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Semiconductor
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At the close of trading in Hong Kong, semiconductor stocks gained ground, with GigaDevice (03986.HK) rising 21.8%
Svmuu News: At the close of trading in Hong Kong, the Hang Seng Index index fell 0.7%, while the Tech Index rose 0.01%; semiconductor stocks gained momentum, with GigaDevice (03986.HK) rising 21.8%,La
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South Korea's Ministry of Finance held an emergency meeting and warned that the semiconductor sector is too concentrated
Svmuu News: South Korea’s Ministry of Economy and Finance stated that Finance Minister Koo Yun-cheol has convened an emergency meeting with the governor of the Bank of Korea and the heads of financial
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Analysis: AI Investment Boom Cools Off; Market Reassesses Sustainability of Spending on Chips and Data Centers
Svmuu News: The AI infrastructure investment boom is cooling off, and the market is beginning to reassess the sustainability of spending on chips and data centers. As investors reevaluate whether AI i
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The Philadelphia Semiconductor Index opened down 4%, and NVIDIA's stock price fell 1.93%.
Svmuu News: According to data from MSX.COM, the Philadelphia Semiconductor Index opened down 4%. NVIDIA’s stock price fell 1.93%, TSMC’s stock price fell 2.94%, and Broadcom shares fell 0.62%, Micron’
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Citrini Analyst: China's CXMT Tests Bonded DRAM Pilot Production Line; South Korean Media Reports Its Technology and Development Pace May Be Ahead of South Korean Rivals
Svmuu News: Citrini analyst jukan posted on X, stating that South Korean media reports indicate China’s CXMT is currently testing a pilot bonding DRAM production line in Hefei, with the goal of achiev
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South Korea Plans to Establish a Future Fund Using Tax Revenues from the Semiconductor Industry
Svmuu News: Kang Hoon-sik, Chief of Staff to the South Korean President, said Sunday that the government plans to use additional tax revenue generated by the semiconductor industry boom to establish a
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Nomura Securities: The global memory industry continues to face a severe supply shortage, and AI-driven structural demand growth has not yet peaked.
Svmuu News: Nomura Securities, in its latest report, believes that the core contradiction in the global storage industry remains a severe supply shortage, and AI-driven structural demand growth has no
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Micron Japan Launches Over $9 Billion Chip Expansion Project, Betting on Demand for High-Bandwidth Memory for AI
Svmuu News Micron officially broke ground on Saturday in Higashi-Hiroshima City, Hiroshima Prefecture, Japan, for its factory expansion project. The project, with a total investment of approximately 1
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South Korean Investors Bet on Chinese AI, Snapping Up $2.8 Billion Worth of Stocks in Six Months: A-Shares in Northern HuaChuang and Cambricon See a Rush of Buyers
Svmuu News: Data shows that in the first half of the year, South Korean investors poured a cumulative $2.819 billion into Chinese assets through both individual stocks and ETFs: Purchases of A-shares
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SemiAnalysis: SPHBM4 Shifts the Complex Engineering Burden of AI Chips to the Substrate Layer
Svmuu News: SemiAnalysis posted on X stating that the SPHBM4 shifts the complex engineering burden of AI chips. Chip manufacturers will no longer purchase extremely expensive proprietary “silicon inte
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Bitcoin After Rebounding from a Two-Year Low, the Rally in Memory and Semiconductor Stocks Has Cooled Off
Svmuu News: In 2026, SanDisk has risen by more than 530% year-to-date, and Micron has risen by more than 230%, reflecting the market’s demand in the first half of the year for companies benefiting fro
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The A-share semiconductor equipment sector rebounded after a period of volatility in the afternoon, with Yitang Co., Ltd. rising more than 8%.
Svmuu News: The A-share semiconductor equipment sector rebounded after a period of volatility in the afternoon, with Yitang Co., Ltd. rising more than 8%, followed by gains in Huafeng Measurement & Co
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Samsung and SK Hynix Reportedly Leading Calls for Price Cuts from Substrate Manufacturers
Svmuu News: According to the Korea Printed Circuit Board and Semiconductor Packaging Industry Association (KPCA), Samsung and SK Hynix, frustrated by upstream substrate manufacturers’ frequent price h
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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
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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,
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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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South Korea's economy grew a surprising 1% in the third quarter
South Korea's economy grew a surprising 1% in the third quarter, more than three times faster than expected, driven by booming semiconductor exports and investment. Preliminary data released Tuesday s
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From January to September, profits in China's electronics industry surged by 1.0 times year-on-year
From January to September, profits in China's electronics industry surged by 1.0 times year-on-year, driving a 9.6 percentage point increase in profits for all industrial enterprises above designated
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Applied Materials announced it will increase its strategic investment in Dutch semiconductor packaging equipment supplier BE Semiconductor Industries (Besi), raising its stake to approximately 20%.
Applied Materials announced it will increase its strategic investment in Dutch semiconductor packaging equipment supplier BE Semiconductor Industries (Besi), raising its stake to approximately 20%.
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U.S. equity sector ETFs mostly closed higher on Monday (October 26), with the Semiconductor ETF rising 2.74%
U.S. equity sector ETFs mostly closed higher on Monday (October 26), with the Semiconductor ETF rising 2.74%. The Technology Sector ETF, Global Technology Index ETF, Industrial Select Sector SPDR Fund
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this group collectively net sold approximately 14.83 billion KRW in Samsung Electronics and SK Hynix between October 1 and 20
According to an analysis of holdings of approximately 7,900 high-net-worth Korean investors (with financial assets exceeding 3 billion KRW) commissioned by the *Seoul Economic Daily* to major brokerag
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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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