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Semiconductor
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South Korean Government: Investment in the semiconductor sector is expected to reach at least 30 trillion won over the next 15 years
Svmuu News: South Korean Government: Plans to Build Four Chip Factories in the Southwest with an Investment of Approximately 800 Trillion Won; Samsung Electronics will build two new semiconductor fact
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Morningstar: Uncertainty Surrounding Potential Capital Expenditures at Samsung and SK Hynix May Weigh on Their Stock Prices
Svmuu News: Morningstar analyst Jing Jie Yu said that market uncertainty regarding the potential capital expenditures of Samsung Electronics and SK Hynix may be putting pressure on their stock prices.
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South Korean Media: Samsung and SK Group Are Expected to Announce an Investment Plan Worth Up to 2,000 Trillion Won (Approximately $1.3 Trillion)
Svmuu News: According to a report by South Korea’s *Economic Daily* on Monday, as part of South Korean President Lee Jae-myung’s flagship industrial strategy, Samsung Group and SK Group are preparing
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Citrini Analyst: Early Warning Signs Emerge in the Procurement of High-Purity CO2 for the Semiconductor Industry
Svmuu News: Citrini analyst jukan posted on X, stating that warning signs have emerged regarding the procurement of high-purity carbon dioxide (CO2) used in advanced semiconductor processes, as a sign
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Analysis: Market risk appetite shifts as retail investors move from gold and Bitcoin to semiconductor ETFs
Svmuu News: An analysis published by The Kobeissi Letter points out that since April, U.S. gold and Bitcoin-related ETFs have seen cumulative net outflows of approximately $12 billion, while semicondu
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Apple is lobbying the government to obtain approval to purchase memory chips from Changxin Memory Technologies.
Svmuu News: Apple is lobbying the U.S. government Donald Trump to obtain approval to purchase memory chips from the Chinese chipmaker Changxin Memory Technologies. Due to a combination of factors driv
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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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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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