Skip to navigation Skip to main content Skip to right column Yahoo Finance Yahoo Finance Search query News Finance Sports More Mail Sign in My Portfolio News Markets Research Community Personal Finance Videos Watch Now AlphaSpace Network Try AlphaSpace US Markets S&P 500 7,472.47 +26.75 +0.36% Dow 30 50,574.94 +289.28 +0.58% Nasdaq 26,356.94 +63.84 +0.24% Russell 2000 2,867.52 +24.07 +0.85% VIX 16

China's foundry sector is charting a different course as the global semiconductor market remains focused on AI GPUs, the 2nm process node, and advanced packaging. Led by Semiconductor Manufacturing International (SMIC) and Hua Hong Semiconductor, domestic Chinese foundries have not stalled under US sanctions; instead, they are accelerating efforts to build a China-specific foundry ecosystem amid t

__fail__

__fail__

__fail__

__fail__

__fail__

__fail__

U.S. hyperscalers came into the year planning to spend over $700 billion to build new data centers. Just three months later, most of them realized they would need to spend even more. Three of the four major hyperscalers increased their capital expenditure (capex) budgets for the year alongside their first-quarter earnings reports. And they may be just getting started.Leading contract chip manufact

__fail__

Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial intelligence (AI) demand, escalating geopolitical fragmentation, and...The article requires paid subscription.Subscribe Now

Export controls on indium phosphide (InP) risk prolonging supply strains in the compound semiconductor market, GCS Holdings warned, affecting optical and RF component makers worldwide. The company said it has secured capacity and diversified sourcing ahead of the second half of 2026, signaling potential relief from first-half 2026 constraints for global customers and partners.