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Japan local governments, including Kitakyushu, are stepping up outreach to Taiwan for chip and AI investment; Kitakyushu held an investment seminar near TSMC's headquarters in July.
Japan local governments, including Kitakyushu, are stepping up outreach to Taiwan for chip and AI investment; Kitakyushu held an investment seminar near TSMC's headquarters in July.
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Samsung's HBM4 is reportedly priced at over three times that of HBM3E, in the mid-to-high $4 per gigabit range, with customer negotiations already underway.
Samsung Electronics has set the supply price for its HBM4 next year in the mid-to-high $4 per gigabit (Gb) range, more than triple the approximately $1.50/Gb price of its current flagship product, HBM
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McKinsey has raised its forecast for the global semiconductor market size in 2030 by 44% to $2.3 trillion, primarily driven by a cumulative six-fold increase in DRAM prices.
McKinsey's latest research has revised its baseline forecast for the global semiconductor market size in 2030 from $1.6 trillion (projected in autumn 2025) to $2.3 trillion, an increase of approximate
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US Stocks See "Two-Tier Market": S&P 500 Nears New Highs, But Most Sectors Under Pressure from High Interest Rates
Wallstreetcn.com reports that the U.S. stock market is exhibiting a "two-faced" characteristic: although the S&P 500 index is less than 2% away from its historical high, its internal structure is frag
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Billionaire family offices bet on geothermal energy, brain implants in September
Investment firms of ultra-wealthy families, including those of John Arnold and Stanley Druckenmiller, invested in cutting-edge technology such as geothermal energy and brain implants in September. Eri
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German chipmaker Infineon opens first factory in Thailand with $1.4 billion investment.
German chipmaker Infineon Technologies on Thursday opened its first factory in Thailand, a $1.4 billion investment focused on backend products for electric vehicles and data centers. The move aims to
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South Korea's semiconductor exports surged by 262.8% year-on-year in September to $60.3 billion, setting a new monthly record.
South Korea's semiconductor exports surged 262.8% year-over-year in September to $60.3 billion, setting a new monthly record and surpassing August's figures. Semiconductor exports accounted for approx
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The KOSPI opened up 1.17% on Wednesday at 6,951.27 points, tracking overnight gains in U.S. semiconductor stocks, but high U.S. Treasury yields curbed investor sentiment.
The KOSPI opened up 1.17% on Wednesday at 6,951.27 points, tracking overnight gains in U.S. semiconductor stocks, but high U.S. Treasury yields curbed investor sentiment.
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Goldman Sachs: Foreign investors' holdings in South Korea's KOSPI semiconductor sector have fallen to a historical low, 2.1 standard deviations below the historical average.
According to Goldman Sachs data, foreign ownership in the South Korean KOSPI semiconductor sector has fallen to 49.1%, 2.1 standard deviations below its historical average, with almost all of the posi
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India is set to invest $25 billion in deep tech to reduce reliance on foreign technology and catch up with the US and China.
India is preparing to deploy $25 billion to support domestic deep tech startups, aiming to reduce reliance on cutting-edge foreign technology and catch up with the US and China in the global tech race
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Samsung Electronics' 2nm yield rate is approaching 60%, accelerating power consumption optimization to target TSMC and compete for orders from tech giants like Tesla.
Samsung Electronics' foundry division has reportedly increased the yield of its 2-nanometer process to nearly 60%, up from approximately 55% around August, according to industry sources cited by South
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Japan's Resonac develops 300-mm silicon carbide substrate, yielding 4 times more chips
Japan's Resonac develops 300-mm silicon carbide substrate, yielding 4 times more chips
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JPMorgan Chase: The "valuation reset" for the Magnificent Seven in US tech stocks is nearing its end, with valuations falling to a 10-year low, but they are unlikely to "stand out" again; maintain overweight on semiconductors, recommend long semiconductors and short software.
JPMorgan Chase strategist Mislav Matejka stated in a September 28 report that the "valuation reset" for the Magnificent Seven tech stocks in the US is nearing its end, with valuations falling to a 10-
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South Korea's spy agency detected over 100 industrial tech leaks overseas in past 5 years, with semiconductors accounting for nearly 40%
South Korea's spy agency detected over 100 industrial tech leaks overseas in past 5 years, with semiconductors accounting for nearly 40%
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Reuters: South Korea's SK Hynix subsidiary Solidigm is considering an IPO in the US as early as next year, with a valuation potentially reaching $150 billion and plans to raise approximately $15 billion.
Reuters reported that Solidigm, a chipmaker under South Korean SK Hynix, is considering an initial public offering (IPO) in the United States as early as next year, with a potential valuation of up to
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South Korea's Samsung Electro-Mechanics and LG Innotek are strengthening their advanced semiconductor substrate capabilities, preparing for the next-generation AI packaging technology race.
South Korean chip substrate manufacturers Samsung Electro-Mechanics and LG Innotek are actively preparing for future shifts in the AI semiconductor packaging market. Currently, TSMC's CoWoS-L technolo
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China's chip industry profits surge 620% in H1, buoyed by AI boom and self-sufficiency drive
Chinese chipmakers, including CXMT and SMIC, saw their earnings grow over 600% in the first half of the year. This bonanza also extended to chip tool makers like Naura and AMEC, with AMEC's net profit
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Citi expects midterm elections to have limited impact on overall S&P 500 fundamentals, with effects more likely at sector level
Citi expects midterm elections to have limited impact on overall S&P 500 fundamentals, with effects more likely at sector level. The bank says different congressional outcomes could affect semiconduct
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Jefferies: Trump-Xi Meeting on Thursday Unlikely to Yield Breakthroughs in Chip Sector
Jefferies analysts stated that Thursday's meeting between Donald Trump and Xi Jinping is unlikely to bring relief in the semiconductor or rare earth sectors. The most probable outcome is progress on t
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Taiwan's Taiex index rises to record intraday high of 48,601.53 on Tuesday, driven by tech stocks following Wall Street's AI rally
The gains were led by semiconductor giants, with shares of Taiwan chip manufacturing giant TSMC rising 0.40%, MediaTek gaining 7.88%, and Delta Electronics up 2.67%. Taiwan's equity market is heavily
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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 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.
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