Friday's trade tensions erupted as President Trump threatened and then imposed an additional 100% tariff on Chinese goods following China's tighter rare-earth export controls, marking a significant escalation that could reshape global supply chains and corporate profit margins. Rare-earth elements are critical for everything from electric vehicles to defense systems, making China's export restrictions a strategic economic weapon that threatens key U.S. technology and manufacturing sectors. The 100% tariff r ...

Key Points Nvidia is known for its AI prowess, but don't overlook its potential in driverless vehicles. Texas Instruments' semiconductors will be in demand for high-value driverless vehicles. QuantumScape's next-generation solid-state batteries could power driverless EVs well into the future. 10 stocks we like better than QuantumScape › Driverless cars are the hot new thing among many automotive investors and analysts, and the potentially lucrative future is tantalizing. According to an autonomous ...

While Amkor's financial growth doesn't seem explosive, there are still many reasons to keep an eye on the company. The global advanced packaging market is estimated to grow from $48.5 billion in 2023 to $119.4 billion in 2032. This appears to be a conservative estimate, considering the massive demand for AI chips in data centers worldwide.In the second quarter of fiscal 2025, Amkor's revenue was up 3% year over year to $1.5 billion, while earnings per share (EPS) were $0.22. The company's gross margin was j ...

CCM Investment Advisers disclosed a new position in Advanced Micro Devices (AMD -7.78%) in its October 10, 2025 Securities and Exchange Commission filing. The estimated $11.13 million purchase occurred in the third quarter of 2025.What happenedAccording to a Securities and Exchange Commission filing dated October 10, 2025, CCM Investment Advisers established a new position in Advanced Micro Devices, purchasing 68,820 shares. The estimated transaction value was $11.13 million for the period ended September 3 ...

This linchpin of the semiconductor industry needs to address its near-term challenges.ASML (ASML -4.47%) is the world's leading producer of lithography systems, which are used to optically etch circuit patterns onto silicon wafers. Most of the world's leading chipmakers use its deep ultraviolet (DUV) lithography systems to manufacture their older and larger chips.The Dutch tech giant is also the only producer of extreme ultraviolet (EUV) lithography systems, which are required to manufacture the world's sma ...

AMD struck a deal with a major player in the AI world.Today, Nvidia (NVDA -4.84%) dominates one of the most exciting and valuable markets on the planet: the artificial intelligence (AI) chip market. The company sells the graphics processing units (GPUs) that power crucial AI tasks -- and its GPUs are the fastest around. This makes it the key element needed in every AI data center, and considering spending in AI infrastructure may reach into the trillions in the coming years, Nvidia's revenue may be set to e ...

2025湾区半导体产业生态博览会（简称"湾芯展"）将于10月15-17日在深圳举办，RISC-V生态专区与同 期论坛成焦点，集中展现国产开源芯片架构成果。RISC-V生态专区由RISC-V生态联盟等统筹，汇聚全 国产业链伙伴，展示IP核、EDA软件到终端芯片的全链条布局。阿里巴巴达摩院、芯来科技、进迭时空 等领军企业参展，将带来高性能处理器、边缘AI芯片等展品，达摩院或披露玄铁系列最新进展。 同期RISC-V生态发展论坛，将聚焦架构创新与产业落地，专家围绕技术突破、IP设计挑战、商业化案 例展开研讨，助力国产RISC-V加速商用。此次湾芯展汇聚600余家企业，依托大湾区优势，为RISC-V 产业链对接、资本合作搭建桥梁，推动其在AIoT、高端算力领域形成增量。 公司方面，据中证报表示， 芯原股份：公司通过全资收购的芯来科技参与展会。 云天励飞：公司作为AI推理芯片企业，将参与由多家企业组成的联合展区，展示其基于自研神经网络 处理器及芯片技术的成果。 *免责声明：文章内容仅供参考，不构成投资建议 *风险提示：股市有风险，入市需谨慎 ...

Dear Reader,I am a Senior Derivatives Expert with over 10 years of experience in the field of Asset Management, specializing in equity analysis and research, macroeconomics, and risk-managed portfolio construction. My professional background covers both institutional and private client asset management, where I have advised on and implemented multi-asset strategies, but highly focusing on equities and derivatives.As you might be as well, I am a stock market enthusiast. My core passion lies in understanding ...

Taiwanese senior man sitting at table and calculating financesgettyClosed-end funds (CEFs) are the last bargains left on the board. CEFs are often confused with mutual funds and ETFs, but they are different because they often trade at discounts to their net asset values (NAVs).For contrarians like us looking for deals, this is key.CEF trading is relatively thin. This created inefficiencies, such as select CEFs trading for as cheap as 95 or even 90 cents on the dollar.Plus, some of them dish big dividends—li ...

Press enter or click to view image in full sizeLisa Su and the Silent RebellionJuan Luis Valero Madrid4 min read·Just nowJust now--It’s Sunday, and tomorrow is a holiday in Colombia, which for many means sleeping in, and for others, just a Monday with a better mood. As I made myself an almond milk coffee this morning, I thought about writing something about a remarkable woman of our time. The first name that came to mind, being a good Colombian, was Esperanza Gómez, a woman who, no matter what people say, l ...