Google aims to collaborate with MediaTek to develop low-cost AI Chips, while Broadcom faces competition in sharing the large TPU market.

Media reports indicate that Google is moving towards collaborating with MediaTek to develop low-cost AI processors, which means Broadcom will face a diversion in its TPU Business in the future.

Zhitong FinanceMar 17 22:24 ET

Express News | Trump: Xi Will Be Coming “in the Not Too (Not 'to') Distant Future”

ReutersMar 17 20:54 ET

What's Going On With United Microelectronics Stock Today?

BenzingaMar 6 07:29 ET

Is United Microelectronics Corporation (UMC) the Most Undervalued Semiconductor Stock to Buy Now?

Yahoo FinanceMar 5 10:46 ET

Trump threatened to abolish the chip law: they took the money but did not spend it, it is better to use it to pay off debt.

Trump stated yesterday that USA lawmakers should abolish the Chips Act, which provides $52.7 billion in subsidies for Semiconductor manufacturing and production, and that this money should be used to pay off debt. Some officials expressed concerns and criticisms regarding Trump's remarks.

wallstreetcnMar 5 02:42 ET

HUA HONG SECURITIES: Reiterates HUA HONG SEMI 'Buy' rating and raises Target Price to HKD 44.00.

Hua Xing Securities released a Research Report stating that it reiterates the "Buy" rating for HUA HONG SEMI (01347) and raises the Target Price from HKD 30.40 to HKD 44.00. The firm has adjusted the 2025 Target P/B ratio to 1.5 times (previously 1.0 times) to reflect its more optimistic view on the industry positioning after HUA HONG integrates Huali Microelectronics. HUA HONG's current P/B shows a 23% discount compared to United Microelectronics's 1.7 times, and a 48% discount compared to Semiconductor Manufacturing International Corporation's 2.5 times (which has higher exposure under the domestic AI narrative in China), highlighting its valuation attractiveness. The main points from Hua Xing Securities are as follows: from management

Sina Hong Kong StocksMar 4 21:46 ET