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Semiconductor
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South Korea's Industry Ministry Denies Semiconductors Are First Project for US Investment Commitments
The ministry on Tuesday denied a local newspaper report that Seoul had initially considered semiconductors as the first strategic investment project in the US under its investment commitments.
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Western Digital shares jump 7% after Trump administration signals preference for US-based semiconductor memory suppliers over Chinese firms
Shares of computer hard-drive manufacturer Western Digital (NASDAQ: WDC) rose 7% today. The surge follows comments from Trump Commerce Secretary Howard Lutnick, who told The Wall Street Journal that t
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Tech stocks seek gains at open, Nasdaq fluctuates, Dow and S&P 500 fall
U.S. stocks were mixed at Monday's open, with the Dow Jones Industrial Average and S&P 500 falling, while the tech-heavy Nasdaq Composite fluctuated. The technology sector was one of the few gainers,
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Ingenic Semiconductor launches Hong Kong IPO to raise up to HK$3.22 billion (US$410.4 million), joining wave of mainland China chipmakers
The Beijing-based company, already listed on Shenzhen's ChiNext board since 2011, is offering 31.29 million H shares at up to HK$102.80 each. Trading is expected to commence on August 25.
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China's A-shares saw a collective rise in the morning session across the three major indices, with the semiconductor industry chain pulling up, while Kweichow Moutai fell by nearly 4%; Hang Seng Index and Hang Seng Tech Index in Hong Kong stocks rose by over 1%, and the container shipping index surged by 10%.
China's A-share market fluctuated upwards in early trading today, with the Shanghai Composite Index rising 0.15%, the Shenzhen Component Index rising 0.17%, and the ChiNext Index rising 0.14%. The sem
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Several large Wall Street hedge funds increased their holdings in TSMC (TSM) by over 600,000 shares in the second quarter, while divesting more than 240,000 shares of Broadcom (AVGO).
According to the latest Q2 13F filings, major hedge funds such as David Tepper's Appaloosa, Dan Loeb's Third Point, and Stanley Druckenmiller's Duquesne Family Office significantly adjusted their semi
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Morgan Stanley: NVIDIA is transforming into an AI infrastructure "financial partner," new revenue-sharing model could bring $500 billion annual revenue pool, FY28 EBIT expected to increase by 60%
Morgan Stanley analyst Joseph Moore likened NVIDIA's model of providing credit endorsements to emerging AI cloud service providers (neoclouds) in exchange for a share of cloud revenue to "financial in
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India PM Modi Vows Up to 8 New Chip Plants in 7-8 Years and 5 Nuclear Reactors, Targeting 100 GW Nuclear Power by 2047
India PM Modi Vows Up to 8 New Chip Plants in 7-8 Years and 5 Nuclear Reactors, Targeting 100 GW Nuclear Power by 2047
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Wingtech Technology's revenue for the first half of 2026 decreased by 94.02% year-on-year to 1.514 billion yuan, and the net profit attributable to the parent company turned into a loss of 406 million yuan, due to the divestiture of its product integration business to focus on semiconductors.
Wingtech Technology reported revenue of 1.514 billion yuan in the first half of 2026, a year-on-year decrease of 94.02%. The net profit attributable to the parent company was a loss of 406 million yua
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Polen Capital initiates position in Taiwan Semiconductor (TSM), citing its role as a dominant pure semiconductor foundry benefiting from the AI cycle
In its Q2 2026 investor letter, Polen Focus Growth Strategy stated that Taiwan Semiconductor Manufacturing Company (TSM) is the dominant pure semiconductor foundry globally, benefiting from the curren
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Samsung hires AI and data specialists Han Bo-hyung and Hahn Tai-rin to boost semiconductor AI integration
Samsung Electronics has recruited deep learning and vision AI researcher Han Bo-hyung as a fellow, and former Meta data engineering specialist Hahn Tai-rin as an executive vice president. The move aim
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TCW Concentrated Large Cap Growth Fund listed KLA Corporation (KLAC) as a new holding in its Q2 2026 investor letter, believing the company will benefit from semiconductor chip complexity.
The fund noted that KLA Corporation, as a developer and manufacturer of advanced process control solutions for semiconductor chip manufacturing, produces products that help accelerate chip development
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China's memory chip giant CXMT surpasses Tencent in market value, becoming the highest market cap company in China's A+H share market.
On Thursday's close, CXMT's market capitalization reached 3.54 trillion yuan, surpassing Tencent (3.44 trillion yuan) for the first time, making it the highest-valued listed company in mainland China
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Hua Hong Grace Q2 revenue hit a record high of US$717.5 million, with net profit surging 386% year-on-year; Q3 revenue guidance up to US$780 million.
Chinese semiconductor foundry Hua Hong Grace announced its Q2 2026 results, with quarterly sales revenue increasing by 26.8% year-on-year to a record high of $717.5 million; net profit attributable to
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Jim Cramer to Host Semiconductor-Themed Conference Call on Thursday; Article Lists Performance of Five Key Companies Including NVIDIA, AMD
CNBC host Jim Cramer will host a semiconductor-themed CNBC Investing Club conference call on Thursday at noon. The article notes that the AI capital expenditure cycle is in its hottest phase in two ye
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The Motley Fool analysis highlights memory supply shortage duration as key question for Micron Technology stock
The Motley Fool's analysis points out that the biggest question for Micron Technology (MU) stock is how long the current supply shortage in memory and storage products will last. While Micron's stock
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Tesla and SpaceX have pledged to invest $16.8 billion in building a semiconductor factory in Texas, an investment more than four times Tesla's annual profit ($3.8 billion), aiming to produce chips for Optimus robots and space data centers.
Tesla and SpaceX have pledged to invest $16.8 billion in building a semiconductor factory in Texas, an investment more than four times Tesla's annual profit ($3.8 billion), aiming to produce chips for
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Healthcare Stocks Increasingly Trade Opposite to Tech, Showing Negative Correlation with Semiconductor ETFs
A Wall Street Journal analysis, citing FactSet data, indicates that large-cap pharmaceutical and health insurance stocks have moved into negative correlation with semiconductor exchange-traded funds i
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Samsung Electronics is stepping up its recruitment efforts at U.S. universities, with plans to hold campus recruiting events at Texas A&M University, the University of Illinois Urbana-Champaign, and the University of Wisconsin-Madison.
Samsung Electronics is actively deepening its cooperation with engineering schools in the United States, aiming to establish a talent pipeline for its semiconductor business. This move comes as the co
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Brown Advisory reports ASML, a key enabler of leading-edge semiconductor manufacturing, benefits from AI infrastructure buildout
Investment management firm Brown Advisory noted in its Q2 2026 investor letter that ASML Holding N.V. (ASML) plays a critical role in leading-edge semiconductor manufacturing due to its monopolistic p
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China is using its capital markets to fund its AI and chip competition with the US, with CXMT's record-breaking Shanghai listing being a prominent example of this strategy.
According to Bloomberg, China is turning the power of its $28 trillion stock and bond markets to fund its technological competition with the United States. Changxin Memory Technologies (CXMT) surged 4
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South Korean government establishes a 5 trillion won semiconductor fund and provides 5 trillion won in trade financing, accelerating the 576 trillion won "super project."
The South Korean government announced the establishment of a 5 trillion won semiconductor-specific fund, focusing investments on chip materials, components, equipment companies, and fabless design com
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Global chipmaker TSMC's July sales surged 44.7% year-on-year to $14.5 billion, driven by strong AI demand.
TSMC announced its July revenue was NT$467.58 billion (approximately US$14.5 billion), a year-over-year increase of 44.7%, exceeding the company's full-year revenue growth guidance of 40%. As a chip s
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Sony and TSMC to invest $6.3bn in advanced next-generation image sensor plant in Kumamoto, targeting 2029 production
Sony and TSMC to invest $6.3bn in advanced next-generation image sensor plant in Kumamoto, targeting 2029 production. The two companies reached a basic agreement in May to cooperate on the development
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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.
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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
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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
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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
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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
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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
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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.
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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.
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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
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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
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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
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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
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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
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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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