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    • Semiconductor Industry Investment

Semiconductor Industry Investment Newsletter
  • ‘Business as usual’ in Taiwan’s Silicon Valley amid China threats 20 Jul 2025 15:41 GMT

    … government and private investors. ITRI had also … semiconductors and chipmaking, Taiwan firms really had a remarkable performance in the globalinternational cooperation in priority areas such as semiconductors … . “Taiwanese companies used to invest hugely in …

  • The Week That Was, The Week Ahead: Macro & Markets, July 20, 2025 20 Jul 2025 16:08 GMT

    … Your Investing Strategy: No Place For Cuts Stocks declined … of the key global markets for semiconductors. TSMC said … ), Blackstone Group (BX), Honeywell International (HON), and Intel (INTC … Albertsons Companies (ACI), and other dividend-paying firms. For …

  • EXCLUSIVE: Pictet AM Says Investors Should Diversify Into Emerging Market Equities 20 Jul 2025 14:01 GMT

    … emerging market equities more investment love, so a Swiss … the world’s largest semiconductor companies are found in Taiwan … heavily exposed to financials in emerging markets. Mulholland is overweight … . Top stock picks include India’s tech company InfoEdge, …

  • Foreign investment surges into China's AI startups 20 Jul 2025 13:05 GMT

    … open markets, innovation, and multilateral engagement. Foreign investment in China … of relative stagnation, international investors are once again showing … companies are delivering notable technological advancements. Firms like DeepSeek have achieved global

  • What To Expect in Markets This Week: Tesla, Google Lead a String of Big Earnings Reports 20 Jul 2025 09:21 GMT

    companies set to report this week include Google, Intel, and IBM. Investorscompany's shares were "fundamentally overvalued." The EV maker … : Verizon, NXP Semiconductors (NXPI), Roper … Alphabet, Tesla, International Business Machines (IBM), …

  • Chip stocks diverge: Samsung surges, SK hynix dips 20 Jul 2025 07:00 GMT

    … challenges across its semiconductor segments. Yet … stock performance, buoyed by renewed investor optimism -- particularly from foreign investors. Offshore investors … driving forward its business initiatives,” Shinhan … Foreign investors net sold SK hynix shares

  • Bank of America just gave AMD a massive upgrade — here’s why the stock could soar 35% 19 Jul 2025 15:14 GMT

    … for AMD stock signals growing confidence in the company’s … Chinese cloud companies spend nearly 20% of all global AI training … Nvidia, Intel, and Chinese semiconductor firms. Still, if AMD successfully … in the tech sector. Investors are now watching closely …

  • Telangana mulls policy for GCCs to attract more firms, make process easier 19 Jul 2025 14:17 GMT

    investors setting up such facilities easier and attract more companies … geographical diversification global firms with manufacturing … investment horizons of Hyderabad with greater connectivity to the internationalSemiconductors, the CMO said. IT industry

  • Britain’s fallen stars: a second chance for quality stocks 19 Jul 2025 07:10 GMT

    firms, from industrial engineers to specialist food-ingredient makers, have seen their share … latest investment and personal finances news, … investors despite the firm’s clear strengths. This is a great British business … . Companies that consistently invest a …

  • Why Pure Storage Is a Core Investment for the AI Era 19 Jul 2025 04:41 GMT

    … and semiconductor chips, a critical and foundational industrycompany’s latest earnings report depicts a business … continued stock appreciation. A Core Investment for … financial discipline create a compelling and strategic growth opportunity for investors

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