sector-analysis News
China Blacklists TechInsights, Escalating Global Chip War
Move seen as retaliation for the Canadian firm's reports on Huawei's advanced chip technology, reducing supply chain transparency.
US Automakers Scale Back EV Incentives Amid Political Headwinds
Ford and General Motors have abandoned plans to extend a key $7,500 tax credit, raising concerns over future electric vehicle demand.
Semiconductor Stocks Slump as US Curbs AI Chip Exports to China
New Senate legislation targeting Nvidia and AMD's China sales sparks concerns over the sector's growth and escalates tech tensions with Beijing.
Semiconductor Stocks Rally on AI Chip Demand, AMD-OpenAI Deal
AMD's landmark partnership with OpenAI to deploy 6 gigawatts of GPUs sends shockwaves through the semiconductor industry, boosting sector-wide confidence.
Copper Market Bullish as Supply Deficit Forecasts Emerge
Citigroup analysts upgrade major producer Freeport-McMoRan to 'Buy', forecasting copper prices could surge to $12,000 per ton by 2026.
China Tightens Rare Earth Exports, Squeezing Tech and EV Sectors
New 'national security' rules on critical mineral exports threaten to disrupt global supply chains, raising fears of production delays and rising costs.
Semiconductor Sector Rallies on Strong TSMC Sales, AI Demand
Better-than-expected results from the world's largest chipmaker signal a bullish outlook for US tech giants like NVIDIA and AMD.
China's Grip on Rare Earths Tightens, Squeezing US Tech and EV Sectors
New export controls on critical minerals for semiconductors and EV motors create significant supply chain uncertainty for American manufacturers.