Faster global financial news!
Semiconductor
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
South Korean PM Han Seong-sook urges deeper high-tech cooperation with Germany in AI, chips, batteries, and semiconductors
South Korean PM Han Seong-sook urges deeper high-tech cooperation with Germany in AI, chips, batteries, and semiconductors
-
South Korea and Germany deepened cooperation in AI, semiconductors, and advanced manufacturing at the APK 2026 conference in Seoul to address global instability.
South Korea and Germany deepened cooperation in AI, semiconductors, and advanced manufacturing at the APK 2026 conference in Seoul to address global instability.
-
SK Hynix held its first "Partner Day" in Japan, deepening cooperation with over 20 Japanese semiconductor suppliers to strengthen the chip supply chain.
SK Hynix held its first "Partner Day" event in Chiba Prefecture, Japan, on Thursday, bringing together over 20 Japanese semiconductor suppliers. These included material providers such as Shin-Etsu, Su
-
South Korea's exports hit a record $115.3 billion in October, up 93.7% year-on-year.
South Korea's exports reached a record $115.3 billion in October, up 93.7% year-on-year, primarily driven by a significant increase in semiconductor shipments. The Ministry of Trade, Industry and Ener
-
Japan's Sojitz to import rare earth yttrium from Malaysia
Japanese trading house Sojitz will start procuring yttrium from Malaysia as early as 2027, seeking to diversify sources of the key rare-earth element away from China. Yttrium is a key rare earth eleme
-
Kioxia expects net profit to surge 15-fold to $8.7 billion this quarter
Kioxia Holdings expects its consolidated net profit to surge 15-fold year on year to 1.36 trillion yen ($8.7 billion) in the October-December quarter of 2026, driven by robust demand for semiconductor
-
Musk retweeted that the Terafab project is progressing well, with an executive stating they had never seen such execution speed in the semiconductor industry.
Musk retweeted @tslaming's post, stating that the Terafab project is progressing well. The tweet cited a report from South Korean publication The Elec, in which a South Korean supplier executive state
-
Japan's chip exports surged 41% in April-September, driven by AI boom and soaring memory prices
Japan's chip exports surged 41% on the year in the April-September period in value terms, government data shows, with export prices for some memory products surging roughly fivefold on strong AI data
-
White House: U.S. and Finland Sign MOU on Technology Prosperity Deal
The White House announced that the U.S. and Finland have signed a Memorandum of Understanding (MOU) on a Technology Prosperity Deal, aiming to enhance collaboration in strategic science and technology
-
Samsung Electronics' Q3 operating profit surged 780% to a record 107.4 trillion Korean won, but its stock price still fell over 5% due to the semiconductor division's weaker-than-expected performance.
Samsung Electronics' third-quarter operating profit surged 780% to 107.4 trillion Korean won (approximately $80.5 billion), marking the first time a tech company's quarterly operating profit has excee
-
US September Goods Trade Deficit Widens to $134.9 Billion, Largest Since March 2025, Driven by AI Data Center-Related Capital Goods Imports
The US goods trade deficit widened 2.1% to $134.9 billion in September, marking its largest level since March 2025. This exceeded economists' expectations of $130.2 billion. Imports rose 2.4%, primari
-
Bloomberg: Prices for "super metals" used in nuclear energy, semiconductors, and other fields are soaring, with Freeport, the world's largest producer, considering increasing output.
Bloomberg: Prices for "super metals" used in nuclear energy, semiconductors, and other fields are soaring, with Freeport, the world's largest producer, considering increasing output.
-
South Korea activates KOSPI buy-side sidecar as index rises 4.54%
South Korea's bourse operator activated a buy-side sidecar for the benchmark Korea Composite Stock Price Index (KOSPI) as the index rose sharply by 4.54% to 5,894.26 points, suspending program trading
-
South Korean stocks opened sharply higher on Wednesday, with the KOSPI index rising 3.26% to 5,822.07 points, primarily boosted by a resurgence in AI optimism and strong semiconductor earnings from SK Hynix, while tracking overnight gains on Wall Street.
South Korean stocks opened sharply higher on Wednesday, with the KOSPI index rising 3.26% to 5,822.07 points, primarily boosted by a resurgence in AI optimism and strong semiconductor earnings from SK
-
Leading enterprises in semiconductor packaging and testing, chip design, glass substrates, and advanced packaging equipment
The 24th China Semiconductor Packaging and Testing Technology and Market Annual Conference (referred to as the "Packaging and Testing Annual Conference") will be held in Nanjing from November 4-6. Lea
-
Samsung Electronics Chairman Lee Jae-yong marked four years in his role on Tuesday
Samsung Electronics Chairman Lee Jae-yong marked four years in his role on Tuesday, as the company forecasts its biggest quarterly profit. This represents a dramatic reversal from the semiconductor do
-
Laura Alfaro, Chief Economist and Economic Advisor at the Inter-American Development Bank (IDB)
Laura Alfaro, Chief Economist and Economic Advisor at the Inter-American Development Bank (IDB), stated on Tuesday that South Korea should set aside some of the revenue from its chip boom as reserves
-
South Korea's economy grew a surprising 1% in the third quarter
South Korea's economy grew a surprising 1% in the third quarter, more than three times faster than expected, driven by booming semiconductor exports and investment. Preliminary data released Tuesday s
-
From January to September, profits in China's electronics industry surged by 1.0 times year-on-year
From January to September, profits in China's electronics industry surged by 1.0 times year-on-year, driving a 9.6 percentage point increase in profits for all industrial enterprises above designated
-
Applied Materials announced it will increase its strategic investment in Dutch semiconductor packaging equipment supplier BE Semiconductor Industries (Besi), raising its stake to approximately 20%.
Applied Materials announced it will increase its strategic investment in Dutch semiconductor packaging equipment supplier BE Semiconductor Industries (Besi), raising its stake to approximately 20%.
-
U.S. equity sector ETFs mostly closed higher on Monday (October 26), with the Semiconductor ETF rising 2.74%
U.S. equity sector ETFs mostly closed higher on Monday (October 26), with the Semiconductor ETF rising 2.74%. The Technology Sector ETF, Global Technology Index ETF, Industrial Select Sector SPDR Fund
-
this group collectively net sold approximately 14.83 billion KRW in Samsung Electronics and SK Hynix between October 1 and 20
According to an analysis of holdings of approximately 7,900 high-net-worth Korean investors (with financial assets exceeding 3 billion KRW) commissioned by the *Seoul Economic Daily* to major brokerag
-
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
Digital Currencies: Definition, Types, and Key Characteristics
-
2
WTWOOL Coin Trading Guide: Understanding How to Buy and Sell Wolf Town Wool Tokens and Their Exchange Listings
-
3
BNB is priced at approximately $705, down over 60% from its all-time high. What is its long-term value outlook?
-
4
OneKey founder Yishi warns: Some older iPhone models have unfixable chip vulnerabilities, endangering seed phrase storage security.
-
5
XRP Long/Short Critical Point: The Battle to Defend the $1.30 Support and the Resurgence of ETF Expectations
-
6
SHARD: Current Status and Future Prospects — Multi-chain DeFi Ecosystem, Shutdown Signals, and Conflicting Data
-
7
OKX App Official Download Guide: Explore Lite Version and Latest Features
-
8
How to Get Ethereum: A Guide to Buying, Staking, and Secure Storage
-
9
Bitcoin Exchange Platform Guide: Key Platforms and Selection Considerations for 2024
-
10
EBEN Token: Green Ben Token Analysis and Market Status
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!
