Faster global financial news!
Semiconductor
-
Goldman Sachs Analysts: Tech Stocks Under Pressure from Triple Whammy of Credit Markets, Supply Chains, and Policy; Philadelphia Semiconductor Index Forward P/E Compressed from 22x to 15x
Rich Privorotsky, head of the Goldman Sachs One-Delta trading desk, noted that the recent sell-off in tech stocks (such as NVIDIA's seven consecutive trading days of decline) is not the end of the AI
-
Broadcom's AI orders exceed $30 billion, Micron Technology locks in approximately $100 billion in memory revenue through five-year agreement
Broadcom's AI semiconductor orders exceeded $30 billion in the second fiscal quarter, with AI semiconductor revenue growing 143% year-over-year to $10.8 billion. The company expects AI chip revenue to
-
LG Chem plans W15tr R&D push beyond petrochemicals, focusing on semiconductors, mobility, and batteries
The company aims to invest 15 trillion won ($10.8 billion) in research and development through 2035, with about 70% earmarked for future growth sectors, as it transforms into a materials powerhouse. I
-
China's A-share ChiNext index once fell more than 2% in early trading, with semiconductor stocks collectively declining; the Hong Kong Hang Seng Tech Index was under pressure, and XPeng Motors fell more than 7%.
China's A-share ChiNext index once fell more than 2% in early trading, with semiconductor stocks collectively declining; the Hong Kong Hang Seng Tech Index was under pressure, and XPeng Motors fell mo
-
The U.S. is pressuring South Korean semiconductor companies to build factories in the U.S., and for the first time, has expressed dissatisfaction with South Korea's 800 trillion won "Honam Semiconductor Cluster Plan."
According to an August 25 report by South Korea's Chosun Ilbo, the U.S. recently explicitly requested South Korean semiconductor companies to build memory semiconductor production facilities in the Un
-
Semiconductor stocks slide ahead of NVIDIA earnings, with Intel down 5%, AMD 4%, and Taiwan Semiconductor 3%
Intel, AMD, and Taiwan Semiconductor shares fell 5%, 4%, and 3% respectively on Monday, as traders trimmed exposure to chip stocks two sessions before NVIDIA reports its second-quarter fiscal 2027 res
-
Semiconductor stocks drag S&P 500, Nasdaq lower as Sandisk, Micron drop sharply on rumors Trump admin may allow Apple to source chips from China's CXMT.
Semiconductor stocks drag S&P 500, Nasdaq lower as Sandisk, Micron drop sharply on rumors Trump admin may allow Apple to source chips from China's CXMT.
-
Guinness Global Innovators Fund noted in its Q2 2026 investor letter that KLA (KLAC) benefited from advanced node, high-bandwidth memory, and advanced packaging demand, with its stock price increasing by 105.2% during the quarter.
Guinness Global Innovators Fund stated in its Q2 2026 investor letter that KLA Corporation (NASDAQ:KLAC) plays a critical role in the increasing complexity of semiconductor manufacturing. The fund bel
-
Guinness Global Innovators Fund reports Lam Research (LRCX) expects strong growth to extend into 2027, driven by accelerating AI spending
In its Q2 2026 investor letter, Guinness Global Innovators Fund highlighted Lam Research Corporation (NASDAQ:LRCX), a leading semiconductor equipment company. The fund noted that Lam Research's manage
-
Broadcom's AI revenue reached $10.8 billion in the second fiscal quarter, a 143% year-over-year increase, four times Marvell Technology's revenue for the entire quarter.
Broadcom (AVGO) reported second-quarter revenue of $22.19 billion, a 47.87% year-over-year increase, with AI semiconductor revenue reaching $10.8 billion, up 143% year-over-year. The company's CEO, Ho
-
Samsung discloses three-phase HBM roadmap, with the ultimate goal of zHBM architecture achieving 70% power reduction and 230% bandwidth improvement.
Samsung disclosed its three-phase roadmap for HBM evolution at the Hot Chips technology conference, with the ultimate goal of the zHBM architecture. This architecture aims to vertically stack DRAM dir
-
Goldman Sachs: AI trading momentum is fading, and the semiconductor and AI composite sector is shifting from long to short, recommending a pivot to European and Japanese bank stocks, gold, and copper mining stocks, among other hard assets.
Goldman Sachs senior trader Natasha Tiwana noted in her latest report that the momentum structure of the AI theme has undergone a fundamental shift, with the semiconductor and AI composite sector in t
-
ITOCHU Techno-Solutions Partners with Top Taiwanese IT Service Provider to Support Taiwanese Chip-Related Companies Expanding into Southern Kyushu, Japan
Itochu Techno-Solutions (CTC), a subsidiary of Japan's Itochu Corporation, is collaborating with Taiwan's largest IT service provider to assist Taiwanese semiconductor-related companies and other ente
-
AMD announces it will invest over $10 billion in Taiwan to expand its advanced chip packaging and AI system supply chain.
AMD plans to invest over $10 billion in Taiwan by 2029 for advanced chip packaging, chip substrates, and manufacturing capabilities for complete AI systems. This move aims to ensure that its rapidly g
-
Samsung Electronics' labor union plans to hold a rally in Seoul on Friday afternoon to protest the widening pay gap with its semiconductor division.
The union primarily represents employees in Samsung's consumer device business, with its members concentrated in the Device eXperience (DX) division. The rally takes place against a backdrop where an
-
Economists warn Taiwan's AI-fueled 11.05% GDP growth forecast for 2026 is likely unsustainable, citing risks from capex slowdowns and semiconductor concentration
Taiwan's statistics agency recently projected an 11.05% GDP growth for 2026, an increase from its 9.64% forecast in May. However, economists from Maybank, Tiger Fund Management, BMI, EIU, and UOB sugg
-
South Korea's Exports Jumped 56% in Early August, Driven by Strong Chip Shipments
South Korea's exports surged 56% from a year earlier over the first 20 days of August, reaching $55.2 billion, customs data showed. This marks the highest level for the 20-day period for any August, w
-
Billionaire Stanley Druckenmiller's Duquesne Family Office Liquidated Micron, Intel, and Broadcom in Q2, Initiating New Positions in AI Infrastructure Stocks Equinix and Lam Research
Stanley Druckenmiller's Duquesne Family Office sold off its entire holdings in Micron,
-
Japan's exports in July accelerated for the fifth consecutive month, growing by 23.2%, exceeding market expectations, thanks to strong chip shipments.
Japan's exports in July rose 23.2%, exceeding economists' median forecast of 19.9% in a Reuters poll, marking the fastest growth since October 2022. Among these, the value of semiconductor equipment s
-
Chip stocks were under pressure and fell on Wednesday, with Dell and Seagate seeing significant declines; analysts remain optimistic about the future market.
Semiconductor stocks faced renewed pressure on Wednesday (August 19) as the AI trade lost some of its luster and investors rotated into other areas of the market. Among them, server manufacturer Dell
-
ASML Stock Retreats for Second Straight Day After Two-Week Rally, Following Broader Chip Stock Decline on Wednesday
ASML Stock Retreats for Second Straight Day After Two-Week Rally, Following Broader Chip Stock Decline on Wednesday
-
Eagle Capital Management noted that Micron (MU) earnings have surpassed Apple and Microsoft, but it believes current earnings may overstate potential economic benefits.
In its Q2 2026 investor letter, Eagle Capital Management stated that Micron, as the sole DRAM memory producer in the US, has seen its profitability surge from thin margins to surpassing Apple and Micr
-
Analysts: China's economy is experiencing a K-shaped recovery, with industrial robot, electric vehicle, and semiconductor output growing by at least 20% year-on-year in July, expected to continue driving AI stocks.
Analysts say China's K-shaped economic recovery will likely prompt investors to continue betting on artificial intelligence (AI) stocks. The latest data shows the tech sector remains a key driver of g
-
One trader made a massive bet against chip stocks on Monday
The biggest single options trade in the entire market Monday was a $129 million bet against the VanEck Semiconductor ETF (SMH), indicating a bearish stance against the sector.
-
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
Bitcoin Leveraged Trading Analysis: Definition, Operations, and Risk Management
-
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
SKL (SKALE): Ethereum Scaling, AI Agent Deployment, and Governance Dynamics Analysis
-
6
The Digital Currency Era: Fintech's Opportunities and Challenges Coexist
-
7
FLOKI Token Burn Mechanism Analysis and Price Outlook: Can it Reach $1?
-
8
Ethereum falls to a three-year low of $1,571, down approximately 68% from its all-time high.
-
9
What is the price of XRP in RMB? Latest market trends and recent developments
-
10
Ethereum Foundation: The Behind-the-Scenes Supporter and Growth Driver of the Ethereum Ecosystem
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!
