#semiconductor
Latest news and interesting information about semiconductor.
Most Competitive Economies: Singapore Leads
Switzerland lost its top spot in competitiveness ranking; Singapore leads. Details on IMD report and shifts.
AI stocks outshine oil concerns
AI stocks are outperforming oil as Asian markets focus on tech. South Korea exports hit $88 billion. | Bond.az
Nvidia Vera Rubin platform enters full production
Nvidia's Vera Rubin platform enters full production for AI systems, with global supply chain partners ramping up manufacturing.
Nvidia Launches Vera CPU for AI Agent Workloads
Nvidia launches Vera CPU for AI agent workloads. 88-core processor offers 1.8x speed over x86. Partners include Anthropic, OpenAI, Dell, HPE, and more.
S.Korea export growth hits 40-year high
South Korea's exports hit a 40-year high in May, led by record chip sales on AI boom. Trade surplus reached all-time high.
South Korea Luxury Demand Upside
South Korea luxury demand upside: UBS highlights brands like Moncler, Prada, Hermès that could benefit from rising consumer wealth and semiconductor boom.
Jobs report awaited for soaring US stocks
Jobs report awaited for soaring US stocks. Inflation and rate hike risks assessed. Broadcom results in focus.
How does China market react to large IPOs?
How China market reacts to large IPOs? Analysis of ChangXin Memory's big IPO, historical data, and liquidity conditions. Read on Bond.az.
New AI Winners: Beyond Chipmakers
Investors look beyond chipmakers for the next wave of AI winners in Asia, targeting suppliers, energy, and robotics companies.
Jefferies Starts Merck KGaA at Hold
Jefferies starts Merck KGaA at Hold with a €129 price target, citing balanced valuation and limited upside.
Texas Instruments director sells $3.2M in stock
Texas Instruments director Martin S. Craighead sold $3.2 million in stock. TXN shares surged 72% over the past year but may be overvalued.
Indie Semiconductor President Sells $3.79M in Stock
Indie Semiconductor President Ichiro Aoki sells 729,900 shares worth $3.79M. INDI stock performance and company news on Bond.az.
Nvidia Stock Rises Ahead of Computex Keynote
Lynx Equity sees Nvidia stock gaining on Computex keynote catalyst. Stock returned 53.96% over past year.
Jobs report, inflation, rate hike risks for US stocks
US jobs report, inflation, and rate hike risks analyzed. Stay informed with Bond.az.
Nvidia and Taiwan's AI Infrastructure Role
News about Nvidia and Taiwan's growing role in AI infrastructure. Key topics at Computex trade show.
Nikon Targets ASML with Cheaper Chip Gear
Nikon targets ASML with cheaper chip equipment to regain market share. Learn about Nikon's strategy and history in photolithography.
Japan state fund considers selling chip materials firm JSR
Japan Investment Corp is considering selling chip materials maker JSR. Fujifilm and Mitsubishi Chemical show interest. AI boom boosts valuations.
Synopsys reaches settlement with Elliott, Cohn to join board | Bond.az
Synopsys agrees with activist investor Elliott to give Jesse Cohn a board seat. The $100B chip design firm's stock rose 20% since Elliott's involvement.
FuriosaAI Partners with Broadcom on 3rd Gen AI Chip
FuriosaAI partners with Broadcom to develop 3rd gen AI chip with 2nm process and HBM4 memory. Sampling starts H1 2028.
Samsung union deal marks seismic change in South Korea
Samsung's union deal could trigger major changes in South Korea's labor landscape, with other unions demanding similar profit-sharing agreements.
Samsung Plans $1.5 Billion Chip Testing Plant in Vietnam
Samsung plans $1.5 billion chip testing plant in Vietnam to ease memory chip shortage. Construction started, operations expected by November 2027.
Samsung union approves wage deal; shares surge
Samsung workers approve wage deal with 74% support, avoiding strike. Shares surge 8% to record high.
Wall Street rises on AI optimism
Wall Street rises on AI optimism despite Middle East tensions. Semiconductor stocks lead gains.
Applied Materials Stock Hits All-Time High
Applied Materials stock hits all-time high at $448.62. Market cap $355.46B, P/E 42.07. Analysts optimistic with upward revisions.
Why is Broadcom stock rallying today?
Broadcom stock rallies 3.6% after launching BCM68850, the first 50G ITU-PON chip with NPU and Wi-Fi 8. Analysts are bullish.
BofA Hikes South Korea GDP Forecast on Chip Boom
BofA raises South Korea's 2026 GDP forecast to 3.1% on semiconductor boom.
Asia stocks mixed, KOSPI hits record high
Asia stocks mixed as US strikes curb Iran peace hopes; KOSPI hits record high. Tech stocks resilient.
Hong Kong chipmakers jump on Huawei breakthrough optimism
Hong Kong chip stocks surge on Huawei's chip design breakthrough. SMIC, Hua Hong, ASMPT, Lenovo lead gains amid China self-sufficiency push.
KOSPI hits record high on chipmaker rally
South Korea's KOSPI index hit a record high, driven by chipmaker rally and AI stock demand. Samsung and SK Hynix surged.
Samsung non-chip union files injunction to stop bonus vote
Samsung non-chip union files injunction to stop bonus vote. The union represents 13,000 workers from non-semiconductor divisions.
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