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02.09.26 - 14:06
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Commerce Secretary Howard Lutnick: Semiconductor tariffs are being considered (CNBC)
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Commerce Secretary Howard Lutnick joins 'Squawk Box' to discuss the upcoming AI policy talks with tech CEOs at the G20 Innovation Ministerial in in Chapel Hill, North Carolina, AI data center buildout, U.S.-Canada trade relations, Lutnick families' ties to critical mineral deals, state of the economy, potential semiconductor tariffs, and more....
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02.09.26 - 06:42
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SEMI CEO on Memory Prices, Semiconductor Supercycle (Bloomberg)
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Ajit Manocha, President and CEO of semiconductor industry association SEMI, discusses the outlook for memory chip prices and the ongoing supercycle in the semiconductor market. He speaks with Stephen Engle on the sidelines of SEMICON Taiwan in Taipei. (Source: Bloomberg)...
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02.09.26 - 06:24
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Phison Electronics Sees Worst NAND Shortage in 2027 (Bloomberg)
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Phison Electronics Corporation Co-Founder and CEO KS Pua believes NAND flash memory may face its worst shortage next year. He also discusses NAND's role in artificial intelligence. Phison Electronics designs, makes and sells controller chips for NAND flash memory used in solid-state drives , USB drives and memory cards. He speaks with Stephen Engle from the sidelines of 'Semicon Taiwan 2026'. (Source: Bloomberg)...
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01.09.26 - 01:00
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Foreign investors boost Chinese stock holdings as AI hardware, green energy lure inflows (SCMP)
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Foreign investors boosted exposures to yuan-traded Chinese stocks by about a third in the second quarter, buying into companies tied to the artificial intelligence supply chain and China's strategic green-energy industry.
Global fund managers held a combined 10.1 billion shares in mainland-listed companies by the end of June, up from 7.5 billion in the first quarter, according to Wind Information.
The value of foreign holdings surged 87 per cent to 272.8 billion yuan (US$40.6 billion), taking......
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31.08.26 - 12:37
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Unterhaltungselektronik schrumpft weiter - Streaming boomt (DPA-AFX)
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BERLIN (dpa-AFX) - Die Talfahrt im deutschen Markt für Unterhaltungselektronik setzt sich fort: Nach dem Allzeithoch im ersten Pandemiejahr 2020 schrumpft die Branche 2026 das sechste Jahr in Folge. Wie der Digitalverband Bitkom im Vorfeld der Technikmesse ......
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