Chipmakers
Coverage of Chipmakers in the Nexus archive.
- Rotation From Leveraged ETFs Fuel 30% Jump in Korea Small Caps
Small-cap stocks in South Korea are regaining investor interest after previously lagging larger peers. This shift occurred as restrictions on leveraged exchanged-traded funds tracking heavyweight chipmakers redirected investment money toward names listed on Kosdaq.
- Korean Stocks Drop as Chipmakers Reverse Friday’s Record Gains
South Korean stocks declined as major chipmakers experienced selloffs following Friday’s record gains, with investors unwinding leverage-backed trades.
- Amazon jumped 13%. Apple fell 7%. The AI trade is picking clear winners again
Amazon's stock rose 13% due to strong cloud results, while Apple's stock fell 7% over a service revenue shortfall. The AI trade is highlighted as a factor influencing stock performance.
- Asian Stocks Post Biggest Gain in Four Months on AI Optimism
Asian stocks recorded their largest gain in nearly four months as investors increased investments in chipmakers. This was driven by strong earnings from major tech companies, which bolstered confidence in AI demand.
- Korean Markets Hit by Turmoil as Chip Rout Forces Trading Halts
South Korean stocks experienced trading suspensions as a selloff in chipmakers spread to other sectors, causing market turmoil.
- Asian Stocks Slide 10% From June Peak to Head for Correction
Asian stocks fell 10% from June's peak, heading for a technical correction due to a selloff in chipmakers.
- Korean Stocks Sink as Chipmakers Drop on Middle East, China IPO
South Korean stocks fell as funds reduced exposure to chipmakers following US peers' overnight losses, a Chinese rival's upcoming share sale, and rising Middle East tensions.
- US Stocks Rebound From Selloff as Nvidia, Other Chipmakers Rise
US stocks rebounded from a selloff as chipmakers like Nvidia led gains. Earnings reports are testing whether Big Tech's profits meet high expectations.
- Stocks skid to losing week as Chinese AI fears fuel chipmaker rout
Stocks ended the week in decline as concerns over excessive AI spending in China and the risk of an 'AI bubble' triggered a sell-off in chipmaker stocks. The fears have led to volatile trading in the tech sector.
- Ships go dark as the clock runs out on Trump’s ‘undeclared naval war’ in the Strait of Hormuz
The article highlights Trump's 'undeclared naval war' in the Strait of Hormuz as ships go dark, with rising oil prices and political implications ahead of the midterms. Other topics include declining tariff revenue, market trends, and high intern pay at Wall Street firms.
- Tech stocks capture China’s elderly retail investors amid faith in nation’s tech sector
Technology stocks have gained popularity among China’s retail investors, including elderly individuals, who are investing in chipmakers and AI developers due to confidence in the nation’s tech sector. A 70s-era investor cited government support for technological development as a key factor driving this trend.
- Big Tech spending soars
Big Tech companies are increasing capital expenditures, leading to a decline in free cash flow, while firms producing AI processing and memory chips are generating significant profits. Investors are shifting focus from large language models (LLMs) to AI infrastructure, applications, and memory chips, with potential changes as hyperscalers outsource costs and chipmakers expand their investments.
- Stocks Push Higher Led by Chipmakers | Closing Bell
Stocks rose higher, driven by gains in the chipmaker sector. Tesla Motors Inc was mentioned in the article.
- Korean Stocks Tumble 6% as AI Jitters Hurt Chipmakers
Korean stocks fell 6% as concerns over artificial intelligence (AI) impacted chipmakers. The decline highlights market anxiety linked to AI-related developments affecting semiconductor companies.
- Global Economy Briefing — July 1, 2026
A rally in chipmakers boosted Wall Street for a second day, with the Nasdaq rising 1.5% and the Dow hitting a third straight record. Colombia's central bank surprised markets with a larger-than-expected rate hike, highlighting ongoing inflation challenges in Latin America.
- Mag 7 value shrinks by $2.3 trillion amid AI spending jitters — but investors are still backing chipmakers
The Mag 7's market value has decreased by $2.3 trillion due to investor concerns over AI spending returns, yet investors continue to support chipmakers. Investors are uncertain about when the Mag 7's AI investments will yield returns.
- Magnificent Seven stocks shed $2.3tn in Wall Street tech rotation
The Magnificent Seven stocks lost $2.3tn as investors shifted funds to chipmakers driven by hyperscalers' AI spending. The tech sector rotation highlights growing interest in companies benefiting from artificial intelligence advancements.
- Shares in chipmakers underpinning AI boom rocket in first half of 2026
Shares in chipmakers have surged in the first half of 2026, with some manufacturers' values tripling and driving Asia Pacific stock markets higher. Investors favor companies producing hardware for the AI boom, while large software companies have lost favor.
- Shares in chipmakers underpinning AI boom rocket in first half of 2026
Shares in chipmakers supporting the AI boom surged in the first half of 2026, with some manufacturers' values tripling and driving Asia Pacific stock markets higher. Semiconductor and memory chip producers saw profits soar, while large software companies fell out of favor.
- Chipmakers are expensive globally
Chipmakers are expensive worldwide, and markets related to AI have high valuations.
- Korea’s Kospi Extends Losses on Chipmakers, War-Tied Jitters
South Korea's Kospi and Kosdaq indexes closed lower on June 8, driven by losses in chipmakers and concerns linked to war-related jitters.
- Indian stocks lose out to Asian rivals in global hunt for AI winners
Indian stocks have been overtaken by exchanges in Taiwan and South Korea as their chipmakers surge. The shift reflects growing momentum in Asian markets linked to AI-related industries.
- Chipmakers Outperform Software Stocks by Most on Record
Chipmakers outperformed software stocks to the greatest extent ever recorded, highlighting a significant disparity in market performance between the two technology sectors.
- EU wants crisis powers to seize control of chip supplies
The EU is proposing crisis powers to seize control of chip supplies, potentially forcing chipmakers to override existing contracts under a draft law.
- Samsung memory chip staff in line for £310,000 bonuses after AI profit-sharing deal
Samsung Electronics memory chip division employees will receive average £310,000 bonuses via a profit-sharing agreement, averting a strike and reflecting the AI boom's impact. The deal, backed by 74% of voting workers, highlights rising chipmaker profits as two more firms join the $1tn market cap club.
- Chipmaker ETF rides AI excitement to quickest $10bn valuation on record
The Roundhill Memory ETF (DRAM) surged 87% in 50 days after its April launch, driven by excitement around AI. It achieved the quickest $10bn valuation in record time, highlighting strong investor confidence in chipmakers tied to AI advancements.
- Stocks Hit Record High on Jobs as Chipmakers Surge
Stocks have reached a record high due to strong job numbers and a surge in chipmaker stocks. This growth indicates a positive trend in the market. The surge in chipmakers is a key factor in the overall stock market growth.
- Clarifying HEVC licensing fees, royalties, and why vendors kill HEVC support
Dell and HP disabled HEVC (H.265) support in select PCs, sparking debates over licensing fees, royalties, and potential double-charging by patent holders. The move raises concerns about OEMs and chipmakers' costs for supporting HEVC and whether patent holders exploit licensing structures.
- Korean Stocks Erase War Loss as Chipmakers Rise on AI Resurgence
Korean stocks rebounded from war-related losses as chipmakers gained momentum due to a resurgence in AI demand. The market recovery highlights renewed investor confidence in technology sectors driven by artificial intelligence advancements.