WS #12848
Reports that China has begun mass-producing domestic deep UV chip fabrication tools are driving a broad semiconductor selloff, with AMD -8%, NVDA -5%, INTC -8%, and other chip stocks sharply lower, eroding margins and threatening US dominance. Apple surpasses Nvidia to become the world's most valuable company with a $4.92 trillion market cap vs Nvidia's $4.75 trillion, a MAG7 carve-out that contradicts the broader tech selloff narrative. Microsoft unveils MAI-Cyber-1-Flash, its first cybersecurity AI model, and the Perception agentic security platform, claiming superior performance at lower cost.
China DUV tools trigger semiconductor selloff
Reports that China has begun mass-producing domestic deep UV chip fabrication tools are driving a broad semiconductor selloff, with AMD -8%, NVDA -5%, INTC -8%, and other chip stocks sharply lower, eroding margins and threatening US dominance.
Apple surpasses Nvidia to become the world's most valuable company with a $4.92 trillion market cap vs Nvidia's $4.75 trillion, a MAG7 carve-out that contradicts the broader tech selloff narrative.
Microsoft unveils MAI-Cyber-1-Flash, its first cybersecurity AI model, and the Perception agentic security platform, claiming superior performance at lower cost.