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Semiconductor
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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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US-listed Chip Stocks Surge in Premarket Trading
US-listed chip stocks surged in premarket trading, with companies like SNDK, WDC, MU, INTC, AMD, AVGO, and NVDA experiencing gains between 1.2% and 4.1%. The SOXX ETF, which tracks the semiconductor i
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Samsung's Lee Jae-yong is reportedly in talks with OpenAI regarding potential cooperation in the fields of AI and semiconductors
Svmuu News: Samsung Electronics Chairman Lee Jae-yong met with OpenAI founder Sam Altman at OpenAI’s headquarters in San Francisco to discuss collaboration plans in the fields of artificial intelligen
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Morgan Stanley Intense Reaction Within Investment Banks After Missing Out on SK Hynix’s U.S. IPO Underwriting
Svmuu News: Morgan Stanley was not selected as the sole lead underwriter for the listing of SK Hynix American Depositary Receipts (ADRs),The transaction, valued at approximately $26.5 billion (about 4
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SK Hynix’s Cheongju P&T7 Cleanroom Will Be Put Into Operation Three Months Ahead of Schedule
Svmuu News: SK Hynix is accelerating construction of its advanced semiconductor packaging plant at P&T7 in Cheongju, bringing forward the commissioning of its first cleanroom by about three months. Ac
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SemiAnalysis expects ASML to raise its long-term guidance
Svmuu News: SemiAnalysis posted on X, stating that it believes Wall Street’s revenue expectations for ASML have room to rise and that ASML is expected to raise its long-term guidance. SemiAnalysis not
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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
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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
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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
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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,
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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%,
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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
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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
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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.
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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
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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
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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%;
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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
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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
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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
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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
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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
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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
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HSBC: AI Overspending Concerns Dominate Market Sentiment, 'Hyperscaler Overspend' Scenario Most Likely at 37%
HSBC states that concerns over major technology companies' aggressive spending on artificial intelligence (AI) infrastructure have become the dominant theme influencing AI-related equities. According
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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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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
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Billionaire investor Chase Coleman’s Tiger Global fund disclosed in its latest 13F filing that its top five growth stocks are all focused on AI infrastructure, including TSMC, NVIDIA, Amazon, Meta, and Google.
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What Is XPRT? An Analysis of the Core Token of the Persistence Ecosystem and Where to Trade It
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Microsoft It is up 3.02% today and is currently trading at $464.720
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WASM: An In-Depth Look at WebAssembly Technology and a Guide to Trading Related Tokens ZKWASM and WASM AI
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[On-Chain Stablecoin Monitoring] 100 million USDC (approximately $100 million) Burned on-chain
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XRP Ledger's xrpld 3.3.0 Upgrade Next Week Reintroduces Features Previously Pulled Due to Critical Bugs
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