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Korean Media: Major PC manufacturers including Lenovo, HP, and Dell have signed long-term memory supply agreements to mitigate chip shortages next year and pivot towards the AI PC market.
According to South Korean publication Electronic Times on Tuesday, major PC manufacturers such as Lenovo, HP, and Dell have completed the signing of long-term supply agreements (LTAs) with memory chip
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Nasdaq rose 1.1% on Monday, with tech stocks rebounding as investors focused on AI-related earnings reports this week from Meta, Tesla, and others.
The Nasdaq index rose 1.1% to 26,430 points on Monday, the S&P 500 gained 0.4% to 7,690 points, and the Dow Jones Industrial Average fell 0.1% to 51,966 points. The semiconductor index rose 1.6%, endi
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SK Hynix has launched a 2 trillion won ($1.5 billion) financing plan to support South Korean chip suppliers and strengthen the supply chain.
SK Hynix announced on Monday that it has launched a 2 trillion Korean won (approximately $1.5 billion) financing program with several major commercial banks and the Korea Trade Insurance Corporation (
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Barclays: Global data center new capacity growth will slow from over 100% in 2026 to approximately 35% in 2027, affected by physical bottlenecks and financing pressure.
Barclays' latest research report indicates that the year-over-year growth rate of new data center capacity globally (excluding China) will sharply decline from over 100% in 2026 to approximately 35% i
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Samsung invests $22.8m in Texas workforce amid TSMC's potential entry
Samsung Electronics is committing over $22.8 million to workforce development and community programs in Central Texas. This investment comes as rival TSMC explores a potential chip plant in the state,
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BofA's Hartnett: His "sell signal" has ended, investors may return to tech stocks by mid-November, but the key depends on semiconductor price trends.
Bank of America Securities strategist Michael Hartnett noted in his latest report that the BofA Bull & Bear Indicator dropped from 8.1 to 7.4, falling below the 8.0 threshold, officially ending the "s
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South Korea's finance minister says semiconductor market growth can last at least through 2027
South Korean Finance Minister Lee Hyoung-Il stated on Saturday that the semiconductor market's growth can be sustained at least through 2027, despite a recent global chip stock sell-off. He attributed
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U.S. chip stocks have fallen for eight consecutive sessions, erasing $2 trillion in market value and marking their longest losing streak since 2008.
The Philadelphia Semiconductor Index has fallen for eight consecutive trading days, the longest losing streak since the 2008 financial crisis, due to market doubts about the prospects of AI investment
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The Philadelphia Semiconductor Index recorded its longest losing streak since 2008, and NVIDIA CEO Jensen Huang stated that the AI revolution has just begun.
The Philadelphia Semiconductor Index has fallen for eight consecutive trading days, marking its longest losing streak since the 2008 financial crisis. NVIDIA's stock price has also recorded declines o
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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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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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