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CNBC article discusses Micron's 'wildly bullish' outlook, notes shares are too cheap but cycle sustainability debate continues
CNBC article discusses Micron's 'wildly bullish' outlook, notes shares are too cheap but cycle sustainability debate continues
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Samsung Electronics plans to issue special bonuses to its semiconductor division in the spring of 2027.
Samsung Electronics plans to pay a new special performance bonus to employees in its semiconductor division in late March or early April, following a vote at its annual general meeting in March 2027,
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GF Securities Liu Chenming's team: The semiconductor cycle remains in a boom driven by AI, and a significant slowdown in the industry is the watershed for tech stock bull and bear markets.
GF Securities' Liu Chenming team's report points out that while US Treasury yields and the Nasdaq Composite have both hit new highs, the tech stock rally has become "desensitized" to interest rates. T
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U.S. August trade deficit widens to $105.6 billion, a 17-month high, driven by oil and AI chip imports.
The U.S. trade deficit in goods and services expanded by 13.7% month-over-month to $105.6 billion in August, exceeding economists' expectations of $102.1 billion and reaching its highest level since M
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Japanese chip tool maker Towa to build $31.6M plant in Kyoto for domestic supply chain
Towa, a Japanese manufacturer of chipmaking devices, plans to build a $31.6 million plant for molding equipment used in advanced semiconductors near its headquarters in Kyoto. The move aims to address
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South Korea's Doosan Robotics will lead a 98.9 billion won AI robot project, receiving a $50.7 million government subsidy.
Doosan Robotics announced on Tuesday that it has secured two major South Korean government R&D agreements aimed at building the nation's first physical AI manufacturing platform by embedding domestic
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AMD CEO Lisa Su to visit South Korea this week for partnerships
Advanced Micro Devices Inc. (AMD) CEO Lisa Su will visit South Korea this week to meet semiconductor industry executives and government officials, the company announced on Monday. This marks Su's seco
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Malaysia's SkyeChip targets Japanese custom AI processor market, joins Rapidus ecosystem
Malaysian chip designer SkyeChip is targeting Japanese companies that are looking to produce custom AI processors, betting that Tokyo's efforts to build a stronger semiconductor industry will open up
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Foreign investors net sold 20.3 trillion Korean won from the South Korean stock market, with the largest outflows from SK Hynix and Samsung Electronics.
Market data shows that foreign investors net sold 20.3 trillion Korean won (approximately $15.1 billion) worth of shares on the Korea Composite Stock Price Index (Kospi) main board market over the pas
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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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People familiar with the matter said that U.S. officials have delayed approving the U.S. chip-making equipment needed by SK Hynix to expand production in China.
People familiar with the matter said that U.S. officials have delayed approving the U.S. chip-making equipment needed by SK Hynix to expand production in China.
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AI is transforming semiconductor manufacturing, helping engineers optimize processes and accelerate chip development
AI is transforming semiconductor manufacturing, helping engineers optimize processes, catch problems earlier, and make better decisions across the full chip manufacturing lifecycle. Accelerated comput
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CNBC Santoli: Defensive Stock Rotation Alone Cannot Sustain AI Bull Market; Tech Stocks Still Need to Recover
CNBC commentator Mike Santoli believes that for the AI-driven bull market to continue its ascent, technology stocks almost certainly need to recover. He noted that in recent weeks, a shift of funds to
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China's leading EDA firm, Empyrean Technology, has acquired a 50.38% stake in Easy-Logic Technology for 218.8 million yuan (US$33 million) to strengthen its technological self-sufficiency and support Huawei's semiconductor development.
China's leading EDA firm, Empyrean Technology, has acquired a 50.38% stake in Easy-Logic Technology for 218.8 million yuan (US$33 million) to strengthen its technological self-sufficiency and support
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South Korea targets 'world's highest performance' sovereign AI model with 4.7 trillion won investment, part of record 2027 budget
South Korean President Lee Jae Myung unveiled the country's largest ever budget on Monday, pledging to "boldly invest in AI and future growth engines." The 2027 budget will rise 12.8% to 820.9 trillio
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South Korean PM Han Seong-sook urges deeper high-tech cooperation with Germany in AI, chips, batteries, and semiconductors
South Korean PM Han Seong-sook urges deeper high-tech cooperation with Germany in AI, chips, batteries, and semiconductors
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South Korea and Germany deepened cooperation in AI, semiconductors, and advanced manufacturing at the APK 2026 conference in Seoul to address global instability.
South Korea and Germany deepened cooperation in AI, semiconductors, and advanced manufacturing at the APK 2026 conference in Seoul to address global instability.
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SK Hynix held its first "Partner Day" in Japan, deepening cooperation with over 20 Japanese semiconductor suppliers to strengthen the chip supply chain.
SK Hynix held its first "Partner Day" event in Chiba Prefecture, Japan, on Thursday, bringing together over 20 Japanese semiconductor suppliers. These included material providers such as Shin-Etsu, Su
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South Korea's exports hit a record $115.3 billion in October, up 93.7% year-on-year.
South Korea's exports reached a record $115.3 billion in October, up 93.7% year-on-year, primarily driven by a significant increase in semiconductor shipments. The Ministry of Trade, Industry and Ener
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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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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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