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Semiconductor
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Samsung and SK hynix reject Kepco's W25tr ($18.4 billion) five-year power-bill prepayment proposal, citing long-term semiconductor cycle uncertainty.
Samsung Electronics and SK hynix rejected a proposal from Korea Electric Power Corp. to prepay a combined 25 trillion won ($18.4 billion) in electricity bills for the next five years. The chipmakers i
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Yahoo Finance analysis: Applied Materials (AMAT) is predicted to achieve its first $10 billion quarter this fall, with management forecasting Q4 revenue midpoint at $10.25 billion
Yahoo Finance analysis predicts that chip-equipment maker Applied Materials (AMAT) is on track to book its first $10 billion revenue quarter this fall. The company's management expects its fiscal four
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Construction of a semiconductor hub in southwestern South Korea is accelerating, with focus on whether critical elements such as power and talent can be secured in a timely manner.
South Korean government officials and industry experts stated at the "Jeollanam-do-Gwangju Integrated Special City Semiconductor and AI Transformation Global Forum" that the country plans to establish
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ABM Industries (ABM) saw its free cash flow surge by over $150 million in the first nine months, leading to an upward revision of its full-year guidance, though business segment performance varied.
ABM Industries (ABM) reported a free cash flow increase of over $150 million year-over-year for the first nine months of fiscal year 2026, reaching $199.6 million. The company raised its full-year fre
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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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Daewoo E&C Chief Jung Won-ju Pledges 10 Billion Won ($7.4 Million) to Support Honam Semiconductor, AI Cluster in Southwestern Korea
Daewoo E&C Chief Jung Won-ju Pledges 10 Billion Won ($7.4 Million) to Support Honam Semiconductor, AI Cluster in Southwestern Korea
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24/7 Wall St. Rates Broadcom (AVGO) a Buy, Sees 17% Upside on AI Semiconductor Growth
24/7 Wall St. analysts initiated coverage on Broadcom (NASDAQ:AVGO) with a “Buy” rating and a $426.47 price target, implying 17.2% upside from its current close. The firm projects Broadcom could becom
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Intel Sinks 6% as Profit Taking Hits a Parabolic Run; NVIDIA and AMD Retreat 3%
Intel shares fell 6% on Thursday, giving back part of a 188% year-to-date gain, as profit-taking hit the semiconductor sector without a fresh company-specific catalyst. NVIDIA and AMD also retreated 3
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ASML and TSMC are collaborating to develop 12-inch EUV photomasks, aiming to boost High-NA EUV productivity by 40% by 2033.
ASML and TSMC have announced a collaboration to develop larger 12-inch extreme ultraviolet (EUV) photomasks, replacing the current 6-inch masks. This initiative aims to boost fab productivity, reduce
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SDIC Securities: A-share technology and "going global" to lead a new earnings cycle, with sectors like semiconductors in a "double-strike main ascent" phase.
According to the latest research from SDIC Securities' strategy team, the fundamentals of A-shares continue to improve, with the profit growth rate of all A-share non-financial companies returning to
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Seaport Research strategist Palfrey believes investors have underestimated the strong performance of Q2 earnings, with S&P 500 EPS growing by 55%.
Patrick Palfrey, Head of Portfolio Strategy at Seaport Research Partners, noted that S&P 500 earnings per share (EPS) grew by 55% in the second quarter, or 35% when excluding unrealized gains. He beli
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American Century Investments funds have established new positions in Nasdaq-listed Broadcom (AVGO), optimistic about its AI-driven semiconductor growth.
American Century Investments' Focused Dynamic Growth Fund disclosed in its Q2 2026 investor letter that it has initiated a new position in Broadcom Inc. (NASDAQ:AVGO), a provider of semiconductor and
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Besxar is building an orbital semiconductor factory, one SpaceX rocket at a time
Besxar is building an orbital semiconductor factory, one SpaceX rocket at a time
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Amazon CEO Jassy: Data Center Capex Will Shift More Towards Semiconductors as Chips Require Regular Updates
Amazon CEO Andy Jassy explained during the company's recent earnings call that data center buildings have a depreciation cycle of over 30 years, supporting multiple generations of server economics, wh
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JPMorgan Sees Yen Rally, Lower Yields Speeding Japan AI Recovery
Strategists at JPMorgan Securities Japan Co. believe a stronger yen has the potential to ease upward pressure on government bond yields in Japan. This, in turn, could accelerate a recovery for Tokyo-l
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Marvell (MRVL) stock surged 241% in a year, with the CEO attributing it to building trust with hyperscale cloud vendors.
Marvell's CEO Matt Murphy stated on CNBC on Tuesday that hyperscale cloud providers need assurance that suppliers can deliver increasingly complex chips on time and at scale, a capability that has ear
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Impax US Sustainable Economy Fund noted in its Q2 2026 investor letter that Applied Materials (AMAT) was a significant performance contributor, benefiting from a recovery in semiconductor capital expenditure and an upward revision in its full-year guidance.
Impax US Sustainable Economy Fund highlighted in its Q2 2026 investor letter that US GPU manufacturer Applied Materials (Nasdaq: AMAT) was a significant contributor to the fund's performance. The lett
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Mizuho Securities: Samsung poised to benefit from memory crunch, forecasting flat smartphone shipments at 240 million units in 2026 while semiconductor business gains from supply shortage.
Mizuho Securities: Samsung poised to benefit from memory crunch, forecasting flat smartphone shipments at 240 million units in 2026 while semiconductor business gains from supply shortage.
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South Korea considers $22.3B Texas natural gas power project, first under $350B US investment pact
The proposed 6.3-gigawatt gas-fired power plant in Encinal, Texas, aims to meet surging electricity demand from the rapid expansion of AI data centers and advanced semiconductor facilities in the stat
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South Korea's Q2 nominal GDP growth hits 26.4%, highest in 47 years
South Korea's economy expanded in nominal terms at its fastest annual pace in nearly 47 years in the second quarter, with nominal gross domestic product rising 26.4% in the April-June period from a ye
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Seoul shares open higher Tuesday, led by semiconductor stocks, with KOSPI up 0.78% at 7,049.90 amid revived AI hopes
Seoul shares opened higher Tuesday, led by gains in semiconductor stocks, amid revived hopes for artificial intelligence-related earnings momentum. The benchmark Korea Composite Stock Price Index (KOS
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Intel PC CPUs are expected to see another price increase of approximately 10% on October 5, 2026, and the company plans to discontinue low-margin product lines to improve profitability.
According to supply chain sources cited by Taiwan's Commercial Times, this will be Intel's third price hike since late 2025. Meanwhile, Intel CEO Pat Gelsinger is reviewing the low-margin Small Core p
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Artisan Partners' funds increased their holdings in the US semiconductor materials company Entegris (ENTG) in Q2 2026, optimistic about its prospects benefiting from a rebound in wafer starts and memory capital expenditures.
Artisan Mid Cap Fund, managed by Artisan Partners, disclosed in its latest Q2 2026 investor letter that it has added Entegris, Inc. (NASDAQ:ENTG), a U.S. semiconductor materials company, to its portfo
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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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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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