semiconductors
Sandisk’s 1,600% rally keeps going after ‘unprecedented’ quarter
Memory and storage companies have historically traded at lower valuations due to their cyclical nature
Japan’s Nintendo and Sony face memory price pressures
NINTENDO and Sony Group will face scrutiny over how soaring memory chip prices driven by AI demand have affected their game console profitability when they report earnings next week.
Penang’s rising horizon: E&O’s RM60 billion Andaman project moves from homes to hubs
Malaysian state’s Gurney Drive gains a new neighbour with the opening of a second bridge linking the artificial island to George Town
Nvidia’s CEO says China is still finalising licence for H200 chip
Huang says Nvidia needed to compete quite vigorously as China has many strong chip companies
From Meta to Samsung, global tech unleashes spending to chase AI
Memory manufacturers are reallocating production lines towards lucrative HBM to satisfy the needs of AI data centres
EU, Vietnam to boost work on minerals, chips and ‘trusted’ 5G, draft document says
The EU will also explore the possible transfer of defence technology to Hanoi, it adds
ASML reports big orders beat as AI drives chipmaker demand, to lay off 1,700
The orders beat forecasts as the global chip market ramps up for AI and data centre expansion
Sembcorp expands Micron power deal to support AI growth
The chipmaker has begun construction on a Woodlands facility as part of a US$24 billion investment
China approves first batch of Nvidia H200 chip imports: sources
Three major Chinese internet companies will be the first to receive them
Micron invests US$24 billion to expand Singapore manufacturing complex; 1,600 jobs to be created
This brings the company’s total investments in Singapore to around US$60 billion
