SK Hynix Miss Triggers $2 Trillion Sell-Off in South Korea Stocks
Leveraged selling and SK Hynix’s earnings miss wiped $2 trillion from South Korean stocks in two days of record market declines.
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China Starts Making Its Own Advanced Chip Tools, ASML Shares Drop
China begins producing its own immersion DUV lithography machines. A state-backed firm will deliver units to SMIC and other companies in 2026.
ASML Boosts 2026 Outlook Again as AI Chip Boom Drives Record Orders
Q2 revenue and profit beat expectations.
Anthropic’s AI Chip Ambitions Spark Semiconductor Sell-Off
Anthropic has started developing a custom AI chip and is in early talks with Samsung. The news sparked a sell-off in Nvidia, AMD, and semiconductor stocks amid growing custom silicon trend.
Wolfspeed and Navitas Surge as Vicor Raises Guidance and Huawei Unveils Chip Design
Wolfspeed and Navitas shares rise after Vicor boosts guidance and Huawei unveils its LogicFolding chip design, triggering a rally in Chinese semiconductor stocks like SMIC.
Semiconductor Shares Slide as US-China Talks End Without Chip Deal
Chip stocks fell after a Trump–Xi meeting brought no deals. Nvidia, Intel, AMD dropped as hopes for China sales and AI growth cooled.