@markets: Emerging-market stocks fell on Wednesday, led by a sharp drop in chipmakers after ASML’s weak outlook dampened sentiment.

ASML is essentieel voor chipmakers dus. Een flinke val van ASML kan effect hebben op andere bedrijven.

Overseas share sales by Taiwanese companies, led by chipmakers and hardware manufacturers, have totalled $2.9B so far in 2024, on track for the most since 2007 (Dave Sebastian/Bloomberg) Main LinkTechmeme Permalink

@business: Taiwanese companies are raising the most money in almost two decades as chipmakers embark on expansion plans to meet growing demand for artificial intelligence components

(Times of Update) -- Stocks fell after a rally that took the market to record highs as chipmakers fell and a drop in oil dragged down energy producers.Times of Update's Most ReadThe S&P 500 halted a two-day advance. U.S.-listed shares of ASML Holding... https://www.timesofupdate.com/?p=68011

@business: Taiwan, home to some of the world’s biggest chipmakers, will raise its electricity rates again from mid-October in a move that will impact the island’s industrial users

Beijing is stepping up pressure on Chinese companies to buy locally produced AI chips instead of Nvidia products – Bloomberg: ‘to help domestic Chinese AI chipmakers gain more market share while preparing local tech companies for any potential additional US restrictions, the sources said.’

China Urges Local Companies to Stay Away From Nvidia’s Chips

Beijing is stepping up pressure on Chinese companies to buy locally produced artificial intelligence chips instead of Nvidia Corp. products, part of the nation’s effort to expand its semiconductor ind...

Wall Street will get a glimpse into what's ahead for US chipmakers Micron Technology (MU) is scheduled to report its fiscal fourth-quarter 2024 results on Wednesday, and analysts expect a significant jump in profitability due to AI-related demand. Wall... https://www.timesofupdate.com/?p=65229

Wall Street will get a glimpse into what's ahead for US chipmakers Micron Technology (MU) is scheduled to report its fiscal fourth-quarter 2024 results on Wednesday, and analysts expect a significant jump in profitability due to AI-related demand. Wall... https://www.timesofupdate.com/?p=65229

Wall Street will get a glimpse into what's ahead for US chipmakers Micron Technology (MU) is scheduled to report its fiscal fourth-quarter 2024 results on Wednesday, and analysts expect a significant jump in profitability due to AI-related demand. Wall... https://www.timesofupdate.com/?p=65229