# semiconductors
Latest news and articles about semiconductors
Total: 66 articles found
Suzhou Targets Semiconductors, Embodied AI Robots and Low‑Altitude Economy in New Five‑Year Blueprint
Suzhou’s recommendations for its 15th Five‑Year Plan mobilise the city to cultivate semiconductors, embodied intelligence robots, advanced machine tools and a low‑altitude economy, aiming to upgrade existing industrial clusters and create new growth poles. The move reflects a local strategy to deepen technological capabilities, scale new industries through demonstrations and integrate more closely with the Yangtze River Delta’s aerospace ambitions.
Global Risk-Off Sends Stocks Tumbling as Nvidia Loses Nearly $200bn; China Readies a Domestic-Demand Push
Global markets turned risk-off on renewed US tariff rhetoric, sending US indices sharply lower and erasing roughly $196 billion from Nvidia’s market value. Beijing signalled a policy pivot toward expanding domestic demand — including a 2026–2030 strategy and extended tax breaks for services — as geopolitical and market volatility complicate external growth prospects.
China’s Small‑Cap Board Leads a Selective Rally as Gold and Chip Plays Catch Fire
China’s stock market showed a selective mid‑day rally led by small‑cap growth stocks, with precious metals and chip‑supply plays outperforming while consumer and coal sectors lagged. The move was marked by retail‑driven limit‑ups and lower overall turnover, suggesting a concentrated and potentially fragile advance.
Mega-Cap Slide Sends US Market Lower as Chip Stocks Diverge
US markets opened substantially lower as major technology giants fell more than 2%, dragging the Nasdaq down 1.59%. At the same time, semiconductor and storage names such as UMC surged after a production milestone, highlighting a sector rotation that is reshaping market leadership.
Selective Strength in Hong Kong: New-Consumption and Gold Outperform as Tech and Chips Cool Off
Hong Kong stocks ended slightly lower as investors rotated into new-consumption and gold stocks while AI and semiconductor names pulled back. The session highlighted a selective, sector-driven market with consumption and safe-haven themes gaining traction amid profit-taking in tech.
Washington’s 100% Tariff Ultimatum Forces Chipmakers to Choose: Pay or Build
The U.S. has begun imposing tariffs on certain imported semiconductors and warned foreign memory makers that failure to expand production on U.S. soil could trigger duties up to 100%. South Korea’s government and firms such as SK Hynix are urgently reassessing strategy amid rising uncertainty, while the policy risk accelerates a geopolitical reorganisation of global chip supply chains.