Faster global financial news!
Semiconductor
-
The Real-Life Inspiration for the Protagonist of the Movie *The Big Short*: Has Already Shorted Micron
Svmuu News: Michael Burry, the real-life inspiration for the protagonist in the film *The Big Short*, has shorted shares of Micron at a price of $1,051.87, noting that the stock’s deviation from its 2
-
SEMI: Global equipment investment in the memory sector at 300mm wafer fabs is projected to exceed $50 billion for the first time in 2026
Svmuu News: In its “300mm Wafer Fab Outlook” report, SEMI noted that global equipment investment in the memory sector for 300mm wafer fabs is expected to exceed $50 billion for the first time in 2026,
-
Semiconductor stocks rose across the board in premarket trading, with Nasdaqs 100 index futures up 0.7%
Svmuu News: According to data from MSX.COM, U.S. stock index futures rose following the release of the U.S. June nonfarm payrolls report, with Dow Jones futures up 0.36%,S&P 500 futures rose 0.39%, an
-
Musk is pushing forward with the “Terafab” semiconductor project within Tesla
Svmuu News: Musk is pushing forward with a semiconductor manufacturing project called “Terafab” within Tesla. The project is reportedly valued at $55 billion and has been described as a cross-company
-
The Hong Kong stock market closed with the semiconductor sector broadly lower; GigaDevice (03986.HK) closed down 18.39%.
Svmuu News: At the close of trading on the Hong Kong stock market, the Hang Seng Index index rose 0.76%, while the Tech Index fell 0.40%. The semiconductor sector saw across-the-board declines, with G
-
SK hynix Plans to Invest 100 Trillion Won in Cheongju to Expand Its NAND Factory
Svmuu News: SK hynix CEO Kwak Noh-jung announced on July 2 at the National Briefing on the Vision for Advanced Industry Development in the Chungcheong Region that SK hynix plans to invest 100 trillion
-
Several semiconductor stocks on the Hong Kong stock market opened lower, with GigaDevice down 12.46% at the open.
Svmuu News: According to Gate data, several semiconductor stocks on the Hong Kong Stock Exchange opened lower. GigaDevice opened down 12.46%, Lanchi Technology opened down 6.8%, and SMIC opened down 5
-
Semiconductor packaging and testing leader ASE has once again raised its packaging prices, with increases of up to 20%.
Svmuu News: According to industry sources, on July 1, ASE, the world’s leading semiconductor packaging and testing (OSAT) provider, announced another increase in its packaging prices, with the highest
-
The Philadelphia Semiconductor Index fell more than 5%, with Micron (MU.O) dropping more than 8%
Svmuu News: According to data from MSX.COM, the Philadelphia Semiconductor Index fell more than 5%, with Micron (MU.O) down more than 8%, Intel (INTC.O) down more than 7%, Arm (ARM.O) down 6%, and NVI
-
SIVE Completes New Round of Funding Worth 700 Million Swedish Kronor; Serenity Says the Company May Be Approaching a Turning Point for Scalable Growth
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted on X that Sivers Semiconductors (SIVE) has completed a 700 million Swedish krona capital raise. The round was “several times oversu
-
Samsung Electronics Unveils 2nm Process Technology and AI Semiconductor Ecosystem Partnership Plan
Svmuu News: Samsung Electronics held the SAFE Forum 2026 in Seoul, where it unveiled its next-generation 2nm process, DTCO (Design and Process Co-optimization) technology, and high-performance SRAM ro
-
U.S. semiconductor upstream equipment stocks rally across the board
Svmuu News: U.S. semiconductor upstream equipment stocks rose across the board, with ASML up 4.84%, LRCX up 4.53%, AMAT up 4.14%, and KLAC up 6.04%.
-
A 67% Chance of Entering a Bear Market in Three Months? Rare “Double Divergence” in U.S. Stocks Occurs Simultaneously
Svmuu News: Recently, several key U.S. stock market indicators have simultaneously exhibited a rare divergence, prompting institutional investors to reassess market risks. On the one hand, the Dow Jon
-
The U.S. semiconductor sector continued its upward trend, with Micron. rising 1.2%.
Svmuu News: According to data from MSX.COM, the U.S. semiconductor sector continued its upward trend, with NVIDIA’s stock price rising 1.71%, TSMC shares rose 1.01%, Broadcom’s shares rose 0.77%, Micr
-
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
-
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
-
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
-
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
-
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
-
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
-
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)
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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-
-
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
-
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
-
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
-
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
-
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
-
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"
-
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
-
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.
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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.
-
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.
-
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
-
1
Ethereum (ETH) Buying Guide: Mainstream Exchanges and Acquisition Methods Explained
-
2
US DOJ charges two Robinhood engineers with front-running crypto listings on Hyperliquid, allegedly profiting over $50,000 each
-
3
THALES Token: The Governance Token of Thales Protocol and Its Market Status
-
4
DANA Coin: Ardana Project Token with Halted Development, Current Status and Investment Value Analysis
-
5
SK hynix in talks with Intel over potential US memory production agreement
-
6
CRI (Crypto International) Project Analysis and Market Status
-
7
CINEMA Token Analysis: An Overview of Absolute Cinema and CinemaKoin Projects and Investment Considerations
-
8
Bybit to adjust risk limits and leverage for selected perpetual contracts including 1000XECUSDT and BLASTUSDT, effective Sep 18, 2026
-
9
Anthropic, after calling for an AI slowdown, has signed its first data center lease in Australia, planning a total capacity of 2.16 GW.
-
10
Global Ranking of Major Cryptocurrency Exchanges and Overview of Bitcoin Trading Channels
Markets Today
Recommended Reading
Hot Topics
Svmuu focuses on blockchain industry trends and cutting-edge cryptocurrency news, while also covering real-time market data and in-depth analysis of the Hong Kong, U.S., and foreign exchange markets. Here, you can not only access professional 24/7 news updates and accurate market data, but also utilize practical investment tools to help you capitalize on opportunities in both digital assets and traditional financial markets. Whether you are a blockchain enthusiast or an investor in Hong Kong, U.S., or foreign exchange markets, we provide efficient and timely information services to empower your investment decisions.
- User Agreement
- Privacy Policy
- Contact Us
- Business Partnerships
- Disclaimer
- Content Statement
- About Us
- Sitemap
Coming Soon!
