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Semiconductor
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YMTC is forecast to boost NAND output by nearly 25% to 2.50 million wafers in 2027, driven by its third plant in Wuhan
China’s Yangtze Memory Technologies (YMTC) is forecast to increase its annual NAND wafer output by 486,000 wafers, from 2.01 million this year to 2.50 million in 2027. This expansion, expected by mark
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JPMorgan Chase Asset Management: South Korea Needs to Broaden Semiconductor-Led Rally into a Wider "Korea Play" to Attract Lasting Foreign Capital
Alexander Treves, Managing Director and Head of Investments at JPMorgan Chase Asset Management, stated that for the South Korean market to attract more sustained capital inflows, it needs broader earn
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Richardson Electronics anticipates revenue, profit margins, and operating income to grow in fiscal year 2027, driven by semiconductor and energy demand.
Wendy Diddell, the company's Chief Operating Officer, stated that growth will primarily be driven by stronger demand for semiconductor wafer fabrication, wind turbine products, and the battery energy
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Bank of America analysts warn the Philadelphia Semiconductor Index (SOX) could face approximately 10% downside risk, while simultaneously raising their total addressable market (TAM) forecast for AI data centers to $2.2 trillion by 2030.
Bank of America analyst Vivek Arya noted that despite fundamentals suggesting otherwise, the Philadelphia Semiconductor Index (SOX) could face a further downside risk of approximately 10%. Reasons cit
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Intel CFO: 14A Process Defect Rate Decline Fastest Since 22nm, Customers Shifting from Evaluating Technical Data to Inquiring About Capacity Allocation
Intel CFO David Zinsner stated at Deutsche Bank's 2026 Technology Conference that the defect density of the company's 14A (1.4-nanometer class) process is decreasing faster than expected, marking its
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SpaceX is hiring a natural gas trader to build a new trading team, supporting its growing fuel and power needs including a planned gas-fired power plant for a Texas semiconductor facility.
The move aims to secure fuel and power for SpaceX's operations, including a massive semiconductor manufacturing facility it is developing in Texas with Tesla. SpaceX's Starship rocket uses super-chill
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Investment management firm The London Company listed Entegris (Nasdaq:ENTG) as a major contributor in its Q2 2026 investor letter, stating that it benefited from improved semiconductor demand and accelerated AI investments.
The London Company's "Small/Mid Cap Strategy" noted that Entegris benefits from improving semiconductor demand, accelerated AI investments, and increased fab utilization. The company also stated that
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Analysis indicates that ASML is poised to be the biggest winner in the AI memory boom, with memory-related system sales projected to grow by 75% in 2026.
The Motley Fool's analysis suggests that ASML Holding (ASML), a Dutch semiconductor equipment manufacturer, is poised to be the biggest winner in the AI-driven memory market. ASML management noted in
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The Donald Trump administration is reportedly considering a new round of tariffs on semiconductors and related tech products, including laptops and data center servers.
The Donald Trump administration is reportedly considering new tariffs on semiconductors and a broader range of tech products, including laptops, data center servers, and gaming hardware, according to
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Goldman Sachs expects China's semiconductor capital expenditure to reach $82 billion by 2030, with CXMT (CXMT) potentially meeting 50% of China's DRAM demand by 2028.
Goldman Sachs stated in a report that China's efforts towards semiconductor self-sufficiency are expected to accelerate as AI demand drives investment in advanced chips, memory, and manufacturing capa
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India launches "Semicon 2.0" semiconductor plan, proposing a $13.4 billion investment to accelerate chip industry development.
The Indian government is accelerating its semiconductor industry development plan, with chip-related imports projected to reach $240 billion by 2035. As part of this initiative, Indian Prime Minister
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Seoul's Kospi index opened sharply higher, rising 2.34% to 6,967.45 points, as Nvidia's robust earnings eased semiconductor demand slowdown worries.
Seoul's Kospi index opened sharply higher, rising 2.34% to 6,967.45 points, as Nvidia's robust earnings eased semiconductor demand slowdown worries.
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Nikkei rises 0.7%, led by chip stocks, after strong NVIDIA results ease worries about AI spending sustainability
The Nikkei 225 rose 0.7% to 66725.13 points. Among them, Kioxia Holdings rose 5.9%, SoftBank Group rose 2.8%, and Tokyo Electron rose 3.0%. The USD/JPY exchange rate was 159.17, compared to 159.06 at
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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
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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
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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
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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
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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
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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
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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.
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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
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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
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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
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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
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Report: Samsung Electronics' HBM4/HBM4E production may double next year, with product占比 rising from 40% to 80%.
Samsung Electronics plans to at least double the actual production of HBM4 and HBM4E next year compared to this year, according to the Seoul Economic Daily. Concurrently, the proportion of the HBM4 se
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Goldman Sachs expects the chip industry boom to bring substantial cash to South Korean companies, with net cash flow potentially reaching 9.3% of GDP by 2027.
Goldman Sachs analysts stated that the boom in the chip industry is expected to bring substantial corporate cash to South Korean companies, with the extent of overseas earnings repatriation being a ke
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South Korea's exports surged 78% in the first 20 days of September to $71.4 billion, driven by strong semiconductor shipments
South Korea's exports surged 78% in the first 20 days of September to $71.4 billion, driven by strong semiconductor shipments
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Japanese chip equipment maker Screen Holdings plans to supply semiconductor cleaning equipment to India as early as next summer.
Japanese chip equipment maker Screen Holdings plans to supply semiconductor cleaning equipment to India as early as next summer.
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Japan's Sojitz plans chip material transport hub for Tata fab in India
Japanese trading house Sojitz plans to establish a specialized logistics center in India for semiconductor materials. The hub will be located near a chip fabrication plant currently under construction
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India's chip ambitions open door for Fujifilm, Tokyo Electron as Semicon India conference kicks off
India's chip ambitions open door for Fujifilm, Tokyo Electron as Semicon India conference kicks off
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Report: SK Hynix's Solidigm Considers Building First NAND Factory in the US
Solidigm, SK Hynix's NAND business platform, is reportedly considering a site on the U.S. East Coast for its first NAND mass production line. This move aims to extend its existing manufacturing capabi
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Korean media: Delivery times for critical semiconductor equipment components have more than doubled, with some extending up to 40 months.
According to industry sources cited by South Korea's *Electronic Times* on September 16, lead times for core components required in semiconductor manufacturing equipment have generally more than doubl
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Taiwan dollar, South Korea won strong among Asia currencies as AI booms
The currencies of South Korea and Taiwan are outperforming other Asian currencies, driven by the artificial intelligence and semiconductor boom. Meanwhile, the Indian rupee and Philippine peso have se
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Applied Materials to invest $5 billion in India over 10 years, doubling R&D workforce
U.S. semiconductor equipment maker Applied Materials announced on Thursday its plan to invest $5 billion in India over the next decade. This investment aims to expand its presence in the country, incl
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Japan and US in talks to build $19bn chip factory in US
Japan and the U.S. are negotiating to build a new semiconductor manufacturing plant in the U.S. as part of Japan's investment commitments under a tariff agreement with Washington. The project's total
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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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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.
Semiconductor
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XRP is testing the $1.50 resistance level, a key threshold that has capped its advances for roughly 230 days, with a break potentially leading to $1.80+
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JPMorgan CEO Dimon to Visit India This Week, Ramping Up Push for Deal Boom
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Seoul stocks rise 1.65% on chip gains despite Middle East tensions
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Binance Stock Trading Platform Adds 25 New Stocks
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Morgan Stanley’s Wilson Says US Stocks Risk 7% Drop in Near Term
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Novo Nordisk, the Danish pharmaceutical giant, saw its shares fall by 7% despite setting a $23 billion sales target for its weight-loss drug.
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A Hong Kong hotel has been put up for sale by Nanyang Commercial Bank for HK$1.87 billion after being taken over, reflecting a trend of converting hotels into student dormitories.
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US equity futures rise, led by AI stocks; oil prices fall over 2% to around $101; US Treasury yields decline; US and Chinese officials discuss AI national security "notification mechanism."
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Commodities trader Trafigura plans to float its supertanker arm Volare Shipping in Oslo, marking the business's first IPO
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