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Semiconductor
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Goldman Sachs: China's AI Profit Pool Accelerates Concentration in Semiconductors, Q2 Semiconductor Sector Earnings Surge 150% QoQ to $23 Billion
Goldman Sachs research indicates that China's AI profit pool is increasingly concentrating in hardware, particularly semiconductors. In Q2 2026, the Chinese semiconductor sector's profits surged by ap
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Thai PM Anutin prioritizes Chinese investment to revive sluggish economy as he marks one year in office
Thai Prime Minister Anutin Charnvirakul is increasingly eyeing Chinese investment to revive a sluggish economy that lags in advanced industries such as semiconductors, as he marks one year in office.
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TSMC is considered a safer semiconductor investment than ASML due to its more reasonable valuation and ongoing diversification of geopolitical risks, according to analysis.
Yahoo Finance analysis indicates that despite ASML's monopoly in extreme ultraviolet (EUV) lithography machines, TSMC (TSM) holds a "quasi-monopoly" advantage in wafer foundry capabilities, particular
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Jim Cramer Advises Buying Applied Materials (AMAT) in Batches, Suggesting to Wait for a Further 10% Drop
On September 1, Mad Money host Jim Cramer remarked that Applied Materials (AMAT) shares are down $300 from their high. He advised investors to buy a small portion now and then wait for a potential fur
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South Korea's exports have reached $709.4 billion year-to-date, surpassing last year's full-year record, and are expected to exceed $1 trillion by early December.
According to Reuters on September 5, South Korea's total exports this year have reached $709.4 billion, surpassing the full-year record of $709.3 billion in 2025. The Korea Customs Service expects Sou
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Micron Jumps 5% and SanDisk 8% on Friday, Outperforming Broader Market Despite Strong Jobs Report Reviving Fed Rate Hike Odds
Micron Technology Inc. and SanDisk Corp. saw significant gains in early trading on Friday, with Micron up 5% and SanDisk up 8%, sharply outperforming the S&P 500 which slipped 0.2%. This surge occurre
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GLOBALFOUNDRIES (GFS) Reports Robust Q2 2026 CID Revenue Growth of Over 30% and Announces First-Ever Quarterly Cash Dividend
GLOBALFOUNDRIES (GFS), a leading global semiconductor manufacturer, reported a significant structural gross margin expansion of 300 basis points year-over-year and robust revenue growth of over 30% in
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Meridian Contrarian Fund Highlights PDF Solutions (PDFS) as Key Contributor in Q2 2026 Investor Letter; PDFS Shares Up 126.82% Over Past 52 Weeks
Meridian Contrarian Fund, managed by ArrowMark Partners, stated in its second-quarter 2026 investor letter that PDF Solutions, Inc. (NASDAQ:PDFS), a data analytics company serving the semiconductor in
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TSMC's equipment procurement demand has surged by 90% in six months, driven by AI demand, yet nearly 20 new fabs are still insufficient to meet it.
TSMC Senior Vice President and Co-Chief Operating Officer Cliff Hou revealed that the company's equipment demand has surged from baseline levels to 1.9 times between late last year and July this year,
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Andvari Associates highlights Texas Instruments (TXN) in Q2 2026 investor letter, noting its benefits from AI infrastructure build-out despite not being a pure-play AI company
Investment management firm Andvari Associates stated in its Q2 2026 investor letter that Texas Instruments, a semiconductor manufacturer, is likely receiving a temporary boost in profits and revenues
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Solvay to more than double Taiwan chip chemical output by 2026 amid AI boom, CEO says
Solvay to more than double Taiwan chip chemical output by 2026 amid AI boom, CEO says
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Trump administration revives push for semiconductor tariffs, pressuring Samsung and SK Hynix to build plants in the US or face overseas chip tariffs.
The Donald Trump administration has resumed its push for targeted semiconductor tariffs, aiming to pressure companies like Samsung Electronics and SK Hynix to expand production in the United States, o
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As of the end of August, the average return of China's public active equity funds was 7.67% for the first eight months, with only 7 products seeing their returns double. E Fund Supply-Side Reform claimed the top spot with a 130.85% return.
As of August 31st, the average net asset value return for active equity funds across the Chinese market was 7.67% for the first eight months, yet only seven products managed to double their returns. A
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Cantor Fitzgerald CEO Lutnick Says US Is Considering Semiconductor Tariffs
Cantor Fitzgerald CEO Lutnick Says US Is Considering Semiconductor Tariffs
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Cantor Fitzgerald CEO Lutnick says semiconductors will be built in America
Cantor Fitzgerald CEO Lutnick says semiconductors will be built in America
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JPMorgan Chase Report: NVIDIA Management Stated That If Not Supply-Constrained, FY28 Business Growth Could Have Exceeded 100%, Far Surpassing the Previous Target of 70%
JPMorgan Chase's latest report indicates that NVIDIA's management explicitly stated at recent investor meetings that the FY28 70% year-over-year growth framework is not a demand ceiling. If not constr
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The South Korean government has officially established the "Future Response Fund," with an estimated revenue of 162.3 trillion Korean Won next year.
The South Korean government has officially established the "Future Response Fund," which is projected to have an income of 162.3 trillion Korean Won next year, primarily from tax surpluses generated b
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South Korea's 2027 budget proposal will allocate 21.3 trillion won to the AI sector, nearly doubling its investment in semiconductors, physical AI, and data centers.
The South Korean government has announced in its 2027 budget proposal that it will allocate 21.3 trillion Korean Won to the AI sector next year, nearly doubling this year's 10.8 trillion Korean Won. T
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Micron's largest production base in Taiwan faces strike threat as workers demand one-time bonus equivalent to 83 months' salary.
Nearly 10,000 workers at Micron Technology's factories in Taoyuan and Taichung, Taiwan, are pushing for strike action after the company saw a surge in profits due to soaring AI memory demand. The unio
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South Korea's exports in August surged by 68.7% year-on-year to $98.25 billion, with semiconductor exports skyrocketing by 209% to a record high of $46.65 billion, resulting in a trade surplus of $34.75 billion.
South Korea's August exports surpassed market expectations with a 62.0% increase, extending the strong growth seen in July. Semiconductor exports exceeded the $40 billion mark for the third consecutiv
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Riverwater Partners Q2 Investor Letter: Semiconductor software company PDF Solutions (PDFS) returned 52% in Q2; the fund increased its stake during the share price pullback.
Riverwater Partners noted in its Q2 2026 investor letter that PDF Solutions, a provider of yield analysis and data software for semiconductor manufacturers, delivered approximately 52% returns in the
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MD Sass Q2 Investor Letter: Analog Devices (ADI) offers compelling entry point with AI-related revenue potentially contributing 1,000 bps growth
MD Sass Concentrated Value Strategy, a boutique asset management firm, stated in its second-quarter 2026 investor letter that it has added Analog Devices (ADI) to its portfolio. The firm believes ADI,
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Entegris (ENTG) shares surged 7.76% over the past month, driven by improving fab utilization and accelerating AI-driven semiconductor demand.
Hennessy Equity and Income Fund highlighted Entegris (ENTG) as its largest contributor year-to-date in its Q2 2026 investor letter, citing the company's benefits from improving fab utilization and acc
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Intel CFO says Ohio fab construction to accelerate; CEO previously subscribed to $12 million in stock.
Intel CFO David Zinsner stated at the Deutsche Bank Technology Conference on August 26 that the company will accelerate the construction of its Ohio wafer fab, aiming for completion in 2028 or 2029, a
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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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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
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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
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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%.
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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
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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
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SK Hynix confirmed on Monday that it will announce shareholder return measures along with its earnings report on Wednesday (October 28)
KB Securities noted in a research report published on October 26 that the P/E ratios of both Samsung Electronics and SK Hynix have fallen to approximately 3x, with foreign ownership dropping to its lo
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German chemical giant Henkel produces semiconductor adhesives, a critical yet often overlooked component in AI chips, at its plant in Songdo, South Korea. These materials help secure chips together, protect delicate connections, and dissipate heat effectively.
German chemical giant Henkel produces semiconductor adhesives, a critical yet often overlooked component in AI chips, at its plant in Songdo, South Korea. These materials help secure chips together, p
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was listed on the Hong Kong Stock Exchange last Friday with net assets of HK$15.85 million (approximately US$2.06 million)
CUAM Solactive China & Global Semiconductor ETF, co-developed by Korea Investment Management and China Universal Asset Management's Hong Kong subsidiary, was listed on the Hong Kong Stock Exchange las
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founder of Citrini Research, stated that he has significantly reduced his semiconductor holdings and holds some short positions
James van Geelen, founder of Citrini Research, stated that he has significantly reduced his semiconductor holdings and holds some short positions, citing that AI infrastructure financing has shifted f
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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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Bitcoin Price Breaks $77,000: Multiple Factors Drive Current Rally
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Al Jazeera: Israeli attacks on Gaza kill at least 4 Palestinians, UN Human Rights Office warns of ethnic cleansing risk
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US banks are owed $349B by private credit funds, as PIK interest payments rise to 10% of loans
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Musk retweeted that as of October 31, the number of Starlink satellites has reached 11,184, accounting for 66% of the total active satellites globally.
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Bitcoin Spot ETF Status Review: Market Impact and Latest Data Post-Approval
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Binance confirmed that it has transferred 7,499 Bitcoins to the SAFU fund, stating that it has recovered 90% of the stolen assets and pledged to rebuild the emergency fund to approximately $1 billion.
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Al Jazeera: Palestinian Man Succumbs to Injuries After Israeli Drone Strike in Gaza
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SpaceXAI, the AI division of SpaceX, failed to dismiss an air pollution lawsuit filed by the NAACP, with the judge ruling that the case will proceed.
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