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Reuters @reuters.com Β· London πŸ‡¬πŸ‡§ Β· 19h

Arm Holdings shares fell 5.6% due to investor concerns over insufficient supply for its new AI chip, the AGI CPU, despite strong revenue forecasts and expectations for higher chip adoption. #AI #ChipIndustry #Semiconductors #US #IN

www.reuters.com
Arm shares slide as concerns over AI chip supply overshadow upbeat forecast
May 7 (Reuters) - Arm Holdings (O9Ty. F), opens new tab tumbled on Thursday on investor worries about the company's ability to secure sufficient supplies for its new AI chip to meet demand, overshadowing its strong forecast.
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Reuters @reuters.com Β· London πŸ‡¬πŸ‡§ Β· 1d

A sudden investor frenzy has propelled South Korea's stock market, making it the world's hottest amid record earnings from chipmakers like Samsung, SK Hynix, and TSMC, crucial players in the global AI supply chain, while fears of potential future risks loom over the booming sector. #AIsupplychain #TechInvestment #ChipIndustry #TW #KR

www.reuters.com
Asia's tech giants give AI bull run a new centre of gravity
TAIPEI/SEOUL, May 7 (Reuters) - Just as the world's AI bulls looked to be running out of puff, a fresh investor frenzy has hit Asia's tech names, making Seoul's stock market the world's hottest and delivering bonuses of half a million dollars to workers at one Korean chipmaker.
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Reuters @reuters.com Β· London πŸ‡¬πŸ‡§ Β· 2d

Infineon Technologies raised its full-year guidance in response to increased demand for power supply solutions for AI data centers and improved automotive order intake, forecasting significant revenue growth for fiscal 2026 and projecting revenue from AI applications to reach around 1.5 billion euros. #AI #ChipIndustry #PowerSupply #DE

www.reuters.com
Infineon lifts 2026 outlook as AI demand boosts growth prospects
BERLIN, May 6 (Reuters) - Infineon Technologies (IFXGn. DE), opens new tab raised its full-year guidance on Wednesday as demand for power supply solutions for AI data centers surged and automotive order intake improved, joining a wave of chipmakers benefiting from AI infrastructure spending.