# semiconductors
Latest news and articles about semiconductors
Total: 66 articles found
China Stocks Open Lower as AI-Chip and Palm Oil Plays Lead a Broad Pullback
China’s main stock indexes opened lower on 11 February, dragged by declines in crude palm oil–linked stocks and semiconductor firms tied to AI compute and high‑bandwidth memory. The swing reflects a combination of profit‑taking, holiday‑thin liquidity and a reassessment of near‑term AI hardware deployment rather than a decisive change in long‑term demand trends.
Once China’s TV King, Konka Stumbles into Crisis after RMB100bn Impairment ‘Bomb’
Konka, once China’s leading TV maker, warned of a record RMB125.8–155.7 billion loss in 2025 after massive impairment charges, pushing its net assets into negative territory and exposing it to delisting risk. Years of shrinking TV demand, sprawling diversification, governance lapses and heavy indebtedness have left few easy rescue options despite intervention by new majority owner China Resources.
Wall Street's Rotation Lift: Dow Tops 50,000 as Nvidia and Chip Makers Rally
U.S. markets surged on Friday, with the Dow closing above 50,000 for the first time as chips and cyclical stocks led a broad-based rally. Nvidia and other semiconductor names jumped on expectations of increased AI data‑centre spending, while investors digested mixed signals on corporate capex and the Fed’s path amid delayed payroll data.
Musk’s Three‑Hour Blueprint: Space Data‑centres, Robot Factories and a Stark Warning on China’s Manufacturing Lead
In a three‑hour interview Elon Musk argued that the next phase of AI will be decided by where compute is powered and who makes the machines. He envisions orbital solar‑powered data centres and humanoid robots that can build more robots as the key levers, while warning that China’s manufacturing depth and rising power output present a structural challenge to the United States.
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.