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Semiconductor
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KB Securities: Samsung Electronics and SK Hynix shares have fallen 38% in the past three months, with P/E ratios of only 3x, indicating "extreme undervaluation." They are listed as top picks in the semiconductor sector.
KB Securities, in a research report on September 7, noted that despite an optimistic fundamental outlook, Samsung Electronics and SK Hynix shares have fallen 38% from their peaks in the past three mon
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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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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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China's A-shares: Shenzhen Component Index rose 0.26% in early trading, with the semiconductor industry chain experiencing a surge. Hong Kong stocks: Hang Seng Tech Index rose 0.72%. Crude oil surged over 6%.
On September 15, China's A-share market rebounded after a volatile morning session, with the Shenzhen Component Index rising 0.26%, the Shanghai Composite Index falling 0.07%, and the ChiNext Index ga
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Direxion Daily Semiconductor Bull 3X Shares (SOXL) fell 15% intraday, influenced by calls from AI leaders including Musk to slow down AI development.
The ETF's main holdings, including Micron, NVIDIA, and AMD, saw their stock prices fall by 5.7%, 2.8%, and 4.5%, respectively. Other top ten holdings such as Marvell Technology and Applied Materials a
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Yahoo Finance Analysis: Credo Technology Group's FY2026 revenue surged 205.7% to $1.3 billion, with net income reaching $472.3 million.
Yahoo Finance analysis indicates that Credo Technology Group's revenue reached nearly $1.3 billion in fiscal year 2026, a year-over-year increase of approximately 205.7%, with net profit close to $472
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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
24H Trending
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Turkish investment bank Tera Group collapsed, with $14 billion in funds liquidated. The Department of Justice characterized it as a "Ponzi-like scheme."
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"Crypto King" Barry Silbert is shifting DCG institutional capital towards AI token Bittensor (TAO), calling it the most exciting project since Bitcoin.
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After the UK sanctioned HTX, TRON Inc. began receiving TRX through an intermediary wallet funded by HTX.
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Nigerian Firms Seek Regulatory Approval to Attract African Investors for Dangote Refinery IPO
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Allen Media Group CEO Byron Allen Emphasizes Deleveraging After Company Loans Hit Low
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Radix blockchain suffers $1.3 million drain due to 3-year-old bug, forcing 10-day halt
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Musk Predicts: AI to Double US GDP Growth from ~2% to ~4% or Even Higher Next Year
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AI data center company Nscale has publicly filed for a U.S. IPO, seeking to raise up to $3 billion. NVIDIA holds over 5% of its shares, and it has secured a $45 billion lease commitment from Anthropic.
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90 million USDC (approximately $90 million) minted on-chain.
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Partners Group is exploring an €800 million ($917 million) fund to hold its private credit loans longer
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