
China industrial profits post strongest growth in three months as tech boom widens economic divide
China's industrial profits grew at their strongest pace last month since June, as a boom in manufacturing tied to artificial intelligence of…