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Semiconductor
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SK Hynix Plans to Purchase Semiconductor Testing Equipment Worth Up to 4000억 won
Svmuu News: SK Hynix is in discussions with semiconductor equipment manufacturers regarding the supply of semiconductor testing equipment needed for its Cheongju P&T7 plant. The equipment companies ar
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After repeatedly hitting new intrayear highs, Samsung Electronics and SK Hynix have risen by approximately 180% and 310%, respectively, so far this year.
Svmuu News: The first half of the year has officially come to a close for the stock markets in Japan and South Korea. South Korea’s KOSPI index closed up about 1% today, while Japan’s stock market clo
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Taiwan Stock Market Closes First Half: Weighted Index Rises Over 60%, TSMCs Gain 58%
Svmuu News: The Taiwan Weighted Index closed up 1,126.01 points, or 2.5%, at 46,125.91 on Tuesday, June 30, marking a year-to-date gain of over 60%.Strong semiconductor and AI exports drove the stock
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Analysis: The pullback in the U.S. stock market's memory sector may be due to expectations of supply expansion by Samsung and SK Hynix
Svmuu News: The memory sector came under pressure after the U.S. stock market opened today, with shares of Micron, and SanDisk all falling sharply. Analysts note that Samsung and SK Hynix previously a
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SpaceX's stock price turned lower, and the Philadelphia Semiconductor Index extended its decline to 2.5%
Svmuu News: According to data from MSX.COM, SpaceX’s stock price turned lower after earlier rising more than 4%; the Philadelphia Semiconductor Index extended its decline to 2.5%, with Micron (MU.O) a
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Svmuu Evening Brief
1. Samsung announced plans to invest 2030 trillion won in semiconductor industry clusters in Yongin and Pyeongtaek, South Korea; 2. Vitalik Buterin: The obfuscation protocol iO can build nearly trustl
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Samsung announced plans to invest 2030 trillion won in semiconductor industry clusters in Yongin and Pyeongtaek, South Korea.
Svmuu News: Samsung has announced an investment plan totaling 2,655 trillion won; it will invest 2,030 trillion won in semiconductor industry clusters in Yongin and Pyeongtaek, South Korea. (Jin Shi)
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With a coordinated price adjustment taking effect on July 1, nearly 20 semiconductor companies have launched a new round of price hikes
Svmuu News: Nearly 20 global analog and power semiconductor companies are set to launch a new round of price hikes on July 1, following a pattern of multiple, staggered price adjustments throughout th
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The Hong Kong semiconductor sector saw volatility followed by a rally in the afternoon, with GigaDevice (03986.HK) rising more than 14%.
Svmuu News: The Hong Kong semiconductor sector saw volatility followed by gains in the afternoon, with GigaDevice (03986.HK) rising more than 14%, Huahong Grinmi (01347.HK) rose more than 8%, SMIC (00
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The semiconductor equipment sector on the A-share market surged again in the afternoon, with Huahai Qingke and Jingyi Equipment rising more than 11%.
Svmuu News: The semiconductor equipment sector on the A-share market surged again in the afternoon session, with Huahai Qingke and Jingyi Equipment rising more than 11%. Jinhaitong and Huaya Intellige
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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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Japanese chip equipment maker Screen Holdings plans to supply semiconductor cleaning equipment to India as early as next summer.
Japanese chip equipment maker Screen Holdings plans to supply semiconductor cleaning equipment to India as early as next summer.
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Japan's Sojitz plans chip material transport hub for Tata fab in India
Japanese trading house Sojitz plans to establish a specialized logistics center in India for semiconductor materials. The hub will be located near a chip fabrication plant currently under construction
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India's chip ambitions open door for Fujifilm, Tokyo Electron as Semicon India conference kicks off
India's chip ambitions open door for Fujifilm, Tokyo Electron as Semicon India conference kicks off
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Report: SK Hynix's Solidigm Considers Building First NAND Factory in the US
Solidigm, SK Hynix's NAND business platform, is reportedly considering a site on the U.S. East Coast for its first NAND mass production line. This move aims to extend its existing manufacturing capabi
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Korean media: Delivery times for critical semiconductor equipment components have more than doubled, with some extending up to 40 months.
According to industry sources cited by South Korea's *Electronic Times* on September 16, lead times for core components required in semiconductor manufacturing equipment have generally more than doubl
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Taiwan dollar, South Korea won strong among Asia currencies as AI booms
The currencies of South Korea and Taiwan are outperforming other Asian currencies, driven by the artificial intelligence and semiconductor boom. Meanwhile, the Indian rupee and Philippine peso have se
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Applied Materials to invest $5 billion in India over 10 years, doubling R&D workforce
U.S. semiconductor equipment maker Applied Materials announced on Thursday its plan to invest $5 billion in India over the next decade. This investment aims to expand its presence in the country, incl
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Japan and US in talks to build $19bn chip factory in US
Japan and the U.S. are negotiating to build a new semiconductor manufacturing plant in the U.S. as part of Japan's investment commitments under a tariff agreement with Washington. The project's total
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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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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.
Semiconductor
24H Trending
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Turkish investment bank Tera Group collapsed, with $14 billion in funds liquidated. The Department of Justice characterized it as a "Ponzi-like scheme."
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UBS raises AI capital expenditure forecast: Nearing $1 trillion by 2026, with 90% of the increase driven by memory price hikes
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Barclays: The First Wave of Physical AI Disruption May Not Be Humanoid, Specialized Robots Are Superior
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Barclays: Humanoid robot computing power demand is mainly concentrated in edge AI, with limited but significant incremental growth for data centers.
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AI data center company Nscale has publicly filed for a U.S. IPO, seeking to raise up to $3 billion. NVIDIA holds over 5% of its shares, and it has secured a $45 billion lease commitment from Anthropic.
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The dollar had its strongest week since June after the Federal Reserve's rate hike, with the Bloomberg Dollar Spot Index rising 1.1% this week.
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OpenAI's new model, Astra, has captured 13% of enterprise AI spending within two weeks of its launch, prompting Anthropic to consider an early release of its new model to compete.
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Lookonchain Monitoring: A whale associated with Matrixport deposited 1,000 BTC, worth $81.06 million, to Binance.
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Vantora (formerly UP.Labs) raised $100M, focusing on physical AI startups for industrial corporations
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California Governor Signs Executive Order to Strengthen AI Regulation, Evaluate Setting Up AI "Emergency Kill Switch," Criticizes Trump Administration as "Sleepwalking"
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