Dossier
artificial-intelligence trade
Coverage of artificial-intelligence trade in the Nexus archive.
- The CXMT shock: how China’s viable alternatives punch Nvidia, Micron, SK Hynix shares
China's rising influence in the semiconductor supply chain is challenging foreign tech companies like Nvidia, Micron, and SK Hynix through cheaper alternatives. The $9.8 billion stock offering of ChangXin Memory Technologies (CXMT) in Shanghai aims to expand its market share in dynamic random access memory (DRAM) chips.
- The big surprise for the year’s second half could be the AI trade powering higher. Why it wouldn’t take much.
HSBC strategists suggest that the AI trade could surprise investors in the second half of the year if stock valuations begin to rise again, despite ongoing scrutiny.