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7 stories for“semiconductor trade”

The IMF and UNCTAD describe a widening split: economies tied to chips and AI infrastructure are gaining momentum while many energy importers absorb the war shock.

Aug 2, 2026

Business

The Chip Market's August Update Will Test a $1.5 Trillion Forecast

WSTS is due to publish its second-quarter forecast update on August 3 after raising the 2026 semiconductor outlook. AI demand is strong, but concentration is the central risk.

Aug 2, 2026

Business

World Trade Is Breaking Records, but Prices Are Doing Too Much of the Work

Goods and services trade added about $2 trillion in the first half of 2026. Much of the rise reflects higher prices, leaving a more uneven volume story underneath.

Aug 2, 2026

Business

The Ten-Year Touched Five Per Cent, Brent Held Near 107, and Chip Stocks Fell on a Warning From the People Who Sell Them

The Fed decides Wednesday with a rise at ninety per cent, the Bank of Japan is expected to follow on Friday, German Bunds are at a 2009 high and gold sits near 4,300. Nvidia lost two per cent after Anthropic and OpenAI asked the industry to slow down.

Sep 15, 2026

Results

AI-Hardware Exporters Are Living in a Different 2026 Economy

The Chip Market's August Update Will Test a $1.5 Trillion Forecast

World Trade Is Breaking Records, but Prices Are Doing Too Much of the Work

The Ten-Year Touched Five Per Cent, Brent Held Near 107, and Chip Stocks Fell on a Warning From the People Who Sell Them

Results

AI-Hardware Exporters Are Living in a Different 2026 Economy

The Chip Market's August Update Will Test a $1.5 Trillion Forecast

World Trade Is Breaking Records, but Prices Are Doing Too Much of the Work

The Ten-Year Touched Five Per Cent, Brent Held Near 107, and Chip Stocks Fell on a Warning From the People Who Sell Them