6 results for “Semiconductors”
Samsung and SK Hynix fell more than 4.5 percent before recovering as the Democratic US midterm sweep raised, then moderated, fears of binding AI and data-centre regulation.
Marvell agreed an all-stock $115 billion acquisition of Lumentum at a 23.9 percent premium, creating an AI connectivity leader targeting a $550 billion addressable market.
SK hynix says DRAM and HBM are sold out through 2029 and Samsung says 2027 HBM is priced out, yet both stocks fell on AI spending fears despite record profits.
Taiwan's GDP rose 14.36% year on year in the third quarter, a four-decade record, driven by exports of semiconductors and AI hardware.
Semiconductor earnings account for almost all group operating profit, highlighting the widening gap between AI components and device profitability.
Up to $25 billion could become available for India's deep-tech sector, covering areas such as artificial intelligence, semiconductors...