semiconductors
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
Nvidia invests US$2 billion more in CoreWeave, offers new chip
The world’s most valuable company has pledged tens of billions of US dollars towards AI companies
Microsoft’s latest AI chip to reduce reliance on Nvidia
The Maia 200 chip is being produced by Taiwan Semiconductor Manufacturing Company
Samsung to start production of HBM4 chips next month for Nvidia supply: source
Both Samsung and SK Hynix will announce their fourth-quarter earnings on Thursday
Surging memory chip prices dim outlook for consumer electronics makers
Price increases are expected to persist, possibly into the next year
Tariff risks vs AI boom: S-E Asia’s semiconductor stocks diverge but upside ahead
Investors mull over a mix of factors, but analysts cite target prices that are mostly higher
