# semiconductors
Latest news and articles about semiconductors
Total: 26 articles found
Guidance Shock Sends AMD Sliding as US Stocks Open Mixed
US equity markets opened mixed as investor focus on corporate guidance produced sharp moves in individual stocks. AMD plunged after lowering its Q1 revenue outlook, while Super Micro surged on an earnings beat and Novo Nordisk fell after trimming guidance, highlighting a guidance-driven, sector‑specific market landscape.
Hong Kong Market Pauses as Tech Slips and Cyclicals Rally
Hong Kong's Hang Seng closed essentially flat while the Hang Seng Tech index slid nearly 1.8%, led by declines in semiconductor and internet stocks. Gains in coal and property stocks offset tech losses, signalling a rotation from growth to cyclical assets amid profit-taking and shifting sentiment. The split market reaction highlights investor sensitivity to global tech demand and domestic policy signals for property, suggesting continued volatility ahead.
Precious‑metals Rout and Telecom Tax Hike Drag Hong Kong Stocks; Hang Seng Tech Falls 3.4%
Hong Kong markets slipped as a sharp drop in gold and silver hammered miners and a VAT increase on telecom value‑added services pressured the three major operators. The Hang Seng fell 2.23% and the tech‑heavy Hang Seng TECH lost 3.36%, with notable declines across chips, autos and precious‑metals stocks.
China’s A‑Shares Slide: Broad-Based Selloff Sees Hundreds of Stocks Hit Limits as Tech, Metals Lead Declines
China’s equity markets tumbled on February 2, with major indices down over 2% and hundreds of stocks hitting limit‑down as trading volume contracted. Defensive pockets such as white spirits and power‑grid equipment held up, while metals, energy and semiconductor names led the declines, raising questions about investor confidence and near‑term policy reaction before Lunar New Year.
Brokers See A‑share Cooldown Before Lunar New Year, but February Rotation Could Reignite Gains
Ten Chinese brokerages expect a near‑term cooling in A‑share sentiment ahead of the Lunar New Year, driven by holiday flows, ETF redemptions and firmer U.S. rate expectations after the Fed nomination. Most see corrections as limited and anticipate a post‑holiday rebound, with February characterized by faster sector rotation toward larger, quality and cyclical names.
A‑Shares Slide as Resource and Chip Stocks Lead a Midday Sell‑Off
China’s A‑share market slid more than 1% across major indices in mid‑day trade, with resource and semiconductor stocks leading declines while pockets of AI and consumer names rallied. Lower turnover and sectoral divergence point to profit‑taking and selective positioning after January gains, rather than a broad capitulation.
Wingtech Warns of Multibillion‑RMB Hit After Dutch Ruling Restricts Control of Nexperia Unit
Wingtech says it expects a 2025 net loss of RMB 90–135 billion after Dutch regulatory and court actions have restricted its control of Anshi (Nexperia). The firm will book significant investment losses and asset impairments, putting heavy strain on its finances and underscoring the geopolitical risk in cross‑border semiconductor deals.
China’s Cambricon Forecasts Strong 2025 Profit as AI Compute Demand Rises
Cambricon expects 2025 net profit of ¥1.85–2.15 billion, a year‑on‑year turnaround driven by stronger AI compute demand and successful product deployments. The result signals that Chinese AI chipmakers are beginning to convert rising demand and policy support into commercial profit, though challenges around scaling, margins and competition remain.
Middle East Tensions Send Oil and Gold Surging as Beijing Manages Domestic Reforms and Tech Shocks
US military moves in the Middle East and reports of possible action against Iran have pushed oil up about 3% and driven gold to record highs as investors seek safety. At the same time China is advancing domestic regulatory reforms, dealing with supply‑chain cost pressures in semiconductors, and showcasing logistics prowess through high‑profile corporate outreach.
Gold Surge and Sector Rotation Lift Hong Kong Stocks: Hang Seng Climbs 2.6% as Miners, Property and EVs Rally
Hong Kong stocks rallied on Wednesday, led by gold miners, property developers and electric-vehicle makers, pushing the Hang Seng up 2.58%. Spot gold hitting new highs drove a miners' rally even as investors cheered signs of regulatory easing for some developers and continued strength in domestic EV and semiconductor names.
SK Hynix Weighs U.S. AI Investment Hub to Centralise Group’s AI Bets
SK Hynix is exploring the creation of an AI investment arm in the United States to centralise group-level AI investments and speed strategic decisions. The plan would place the company closer to cloud customers, AI start‑ups and investors, and could shift SK Hynix toward higher‑value participation in the AI infrastructure ecosystem.
China's Small‑Cap Tech Gauge Rebounds as Chip Suppliers and Gold Miners Lead Narrow Market Rally
China's stock market closed higher on Tuesday with ChiNext leading gains, powered by sharp rallies in chip‑supply and gold‑miner stocks. However, the advance was narrow and accompanied by falling turnover and broad stock declines, signalling cautious participation and sector rotation rather than broad buying.