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President Trump said New York Governor Kathy Hochul has, for political reasons, halted all data center projects in the state that are either under construction or planned.

2026-07-16

President Trump said New York Governor Kathy Hochul has, for political reasons, halted all data center projects in the state that are either under construction or planned.

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2026-07-15

BofA said technology-driven retirements of older fabs will limit South Korea's annual wafer capacity growth to under 10%, well short of the official 2030 doubling target. BofA estimates SK Hynix's incremental memory capacity through 2028 could be onl

BofA said technology-driven retirements of older fabs will limit South Korea's annual wafer capacity growth to under 10%, well short of the official 2030 doubling target. BofA estimates SK Hynix's incremental memory capacity through 2028 could be only one-sixth of its original plan. Construction and equipment-installation cycles for large new Samsung and SK Hynix wafer fabs in Gwangju and Jeollanam-do could stretch to as long as ten years.
2026-07-15

The A-share semiconductor equipment sector fluctuated and declined during the session, with Huafeng Test & Control falling by more than 10%, Shenghui Integration approaching the daily limit down, and Zhenbao Technology, Leading Shares, Shengmei Shang

The A-share semiconductor equipment sector fluctuated and declined during the session, with Huafeng Test & Control falling by more than 10%, Shenghui Integration approaching the daily limit down, and Zhenbao Technology, Leading Shares, Shengmei Shanghai, Yaxiang Integration, Tuojing Technology and others following suit.
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