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Semiconductor
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Declines in the U.S. memory sector widened, with SK Hynix ADRs falling 7.8%
Svmuu News: According to data from MSX.COM, losses in the U.S. storage sector have widened, with SanDisk’s decline extending to 8%, SK Hynix ADRs falling 7.8%, Seagate Technology and Western Digital d
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Buy the dip, sell on the rebound? South Korean retail investors sold 5.1 trillion won worth of stocks in two days, missing out on the sharp rallies in Samsung and SK Hynix
Svmuu News: After experiencing a “Black Monday,” the South Korean stock market rebounded quickly, but retail investors who had previously snapped up shares of leading semiconductor companies at rock-b
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Samsung Electronics Establishes New BEOL Process Organization to Focus on High-Value-Added Memory Such as HBM4
Svmuu News: Samsung Electronics’ Semiconductor Division recently established a BEOL process organization within the etching technology team of its Memory Business Division. The division plans to compl
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The U.S. Department of Commerce says shipments of the NVIDIA H200 to China have begun
Svmuu News: The U.S. Department of Commerce announced that shipments of the H200, an AI chip manufactured by NVIDIA, to China have begun. This information pertains to U.S. semiconductor exports to Chi
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SanDisk's stock price decline widened to 9.29%
Svmuu News: According to data from MSX.COM, SanDisk’s stock price extended its decline to 9.29%, trading at $1,594.435 per share, with a total market capitalization of $236.1 billion.In addition, Micr
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Changxin Technology: The compound annual growth rate (CAGR) of sales volume for its main DRAM products from 2023 to 2025 is as high as 83.98%
Svmuu News: On July 15, Changxin Technology held an online investor briefing in connection with its listing on the STAR Market. Regarding the drivers behind the company’s rapid revenue growth from 202
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South Korea has expanded its Public Growth Fund to 200 trillion won, with a focus on supporting the aerospace and high-tech sectors
Svmuu News: The Financial Services Commission (FSC) of South Korea plans to expand the operating scale of the “Public Growth Fund” from 150 trillion won to 200 trillion won and broaden its investment
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Bank of America: SK Hynix's New Production Capacity in 2028 May Be Only One-Sixth of What Was Planned
Svmuu News: Bank of America released a report stating that, due to the closure of older plants resulting from technological upgrades, South Korea’s annual average wafer production capacity will grow a
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Samsung Electronics plans to build a new DRAM factory in Qixing, with an expected monthly production capacity of 100,000 wafers.
Svmuu News: Citrini analyst jukan posted on X that Samsung Electronics plans to build a new DRAM wafer fab at its Giheung campus, converting a site originally intended for a R&D center into a memory p
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Bank of America forecasts that South Korea's domestic storage capacity will grow at an average annual rate of less than 10%, falling far short of the goal of doubling by 2030.
Svmuu News: A recent report from Bank of America points out that the market is overly optimistic about the expansion commitments made by South Korea’s leading memory chip manufacturers. Regarding Sout
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Leveraged ETFs tracking South Korean chip stocks plummet; the largest ETF has fallen more than 60% from its peak
Svmuu News: A new type of leveraged product that tracks major South Korean chip stocks is plummeting, putting South Korean retail investors—who prefer to use such instruments to amplify returns—at ris
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Data: TSMC's June revenue rose 67.9% year-over-year; FundaAI forecasts that its gross margin for the second quarter is expected to reach 68.4%
Svmuu News: Analyst Fiona posted on X, stating that given the recent situation in the semiconductor industry, the earnings reports to be released this week by companies such as TSMC, and ASML are part
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The Philadelphia Semiconductor Index extended its losses to 3% in early trading.
Svmuu News: According to data from MSX.COM, the Philadelphia Semiconductor Index extended its losses to 3% in early trading. Among its components, NVIDIA’s stock price fell 0.64%, TSMC’s rose 0.11%, a
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Samsung Brings Forward the Start of Mass Production at Its First Wafer Fab in Yongin, South Korea, by Two Years
Svmuu News: Samsung Electronics plans to bring forward the start of mass production at the first wafer fab in South Korea’s Yongin National Semiconductor Industrial Complex by two years to October 202
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Electricity Demand Surges at South Korea’s Semiconductor Industrial Parks; Domestic ESS Market Expected to Exceed 40 Trillion Won
Svmuu News: South Korea’s Ministry of Climate, Energy, and Environment has begun developing an initial power supply plan for the new semiconductor industrial park in the Honam region and plans to desi
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Over 6,000 Employees Receive Stock Options; Changxin Technology’s IPO Set to Create a Wave of Wealth
Svmuu News: According to data disclosed in the prospectus, Changxin Technology had already implemented two phases of an employee stock ownership plan prior to its IPO, granting shares to a cumulative
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Despite planned price increases for mature processes at TSMC, IC design firms will still need more production capacity next year
Svmuu News: According to a report in Taiwan’s Economic Daily News, following price increases for advanced processes, IC design companies have revealed that TSMC. also plans to raise foundry prices for
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Apple Granted Semiconductor Tariff Exemption; Will Manufacture Mac and iPhone Chips at Intel
Svmuu News: Citrini analyst jukan posted on X, stating that, according to a WSJ report, Apple secured an exemption from semiconductor tariffs after committing to use Intel’s wafer fabs. Apple will not
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SK Hynix ADRs are expected to open at $175, up 17% from the offering price.
Svmuu News: According to pre-market quotes from market makers, as of 9:56 a.m. New York time this Friday, the expected opening price for SK Hynix American Depositary Receipts (ADRs) had reached approx
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UBS: Bullish on semiconductor equipment, foundries, and memory chips; the AI boom may boost long-term stock market returns
Svmuu News UBS Global wealth management strategists said in a report that they expect growth in the AI sector to drive long-term returns in the stock market. However, they noted that investors need to
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Micron Tech stocks rose more than 6% in pre-market trading; the company plans to invest $3 billion to strengthen the U.S. domestic semiconductor supply chain
Svmuu News Micron: The tech sector rose more than 6% in premarket trading, trading at $1,010.12. Earlier reports indicated that Micron. (MU.O) plans to invest $3 billion to strengthen the U.S. domesti
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Micron Expand investment in the U.S. to over $250 billion by 2035
Svmuu News Micron Technology announced today that, driven by the surge in storage demand in the AI era, the company is accelerating its wafer fab and technology investment plans in the United States a
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Micron A $3 billion technology initiative aims to strengthen the U.S. domestic semiconductor supply chain
Svmuu News Micron Tech (MU.O) plans to invest $3 billion to strengthen the U.S. domestic semiconductor supply chain. (Jin Shi)
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Source: Global Semiconductor Device Industry Revenue Could Approach $2 Trillion as Early as 2027
Svmuu News: According to the latest research from Yole Group, the global semiconductor device industry’s revenue is projected to reach $1.6 trillion in 2026 and is expected to approach $2 trillion as
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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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