Tag
#Apple
TSMC’s June revenue surge sets the tone for AI chip earnings
TSMC June revenue rose 67.9 per cent to NT$442.68 billion, giving investors an early read on AI chip demand and packaging constraints.
Apple sues OpenAI over trade secrets, raising IPO risk
Apple sues OpenAI over trade secrets, turning a talent fight into a concrete governance and litigation risk for its hardware push and any IPO path.
Luxshare (002475.SZ) IPO falls 9.6% in Hong Kong debut
Luxshare Hong Kong IPO fell as much as 9.6% after a HK$24.27 billion raise, suggesting investors are pricing large hardware deals more tightly.
Apple tests CXMT chips for China devices as costs rise
Apple tests CXMT chips for China devices as rising memory bills force the iPhone maker to weigh lower costs against U.S. policy risk.
Luxshare Hong Kong listing heads for top-end pricing
Luxshare's Hong Kong listing is headed for top-end pricing, pointing to firm demand for large AI supply-chain deals in Asian equity markets.
Luxshare Hong Kong IPO launches at up to $3.1 billion
Luxshare Hong Kong IPO launches at up to HK$24.27 billion, testing demand for Chinese hardware issuers as Hong Kong's listing window reopens.
Apple seeks waiver to buy memory from blacklisted China supplier
Apple is seeking a waiver to buy memory chips from blacklisted Chinese supplier CXMT as AI-driven component costs push up Mac and iPad prices.
Korean stocks tumble 9% as chip rout forces second halt
South Korean stocks slid as much as 9%, forcing another 20-minute halt as Samsung and SK Hynix sank and AI-chip nerves spread across Asia.
Micron’s $22bn commitments show AI memory is still tight
AI memory demand is still outrunning supply as Micron pairs a blowout fourth-quarter outlook with $22 billion of customer commitments.
Luxshare gauges demand for $3 billion Hong Kong listing
Luxshare’s Hong Kong listing could raise about $3 billion, testing whether investor demand in the city is broadening beyond recent headline IPOs.
Apple price rises 2026: chip costs force product hikes
Apple price rises in 2026 are being driven by higher memory and storage chip costs as AI server demand tightens supply, Tim Cook said.
The petrochemical bottleneck making electronics inflation sticky
The Jubail petrochemical shutdown knocked out ~70% of the world's high-purity PPE resin, sending PCB prices up 40% in a month. The Iran supply shock has reached electronics.
Oura IPO tests hardware against the 2026 AI listing wave
Oura IPO gives investors a rare hardware listing built on ring sales and paid health members as OpenAI and SpaceX dominate the 2026 calendar.
TSMC Q1 profit jumps 58% as AI chip boom drives $35.9bn revenue record
TSMC posted a 58.3 per cent jump in first-quarter net income as revenue hit a fourth consecutive quarterly record, powered by surging demand for advanced AI chips from Nvidia and Apple.
Stocks hit records while crypto stalls: what the divergence says about risk appetite in 2026
The S&P 500 and Nasdaq notched fresh records while bitcoin traded sideways near $81,500, a divergence that reflects a narrowing equity rally, matured ETF flows, and competing narratives for institutional capital.
SEC tokenized-stock plan redraws lines for brokers, exchanges and crypto venues
A proposed SEC framework for tokenized stocks would decide whether on-chain equities stay a back-office tool or become a new battleground between dealers, exchanges and crypto venues.
