Bloomberg News

Singapore and Hong Kong are second on the list of high-density data center locations. Both cities have strong ecosystems and connectivity.

Semiconductors have become key battleground between China, US. ASML forecast better-than-expected sales on strong demand.

SOX rally since October low tops 30%, outperforms Nasdaq 100. Chip stocks will not fall below the October lows.

Citigroup analysts see big sales potential for Nvidia chips. The firm's data center continues its rapid growth that started in Q2 of 2020.

Microsoft makes third major investment in OpenAI one week after announcing a reduction in 5% of its workforce.

AWS investments planned at multiple locations across the state of Virginia. It's giving Amazon incentives to expand its footprint in the state.

Activity from prospective bidders has slowed down in recent weeks, but buyout firms remain interested in acquiring Global Switch.

Overseas shipments of integrated circuit chips increased by 18.4% in 2022 and investment banking firm Barclays calls Taiwan irreplaceable in the semiconductor market.