$981-HK News

Last published 3mo ago

3mo agoASML 981-HK 688825 2330-TW+3China’s reported chip breakthrough comes with some big caveatsCNBCChina is reportedly producing a key chip tool in a market dominated by ASML. But analysts questioned China's ability to compete with the Dutch giant.
7mo ago981-HK 8035.T-JP SSNHZ SMSD-GB+7Asian tech stocks surge as U.S.-Iran cease fire ease Hormuz disruption worriesCNBCShares of Asian tech and semiconductor comoanies surged on the news that the U.S. and Iran agreed to a conditional two-week ceasefire.
7mo agoASML-NL NVDA 981-HKASML shares fall after proposed U.S. export curbs target an already fragile China marketCNBCProposed U.S. restrictions would target ASML's deep ultraviolet (DUV) lithography machine, which Chinese companies have so far been able to access.
7mo ago981-HK 1347-HK NVDA MU+2Chinese chip firms hit record high revenue driven by the AI boom and U.S. curbsCNBCChinese chip companies have benefited from strong domestic demand for AI as U.S. tech curbs have bolstered local firms.
7mo ago981-HK META AMZN MSFT+2Samsung-backed AI chip firm Rebellions raises $400 million ahead of IPOCNBCRebellions' chips are focused on AI inferencing, putting it in competition with Nvidia as well as other startups from Groq to Cerebras.
11mo agoBIDU NVDA BABA 700-HK+1Baidu is emerging as a major AI chip player in China to fill the Nvidia gapCNBCChina's focus on pushing domestic chips could make Baidu's chip unit, Kunlunxin, a fast-growing business for the company.
1y agoNVDA BABA 981-HK 2330-TW+1China's key weapons in its AI battle with the U.S. — massive Huawei chip clusters and cheap energyCNBCChina's strategy for competing with the U.S. on AI revolves around huge clusters of Huawei chips and cheap energy.
1y agoINTC CDNS NVDA AMD+5Intel CEO Lip-Bu Tan has a long track record in the chip industry. Now he needs a big customerCNBCA little over two months into his new gig running Intel, CEO Lip-Bu Tan is laying out his plans to turn Intel into a legitimate chip manufacturer.
1y ago981-HKChinese chipmaker SMIC shares fall nearly 7% after first-quarter revenue misses estimatesCNBCShares of Semiconductor Manufacturing International Corporation, China's largest contract chip maker, fell nearly 7% after an earnings miss.
1y ago981-HK 2330-TW ASML-NLTaiwan accuses China's biggest chipmaker SMIC of 'illegally' poaching tech talentCNBCTaiwan's justice ministry alleged that SMIC used a Samoa-based entity as cover to set up an entity on the island and has been "actively recruiting" talent.
2y agoNVDA BABA BIDU 2330-TW+2China would love a domestic Nvidia rival — but that's proving quite the challengeCNBCChinese firms face a number of challenges in trying to rival Nvidia including contending with U.S. export restrictions and a lack of tech expertise.
2y ago.KS11 2330-TW 2317-TW 6723.T-JP+3Tech stocks in Asia fall amid broad declines in the region after Nvidia resultsCNBCLosses were most pronounced in Nvidia's direct suppliers, such as TSMC and SK Hynix
2y ago981-HK GFS 2303-TW 2330-TWChina's largest chipmaker SMIC is now the No. 3 foundry in the world, Counterpoint saysCNBCChina's largest chipmaker SMIC rose to third spot in global foundry revenue in the first quarter, according to Counterpoint Research.
2y ago981-HK 2330-TWChina's biggest chipmaker SMIC warns of 'fierce' competition as it misses quarterly profit expectationsCNBCNet income in the first quarter plunged 68.9% from a year ago to $71.79 million.
2y agoINTC AMD MSFT 981-HK+1China's new guidelines will block Intel and AMD chips in government computers: FTCNBCGovernment agencies above the township level told to include criteria requiring "safe and reliable" processors and operating systems when making purchases, FT said.
2y ago981-HK AAPL NVDAChina may be making more advanced chips despite U.S. sanctions — but it still faces big problemsCNBCChina's biggest chipmaker SMIC seems to have been manufacturing advanced chips, defying U.S. sanctions designed to slow down Beijing's progress.
2y ago981-HK 2330-TWChina could face more chip restrictions in 2024, analysts sayCNBCChina could face more semiconductor export curbs from the likes of the U.S. and the Netherlands to contain the Asian powerhouse's chip tech, analysts say.
3y ago981-HK 2330-TW undefinedChina's largest chipmaker SMIC posts a 80% drop in third-quarter profitCNBCChina's largest chipmaker SMIC on Friday posted a 80% profit drop as global demand weakness hit foundries hard.
3y agoGFS INTC TSEM-IL 981-HK+9How GlobalFoundries aims to remain world’s third-biggest semiconductor foundryCNBCGlobalFoundries is manufacturing more of the world's critical chips, gaining significance with U.S.-China tension and big deals like one with General Motors
3y ago981-HK ZE371-CNChina's chip equipment firms see revenue surge as Beijing seeks semiconductor self-relianceCNBCChina has looked to boost its domestic semiconductor industry, as it targets self-reliance and to wean itself off of foreign semiconductor firms.
3y agoAAPL 981-HK 2330-TW ASML-NLHuawei's chip breakthrough poses new threat to Apple in China — and questions for WashingtonCNBCHuawei's Mate 60 Pro smartphone has a chip that appears to support 5G, despite U.S. sanctions that have sought to cut the Chinese tech giant off from the technology.
3y ago981-HK 1347-HK 2330-TW NVDAAsian semiconductor stocks surge after Nvidia posts stellar second-quarter resultsCNBCShares of Taiwan Semiconductor Manufacturing Corp, which manufactures all of Nvidia's advanced AI semiconductors climbed as much as 1.81%
3y ago981-HK 2330-TW ASML-NLSMIC posted a drop in second-quarter revenue on persisting weak chip demandCNBCSMCIC posted a drop in second-quarter revenue amid ongoing U.S. sanctions and a sluggish recovery in global chip demand.
3y ago981-HK 1347-HKShares of China's second largest chip foundry Hua Hong jump 13% in Shanghai debutCNBCShares of Chinese chipmaker Hua Hong jumped 13% at the open during its debut on Shanghai Stock Exchange's Nasdaq-style Star Market on Monday.
3y agoMU 1347-HK 981-HKChina chip stocks rally after Beijing said U.S. chip giant Micron is 'major security risk'CNBCShares of its South Korean and Chinese rivals surged on Monday, some as much as up to 8% higher.
3y ago981-HK 2330-TW undefinedChina's biggest chipmaker posts first quarterly revenue fall in 3 years as semiconductor woes persistCNBCSMIC has been hit with U.S. sanctions that have cut the company off from key chipmaking tools to manufacture the most advanced semiconductors.
3y ago981-HK TSM SSNLFChina's top chipmaker will 'struggle' to make cutting-edge chips competitivelyCNBCSMIC is key to China's chip ambitions but it may struggle to produce cutting-edge semiconductors at an efficient level if it cannot access advanced equipment.
3y ago981-HK 2330-TWChina's biggest chipmaker SMIC posts record 2022 revenue but warns of a tough year aheadCNBCChina's biggest chipmaker SMIC posted record revenue in 2022, despite ongoing U.S. sanctions, but warned of a more difficult year ahead.
3y agoASML 2330-TW 981-HKA globally critical chip firm is driving a wedge between the U.S. and Netherlands over China tech policyCNBCWashington has its eyes on the Netherlands, a small country that could hold the key to China's future in manufacturing cutting-edge semiconductors.
4y ago2330-TW AAPL NVDA 981-HKPelosi’s Taiwan trip puts the world's biggest chipmaker back in the spotlight of U.S.-China rivalryCNBCSemiconductors have become a key part of the rivalry between the U.S. and China with TSMC, which dominates chipmaking, caught in the middle.
4y ago981-HK 2330-TWChina's biggest chipmaker SMIC posts record revenue despite U.S. sanctionsCNBCSMIC, China's largest chipmaker, is seen as a key player in Beijing's ambitions to become more self-sufficient in the semiconductor industry.
4y ago2330-TW 981-HK BABA 700-HK+2China is still 'three or four generations' away from developing latest semiconductor tech, IDC saysCNBCChina's tech giants Alibaba, Tencent, Baidu and Meituan have all started investing heavily into chip development.
4y agoFB 2330-TW undefined INTC+7Chipmakers are set to be 'winners' as the metaverse takes offCNBCThe metaverse, which requires large amounts of computing power, is set to benefit global chipmakers — but other related industries could also gain, analysts say.
4y agoGFS 2330-TW undefined 2303-TW+1Abu Dhabi investor of chip giant GlobalFoundries sees exponential growth for the industryCNBCGlobalFoundries previously acknowledged that the semiconductor industry will require "a significant increase in investment to keep up with demand."
5y agoBIDU BABA INTC 2330-TW+3China is pushing to develop its own chips — but the country can't do without foreign techCNBCChina's reliance on foreign firms in the semiconductor supply chain could make domestic giants vulnerable to geopolitical issues as was the case with Huawei.
5y ago981-HKThe global chip shortage doesn't mean all semiconductor prices will shoot up equally, says Natixis chief economistCNBCThe global chip shortage is showing no signs of abating, but don't expect prices for all types of chips to shoot up, says research firm Natixis.
5y ago981-HK INTCFirst 100 days: Biden keeps Trump-era sanctions in tech battle with China, looks to friends for helpCNBCIn his first 100 days as president, Joe Biden has made one thing clear — he wants to make sure the U.S. outcompetes China with technology front and center.
5y ago981-HK ASML-NL INTC 2330-TW+2How Asia came to dominate chipmaking and what the U.S. wants to do about itCNBCA global semiconductor shortage and tensions with China have bolstered U.S. scrutiny of the supply chain and created a drive to regain leadership.
5y ago981-HK 2330-TW undefinedChina's top chipmaker to build a $2.35 billion plant with government fundingCNBCSMIC is key to China's plans to boost self-sufficiency in the semiconductor industry amid tensions with the U.S.
5y ago981-HK 2330-TW undefinedChina's most important chipmaker SMIC could be a big winner from the global semiconductor shortageCNBCChina's SMIC, the target of U.S. sanctions, could find its older chip technology in demand from carmakers scrambling to get their hands on semiconductors.