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Semiconductor
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US pre-market semiconductor stocks broadly decline, MU down 4.22%
According to MSX.COM data, US pre-market semiconductor stocks are broadly declining, with MRVL down 3.6%, MU down 4.22%, AVGO down 2.44%, ANET down 2.47%, and AMD down 3.47%. It is reported that MSX i
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Research Institution: Mass Production of 800V DC and CPO Delayed, Optical Module Sector Under Pressure
Svmuureports that SemiAnalysis, a semiconductor and AI infrastructure research institution, has released its latest research report stating that two key technology roadmaps for AI data centers have fa
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Goldman Sachs Sharply Raises Micron Target Price to $900
Svmuu reported that Goldman Sachs released a report, anticipating that sustained market tightness will drive Micron's performance significantly above market consensus expectations and the company's ow
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U.S. semiconductor stocks continued to rise, with Micron and Intel both gaining over 10%
According to data from MSX.COM, the Nasdaq Composite Index expanded its gains to 1.76%, reaching 26,162.84 points. The Philadelphia Semiconductor Index surged by 7%, hitting an intraday high, after fa
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US semiconductor stocks broadly rose, with Micron Technology's stock price up 9.53%
According to MSX.COM data, US semiconductor stocks broadly rose. Nvidia's stock price rose 2.43%, TSMC's stock price rose 2.61%, Broadcom's stock price rose 3.78%, Micron Technology's stock price rose
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Jensen Huang: SK Hynix's Plan to Double Wafer Capacity by 2030 Is Not Enough
Svmuu News, NVIDIA CEO Jensen Huang stated that SK Hynix's plan to double wafer capacity by 2030 is insufficient. (Jinshi)
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Jensen Huang: The volume of chips purchased from SK Hynix this year will increase significantly
Svmuu: Nvidia CEO Jensen Huang said, "We purchase billions of dollars worth of chips from SK Hynix every year, and procurement volume will increase significantly this year." The transaction with SK Hy
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Jensen Huang Visits South Korea to Strengthen Cooperation; Plans to Meet with Executives from Samsung, LG, and Other Companies Next Monday
Svmuu reported that Jensen Huang, CEO of Nvidia (NVDA.O), stated that the company's new Vera central processing unit will use SK Hynix's memory chips, and the two companies are expected to expand coll
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Jensen Huang: The memory shortage will persist for several years
Svmuu reports that Nvidia CEO Jensen Huang stated that the memory shortage will last for several years and that he will meet with Samsung's Vice Chairman tomorrow. (Jin10)
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Serenity, the New "Stock Guru": The Core of Investing Is Identifying Industry Trends for Which the Market Has Not Yet Reached a Consensus
Svmuu reported that Serenity stated on platform X that their investment style is fundamentally based on high-conviction independent judgment. The core lies in identifying industrial trends that have n
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The decline in the US stock chip sector continues to widen, with the Philadelphia Semiconductor Index once falling by 7%.
According to MSX.COM data, the Philadelphia Semiconductor Index once widened its decline to 7%, with Nvidia (NVDA.O) recently falling 4.5%, ASML (ASML.O) down 4.65%, and TSMC (TSM.N) dropping 5.22%.
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Hong Kong Hang Seng Tech Index closed down 1.75%, with memory concept stocks leading the decline
According to data from MSX.COM, the Hang Seng Index closed down 1.15%, while the Hang Seng Tech Index fell 1.75%. Memory concept stocks led the decline, with the Southern 2x Leveraged SK Hynix ETF fal
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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
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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
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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
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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
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“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
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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
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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
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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
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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
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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
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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
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Japanese chip equipment maker Screen Holdings plans to supply semiconductor cleaning equipment to India as early as next summer.
Japanese chip equipment maker Screen Holdings plans to supply semiconductor cleaning equipment to India as early as next summer.
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Japan's Sojitz plans chip material transport hub for Tata fab in India
Japanese trading house Sojitz plans to establish a specialized logistics center in India for semiconductor materials. The hub will be located near a chip fabrication plant currently under construction
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India's chip ambitions open door for Fujifilm, Tokyo Electron as Semicon India conference kicks off
India's chip ambitions open door for Fujifilm, Tokyo Electron as Semicon India conference kicks off
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Report: SK Hynix's Solidigm Considers Building First NAND Factory in the US
Solidigm, SK Hynix's NAND business platform, is reportedly considering a site on the U.S. East Coast for its first NAND mass production line. This move aims to extend its existing manufacturing capabi
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Korean media: Delivery times for critical semiconductor equipment components have more than doubled, with some extending up to 40 months.
According to industry sources cited by South Korea's *Electronic Times* on September 16, lead times for core components required in semiconductor manufacturing equipment have generally more than doubl
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Taiwan dollar, South Korea won strong among Asia currencies as AI booms
The currencies of South Korea and Taiwan are outperforming other Asian currencies, driven by the artificial intelligence and semiconductor boom. Meanwhile, the Indian rupee and Philippine peso have se
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Applied Materials to invest $5 billion in India over 10 years, doubling R&D workforce
U.S. semiconductor equipment maker Applied Materials announced on Thursday its plan to invest $5 billion in India over the next decade. This investment aims to expand its presence in the country, incl
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Japan and US in talks to build $19bn chip factory in US
Japan and the U.S. are negotiating to build a new semiconductor manufacturing plant in the U.S. as part of Japan's investment commitments under a tariff agreement with Washington. The project's total
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Optical stocks rebound, with Coherent up 6%, Lumentum up 5%, and Applied Optoelectronics up 3%.
On Wednesday morning, Coherent Corp. (COHR) rose 6% to $287.21, Lumentum Holdings (LITE) gained 5% to $878, and Applied Optoelectronics (AAOI) increased 3% to $97.9. This surge was primarily driven by
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KICK Korea Semiconductor Index ETF (KCHP) Launches on NYSE Arca, Offering Focused Exposure to South Korean Chipmakers
The new fund, launched on September 15, is the first product in a new KICK ETFs series from Exchange Traded Concepts and Kiwoom Securities (USA) Inc. It provides U.S. investors with a single-ticker op
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Winbond Electronics to Acquire Infineon's NOR Flash and F-RAM Businesses for $1.12 Billion in Cash
German semiconductor giant Infineon Technologies announced the divestiture of its memory business, selling its NOR Flash and F-RAM divisions to Taiwanese memory manufacturer Winbond Electronics for $1
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Yahoo Finance Analysis: ASML's 2027 EUV orders are nearing full capacity, with plans to expand production by 30% in 2028; TSMC raises its 2026 capital budget to $60-64 billion, 2nm mass production has begun.
Yahoo Finance analysis indicates that semiconductor equipment manufacturer ASML and foundry TSMC both reported strong second-quarter earnings. ASML, due to its monopolistic position in EUV (extreme ul
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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-
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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
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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
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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
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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
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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
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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"
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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
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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.
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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
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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
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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
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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.
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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.
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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
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Turkish investment bank Tera Group collapsed, with $14 billion in funds liquidated. The Department of Justice characterized it as a "Ponzi-like scheme."
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UBS raises AI capital expenditure forecast: Nearing $1 trillion by 2026, with 90% of the increase driven by memory price hikes
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Barclays: The First Wave of Physical AI Disruption May Not Be Humanoid, Specialized Robots Are Superior
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Barclays: Humanoid robot computing power demand is mainly concentrated in edge AI, with limited but significant incremental growth for data centers.
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AI data center company Nscale has publicly filed for a U.S. IPO, seeking to raise up to $3 billion. NVIDIA holds over 5% of its shares, and it has secured a $45 billion lease commitment from Anthropic.
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The dollar had its strongest week since June after the Federal Reserve's rate hike, with the Bloomberg Dollar Spot Index rising 1.1% this week.
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OpenAI's new model, Astra, has captured 13% of enterprise AI spending within two weeks of its launch, prompting Anthropic to consider an early release of its new model to compete.
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Lookonchain Monitoring: A whale associated with Matrixport deposited 1,000 BTC, worth $81.06 million, to Binance.
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Vantora (formerly UP.Labs) raised $100M, focusing on physical AI startups for industrial corporations
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California Governor Signs Executive Order to Strengthen AI Regulation, Evaluate Setting Up AI "Emergency Kill Switch," Criticizes Trump Administration as "Sleepwalking"
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