Accessible version Global Semiconductors China Semicap Imports Tracker - Aug 2025 up 15% yoy Industry Overview Aug '25 Semicap imports – up 15% yoy / down 18% mom We analyze monthly China customs import data relating to semiconductor equipment. The data is relevant for tracking China sales for global semicap names. China accounted for 36% of global WFE in 2024, making it one of the most important regions for global semicaps. China's semiconductor equipment imports were $4.2bn in Aug 2025, below the previous ...

These dividend-paying companies have compelling valuations for long-term investors.Intel's (INTC 1.98%) stock price jumped over 22% on Thursday after Nvidia (NVDA -2.79%) announced a $5 billion investment in the chip manufacturer and a technological collaboration between the two companies. Nvidia stock rose 3.5% on the day because the collaboration could accelerate its data center and personal computing growth. Nvidia got a great deal for Intel -- only paying $23.28 per share, which is lower than the stock' ...