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Semiconductor
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Goldman Sachs Strategist: The semiconductor sector is highly volatile; we are bullish on large-cap tech stocks
[Svmuu News] Christian Mueller-Glissmann, a strategist at Goldman Sachs, said that as chipmakers’ stock prices continue to fluctuate, large-cap tech stocks may become more attractive amid the AI tradi
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Analysis: Apple's Price Hike Sounds the Alarm on AI Costs; Market Reevaluates the Logic Behind AI Stocks
Svmuu News: Saxo Markets’ Chief Investment Strategist said that investors are reevaluating a key question: Will the rising prices of memory chips—driven by continued strong demand for AI—begin to curb
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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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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.
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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
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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
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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
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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
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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
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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.
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.
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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
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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
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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
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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
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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
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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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