Semiconductor alliances between the US and Asia could hold back China

Leading chipmaking nations including the US are forming alliances, in part to secure their semiconductor supply chain and to stop China from reaching the cutting-edge of the industry, analysts told CNBC. Places including the United States, South Korea, Japan and Taiwan, which have strong semiconductor industries, have looked to forge partnerships around the critical technology. … Read more

Semiconductor alliances between the US and Asia could hold back China

Leading chipmaking nations including the US are forming alliances, in part to secure their semiconductor supply chain and to stop China from reaching the cutting-edge of the industry, analysts told CNBC. Places including the United States, South Korea, Japan and Taiwan, which have strong semiconductor industries, have looked to forge partnerships around the critical technology. … Read more

Tech investor Paul Meeks weighs in on Apple and Samsung

Investors have seemingly lost their appetite for tech stocks this year amid a flight to safety. Tuesday’s sell-off on Wall Street saw the six largest US tech companies shed more than $500 billion in market capitalization after a hotter-than-expected August inflation report sent stocks tumbling. Top tech investor Paul Meeks is advising investors to stay … Read more

Morgan Stanley on market bottom and tech stocks, Nasdaq

Stocks have broadly rallied in July, with the Nasdaq bouncing off earlier declines. And Wall Street is debating if markets have hit the bottom yet. Growth stocks such as tech have slumped broadly this year on the back of monetary tightening, recession and other risks. And Morgan Stanley in an Aug. 3 report warned that … Read more

Global chip shortage continues amid inflation, rising rates and war: IDC

The global chip shortage will continue, and consumers will have to pay for it, an analyst from the International Data Corporation said. Sasirin Pamai | Istock | Getty Images The global chip shortage is not over yet, and the war in Ukraine continues to put a strain on supplies of important parts needed, one analyst … Read more

Samsung’s Q2 earnings ‘better than feared’ and spur chip stock rally

Samsung shares rose on Thursday, dragging Asian chipmakers higher after South Korean technology giant posted “better than feared” earnings guidance for the second quarter. The numbers assuaged investors’ concerns about rising inflation, deteriorating consumer demand and higher material costs for semiconductor firms, though analysts cautioned that demand weakness may not have fully run its course … Read more

Samsung’s Q2 earnings ‘better than feared’ and spur chip stock rally

Samsung shares rose on Thursday, dragging Asian chipmakers higher after South Korean technology giant posted “better than feared” earnings guidance for the second quarter. The numbers assuaged investors’ concerns about rising inflation, deteriorating consumer demand and higher material costs for semiconductor firms, though analysts cautioned that demand weakness may not have fully run its course … Read more

Analysts name picks on chip stocks, semiconductors

Chip stocks got pummeled late last week after Micron warned of waning demand. The semiconductor firm put out a significantly weaker-than-expected business outlook, raising concerns that the once red-hot industry is headed for a downcycle, amid broader fears of an economic downturn. If that comes to pass, it would be a far cry from the … Read more

South Korean truckers target semiconductor production, slow port activity

A general view of the Busan Port on November 05, 2021 in Busan, South Korea. South Korean truckers embarked on broader and more aggressive strike action on Friday, threatening to severely curtail shipments of raw materials for semiconductors and petrochemical products. Chung Sung-jun | Getty Images News | Getty Images Defiant South Korean truckers embarked … Read more

Buffett disciple Mohnish Pabrai likes this US semiconductor stock

The US equity market is often described as the deepest and most liquid in the world, but hedge fund manager Mohnish Pabrai has only one US stock in his portfolio. It’s a semiconductor stock and Pabrai explains why he likes it. After years of market-beating returns, semiconductor stocks took a drubbing this year as market … Read more