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Semiconductor
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Reaching a record high, the global semiconductor market is projected to exceed $1.5 trillion by 2026
Svmuu News: The World Semiconductor Trade Statistics (WSTS) recently released a forecast stating that, driven by the AI boom, the global semiconductor market will exceed $1.5 trillion in 2026, setting
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Analysis: Micron May Be Entering a New Valuation Framework Based on the Logic of “Higher Profits, Higher Valuations”
Svmuu News: Deep Value Memetics published an analysis on X, noting that Micron (Micron) may currently be exhibiting an atypical semiconductor valuation structure: while earnings per share (EPS) are ri
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Analyst: Micron—Earnings reports indicate that as long as the earnings outlook supports high valuations, short-term volatility can be ignored
Svmuu News: Daniela Hathorn, Senior Market Analyst at Capital.com, said: ““As earnings reports from Micron once again confirmed that the AI investment cycle remains robust, U.S. stocks have recouped s
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SK Securities: Memory Stocks Are the Cheapest Stocks Amid the Bottlenecks of the AI Era
Svmuu News: South Korea’s SK Securities continues to believe that the memory sector’s re-rating process is still in its early stages.SK Securities notes that TSMC’s high valuation stems from its statu
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Micron Tech (MU.O) CEO: It is currently impossible to predict when memory supply will catch up with demand; the shortage is expected to continue beyond 2027
Svmuu News Micron: CEO of Tech (MU.O) says it is currently impossible to predict when memory supply will catch up with demand; the shortage is expected to continue beyond 2027. (Jin Shi)
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Micron Tech's revenue outlook for the fourth fiscal quarter is $50 billion, while market expectations stand at $42.915 billion.
Svmuu News Micron: Tech (MU.O) has set its fourth-quarter revenue outlook at $50 billion, compared to market expectations of $42.915 billion. The company expects its adjusted gross margin for the four
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Bybit Launches TQQQ, KORU, LRCX, GLW, and SMCI Perpetual Contracts Today
Svmuu News: It is reported that Bybit has added five new perpetual contracts today: the Nasdaq Composite 3x Long ETF (TQQQUSDT), Lam Research (LRCXUSDT), the South Korea 3x Long ETF (KORUUSDT),Corning
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The Hong Kong semiconductor sector rose throughout the day, with Huahong Grinmi (01347.HK) gaining more than 15%.
Svmuu News: According to MSX data, at the close of trading in Hong Kong, the Hang Seng Indexndex rose 0.33%, while the Tech Index rose 1.81%.The semiconductor sector rose throughout the day, with Huah
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Trading in semiconductor-related stocks on the Korean market has been brisk, with Gate SK Hynix (SKHX) contracts ranking among the industry leaders in terms of open interest and trading volume.
Svmuu News: Recently, semiconductor-related stocks in South Korea have continued to attract market attention, with trading activity in this sector remaining brisk.Data from the Gate platform shows tha
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Shares of Japanese storage company Kioxia fell as much as 16%
Svmuu News: According to MSX data, shares of Japanese memory maker Kioxia fell as much as 16%, marking their steepest decline since November 2025.
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The AI investment boom is spreading to upstream sectors, with the stock prices of seven U.S. semiconductor equipment companies doubling so far this year
Svmuu News: Since the beginning of the year, AI hardware sectors such as semiconductors and optical communications have risen in the U.S. stock market, with the upstream semiconductor equipment sector
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"The White-Haired Stock Guru" Serenity Responds to Criticism: The Market Is the Ultimate Arbiter of Right and Wrong, Not Angry Comments on Social Media Platforms
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted on X, reflecting on past instances where her investment views were met with skepticism. She noted that many original investment ide
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"The White-Haired Stock Guru" Serenity analyzes several Asian tech stocks and opportunities presented by NAV discounts, with a particular focus on Wistron and other targets
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” has released his personal investment insights, providing valuation and shareholding structure analyses of several technology and semicondu
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Analysis: The semiconductor sector's share of the S&P 500's total market capitalization has risen to a record high of 18.8%
Svmuu News: The Kobeissi Letter published a data analysis on X, noting that the semiconductor sector’s weighting in the U.S. stock market continues to rise, currently accounting for approximately 18.8
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"The 'White-Haired Stock Guru' Serenity" Reviews His MLCC Supply Chain Analysis: Related Stocks Soared by Over 200% Within Two Months
Svmuu News: Serenity, the trader known as the “White-Haired Stock Guru,” posted that when pointing out a bottleneck in a particular industry, one should simultaneously consider going long on related a
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U.S. semiconductor and memory-related stocks rose across the board, with SanDisk up more than 10%
Svmuu News: According to data from MSX.COM, U.S. storage-related stocks surged across the board, with SanDisk rising more than 10% and Western Digital and Micron. rising more than 7%, driving the over
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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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Japan's Chip Industry Begins Restart After Kumamoto Quake; Tokyo Electron and Renesas Resume Partial Operations, Sony and TSMC Need More Time
Following the July 28 Kumamoto earthquake, facilities in Japan's chip industry are gradually restarting. Renesas Electronics and Tokyo Electron have resumed some operations, while Sony and TSMC requir
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Spyglass Capital Management highlights MKS Inc. (MKSI) as a key contributor in Q2 2026, citing its critical role in semiconductor manufacturing and expected growth from AI-driven wafer fabri
In its Q2 2026 investor letter, Spyglass Capital Management's Growth Strategy identified MKS Inc. (NASDAQ:MKSI) as a significant new position and contributor. The firm noted MKS's leading position as
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Arete Research has upgraded its rating on Texas Instruments (TXN) to “Buy” and raised its price target by 34% to $405.
Independent research firm Arete Research upgraded Texas Instruments (TXN) from “Neutral” to “Buy” and raised its price target by 34% from $303 to $405. Arete Research noted that Texas Instruments’ sec
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Memory Stocks Soar Double-Digits as Samsung Warns of Tightening Supply
Memory stocks, including Micron, SK Hynix, SanDisk, Western Digital, and Seagate, all rallied double-digits today, with SanDisk surging 22% and Micron climbing 15%. This broad market strength, also re
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Carillon Eagle Mid Cap Growth Fund Highlights Teradyne Amid Strong AI-Driven Demand for Custom Silicon Chips
Investment management firm Carillon Tower Advisers, in its Q2 2026 investor letter, highlighted Teradyne, Inc. (NASDAQ:TER), a provider of automated test systems for the semiconductor industry. The fu
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Columbia Seligman Global Technology Fund maintained overweight in Teradyne (TER) as its stock rose on semiconductor test recovery and rising chip complexity
Columbia Seligman Global Technology Fund, managed by Columbia Threadneedle Investments, maintained an overweight position in semiconductor chip-testing company Teradyne, Inc. (NASDAQ:TER) during the s
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Columbia Seligman Global Technology Fund Missed Sandisk's AI-Driven Rally in Q2 2026
The Columbia Seligman Global Technology Fund reported that it missed the significant rally in Sandisk Corporation (SNDK) during the second quarter of 2026, which detracted from its relative performanc
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Wolfe Research Analyst: The semiconductor industry is unlikely to experience an oversupply before 2028
Chris Caso, a senior analyst at Wolfe Research, said the semiconductor industry is unlikely to face an oversupply situation before 2028. He noted that current AI-driven demand continues to outpace sup
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Chinese Chip Stocks Plunge Amid Investor Rotation from Tech Sector
Chinese technology stocks, particularly high-flying semiconductor companies, experienced a significant plunge on Thursday. This decline is attributed to investor concerns over stretched valuations and
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Goldman Sachs: Trading Congestion in AI Stocks Falls to a Near-One-Year Low; Market Focus Shifts to Fundamentals
Goldman Sachs Traders noted that trading congestion in global AI-related stocks has fallen to a near one-year low following a round of sharp deleveraging. Goldman Sachs Prime Brokerage data shows that
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S&P 500 Holds Strong Despite Decline in Semiconductor Stocks
Despite a downturn in semiconductor stocks like Sandisk, Micron, Nvidia, AMD, and Broadcom, the S&P 500 index is maintaining its strength, trading near record highs. Approximately 72% of S&P 500 stock
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TSMC Kumamoto Plant in Japan Resumes Production in Phases After the Earthquake; Expansion Project Suspended Due to Aftershocks
TSMC On Tuesday, the company announced that its wafer fab in Kumamoto Prefecture, Japan, had begun a phased resumption of production following a 7.1-magnitude earthquake. Preliminary inspections showe
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Asian tech stocks fell across the board, with the semiconductor sector leading the decline; shares of SoftBank. Group dropped more than 7%.
On Wednesday, Asian tech stocks continued their downward trend, with the semiconductor sector leading the decline. Among them, South Korea’s SK Hynix fell more than 10%, and Samsung Electronics droppe
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Nasdaq-100 Nears Correction Territory as Semiconductor Stocks Decline Again
The Nasdaq-100 index is approaching correction territory as semiconductor stocks experience another significant decline. This downturn comes just weeks after these same stocks had propelled major inde
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Bitcoin drops below $63K as Asia chip stock correction spreads to Wall Street
Bitcoin and the broader crypto market fell, with Bitcoin briefly piercing $63,000, as a significant correction in Asia's chip stock market extended its impact to the US stock market at the Wall Street
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US Semiconductor Stocks Crash Amid Broader Market Resilience
US semiconductor stocks are experiencing a significant downturn, with the PHLX Semiconductor Index falling over 25% from its June peak and the Roundhill Memory ETF (DRAM) down over 40%. SK Hynix hit a
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Global semiconductor stocks plummeted on Tuesday as the sell-off in AI chips intensified
Global semiconductor stocks accelerated their decline on Tuesday, with the PHLX Semiconductor Index falling more than 5%. Among them, South Korea’s SK Hynix fell more than 14%, and Samsung Electronics
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Applied Materials (AMAT) Shares Rose on AI-Driven Wafer Fabrication Spending
Columbia Seligman Global Technology Fund stated in its Q2 2026 investor letter that Applied Materials, Inc. (NASDAQ:AMAT) shares rose during the quarter. The fund noted that investor confidence in sus
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Lam Research (LRCX) Shares Rose Due to Strong Semiconductor Capital Spending, According to Carillon Tower Advisers
Investment management company Carillon Tower Advisers highlighted Lam Research Corporation (LRCX) in its Q2 2026 investor letter, stating that the company's shares continued to benefit from increased
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Chip stocks such as Micron and SK Hynix fell as the sell-off in the semiconductor sector intensified
On Tuesday, shares of semiconductor companies such as Micron, Micron Technology, and SK Hynix fell, extending the previous trading day’s decline. The PHLX Semiconductor Index had already dropped more
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The U.S. government is making direct investments in strategic companies in sectors such as semiconductors and rare earths to counter competition from China.
Over the past year, the U.S. government has invested tens of billions of dollars in taxpayer funds to directly acquire stakes in companies it deems strategically important for competing with China.U.S
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AI hardware stocks plunge amid reports of China's DUV lithography machine manufacturing capability
AI hardware stocks plunged on Tuesday, with Asian stocks also selling off sharply, following reports that China is now capable of manufacturing DUV (Deep Ultraviolet) lithography machines. This develo
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Japanese, South Korean Stocks Tumble, Led by Chipmakers, Amid Nvidia Deal Concerns and Chinese Competition
Japanese and South Korean stock markets tumbled today, with semiconductor shares leading the decline. Investor sentiment was weighed down by concerns over Nvidia Corp.'s major AI supply deal and inten
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China Aims to Produce Five DUV Machines This Year, Targeting 20 by 2027
China aims to produce five DUV (Deep Ultraviolet) lithography machines this year and increase the output to 20 by 2027, according to The Information. This initiative reflects China's ongoing efforts t
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Semiconductor
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