Faster global financial news!
Semiconductor
-
Micron Stock Drops 27% Since Mid-June Amid Broader AI Spending Skepticism, Despite Strong Q3 Sales Growth of 345%
A recent analysis suggests that Micron Technology's stock has fallen 27% since mid-June, driven by general investor skepticism about the sustainability of artificial intelligence (AI) spending, rather
-
Bank of America's July Global Fund Manager Survey shows that 45% of respondents view the AI bubble as the biggest tail risk, up from 28% last month.
The ratio has replaced "second wave of inflation" as the top concern. The survey also points out that global semiconductor long positions are currently the most crowded trade in the market. Furthermor
-
Apple is testing memory chips from Chinese semiconductor maker CXMT for iPhones and MacBooks.
According to the Wall Street Journal, Apple is testing memory chips from Chinese semiconductor maker CXMT across several product lines, including iPhones and MacBooks. This move could potentially expa
-
iShares Semiconductor ETF (SOXX) Beats VanEck Semiconductor ETF (SMH) by Over 20 Points YTD 2026
The iShares Semiconductor ETF (SOXX) has returned 80.24% year-to-date in 2026, outperforming the VanEck Semiconductor ETF (SMH), which returned 59.86% over the same period. This significant 20.4 perce
-
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.
-
Sands Capital stated in its Q2 2026 investor letter that TSMC (TSM) remains a critical bottleneck in cutting-edge semiconductor manufacturing, and its manufacturing leadership, pricing power, and strategic position in the AI supply chain are expected to support long-term growth.
Sands Capital noted that TSMC's Q1 2026 revenue met expectations, gross margin exceeded expectations, and guidance implied continued strong performance throughout the year. The company remains the sca
-
South Korea and Taiwan surpassed Japan in total exports for the first time in H1 2026, driven by surging AI-related semiconductor demand, according to Nikkei analysis.
South Korea and Taiwan each surpassed Japan in total exports for the first time during the first half of 2026, benefiting from surging demand for semiconductors, particularly from companies like South
-
China's exports rose 23.9% year-on-year in July, while imports increased by 27.5%. The trade surplus reached $112.5 billion, with the value of semiconductor exports nearly doubling year-on-year.
Data released by the General Administration of Customs of China on August 7 showed that in July (denominated in US dollars), exports increased by 23.9% year-on-year, lower than the previous value of 2
-
White House Announcement: U.S. President to adjust imports of polysilicon and its derivatives, setting a minimum import price and imposing a 15% tariff.
The President of the United States announced, through a proclamation, adjustments to the import policy for polysilicon and its derivatives, in response to national security threats posed by foreign co
-
24/7 Wall St. analysts gave onsemi (ON) a "buy" rating with a price target of $115, expecting its AI data center revenue to double by 2026.
Analysts have set a price target of $115.02 for ON Semiconductor (ON), implying a 43.05% upside from its current price of $80.40, with a 90% confidence level. This rating is based on the company's pro
-
Emerald Wealth Partners stated in its Q2 2026 investor letter that ASML's (ASML) monopoly in advanced lithography is one of its most enduring competitive advantages, and the efficiency improvements of its machines are fundamental to the progress of AI and other applications.
Emerald Wealth Partners noted that ASML rose 51.0% in the Q2, contributing 156 basis points to the strategy, benefiting from the optimistic sentiment in the semiconductor industry. The company believe
-
Elon Musk addresses memory-chip stock concerns during SpaceX earnings call, potentially alleviating worries about AI capex sustainability and semiconductor oversupply.
Elon Musk addresses memory-chip stock concerns during SpaceX earnings call, potentially alleviating worries about AI capex sustainability and semiconductor oversupply.
-
JPMorgan Chase: Recent 25-30% Plunge in Asian Tech Stocks is a Market Misjudgment, Now is the Time to Buy; Expect Continuous EPS Upgrades and Hyperscale Cloud Service Providers' Capex to Increase to $1.49 Trillion by 2027
In its Asia Tech Strategy report published on August 5, JPMorgan Chase noted that despite the recent cumulative decline of 25% to 30% in Asian tech stocks and the Philadelphia Semiconductor Index, the
-
A-shares opened lower and then rose, with the STAR 50 Index surging 4%, and the semiconductor industry chain exploding; Hong Kong's tech stocks collectively fell.
On August 5th, the A-share market opened lower and then rose, with the STAR Market 50 Index once surging over 4% during the session, and sectors such as semiconductor materials, semiconductor equipmen
-
SoftBank Group shares surge over 10%, with SK Hynix and Samsung Electronics also gaining significantly, as Asian tech stocks rally on Wall Street's AI optimism
Asian technology stocks surged on Wednesday, tracking a strong overnight rally on Wall Street driven by robust corporate earnings and optimism surrounding artificial intelligence and growth stocks. So
-
Navitas Semiconductor (NVTS) stock price rose over 6% to $11.52 on Monday, but is still down over 24% within the month.
Shares of semiconductor company Navitas Semiconductor (NVTS) rose over 6% on Monday (August 3), closing at $11.52. Despite the rebound, the stock is still down over 24% in the past month and remains w
-
VanEck Semiconductor ETF (SMH) is up 50% in 2026, despite a recent 20% pullback from its high
An analysis suggests the VanEck Semiconductor ETF (SMH) could be a smart "buy the dip" opportunity, as it tracks the MVIS US Listed Semiconductor 25 index and provides exposure to major chip designers
-
NVIDIA's Q1 FY2027 data center sales accounted for 92% of total revenue; CEO Jensen Huang is optimistic about AI growth, expecting the semiconductor industry to expand 5 to 10 times.
NVIDIA reported total revenue of $81.6 billion for the first quarter of fiscal year 2027, which ended on April 26, 2026, with data center sales reaching $75.2 billion, accounting for a high 92% of the
-
Analysis indicates that the MSCI Asia Pacific Index has fallen by approximately 10% from its June 22 high, which could be a negative factor for the semiconductor index, as investors are concerned that AI hyperscalers will reduce capital expenditure.
The analysis indicates that global semiconductor stocks are experiencing a sell-off, with investors concerned that major artificial intelligence (AI) hyperscalers may not see sufficient returns on the
-
Semiconductor stocks fall, PHLX Semiconductor Index down 2%, on fears of increased competition from China's AI advancements
US-listed shares of Micron Technology and SK Hynix tumbled around 4%, while Nvidia dropped 1% and AMD fell over 2%. This follows Alibaba's unveiling of its Qwen3.8-Max AI model and a research firm not
-
Fundsmith Q2 2026 Investor Letter: Names TSMC (TSM) as New Tech Holding, Citing Unrivaled Technological Leadership in Semiconductors
London-based investment management firm Fundsmith highlighted in its Q2 2026 investor letter that it has added Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) as a new technology holding
-
JPMorgan Chase strategist Michael Cembalest is "cautious" on AI stocks, citing the risk of semiconductor stocks rising while hyperscale cloud service providers stagnate
JPMorgan Chase strategist Michael Cembalest, in his July 22 "Eye on the Market" report, stated that he is turning "cautious" on the technicals of the U.S. stock market given recent trends in artificia
-
Analysis points out that the Philadelphia Semiconductor Index has fallen over 22% from last month's high, but TSMC (TSM) remains a chip stock to watch. The company recently raised its 2026 capital expenditure guidance by $8 billion to $62 billion and expects significant growth in the coming years.
The analysis emphasizes that despite the recent pullback in the semiconductor sector, TSMC, the world's largest contract chipmaker, holds investment value due to its technological leadership and scale
-
China's CXMT Considers Second Memory Chip Plant in Beijing, in Financing Talks with Government-Backed Hub
China's CXMT is reportedly considering building a second memory chip plant in Beijing and is currently engaged in financing talks with a local government-backed technology and manufacturing hub for th
-
People familiar with the matter said that U.S. officials have delayed approving the U.S. chip-making equipment needed by SK Hynix to expand production in China.
People familiar with the matter said that U.S. officials have delayed approving the U.S. chip-making equipment needed by SK Hynix to expand production in China.
-
AI is transforming semiconductor manufacturing, helping engineers optimize processes and accelerate chip development
AI is transforming semiconductor manufacturing, helping engineers optimize processes, catch problems earlier, and make better decisions across the full chip manufacturing lifecycle. Accelerated comput
-
CNBC Santoli: Defensive Stock Rotation Alone Cannot Sustain AI Bull Market; Tech Stocks Still Need to Recover
CNBC commentator Mike Santoli believes that for the AI-driven bull market to continue its ascent, technology stocks almost certainly need to recover. He noted that in recent weeks, a shift of funds to
-
China's leading EDA firm, Empyrean Technology, has acquired a 50.38% stake in Easy-Logic Technology for 218.8 million yuan (US$33 million) to strengthen its technological self-sufficiency and support Huawei's semiconductor development.
China's leading EDA firm, Empyrean Technology, has acquired a 50.38% stake in Easy-Logic Technology for 218.8 million yuan (US$33 million) to strengthen its technological self-sufficiency and support
-
South Korea targets 'world's highest performance' sovereign AI model with 4.7 trillion won investment, part of record 2027 budget
South Korean President Lee Jae Myung unveiled the country's largest ever budget on Monday, pledging to "boldly invest in AI and future growth engines." The 2027 budget will rise 12.8% to 820.9 trillio
-
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
-
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
Lombard (BARD) Token Analysis: Value, Investment Potential, and Risk Assessment
-
2
SKL (SKALE): Ethereum Scaling, AI Agent Deployment, and Governance Dynamics Analysis
-
3
A Rundown of Major Global Crypto Exchanges and Fee Comparison: How to Choose a Low-Cost Platform?
-
4
WSI Token: Role and Future Outlook of the WeSendit Decentralized File Sharing Platform
-
5
What is the price of XRP in RMB? Latest market trends and recent developments
-
6
The Digital Currency Era: Fintech's Opportunities and Challenges Coexist
-
7
EPICHERO Token: Current Status and Future Outlook of the 3D NFT Gaming Project
-
8
NEBL Coin Analysis: Positioning, Mechanics, and Market Status of the Neblio Platform Token
-
9
Ethereum Foundation: The Behind-the-Scenes Supporter and Growth Driver of the Ethereum Ecosystem
-
10
How to Buy Shiba Inu (SHIB): Exchange Platforms and Step-by-Step Guide
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!
