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Semiconductor
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The Philadelphia Semiconductor Index opened down more than 3%, and AMD’s stock price fell more than 4%.
Svmuu News: According to data from MSX.COM, the Philadelphia Semiconductor Index opened down 3.24%.Among its components, NVIDIA’s stock price fell 2.52%, TSMC’s stock price fell 4.77%, Broadcom’s stoc
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A whale investor liquidated all long positions in tech and semiconductor stocks at high prices; the account’s unrealized loss exceeded $10.4 million on the 30th.
Svmuu News: On-chain analyst "Aunt Ai" posted on X, stating that the U.S. AI semiconductor sector has fallen again, with the Philadelphia Semiconductor Index dropping 4.3% in a single day. It has now
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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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Japan's Chip Industry Begins Restart After Kumamoto Quake; Tokyo Electron and Renesas Resume Partial Operations, Sony and TSMC Need More Time
Following the July 28 Kumamoto earthquake, facilities in Japan's chip industry are gradually restarting. Renesas Electronics and Tokyo Electron have resumed some operations, while Sony and TSMC requir
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Spyglass Capital Management highlights MKS Inc. (MKSI) as a key contributor in Q2 2026, citing its critical role in semiconductor manufacturing and expected growth from AI-driven wafer fabri
In its Q2 2026 investor letter, Spyglass Capital Management's Growth Strategy identified MKS Inc. (NASDAQ:MKSI) as a significant new position and contributor. The firm noted MKS's leading position as
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Arete Research has upgraded its rating on Texas Instruments (TXN) to “Buy” and raised its price target by 34% to $405.
Independent research firm Arete Research upgraded Texas Instruments (TXN) from “Neutral” to “Buy” and raised its price target by 34% from $303 to $405. Arete Research noted that Texas Instruments’ sec
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Memory Stocks Soar Double-Digits as Samsung Warns of Tightening Supply
Memory stocks, including Micron, SK Hynix, SanDisk, Western Digital, and Seagate, all rallied double-digits today, with SanDisk surging 22% and Micron climbing 15%. This broad market strength, also re
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Carillon Eagle Mid Cap Growth Fund Highlights Teradyne Amid Strong AI-Driven Demand for Custom Silicon Chips
Investment management firm Carillon Tower Advisers, in its Q2 2026 investor letter, highlighted Teradyne, Inc. (NASDAQ:TER), a provider of automated test systems for the semiconductor industry. The fu
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Columbia Seligman Global Technology Fund maintained overweight in Teradyne (TER) as its stock rose on semiconductor test recovery and rising chip complexity
Columbia Seligman Global Technology Fund, managed by Columbia Threadneedle Investments, maintained an overweight position in semiconductor chip-testing company Teradyne, Inc. (NASDAQ:TER) during the s
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Columbia Seligman Global Technology Fund Missed Sandisk's AI-Driven Rally in Q2 2026
The Columbia Seligman Global Technology Fund reported that it missed the significant rally in Sandisk Corporation (SNDK) during the second quarter of 2026, which detracted from its relative performanc
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Wolfe Research Analyst: The semiconductor industry is unlikely to experience an oversupply before 2028
Chris Caso, a senior analyst at Wolfe Research, said the semiconductor industry is unlikely to face an oversupply situation before 2028. He noted that current AI-driven demand continues to outpace sup
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Chinese Chip Stocks Plunge Amid Investor Rotation from Tech Sector
Chinese technology stocks, particularly high-flying semiconductor companies, experienced a significant plunge on Thursday. This decline is attributed to investor concerns over stretched valuations and
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Goldman Sachs: Trading Congestion in AI Stocks Falls to a Near-One-Year Low; Market Focus Shifts to Fundamentals
Goldman Sachs Traders noted that trading congestion in global AI-related stocks has fallen to a near one-year low following a round of sharp deleveraging. Goldman Sachs Prime Brokerage data shows that
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S&P 500 Holds Strong Despite Decline in Semiconductor Stocks
Despite a downturn in semiconductor stocks like Sandisk, Micron, Nvidia, AMD, and Broadcom, the S&P 500 index is maintaining its strength, trading near record highs. Approximately 72% of S&P 500 stock
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TSMC Kumamoto Plant in Japan Resumes Production in Phases After the Earthquake; Expansion Project Suspended Due to Aftershocks
TSMC On Tuesday, the company announced that its wafer fab in Kumamoto Prefecture, Japan, had begun a phased resumption of production following a 7.1-magnitude earthquake. Preliminary inspections showe
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Asian tech stocks fell across the board, with the semiconductor sector leading the decline; shares of SoftBank. Group dropped more than 7%.
On Wednesday, Asian tech stocks continued their downward trend, with the semiconductor sector leading the decline. Among them, South Korea’s SK Hynix fell more than 10%, and Samsung Electronics droppe
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Nasdaq-100 Nears Correction Territory as Semiconductor Stocks Decline Again
The Nasdaq-100 index is approaching correction territory as semiconductor stocks experience another significant decline. This downturn comes just weeks after these same stocks had propelled major inde
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Bitcoin drops below $63K as Asia chip stock correction spreads to Wall Street
Bitcoin and the broader crypto market fell, with Bitcoin briefly piercing $63,000, as a significant correction in Asia's chip stock market extended its impact to the US stock market at the Wall Street
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US Semiconductor Stocks Crash Amid Broader Market Resilience
US semiconductor stocks are experiencing a significant downturn, with the PHLX Semiconductor Index falling over 25% from its June peak and the Roundhill Memory ETF (DRAM) down over 40%. SK Hynix hit a
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Global semiconductor stocks plummeted on Tuesday as the sell-off in AI chips intensified
Global semiconductor stocks accelerated their decline on Tuesday, with the PHLX Semiconductor Index falling more than 5%. Among them, South Korea’s SK Hynix fell more than 14%, and Samsung Electronics
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Applied Materials (AMAT) Shares Rose on AI-Driven Wafer Fabrication Spending
Columbia Seligman Global Technology Fund stated in its Q2 2026 investor letter that Applied Materials, Inc. (NASDAQ:AMAT) shares rose during the quarter. The fund noted that investor confidence in sus
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Lam Research (LRCX) Shares Rose Due to Strong Semiconductor Capital Spending, According to Carillon Tower Advisers
Investment management company Carillon Tower Advisers highlighted Lam Research Corporation (LRCX) in its Q2 2026 investor letter, stating that the company's shares continued to benefit from increased
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Chip stocks such as Micron and SK Hynix fell as the sell-off in the semiconductor sector intensified
On Tuesday, shares of semiconductor companies such as Micron, Micron Technology, and SK Hynix fell, extending the previous trading day’s decline. The PHLX Semiconductor Index had already dropped more
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The U.S. government is making direct investments in strategic companies in sectors such as semiconductors and rare earths to counter competition from China.
Over the past year, the U.S. government has invested tens of billions of dollars in taxpayer funds to directly acquire stakes in companies it deems strategically important for competing with China.U.S
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AI hardware stocks plunge amid reports of China's DUV lithography machine manufacturing capability
AI hardware stocks plunged on Tuesday, with Asian stocks also selling off sharply, following reports that China is now capable of manufacturing DUV (Deep Ultraviolet) lithography machines. This develo
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Japanese, South Korean Stocks Tumble, Led by Chipmakers, Amid Nvidia Deal Concerns and Chinese Competition
Japanese and South Korean stock markets tumbled today, with semiconductor shares leading the decline. Investor sentiment was weighed down by concerns over Nvidia Corp.'s major AI supply deal and inten
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China Aims to Produce Five DUV Machines This Year, Targeting 20 by 2027
China aims to produce five DUV (Deep Ultraviolet) lithography machines this year and increase the output to 20 by 2027, according to The Information. This initiative reflects China's ongoing efforts t
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Semiconductor
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