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Semiconductor
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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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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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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
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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
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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
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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
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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-
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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
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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
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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
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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
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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
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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"
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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
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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.
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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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