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Semiconductor
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Indian Software Stocks Poised to Beat Global Semiconductor Rivals by Most in Two Decades This Week, as Analysts Expect Outperformance Amid AI Rally Unwind
Indian Software Stocks Poised to Beat Global Semiconductor Rivals by Most in Two Decades This Week, as Analysts Expect Outperformance Amid AI Rally Unwind
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TSMC's Q3 revenue exceeded expectations, and it anticipates capital expenditures to significantly surpass $101 billion over the next three years (2026-2028).
TSMC announced its Q3 earnings on October 15, with quarterly revenue reaching $46.6 billion, a 16% increase quarter-over-quarter, exceeding market expectations. The company's Q4 revenue guidance midpo
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Philadelphia Chip Index set to erase over $2 trillion in market value during seven-session fall
Philadelphia Chip Index set to erase over $2 trillion in market value during seven-session fall
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Philadelphia Semiconductor Index hits nearly one-month low, last down 3.6%
Philadelphia Semiconductor Index hits nearly one-month low, last down 3.6%
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AI infrastructure financing concerns and intensifying competition from China are weighing on U.S. tech stocks in pre-market trading.
Pre-market pressure on tech stocks in the U.S. is mounting, driven by factors such as rising financing costs for AI infrastructure and intensifying competition from China. CoreWeave (CRWV) fell 6.50%,
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TSMC's Q4 revenue guidance exceeded expectations by 6% to $53.3 billion, with a full-year growth forecast raised to 44%, and consideration for further expansion in the US.
TSMC announced on its Q3 2026 earnings call that it expects Q4 sales to be $53.3 billion at the midpoint, approximately 6% higher than market estimates. The company also raised its full-year 2026 reve
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Taiwan Semiconductor Manufacturing Company Limited (TSM) Q3 Earnings Report: EPS $4.6 beats expectations, revenue $46.72 billion beats expectations.
EPS: $4.6, market expectation $4.45 Revenue: $46.72 billion, market expectation $45.67 billion Reporting period: FY2026 Q3 (as of 2026-09-30) Release date: 2026-10-15
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JPMorgan Chase: The pullback in South Korean memory chip stocks presents a medium-term buying opportunity, recommending an overweight position on Samsung Electronics and SK Hynix.
JPMorgan Chase's Asia Pacific Equity Research team stated in their latest report published on October 15 that the Q3 earnings season in South Korea will kick off in the week of October 19, and the rec
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Korean semiconductor expert: Expanding chip capacity could help regain market share from China
A leading Korean semiconductor expert argues that expanding memory chip capacity could give the industry's dominant players, such as Samsung Electronics and SK hynix, greater flexibility to respond to
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SK Hynix plunged over 8% on Thursday, impacted by concerns over Federal Reserve interest rate hikes and AI investment funding.
Global technology hardware stocks faced a sell-off on Thursday, with Asian chipmakers following Wall Street's decline. Investors are increasingly concerned that rising borrowing costs could drag down
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President Trump visits Arizona, touts 'America First' policy achievements
Former President Donald J. Trump returned to Arizona, highlighting his administration's 'America First' policy achievements, including tax relief, job creation, and border security. He noted that Work
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GlobalFoundries New York fabs get up to $21B; U.S. to reallocate $955M award and receive equity
GlobalFoundries will operate two new semiconductor fabs in Malta, New York, under a U.S.-Japan initiative providing up to $21 billion in funding from Japan. The project is expected to create about 27,
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Nvidia Unveils CUDA-X AI Tools to Accelerate Chip Manufacturing, Reporting Up to 50x Speed Improvements
Nvidia is launching new CUDA-X AI tools, part of its CUDA-X AI platform, designed to accelerate semiconductor design, manufacturing, and factory automation. Major companies, including Synopsys, Cadenc
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Goldman Sachs: $70 billion in "slow money" could be the next source of selling in US tech stocks.
Goldman Sachs strategist Robert Quinn noted in his latest report that a technological breakthrough by ChangXin Memory Technologies (CXMT) triggered a sell-off in AI memory trades, with Goldman Sachs'
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ASML's Q3 EPS exceeded expectations by over 20%, with order backlog extending beyond 2028 production capacity.
ASML announced its Q3 earnings, with diluted EPS reaching €12.93, exceeding market expectations by over 20%. The company also disclosed that its current order backlog has surpassed its existing capaci
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SEMI Report: Americas Wafer Fab Equipment Spending Expected to Double to $40.6 Billion by 2029, AI Capex Race Enters Order Verification Phase
According to the latest report from the Semiconductor Equipment and Materials International (SEMI), driven by capacity expansion from major manufacturers such as Intel, TSMC, Samsung, and Micron, 300m
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Asian equities rebounded on Wednesday, halting their decline, boosted by dovish signals. The KOSPI is set to end a five-day losing streak, while the Nikkei 225 index rose 0.53%, with Taiyo Yuden surging 7.32%.
Asian equities stabilized and rebounded on Wednesday after two consecutive days of declines, led by the technology and semiconductor sectors. This followed dovish signals from New York Fed President J
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BTIG: 60% of U.S. Stocks Are in a Bear Market, Tech Magnificent Seven Alone Prop Up S&P, Market May Be Just "One Small Push" Away
BTIG, a technical analysis firm, warns that while the S&P 500 index is near historical highs, its internal structure is severely divided, with 60% of its component stocks having fallen more than 20% f
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Citadel analysts: Retail investors net bought $9.1 billion in U.S. stocks last week, marking the largest single-week record in nearly 15 years, with funds highly concentrated in AI stocks.
Scott Rubner, Head of Equity and Derivatives Strategy at Citadel Securities, noted in his latest research report that retail investors net bought $9.1 billion in US equities through the firm's platfor
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Global chip stocks plummet, AI investment logic shifts from growth pursuit to return scrutiny.
On Tuesday, October 13, the global sell-off in AI chip stocks continued to spread, with the KOSPI index closing down 5.5% and Japanese memory chip manufacturer Kioxia falling over 10%. During U.S. tra
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U.S. semiconductor stocks slide across the board due to selling pressure; Marvell -4.2%, AMD -3.0%, Intel -3.0%, Applied Materials -3.2%, Nvidia -1.1%, Broadcom -0.8%.
U.S. semiconductor stocks slide across the board due to selling pressure; Marvell -4.2%, AMD -3.0%, Intel -3.0%, Applied Materials -3.2%, Nvidia -1.1%, Broadcom -0.8%.
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BofA Survey: Global Fund Managers' Tech Overweight Hits Six-Year High, Semiconductors Become Most Crowded Trade
Bank of America's latest monthly fund manager survey shows that global fund managers' overweighting of technology stocks jumped from 30% last month to 37%, the highest since August 2020. Meanwhile, se
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Fundstrat co-founder Tom Lee issues rare bearish Ethereum warning, citing South Korean stock market crash spillover risk
Fundstrat co-founder Tom Lee has issued a rare bearish warning for Ethereum, cautioning that a "brutal sell-off" in South Korean equities could spill over into the cryptocurrency market, causing short
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TSMC and Intel supplier Qnity adopts "local-for-local" strategy, sourcing over 70% of raw materials regionally
Qnity, a leading supplier of semiconductor chemicals and materials, is implementing a "local-for-local" strategy. This involves positioning manufacturing facilities closer to customers and sourcing mo
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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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