semiconductor

Broker's Calls

DBS keeps 'buy' on Grand Venture but trims target price on muted near term margins

'We believe that Grand Venture remains prepared to deliver when orders come'

Semiconductor

Nvidia H100: This is the chip behind AI's supersonic stock rally

The H100 name is a nod to computer science pioneer Grace Hopper

Semiconductor

The world's chip industry poised to bounce back after tough 2023

Markets are returning to normal buying patterns and the worst of the contractions are over
Samsung's profit falls again on unever chip demand recovery - THE EDGE SINGAPORE

Semiconductor

Samsung's profit falls again on uneven chip demand recovery

Samsung's high-bandwidth memory lags rival SK Hynix

Artificial Intelligence

Microsoft, Alphabet under pressure to show AI earnings boost

'AI might facilitate growth over the foreseeable future, but I’m not sure most big tech stocks have much to show for it yet'
US aims to announce big grants for chip plants by end of March - THE EDGE SINGAPORE

Semiconductor

US aims to announce big grants for chip plants by end of March

Semiconductor companies have pledged to invest more than US$230 billion in the US in recent years

Equity raising

UMS seeks to raise up to $52 million via placement by CGS-CIMB

If all 40 million shares are sold, UMS will see its share base increase by 5.97% to just over 710.5 million shares

Semiconductor

Intel plunges after bleak forecast casts doubt on comeback bid

Intel CEO Pat Gelsinger expects the rest of 2024 to improve quarter by quarter

Insider moves

Temasek, EPF and abrdn's respective stakes in AEM Holdings almost equalised

Analysts are divided in how they interpret the inventory shortfall episode
ASML orders triple as demand for most sophisticated gear soared - THE EDGE SINGAPORE

Semiconductor

ASML orders triple as demand for most sophisticated gear soared

China accounted for 39% of ASML’s sales in the fourth quarter, down from 46% in the previous period
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