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Semiconductor
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VistaShares: Micron Gross margin guidance nears 81%, a significant increase from 37% a year ago
Svmuu News: VistaShares posted on X that Micron, which is set to report its earnings on June 24, has achieved triple-digit revenue growth for several consecutive quarters.VistaShares noted that the ke
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Bloomberg Analyst: Hong Kong's 2x SK Hynix ETF Reaches $13 Billion, Becoming One of Asia's Fastest-Growing ETFs
Svmuu News: Eric Balchunas, a senior ETF analyst at Bloomberg, posted on X stating that the 2x leveraged SK Hynix ETF on the Hong Kong market has reached approximately $13 billion in assets under mana
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Both Samsung and SK Hynix hit all-time high closing prices
Svmuu News: According to data from MSX.COM, stock markets in Japan and South Korea opened and closed higher, both setting new all-time closing highs. On Thursday, June 18, the Nikkei 225 Index closed
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Donald Trump: The U.S. provided assistance to Intel in exchange for a 10% stake; the current value of that stake exceeds $60 billion.
Svmuu News: U.S. President Donald Trump posted that the United States needs to bring its semiconductor industry back home, so he has decided to assist Intel in exchange for a 10% stake in the company.
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TSMC Up nearly 2% in pre-market trading, Apple's A22 Pro may use its 1.4nm process
Svmuu News: AI chipmaker TSMC rose 1.7% in premarket trading to $433.1.According to reports, Apple’s next-generation flagship chip, the A22 Pro, may be manufactured using TSMC’s 1.4-nanometer process
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A major investor is betting on a decline in Micron’s stock price, buying $21.2 million worth of put options
Svmuu News: Analyst Rocky posted on X, stating that a whale has just placed a $21.2 million bet on a decline in Micron’s price. The contract is a $900 MU put option expiring on June 26, 2026, with a p
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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.
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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.
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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.
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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
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“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
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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%.
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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
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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
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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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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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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
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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
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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
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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
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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
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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
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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
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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
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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.
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