Faster global financial news!
Semiconductor
-
Asia-Pacific stock markets saw semiconductor stocks plunge sharply: Samsung Electronics fell over 6%, SK Hynix dropped nearly 10%
According to MSX.COM data, most major Asia-Pacific stock indices declined today. A-shares and Hong Kong stocks experienced volatility throughout the day, with the Nikkei 225 index dropping nearly 900
-
Jensen Huang: SK Hynix, Samsung, and Micron. have received certification and will begin mass production of the latest AI memory
Svmuureported that NVIDIA CEO Jensen Huang stated that the three major memory chip manufacturers have been approved to supply the most advanced high-bandwidth products for NVIDIA's AI accelerators. Th
-
Hong Kong-listed semiconductor and AI application stocks continue to decline, Zhipu drops over 9%
According to data from MSX.COM, Hong Kong-listed semiconductor stocks continue to decline. Hua Hong Semiconductor falls over 7%, while SMIC drops over 6%. AI application stocks are also sliding, with
-
TSMC CEO: CoPoS Advanced Packaging Pilot Line Now Operational, Production Expected to See Significant Increase in Two to Three Years
Svmuu News According to tech analyst @jukan05, the CEO of TSMC stated that the company's CoPoS advanced packaging technology is already running on a pilot production line, and production volume is exp
-
“New Stock God” Serenity: Holding EWY Has Risen 485% Over Several Months, with Impressive Returns from Long-Bias Strategy
Svmuu reported that “New Stock God” Serenity posted on platform X, stating that its holdings of the ETF EWY, which tracks the Korean stock market, have risen by 485% over the past few months, primaril
-
Viewpoint: Tightening supply will drive stronger profit growth for SK Hynix next year
According to foreign media reports, a top-performing technology fund plans to hold shares of SK Hynix, betting that tightening supply will further benefit the South Korean AI memory chip maker after i
-
U.S. retail investors have outperformed institutional investors for two consecutive months, with a record 16-percentage-point excess return in May.
Svmuu News: The Kobeissi Letter posted on X platform, stating that in May, a stock portfolio favored by retail investors outperformed a portfolio favored by mutual funds by 16 percentage points—the la
-
Hot money rotation accelerates: from Bitcoin to gold, and then to AI and memory semiconductors
As Bitcoin and gold markets cool down, investor funds are rapidly rotating into AI infrastructure, storage, and semiconductor-related stocks. Data shows that market attention and capital flows have cl
-
US stocks: memory chip stocks lead gains, Micron Technology up over 6%
According to data from MSX.COM, memory chip stocks led gains in US equities, with Micron Technology rising over 6%, Seagate Technology up over 3%, SanDisk surging over 3%, and Western Digital gaining
-
UBS Raises Micron Target Price to $1625, Semiconductor Sector Rallies
According to MSX.COM data, Micron Technology's stock price surged again today, hitting an intraday high of $861, with gains exceeding 14%, continuously setting new historical records. UBS analysts poi
-
Morgan Stanley: Global Semiconductor Industry Market Size Could Reach $1.5 Trillion by 2030
Svmuureports that Morgan Stanley points out that by 2030, the global semiconductor industry market size could reach $1.5 trillion, with AI-related semiconductor products contributing half of that shar
-
JPMorgan Chase Report: AI hashrate demand fundamentals remain unshaken, with capital expenditure by the seven major cloud vendors projected to increase from $443 billion in 2025 to $1.577 trillion in 2027.
JPMorgan Chase analysts, including Gokul Hariharan, stated in their Asia Tech Strategy report published on September 16 that market concerns about AI infrastructure investment are overblown, and open-
-
Intel CEO Pat Gelsinger: Intel 18A process is in full production, and 14A process will begin production in Q1 next year.
Intel CEO Pat Gelsinger recently confirmed at an industry summit that the company has made significant progress in its process technology, with Intel 18A process now in full mass production and Intel
-
On September 16, the three major A-share indices all fell during the morning session, while the STAR 50 index bucked the trend and rose by more than 1%; Hong Kong stocks opened higher but closed lower, with both the Hang Seng Index and the Hang Seng Tech Index posting declines.
A-shares fluctuated downwards in early trading, with the Shanghai Composite Index down 0.26%, the Shenzhen Component Index down 0.34%, and the ChiNext Index down 0.14%. The STAR 50 Index bucked the tr
-
Samsung and SK Hynix Partner with Korean Universities to Launch AI Engineering Courses, Offering Job Opportunities and Scholarships
In response to the talent demand fueled by the AI boom, Samsung Electronics and SK Hynix are collaborating with several South Korean universities through "contract department" programs. These partners
-
BofA analyst expects semiconductor market to reach $3.2 trillion by 2030, shrugging off AI slowdown fears
Bank of America analyst Vivek Arya anticipates the total addressable market for the semiconductor industry will grow to $3.2 trillion by 2030, driven by increased demand for memory chips and data cent
-
TSMC co-COO Mii said on Tuesday that AI is a "three-year-old Superman," expressing concerns about its limited role in semiconductor R&D and potential data leaks.
TSMC co-chief operating officer Y.J. Mii said on Tuesday that the company is particularly cautious when using AI to process sensitive R&D information, comparing AI to "a three-year-old Superman" – ver
-
BofA Survey: "Long Global Semiconductors" remains the most crowded trade among fund managers, followed by "Short US Treasuries."
Bank of America's September Global Fund Manager Survey shows that "long global semiconductors" remains the most crowded trade for the second consecutive time at 53%, followed by "short US Treasuries"
-
Altimeter Capital Partner Agrawal: AI Ecosystem Shows "Inverted Triangle" Pattern, 75% of Revenue Flows to Semiconductors, Applications Need to Enter Advertising to Break Profitability Bottleneck
Apoorv Agrawal, a veteran technology investor and partner at Altimeter Capital, pointed out during his lecture at Stanford University that the current $300 billion AI ecosystem exhibits an "inverted t
-
South Korea plans to cut the number of new transmission towers by up to 40% to meet the growing electricity demand from data centers and semiconductor factories.
South Korea plans to cut the number of new transmission towers by up to 40% to meet the growing electricity demand from data centers and semiconductor factories.
-
China's A-shares: Shenzhen Component Index rose 0.26% in early trading, with the semiconductor industry chain experiencing a surge. Hong Kong stocks: Hang Seng Tech Index rose 0.72%. Crude oil surged over 6%.
On September 15, China's A-share market rebounded after a volatile morning session, with the Shenzhen Component Index rising 0.26%, the Shanghai Composite Index falling 0.07%, and the ChiNext Index ga
-
Direxion Daily Semiconductor Bull 3X Shares (SOXL) fell 15% intraday, influenced by calls from AI leaders including Musk to slow down AI development.
The ETF's main holdings, including Micron, NVIDIA, and AMD, saw their stock prices fall by 5.7%, 2.8%, and 4.5%, respectively. Other top ten holdings such as Marvell Technology and Applied Materials a
-
Yahoo Finance Analysis: Credo Technology Group's FY2026 revenue surged 205.7% to $1.3 billion, with net income reaching $472.3 million.
Yahoo Finance analysis indicates that Credo Technology Group's revenue reached nearly $1.3 billion in fiscal year 2026, a year-over-year increase of approximately 205.7%, with net profit close to $472
-
South Korea's expanded espionage law takes effect, targeting tech theft including semiconductor and AI technologies as national security crimes
South Korea's expanded espionage law takes effect, targeting tech theft including semiconductor and AI technologies as national security crimes
-
Samsung and SK hynix reject Kepco's W25tr ($18.4 billion) five-year power-bill prepayment proposal, citing long-term semiconductor cycle uncertainty.
Samsung Electronics and SK hynix rejected a proposal from Korea Electric Power Corp. to prepay a combined 25 trillion won ($18.4 billion) in electricity bills for the next five years. The chipmakers i
-
Yahoo Finance analysis: Applied Materials (AMAT) is predicted to achieve its first $10 billion quarter this fall, with management forecasting Q4 revenue midpoint at $10.25 billion
Yahoo Finance analysis predicts that chip-equipment maker Applied Materials (AMAT) is on track to book its first $10 billion revenue quarter this fall. The company's management expects its fiscal four
-
Construction of a semiconductor hub in southwestern South Korea is accelerating, with focus on whether critical elements such as power and talent can be secured in a timely manner.
South Korean government officials and industry experts stated at the "Jeollanam-do-Gwangju Integrated Special City Semiconductor and AI Transformation Global Forum" that the country plans to establish
-
ABM Industries (ABM) saw its free cash flow surge by over $150 million in the first nine months, leading to an upward revision of its full-year guidance, though business segment performance varied.
ABM Industries (ABM) reported a free cash flow increase of over $150 million year-over-year for the first nine months of fiscal year 2026, reaching $199.6 million. The company raised its full-year fre
-
Daewoo E&C Chief Jung Won-ju Pledges 10 Billion Won ($7.4 Million) to Support Honam Semiconductor, AI Cluster in Southwestern Korea
Daewoo E&C Chief Jung Won-ju Pledges 10 Billion Won ($7.4 Million) to Support Honam Semiconductor, AI Cluster in Southwestern Korea
-
24/7 Wall St. Rates Broadcom (AVGO) a Buy, Sees 17% Upside on AI Semiconductor Growth
24/7 Wall St. analysts initiated coverage on Broadcom (NASDAQ:AVGO) with a “Buy” rating and a $426.47 price target, implying 17.2% upside from its current close. The firm projects Broadcom could becom
-
Intel Sinks 6% as Profit Taking Hits a Parabolic Run; NVIDIA and AMD Retreat 3%
Intel shares fell 6% on Thursday, giving back part of a 188% year-to-date gain, as profit-taking hit the semiconductor sector without a fresh company-specific catalyst. NVIDIA and AMD also retreated 3
-
ASML and TSMC are collaborating to develop 12-inch EUV photomasks, aiming to boost High-NA EUV productivity by 40% by 2033.
ASML and TSMC have announced a collaboration to develop larger 12-inch extreme ultraviolet (EUV) photomasks, replacing the current 6-inch masks. This initiative aims to boost fab productivity, reduce
-
SDIC Securities: A-share technology and "going global" to lead a new earnings cycle, with sectors like semiconductors in a "double-strike main ascent" phase.
According to the latest research from SDIC Securities' strategy team, the fundamentals of A-shares continue to improve, with the profit growth rate of all A-share non-financial companies returning to
-
Seaport Research strategist Palfrey believes investors have underestimated the strong performance of Q2 earnings, with S&P 500 EPS growing by 55%.
Patrick Palfrey, Head of Portfolio Strategy at Seaport Research Partners, noted that S&P 500 earnings per share (EPS) grew by 55% in the second quarter, or 35% when excluding unrealized gains. He beli
-
American Century Investments funds have established new positions in Nasdaq-listed Broadcom (AVGO), optimistic about its AI-driven semiconductor growth.
American Century Investments' Focused Dynamic Growth Fund disclosed in its Q2 2026 investor letter that it has initiated a new position in Broadcom Inc. (NASDAQ:AVGO), a provider of semiconductor and
-
The Truth Behind TSMC's $35.9 Billion Revenue: AI Hashrate. Is a 30x P/E Ratio the Starting Point or the End?
TSMC reported a record-high revenue of $35.9 billion in the first quarter of 2026, primarily driven by strong demand for artificial intelligence (AI) chips, particularly the surging demand for advanced processes such as 3-nanometer and 5-nanometer. Currently, TSMC's price-to-earnings (P/E) ratio remains around 30x. The market is closely watching whether this valuation level marks the beginning of growth in the AI era or the potential end of overheating. Analysts generally have a positive outlook on its long-term prospects, but some voices also warn about the sustainability risks of capital expenditures by hyperscale cloud service providers.
-
What is MRVL Coin? Analysis of Trading and Features of Tokenized Marvell Technology Stock
MRVL coin usually refers to tokenized Marvell Technology stock (MRVLx), which is backed 1:1 by real shares of the US semiconductor company Marvell Technology, Inc. (Nasdaq: MRVL). This tokenized asset aims to provide a more flexible and transparent trading method, allowing 24/5 trading in eligible regions, but holders do not enjoy the shareholder rights of traditional stocks. Its price fluctuations are often influenced by AI chip market sentiment and it can be traded on some mainstream cryptocurrency exchanges and decentralized platforms.
-
NVIDIA and AMD: The Two Giants of AI Computing Power in 2026—An Analysis of Market Dynamics, Financial Performance, and Opportunities for Transition into Cryptocurrency Mining
As of August 2026, NVIDIA continues to dominate the AI chip market with its CUDA ecosystem, while AMD is rapidly gaining ground with its Instinct MI series accelerators and Helios solutions.This article provides an in-depth analysis of both companies’ latest financial data, product developments, and market share, and explores how mining companies Bitcoin are transitioning their existing computing infrastructure to AI computing, offering investors a perspective on investment opportunities in the AI computing sector.
Semiconductor
24H Trending
-
1
Can a Police Report Be Filed After Bitcoin Theft? Analysis of Individual Recovery Possibilities
-
2
A Rundown of Mainstream Crypto Exchanges: An Analysis of Security and Compliance
-
3
What is POPO Coin? Analyzing Multiple Meme Token Projects with the Same Name
-
4
What is KEKW Coin? An Analysis of the Origins, Risks, and Trading Status of the Multi-Chain Memecoin
-
5
Fed Rate Hike Expectations Rise: Dogecoin and Crypto Market Face Risk-Off Sentiment Challenge
-
6
How to Choose a Cryptocurrency Exchange: A Guide to Spot and Futures Trading
-
7
CMOS Coin Status Analysis: CoinMerge OS Project and Market Activity Assessment
-
8
Major Cryptocurrency Trading Platforms: An Overview of Apple App and PC Clients
-
9
CINEMA Token Analysis: An Overview of Absolute Cinema and CinemaKoin Projects and Investment Considerations
-
10
ALQO (XLQ) Project Status Analysis: Website Offline and Trading Activity Review
Markets Today
Recommended Reading
Hot Topics
Svmuu focuses on blockchain industry trends and cutting-edge cryptocurrency news, while also covering real-time market data and in-depth analysis of the Hong Kong, U.S., and foreign exchange markets. Here, you can not only access professional 24/7 news updates and accurate market data, but also utilize practical investment tools to help you capitalize on opportunities in both digital assets and traditional financial markets. Whether you are a blockchain enthusiast or an investor in Hong Kong, U.S., or foreign exchange markets, we provide efficient and timely information services to empower your investment decisions.
- User Agreement
- Privacy Policy
- Contact Us
- Business Partnerships
- Disclaimer
- Content Statement
- About Us
- Sitemap
Coming Soon!
