Faster global financial news!
Semiconductor
-
Analysis: South Korea's semiconductor industry's net profit may reach 1,019 trillion won next year
Svmuu News: Kim Byung-yeon, Director of the Research Division at NH Investment & Securities’ Investment Strategy Department, stated on July 20 at a roundtable discussion with the press and securities
-
South Korea's per capita GDP is expected to reach $39,000 this year
Svmuu News: According to a report by Yonhap News Agency, South Korea’s per capita GDP is expected to rise significantly this year, driven by increased exports during the semiconductor peak season. Bas
-
Yonhap News Agency: South Korea's per capita GDP is expected to reach $39,000 this year
Svmuu News: Thanks to increased exports driven by the semiconductor industry’s peak season, South Korea’s per capita GDP is expected to rise significantly this year. According to data released on the
-
SK’s Choi Tae-won: Semiconductor Demand to Rise by at Least 50 Percent Next Year
Svmuu News: Choi Tae-won, Chairman of SK Group and Chairman of the Korea Chamber of Commerce and Industry, stated at a media roundtable held during the Jeju Forum that global semiconductor demand will
-
DRAM Price Forecast Revised Upward: Third-Quarter Average Price Expected to Rise 21% Quarter-Over-Quarter, Exceeding TrendForce’s Forecast
Svmuu News: According to the latest industry research, the average selling price (ASP) of the global DRAM market in the third quarter is expected to rise by 21% quarter-over-quarter. This forecast exc
-
Serenity Slams Paid Analytics Services: If They Could Really Predict a Crash in the Semiconductor Sector, Why Aren’t They Making Money by Shorting the Stock?
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted that she has long shared her personal research and core insights for free, without attempting to sell products or provide investmen
-
Serenity Responds to AI Stock Plunge: Portfolio Has Drawn Down 49% in a Single Month, but Long-Term Rationale Remains Unchanged
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted on X stating that, due to the recent market crash, his portfolio experienced a maximum drawdown of 49.4% this month, but he remains
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
ASML and TSMC are collaborating to develop 12-inch EUV photomasks, aiming to boost High-NA EUV productivity by 40% by 2033.
ASML and TSMC have announced a collaboration to develop larger 12-inch extreme ultraviolet (EUV) photomasks, replacing the current 6-inch masks. This initiative aims to boost fab productivity, reduce
-
SDIC Securities: A-share technology and "going global" to lead a new earnings cycle, with sectors like semiconductors in a "double-strike main ascent" phase.
According to the latest research from SDIC Securities' strategy team, the fundamentals of A-shares continue to improve, with the profit growth rate of all A-share non-financial companies returning to
-
Seaport Research strategist Palfrey believes investors have underestimated the strong performance of Q2 earnings, with S&P 500 EPS growing by 55%.
Patrick Palfrey, Head of Portfolio Strategy at Seaport Research Partners, noted that S&P 500 earnings per share (EPS) grew by 55% in the second quarter, or 35% when excluding unrealized gains. He beli
-
American Century Investments funds have established new positions in Nasdaq-listed Broadcom (AVGO), optimistic about its AI-driven semiconductor growth.
American Century Investments' Focused Dynamic Growth Fund disclosed in its Q2 2026 investor letter that it has initiated a new position in Broadcom Inc. (NASDAQ:AVGO), a provider of semiconductor and
-
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
Can a Police Report Be Filed After Bitcoin Theft? Analysis of Individual Recovery Possibilities
-
2
TRUMP Token: Price Volatility After Phone Shipments, Market Analysis of Over 97% Drop from ATH
-
3
A Rundown of Mainstream Crypto Exchanges: An Analysis of Security and Compliance
-
4
What is POPO Coin? Analyzing Multiple Meme Token Projects with the Same Name
-
5
What is KEKW Coin? An Analysis of the Origins, Risks, and Trading Status of the Multi-Chain Memecoin
-
6
Fed Rate Hike Expectations Rise: Dogecoin and Crypto Market Face Risk-Off Sentiment Challenge
-
7
How to Choose a Cryptocurrency Exchange: A Guide to Spot and Futures Trading
-
8
CMOS Coin Status Analysis: CoinMerge OS Project and Market Activity Assessment
-
9
The Solana Foundation actively promotes blockchain education and ecosystem adoption.
-
10
China Mainland Virtual Currency Trading Ban and Risk Alert
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!
