Financial Updates – Financial Updates

Semiconductor Industry Set for Surge: Tighter Export Rules, AI-Driven CapEx and China’s Policy Pivot

US export controls are tightening from broad ...

SEMI forecasts record equipment spending thro...

Foundry revenues and market concentration are...

Shifting government funding, new fab builds, ...

US Boosts Semiconductor Edge: $600B Private Investment & CHIPS Stimulus Surge

Americas FYI Semiconductors

The SIA U.S. Semiconductor Ecosystem Map cata...

Since 2020, the CHIPS & Science Act has helpe...

Flagship projects include massive fabs and pa...

These investments aim to boost U.S. supply-ch...

SMIC Acquires Full SMNC Stake in ¥40.6B Deal Amid Export Restriction Pressure

Asia M&A Semiconductors

SMIC will acquire the remaining 49% of its ch...

The deal consolidates SMIC’s control over mat...

SMIC is also boosting the registered capital ...

Strong Q3 results underscore robust domestic ...

SMIC’s $5.8B Buyout of SMNC Signals China’s Push Toward Chip Autonomy

Asia M&A Semiconductors

SMIC will acquire the remaining 49% of subsid...

SMNC runs 12-inch fabs on mature nodes from r...

SMIC’s revenue and profit are rising sharply ...

China is using SMIC’s consolidation and paral...

Why Nvidia & Groq’s Licensing-Plus Model Is Reshaping AI Hardware Value

Global M&A Semiconductors

Nvidia is paying about US$20 billion in cash ...

Groq’s LPUs use on-chip SRAM and deterministi...

The non-exclusive licensing plus talent-trans...

The rich valuation, funded from Nvidia’s larg...

Inside Nvidia’s $20B Groq Deal: Valuation, Strategy & Regulatory Pressure

Global M&A Semiconductors

Nvidia is paying about $20 billion in cash to...

The deal, Nvidia’s largest to date, targets G...

The valuation implies roughly a 40× price-to-...

Investors and regulators are focused on wheth...