# semiconductors
Latest news and articles about semiconductors
Total: 66 articles found
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.
Hong Kong Stocks Tick Up as Chip Names Rally and Gold Miners Split the Field
Hong Kong markets rose on Tuesday with the Hang Seng up 1.35% and the Hang Seng TECH up 0.5%, driven by gains in semiconductor stocks. Gold miners showed wide divergence, with some names surging while others fell, reflecting company-specific factors amid a broader rally in bullion prices.
Silver Spike and Semiconductor Gains Meet Market Reform and a 35.6‑Tesla Breakthrough: China’s Daily Economic Pulse
Spot silver surged above $113/oz and Shanghai silver futures jumped over 7% as investors priced a mix of rate‑cut hopes, geopolitical safe‑haven demand, and industrial appetite from renewables. That market heat sat alongside structural shifts — electricity‑market liberalization, a national livestreaming standard, and a 35.6‑tesla superconducting magnet — that collectively underscore China’s simultaneous push for market discipline and technological self‑reliance.
China Loses a Leading Chip Investor: Zhu Xudong, Architect of State‑Backed Semiconductor Deals, Dies Aged 62
Zhu Xudong, a veteran Chinese semiconductor investor and former Pudong science bureau chief who led state‑backed deals to build domestic chip capability, died suddenly at 62 while on a business trip. His passing leaves a practical leadership gap at a major investment vehicle and removes a seasoned architect of China’s strategy to translate state capital into industrial capacity in semiconductors.
China’s Economy Hits a New Plateau at RMB140 Trillion as Washington Tightens the Screws
China’s GDP surpassed RMB140 trillion, reflecting broad‑based growth across agriculture, industry and especially services, with consumption playing a leading role. Washington has reacted with layered export controls and investment restrictions aimed at constraining technology transfer and capital flows, prompting Beijing to double down on domestic resilience and indigenous capabilities.
Gold and Silver Surge as US Markets Split; Intel’s Weak Guidance Sends Chips Reeling
On January 23, risk assets split: US major indices finished mixed while gold and silver surged to record nominal highs and oil rallied. Intel’s disappointing guidance triggered a sharp sell-off in its shares and weighed on semiconductor sentiment, even as select big-tech names gained. Commodity strength, driven by safe-haven flows and supply concerns, prompted Goldman to lift its 2026 gold target to $5,400 an ounce.
Intel’s CEO Concedes Yield Shortfalls as AI Demand Outpaces Supply
Intel CEO Chen Liwu admitted on the Q4 2025 earnings call that the company has not fully met skyrocketing AI-driven demand because product yields are below his expectations. Intel has pledged to make yield improvements a top priority in 2026, but the admission triggered a sharp market reaction and raises competitive and supply-chain risks.
Alibaba to Float T‑Head Chip Unit as AI Hardware Ambitions Boost Shares
Alibaba plans to take its AI‑chip unit T‑Head public, a move that boosted the parent company’s U.S. pre‑market shares. The listing aims to fund and legitimise Alibaba’s push into in‑house AI accelerators, but faces manufacturing, software and competitive hurdles amid broader geopolitics over semiconductors.
China Stocks Open Higher as Chip and Storage Names Lead a Tech-Heavy Rally
Chinese stock markets opened higher as semiconductor and storage‑chip stocks outperformed, buoyed by company profit forecasts and plans to expand wafer‑level packaging capacity. Broader market moves were uneven, with commodity and precious‑metals names lagging and speculative small‑caps showing continued volatility.