Faster global financial news!
Semiconductor
-
The Philadelphia Semiconductor Index opened lower but closed higher, with the Micron-Tech Index rising 3%.
Svmuu News: According to data from MSX.COM, the Philadelphia Semiconductor Index opened lower but rebounded to close higher, with semiconductor hardware stocks posting strong gains. SK Hynix rose more
-
Positive Sentiment Toward AI Investments Overshadows Middle East Risks; South Korean Semiconductor Stocks Lead Gains on the KOSPI
Svmuu News: Despite overnight declines in U.S. stocks and rising oil prices driven by geopolitical tensions between the U.S. and Iran, the South Korean stock market opened higher and continued to gain
-
Buoyed by the strength of U.S. tech stocks overnight, South Korea’s semiconductor sector rose sharply in early trading.
Svmuu News: Driven by the strength of U.S. tech stocks overnight, South Korea’s semiconductor sector rose sharply during early trading on the 22nd.As of 8:11 a.m. Beijing time, Samsung Electronics was
-
Semiconductor Stocks Face Several Key Events Over the Next Two Weeks, with AI Capital Expenditures Taking Center Stage
Svmuu News: Paradis Labs posted on X stating that it is currently difficult to determine whether semiconductor stocks have bottomed out. Most AI infrastructure-related stocks rose that day, with SIVE,
-
The Philadelphia Semiconductor Index opened up 4.5%
Svmuu News: According to data from MSX.COM, the Philadelphia Semiconductor Index opened up 4.50%.Among its components, NVIDIA’s stock rose 2.32%, TSMC’s stock rose 3.49%, Broadcom’s stock rose 2.65%,
-
TSMC Plans to raise contract manufacturing service prices by up to 10% in 2027
Svmuu News: Citrini analyst jukan posted on X, stating that, according to Nikkei, TSMC plans to raise prices for its advanced and mature process foundry services by up to 10% in 2027, with base prices
-
UBS: After a historic sell-off, we recommend gradually rebuilding positions in AI and semiconductor stocks
Svmuu News: According to data from UBS, hedge funds have reduced their long positions in momentum and semiconductor stocks by approximately 5% of total market value—one of the largest reductions on re
-
With trading volume exceeding 23.8 billion yuan, the China-South Korea Semiconductor ETF hit the daily price limit in late trading
Svmuu News: According to data from MSX.COM, the China-South Korea Semiconductor ETF (513310) hit the daily price limit in late trading, with trading volume exceeding 23.8 billion yuan.
-
Samsung Electronics plans to build four new semiconductor fabs in South Korea by 2030
Svmuu News: South Korean semiconductor company Samsung Electronics is finalizing its investment plan for a large-scale semiconductor production base in South Korea, with plans to build four new wafer
-
Several semiconductor-themed ETFs rose more than 10%, with trading volume for some already exceeding yesterday’s full-day total.
Svmuu News: The semiconductor sector is rallying across the board, with related thematic ETFs dominating the top spots on the gainers list. As of around 1:20 p.m., several products—including the China
-
The Philadelphia Semiconductor Index opened up 2%
Svmuu News: According to data from MSX.COM, the Philadelphia Semiconductor Index opened up 2% at 11,959.04 points. NVIDIA Shares of TSMC rose 1.31%; rose 2.61%; Broadcom rose 2.07%; Micron rose 3.84%;
-
Pre-Market U.S. Stock News Roundup: SpaceX Reportedly Places Massive AI Server Order; Anthropic Reportedly Testing AMD's AI GPUs
Svmuu News: Ahead of the U.S. stock market open, investors should pay close attention to the following key market and financial news: 1. U.S. major stock index futures are trading slightly higher. Dow
-
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
-
Japanese chip equipment maker Screen Holdings plans to supply semiconductor cleaning equipment to India as early as next summer.
Japanese chip equipment maker Screen Holdings plans to supply semiconductor cleaning equipment to India as early as next summer.
-
Japan's Sojitz plans chip material transport hub for Tata fab in India
Japanese trading house Sojitz plans to establish a specialized logistics center in India for semiconductor materials. The hub will be located near a chip fabrication plant currently under construction
-
India's chip ambitions open door for Fujifilm, Tokyo Electron as Semicon India conference kicks off
India's chip ambitions open door for Fujifilm, Tokyo Electron as Semicon India conference kicks off
-
Report: SK Hynix's Solidigm Considers Building First NAND Factory in the US
Solidigm, SK Hynix's NAND business platform, is reportedly considering a site on the U.S. East Coast for its first NAND mass production line. This move aims to extend its existing manufacturing capabi
-
Korean media: Delivery times for critical semiconductor equipment components have more than doubled, with some extending up to 40 months.
According to industry sources cited by South Korea's *Electronic Times* on September 16, lead times for core components required in semiconductor manufacturing equipment have generally more than doubl
-
Taiwan dollar, South Korea won strong among Asia currencies as AI booms
The currencies of South Korea and Taiwan are outperforming other Asian currencies, driven by the artificial intelligence and semiconductor boom. Meanwhile, the Indian rupee and Philippine peso have se
-
Applied Materials to invest $5 billion in India over 10 years, doubling R&D workforce
U.S. semiconductor equipment maker Applied Materials announced on Thursday its plan to invest $5 billion in India over the next decade. This investment aims to expand its presence in the country, incl
-
Japan and US in talks to build $19bn chip factory in US
Japan and the U.S. are negotiating to build a new semiconductor manufacturing plant in the U.S. as part of Japan's investment commitments under a tariff agreement with Washington. The project's total
-
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
-
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
Turkish investment bank Tera Group collapsed, with $14 billion in funds liquidated. The Department of Justice characterized it as a "Ponzi-like scheme."
-
2
After the UK sanctioned HTX, TRON Inc. began receiving TRX through an intermediary wallet funded by HTX.
-
3
Radix blockchain suffers $1.3 million drain due to 3-year-old bug, forcing 10-day halt
-
4
UBS raises AI capital expenditure forecast: Nearing $1 trillion by 2026, with 90% of the increase driven by memory price hikes
-
5
Musk Predicts: AI to Double US GDP Growth from ~2% to ~4% or Even Higher Next Year
-
6
AI data center company Nscale has publicly filed for a U.S. IPO, seeking to raise up to $3 billion. NVIDIA holds over 5% of its shares, and it has secured a $45 billion lease commitment from Anthropic.
-
7
The dollar had its strongest week since June after the Federal Reserve's rate hike, with the Bloomberg Dollar Spot Index rising 1.1% this week.
-
8
Lookonchain Monitoring: A whale associated with Matrixport deposited 1,000 BTC, worth $81.06 million, to Binance.
-
9
Vantora (formerly UP.Labs) raised $100M, focusing on physical AI startups for industrial corporations
-
10
California Governor Signs Executive Order to Strengthen AI Regulation, Evaluate Setting Up AI "Emergency Kill Switch," Criticizes Trump Administration as "Sleepwalking"
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!
