# Semiconductors
Latest news and articles about Semiconductors
Total: 4 articles found
Hang Seng Falters as Big Internet Names Slip, While Chips and AI Model Stocks Rally
Hong Kong’s Hang Seng Index fell 0.86% with major internet platforms declining as investors grew cautious on consumer‑facing tech. At the same time, semiconductor suppliers and AI model companies jumped sharply, reflecting a thematic shift toward hardware and generative‑AI plays.
AI Boom and Raw‑Material Costs Spark Broad Chip Price Rises — A Turning Point for the Semiconductor Cycle
A surge in AI compute demand and rising commodity costs have triggered industry‑wide price hikes across the semiconductor supply chain. The combination of supply tightness in memory chips and higher manufacturing inputs may mark a transition from a structural upswing to a broader cyclical recovery, with significant implications for manufacturers, OEMs and investors.
Cambricon Shares Plunge as Alibaba Unit’s New AI Chip Stokes Market Fears
Cambricon shares plunged nearly 10% as Alibaba’s chip unit unveiled a new high‑end AI chip and reports suggested its Zhenwu PPU shipped at scale in 2025. The drop came despite Cambricon forecasting a strong full‑year turnaround and a fivefold revenue increase, underlining investor concerns about intensifying domestic competition in AI semiconductors.
Musk’s Nine‑Month Chip Gamble: Tesla’s Bid to Outiterate Nvidia — and Take AI to Space
Elon Musk has unveiled an aggressive multi‑year AI chip roadmap that pledges a new Tesla chip generation every nine months, from AI5 for cars to an eventual space‑deployed AI7. The plan leverages Tesla’s vertical integration and fleet data but faces steep fabrication, validation and regulatory hurdles that make timely delivery uncertain.