Faster global financial news!
Semiconductor
-
Samsung is reportedly in talks to manufacture CPUs for AMD, with mass production expected in 2028
Svmuu News: Citrini analyst jukan posted on X that Samsung is reportedly in talks with AMD to manufacture CPUs through its foundry business, with mass production expected to begin in 2028.
-
SK Hynix's Stock Price Hits Another All-Time High
Svmuu News: SK Hynix’s gains have widened, with its stock price continuing to hit new all-time highs. It is currently trading at 2.41 million won.
-
MU hit a record high before the market opened, rising more than 6% during the day
Svmuu News: According to market data from MSX.COM, MU rose above $1,125 in pre-market trading, setting a new all-time high. It is currently trading at $1,125, up more than 6% on the day.
-
Shanghai Stock Exchange: Trading in the Invesco Great Wall Global Semiconductor Chip LOF and the Caitong Multi-Strategy Fuxin Fund has been suspended until the market closes.
Svmuu News: The Shanghai Stock Exchange announced that trading in the Invesco Great Wall Global Semiconductor Chip Industry Equity Securities Investment Fund (QDII-LOF) and the Caitong Multi-Strategy
-
“White-Haired Stock Oracle” Serenity: Global Semiconductor Materials Landscape May Face Revaluation, South Korea’s Foosung Could Be Among Beneficiaries
Svmuu News “White-Haired Stock Oracle” Serenity posted on X platform stating that South Korean semiconductor materials company Foosung (market cap approximately $1.2 billion) may be entering a critica
-
Philadelphia Semiconductor Index rises over 4%, Intel (INTC.O) up over 10%
Svmuu reported that according to MSX.COM data, the Philadelphia Semiconductor Index rose over 4%, Intel (INTC.O) surged over 10%, Arm (ARM.O) gained over 8%, and AMD (AMD.O) increased over 5%.
-
SEMI: Global Semiconductor Equipment Sales Hit Record $36.5 Billion in Q1, Up 14% Year-over-Year
Svmuu reports that on the 11th, the International Semiconductor Equipment and Materials International (SEMI) released its latest "Global Semiconductor Equipment Market Statistics Report." The data sho
-
SK Hynix's multiple equipment suppliers have proposed price increases
Svmuu reports that according to South Korea's ETNews, several primary equipment suppliers for SK Hynix have recently proposed price increases, with supply price hikes ranging from 3% to 4%. SK Hynix h
-
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
-
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
-
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
-
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
-
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
-
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)
-
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
-
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
-
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)
-
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
-
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%.
-
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
-
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
-
People familiar with the matter said that U.S. officials have delayed approving the U.S. chip-making equipment needed by SK Hynix to expand production in China.
People familiar with the matter said that U.S. officials have delayed approving the U.S. chip-making equipment needed by SK Hynix to expand production in China.
-
AI is transforming semiconductor manufacturing, helping engineers optimize processes and accelerate chip development
AI is transforming semiconductor manufacturing, helping engineers optimize processes, catch problems earlier, and make better decisions across the full chip manufacturing lifecycle. Accelerated comput
-
CNBC Santoli: Defensive Stock Rotation Alone Cannot Sustain AI Bull Market; Tech Stocks Still Need to Recover
CNBC commentator Mike Santoli believes that for the AI-driven bull market to continue its ascent, technology stocks almost certainly need to recover. He noted that in recent weeks, a shift of funds to
-
China's leading EDA firm, Empyrean Technology, has acquired a 50.38% stake in Easy-Logic Technology for 218.8 million yuan (US$33 million) to strengthen its technological self-sufficiency and support Huawei's semiconductor development.
China's leading EDA firm, Empyrean Technology, has acquired a 50.38% stake in Easy-Logic Technology for 218.8 million yuan (US$33 million) to strengthen its technological self-sufficiency and support
-
South Korea targets 'world's highest performance' sovereign AI model with 4.7 trillion won investment, part of record 2027 budget
South Korean President Lee Jae Myung unveiled the country's largest ever budget on Monday, pledging to "boldly invest in AI and future growth engines." The 2027 budget will rise 12.8% to 820.9 trillio
-
South Korean PM Han Seong-sook urges deeper high-tech cooperation with Germany in AI, chips, batteries, and semiconductors
South Korean PM Han Seong-sook urges deeper high-tech cooperation with Germany in AI, chips, batteries, and semiconductors
-
South Korea and Germany deepened cooperation in AI, semiconductors, and advanced manufacturing at the APK 2026 conference in Seoul to address global instability.
South Korea and Germany deepened cooperation in AI, semiconductors, and advanced manufacturing at the APK 2026 conference in Seoul to address global instability.
-
SK Hynix held its first "Partner Day" in Japan, deepening cooperation with over 20 Japanese semiconductor suppliers to strengthen the chip supply chain.
SK Hynix held its first "Partner Day" event in Chiba Prefecture, Japan, on Thursday, bringing together over 20 Japanese semiconductor suppliers. These included material providers such as Shin-Etsu, Su
-
South Korea's exports hit a record $115.3 billion in October, up 93.7% year-on-year.
South Korea's exports reached a record $115.3 billion in October, up 93.7% year-on-year, primarily driven by a significant increase in semiconductor shipments. The Ministry of Trade, Industry and Ener
-
Japan's Sojitz to import rare earth yttrium from Malaysia
Japanese trading house Sojitz will start procuring yttrium from Malaysia as early as 2027, seeking to diversify sources of the key rare-earth element away from China. Yttrium is a key rare earth eleme
-
Kioxia expects net profit to surge 15-fold to $8.7 billion this quarter
Kioxia Holdings expects its consolidated net profit to surge 15-fold year on year to 1.36 trillion yen ($8.7 billion) in the October-December quarter of 2026, driven by robust demand for semiconductor
-
Musk retweeted that the Terafab project is progressing well, with an executive stating they had never seen such execution speed in the semiconductor industry.
Musk retweeted @tslaming's post, stating that the Terafab project is progressing well. The tweet cited a report from South Korean publication The Elec, in which a South Korean supplier executive state
-
Japan's chip exports surged 41% in April-September, driven by AI boom and soaring memory prices
Japan's chip exports surged 41% on the year in the April-September period in value terms, government data shows, with export prices for some memory products surging roughly fivefold on strong AI data
-
White House: U.S. and Finland Sign MOU on Technology Prosperity Deal
The White House announced that the U.S. and Finland have signed a Memorandum of Understanding (MOU) on a Technology Prosperity Deal, aiming to enhance collaboration in strategic science and technology
-
Samsung Electronics' Q3 operating profit surged 780% to a record 107.4 trillion Korean won, but its stock price still fell over 5% due to the semiconductor division's weaker-than-expected performance.
Samsung Electronics' third-quarter operating profit surged 780% to 107.4 trillion Korean won (approximately $80.5 billion), marking the first time a tech company's quarterly operating profit has excee
-
US September Goods Trade Deficit Widens to $134.9 Billion, Largest Since March 2025, Driven by AI Data Center-Related Capital Goods Imports
The US goods trade deficit widened 2.1% to $134.9 billion in September, marking its largest level since March 2025. This exceeded economists' expectations of $130.2 billion. Imports rose 2.4%, primari
-
Bloomberg: Prices for "super metals" used in nuclear energy, semiconductors, and other fields are soaring, with Freeport, the world's largest producer, considering increasing output.
Bloomberg: Prices for "super metals" used in nuclear energy, semiconductors, and other fields are soaring, with Freeport, the world's largest producer, considering increasing output.
-
South Korea activates KOSPI buy-side sidecar as index rises 4.54%
South Korea's bourse operator activated a buy-side sidecar for the benchmark Korea Composite Stock Price Index (KOSPI) as the index rose sharply by 4.54% to 5,894.26 points, suspending program trading
-
South Korean stocks opened sharply higher on Wednesday, with the KOSPI index rising 3.26% to 5,822.07 points, primarily boosted by a resurgence in AI optimism and strong semiconductor earnings from SK Hynix, while tracking overnight gains on Wall Street.
South Korean stocks opened sharply higher on Wednesday, with the KOSPI index rising 3.26% to 5,822.07 points, primarily boosted by a resurgence in AI optimism and strong semiconductor earnings from SK
-
Leading enterprises in semiconductor packaging and testing, chip design, glass substrates, and advanced packaging equipment
The 24th China Semiconductor Packaging and Testing Technology and Market Annual Conference (referred to as the "Packaging and Testing Annual Conference") will be held in Nanjing from November 4-6. Lea
-
Samsung Electronics Chairman Lee Jae-yong marked four years in his role on Tuesday
Samsung Electronics Chairman Lee Jae-yong marked four years in his role on Tuesday, as the company forecasts its biggest quarterly profit. This represents a dramatic reversal from the semiconductor do
-
Laura Alfaro, Chief Economist and Economic Advisor at the Inter-American Development Bank (IDB)
Laura Alfaro, Chief Economist and Economic Advisor at the Inter-American Development Bank (IDB), stated on Tuesday that South Korea should set aside some of the revenue from its chip boom as reserves
-
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
SKL (SKALE): Ethereum Scaling, AI Agent Deployment, and Governance Dynamics Analysis
-
2
EPICHERO Token: Current Status and Future Outlook of the 3D NFT Gaming Project
-
3
Ethereum Foundation: The Behind-the-Scenes Supporter and Growth Driver of the Ethereum Ecosystem
-
4
What is the price of XRP in RMB? Latest market trends and recent developments
-
5
Overview of Leading Cryptocurrency Trading Platforms and Selection Criteria
-
6
NEBL Coin Analysis: Positioning, Mechanics, and Market Status of the Neblio Platform Token
-
7
OKX App Latest Version and Overview of Leading Cryptocurrency Trading Platforms
-
8
Have Virtual Currency Trading Platforms Been Shut Down? An Analysis of the Current Status of Fiat-to-Crypto Purchase Apps
-
9
FRUIT Token (FRTS) Trading Guide: Where to Buy and How to Trade
-
10
How to Buy Shiba Inu (SHIB): Exchange Platforms and Step-by-Step Guide
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!
