Topic · 5 reports

Semiconductors

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Shanghai Firm Starts Mass-Producing Immersion DUV Lithography Machines

Jul 28, 2026

Bloomberg discusses market reaction to a report that a state-backed Shanghai company has begun mass-producing China's first homegrown immersion DUV lithography machines. The segment explains the technology's significance amid US export controls blocking advanced EUV sales to China. It notes the unnamed firm plans five machines in 2026 and 20 in 2027. Analysts are cited saying China remains 7-10 years from matching ASML capabilities overall. The discussion highlights that DUV tools suffice for the vast majority of chips.

▶ Source: Bloomberg News

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Bloomberg discusses chip selloff, US-Iran strikes, Andy Burnham policies and Starship scrub

Jul 17, 2026

The broadcast covers global equity weakness driven by semiconductor losses and elevated oil prices amid ongoing US-Iran hostilities. Segments detail the Starship launch scrub, incoming UK Prime Minister Andy Burnham's expected policy signals on North Sea drilling and water, luxury and defense earnings, and analyst views on AI capex and inflation risks.

▶ Source: Bloomberg Television

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VanEck discusses AI semiconductor megatrend and launches China-focused ETF amid corrections

Jul 17, 2026

Fox Business segment features VanEck representative discussing the VanEck Semiconductor ETF (SMH) performance, AI as a multi-year trend with expected corrections, concerns over memory chip stocks, and the recent launch of the VanEck China Semiconductor ETF (SMHC). The interview covers inflows, China’s semiconductor push, and why the firm avoids leveraged single-stock products. Guest provides market context on supply dynamics and portfolio positioning. Sourcing centers on the VanEck executive with references to ETF flows, historical corrections, and industry capacity data.

▶ Source: Fox Business

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Semiconductor market nerves amid Samsung profits and hyperscaler capex

Jul 13, 2026

The Reuters segment examines recent volatility in semiconductor stocks in mid-2026, including nerves after Samsung's record Q2 profit failed to lift shares, DeepSeek's reported development of its own inference chip, and SK Hynix Korean shares declining following its US ADR debut. It features an interview with market strategist Gina Martin Adams discussing overbought conditions, hyperscaler spending, in-house chip development by big tech, pricing dynamics, and potential Fed responses to AI-driven inflation pressures. The discussion draws on recent earnings releases, analyst forecasts, and market indices; Adams is identified as chief market strategist at HB Wealth and provides context on why expectations may be difficult to meet despite strong fundamentals.

▶ Source: Reuters

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Fox Business interview: Analyst explains AI chipmakers' gains from hyperscaler spending

Jun 26, 2026

Fox Business segment features DA Davidson's Gil Luria discussing semiconductor outperformance versus software stocks amid AI demand. He attributes chip gains to upfront payments from hyperscalers building data centers and notes memory's shift from commodity to AI-critical component. Luria highlights limited HBM supply from three producers and names accelerating software names like Snowflake, Datadog, and Shopify while noting Adobe's post-earnings weakness. Luria cites recent market-cap shifts on the Nasdaq 100 and argues short-term zero-sum dynamics give way to long-term value creation. Sourcing relies on the analyst's commentary without on-screen graphics or additional guests.

▶ Source: Fox Business