Digist
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…
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…
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.
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…