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9 stories for“semiconductor trade”
The IMF and UNCTAD describe a widening split: economies tied to chips and AI infrastructure are gaining momentum while many energy importers absorb the war shock.
Aug 2, 2026
WSTS is due to publish its second-quarter forecast update on August 3 after raising the 2026 semiconductor outlook. AI demand is strong, but concentration is the central risk.
Aug 2, 2026
Launched on 8 September and top of the iOS chart in under a fortnight, ahead of ChatGPT. Wells Fargo raised its target to 796. Then the market drew the conclusion that agents run long sequential tasks, and bought Intel, Arm and AMD instead of Nvidia.
Sep 22, 2026
Sixteen point eight billion dollars for the first phase, a hundred million square feet when finished, and a site chosen because a shuttered power station left behind exactly what a fab needs.
Aug 14, 2026
Bloomberg reports that customers have been warned of rises above fifteen per cent on Vera Rubin and Grace Blackwell systems shipping early next year. The cause is memory, and three companies control the supply of it.
Aug 25, 2026
Goods and services trade added about $2 trillion in the first half of 2026. Much of the rise reflects higher prices, leaving a more uneven volume story underneath.
Aug 2, 2026
A Chinese startup's R1 model wiped nearly $600 billion off Nvidia's value in a single day, exposing how fragile the AI spending story had become.
Jan 29, 2025
The Fed decides Wednesday with a rise at ninety per cent, the Bank of Japan is expected to follow on Friday, German Bunds are at a 2009 high and gold sits near 4,300. Nvidia lost two per cent after Anthropic and OpenAI asked the industry to slow down.
Sep 15, 2026
Brent settled at 101.20, an eleven-day low, as Trump said he would meet Pezeshkian in New York and Saudi crude found its way through Hormuz at 2.9 million barrels a day. The S&P 500 rose 1.5 per cent, Meta 11.4, and the ten-year slipped back under five.
Sep 22, 2026
