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NewEdge CIO warns chip stocks already pricing in peak earnings for 2027, risks valuation reset in 2028

原文 · Smithwire · テック · 2時間前
Cameron Dawson flags investor concern that semiconductor stocks lack earnings upside beyond next year amid post-AI cycle normalization.
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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.

原文 · Freight Digest · テック · 海運 · 3時間前

Copper Prices Slide to 5-Week Low

Copper futures fell toward $6.40 per pound on Thursday, reaching their lowest level in five weeks as a global selloff in artificial intellig…

原文 · Hellenic Shipping News Worldwide · テック · AI · 3時間前

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…

原文 · Hellenic Shipping News Worldwide · テック · AI · 3時間前

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.

原文 · Smithwire · テック · 5時間前

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.

原文 · Smithwire · テック · 5時間前

DeepSeek raises $15 billion, China's largest AI funding round, amid US national security restrictions on the company

Round closes days after US federal agencies ordered to remove DeepSeek technology; positions Chinese startup against Anthropic and OpenAI.

原文 · Smithwire · テック · OpenAI · AI · 10時間前

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…

原文 · Container News · テック · AI · 12時間前

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.

原文 · Smithwire · テック · 20時間前

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