# Semiconductors
Latest news and articles about Semiconductors
Total: 481 articles found
A Tale of Two Markets: Tech Dominance Propels Wall Street to Records as Chinese Assets Drift
Wall Street reached record highs on the back of a powerful rally in semiconductor and large-cap tech stocks, with the Nasdaq and S&P 500 setting new benchmarks. Meanwhile, Chinese assets declined as the electric vehicle sector led a broad retreat in the Golden Dragon Index, underscoring a stark performance gap between the two markets.
Silicon Squeeze: Tim Cook Warns of Surging Memory Costs Threatening Apple’s Margins
Apple CEO Tim Cook has issued a warning that rising memory component costs will significantly impact the company's business starting in the third quarter. As global supply shifts toward AI-centric chips, Apple is exploring mitigation strategies to protect its hardware margins.
Silicon Valley’s Mirror: China Secures Triple Crown on Global AI Influence List
TIME's 2026 ranking of the world's most influential AI companies features ByteDance, Alibaba, and Zhipu AI, marking a major milestone for Chinese tech. The list highlights China's dominance in mass-market AI adoption and its growing self-sufficiency in both software and hardware despite international trade pressures.
The Fountainhead of Power: Xi Jinping Pushes Basic Research to the Forefront of China’s Tech Ambitions
President Xi Jinping has called for a massive strategic investment in basic research to solve China's core technological dependencies. The plan involves systemic reforms in education, increased R&D funding, and a focus on original innovation to transform China into a preeminent global science and technology power.
Chipmaking Resilience: SMIC Surges as Hong Kong’s Tech Rally Faces Reality Check
Hong Kong's Hang Seng Index fell on the final day of April despite a strong monthly performance, driven by a sharp divergence between surging semiconductor stocks and flagging platform tech and EV shares. SMIC led the gainers as national self-sufficiency goals continue to reshape investment priorities in the Greater China region.
The Return of the King: Cambricon Reclaims China’s Stock Market Crown Amid AI Compute Surge
Cambricon Technologies has become the highest-priced stock in China after reporting explosive Q1 2026 growth driven by AI chip demand. The company's revenue and profit surged over 150%, supported by strong shipments of its Siyuan 590 processor and stable domestic manufacturing partnerships.
From Spirits to Silicon: Cambricon Reclaims China’s Stock Market Throne Amid AI Gold Rush
Cambricon Technologies has reclaimed the title of China's most expensive stock following an explosive Q1 2026 earnings report characterized by 159.6% revenue growth and positive cash flow. The surge reflects the massive demand for domestic AI hardware, though the company faces risks from high customer concentration and intensifying price competition with Huawei and Nvidia.
The $700 Billion Arms Race: Big Tech’s AI Bet Transitions from Hype to Hard Costs
The latest quarterly reports from Alphabet, Meta, Amazon, and Microsoft reveal a massive $700 billion collective investment in AI infrastructure through 2026. While AI is driving significant revenue growth in cloud and enterprise services, investors are increasingly concerned about the rising capital expenditures and the timeline for profitable returns on these historic outlays.
China’s AI Chip Champion Cambricon Reclaims Market Throne Amid 700 Billion Yuan Valuation Surge
Cambricon Technologies saw its stock price surge over 12% to reach a record high, pushing its market cap past 700 billion yuan. The company has reclaimed its leadership position in China's AI chip sector, driven by intense demand for domestic computing power solutions.
China’s AI Chip Champion Reclaims the Throne as Tech Index Surges
China's STAR 50 index rose nearly 5% in half-day trading, led by a 17% surge in AI chipmaker Cambricon, which reclaimed its status as a market leader amid massive trading volumes and a focused bet on domestic computing power.
From Parkas to Processors: Toread’s Radical Pivot Signals a New Era for Chinese Retail
Chinese outdoor giant Toread is radically transforming its business model after closing 200 retail stores and facing a core operational loss in 2025. The company has successfully pivoted to a 'dual-core' strategy where semiconductor manufacturing now drives nearly 40% of its revenue, offsetting the decline in its traditional apparel business.
Cambricon’s Triple-Digit Profit Surge Signals China’s Accelerating AI Chip Pivot
Cambricon Technologies reported a staggering 185% year-on-year net profit increase in Q1 2026, fueled by a surge in domestic demand for AI computing power. The results highlight the company's emergence as a central player in China's drive for semiconductor self-sufficiency amid global supply constraints.