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Investing.com -- Capital Economics told clients in a note Wednesday that the recent selloff in AI-linked tech giants is being driven by fear rather than hard evidence, and it expects the rally to resume, at least for now.
During an interview with CNBC, Futurum analyst Rolf Bulk cited the performance edge that SK Hynix, Micron, and Samsung have over CXMT chips.
ASML Holding has delivered a 124.3% share price gain over the past year, yet its broader valuation checks still lean cautious, which leaves investors weighing a strong track record of returns against a stock that does not screen as a straightforward bargain. Over the last 12 months ASML Holding is up 124.3%, which puts fresh focus on whether recent enthusiasm is already reflected in the share price. Strong demand linked to advanced chipmaking tools and AI related spending can support...
ASML shares fell after it was reported that a Chinese company is set to ship homegrown DUV machines.
China has started producing domestic immersion deep-ultraviolet lithography tools, Reuters reported on July 28. State-backed Shanghai Aishengna Electronic Technology Group plans to deliver machines to Semiconductor Manufacturing International, Hua Hong Semiconductor and memory producer ChangXin Memory Technologies. Production is expected to remain small, at roughly five systems in 2026 and about 20 in 2027. The […]
Shares of ASML slid Tuesday, but experts and analysts cautioned that the panic behind the selloff is almost certainly overblown.
The brokerage says China’s progress in DUV lithography poses only a limited financial risk and sees the recent selloff as a buying opportunity.
The semiconductor bellwether has a bright future due to the huge investments in chip and memory manufacturing equipment.
China's launch of a homegrown type of advanced lithography chip printing machine is spotlighting how European chip tool maker ASML, whose recent share price surge made it Europe's most valuable listed company, is being squeezed between two sides. On the one hand, U.S. controls on exports of high-tech goods to China are threatening to reduce access to a major market; and on the other, Beijing's push for technological independence in areas such as chip production raises the possibility of a China-based competitor. Reuters reported on Tuesday that a little-known Chinese state-owned firm called Shanghai Aishengna Electronic Technology Group was leading an effort to mass produce locally made immersion deep ultraviolet (DUV) lithography tools, key to modern chipmaking.
A chip ETF just posted one of its best years on record, and the stock everyone expected to lead it barely showed up. The real story is which names hijacked the rally and why the fund's rulebook deserves more credit than any of its holdings.
China has achieved a breakthrough in developing technology crucial to the AI boom, overcoming US efforts to limit Beijing’s access to the systems.
China has achieved a breakthrough in developing technology crucial to the AI boom, overcoming US efforts to limit Beijing’s access to the systems.
U.S. stocks ended mixed on Monday, with the Dow ending in positive territory as oil prices fell and investors awaited earnings reports and guidance from a batch of big tech companies scheduled to report quarterly results this week.
Concerns about financing, Chinese competition and hyperscaler spending pressured semiconductor shares.
Asian stock markets churned downwards on Tuesday, with tech-exposed exchanges closing sharply lower
Tech shares are in for a rough day, with Nasdaq futures down nearly 0.8%. Behind some of the bearish outlook: fears that the West could lose its stranglehold on a crucial component of the chip supply chain. Chip stocks sank yesterday after a report in the Information said an unnamed Chinese-state backed company had begun making deep ultraviolet lithography machines, which use UV light to print microscopic patterns on the silicon wafers that go into chips.
↘️ Samsung (KR:005930), SK Hynix (KR:000660, SKHY): Shares in both chipmakers dropped more than 13% as part of a broader selloff amid mounting doubts over the AI boom. Over in the U.S., Micron Technology (MU), Intel (INTC) and other chip stocks are also sliding premarket.
European stock indexes rose in early trade after further falls in oil prices buoyed sentiment. The Europe-wide Stoxx 600 was 0.3% higher. London's FTSE 100 nudged up 100 amid conflicting earnings stories.
China has begun mass producing domestically developed immersion deep-ultraviolet (DUV) lithography machines, a technology crucial to advanced chipmaking, a person familiar with the matter said, marking a key step forward in Beijing's drive to reduce its reliance on foreign technologies. Shanghai Aishengna Electronic Technology Group, a little-known Chinese state-owned company, is leading the production effort after incorporating teams from top Chinese lithography startups, the source said, declining to be named due to the sensitivity of the subject. The development represents a win for Beijing's nationwide semiconductor self-sufficiency initiative, one of President Xi Jinping's highest priorities, but will not pose an immediate commercial threat for Dutch supplier ASML.
Global tech stocks have plunged after China achieved a breakthrough in developing technology crucial to the AI boom.
July 28 (Reuters) - European shares were subdued on Tuesday as a global selloff in technology stocks was balanced by earnings-driven gains in luxury and consumer stocks, with lower oil prices lending
Global tech stocks plunged after China achieved a breakthrough in developing machinery crucial to the AI boom.
South Korean and Japanese tech took another battering Tuesday, leading losses across most Asian stock markets, as a report of a breakthrough in China's chip industry compounded growing worries about the longevity of the AI boom.There were also losses across most other markets, though Hong Kong was the standout as its tech firms enjoyed some much-needed buying following a painful first half of the year.
0014 GMT — Japanese stocks are lower in early trade following overnight drops in U.S. technology stocks. Uncertainty over the Iran conflict is also weighing on the market. Investors are closely watching crude oil prices and developments in the Middle East after Saudi Arabia said it had intercepted drones that Iran-backed militias in Iraq had launched at the kingdom’s oil facilities.
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