BEIJING (Reuters) -China tightened its rare earth export controls on Thursday, expanding restrictions on processing technology, unauthorised overseas cooperation and spelling out its intention to limit exports to overseas defence and semiconductor users. Exports of technology used to mine and process rare earths or make the associated magnets is barred without permission, the Ministry of…
Shares of networking chips designer Marvell Technology (NASDAQ: MRVL) jumped 2.9% in the afternoon session after a series of analyst ratings and broader positive sentiment in the semiconductor sector. Over the past month, five analysts have weighed in on the company. Four firms—JP Morgan, Needham, Barclays, and Wells Fargo—maintained their positive “Overweight” or “Buy” ratings….
Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) fell 4.2% in the morning session after stocks in the semiconductor sector pulled back, driven by underwhelming news from key industry peers. The decline appears linked to investor reaction to AI-chip leader Nvidia’s recent earnings report, which, despite a positive forecast, failed to exceed Wall Street’s…
Shares of computer processor maker AMD (NASDAQ:AMD) fell 3.1% in the morning session after stocks in the semiconductor sector pulled back triggered by a weak forecast from peer chipmaker Marvell Technology. Marvell’s disappointing outlook, which it attributed to a slowdown in its custom AI chip business, soured investor sentiment across the industry. The news put…
Investing.com — The latest Sevens Report on Friday warned that a divergence between AI chipmakers and the broader equity market may be signaling early risks of an “AI bubble,” advising investors to monitor the semiconductor sector for signs of a market peak. “Every bubble in modern market history has been based on a narrative,” Sevens…