Faster global financial news!
Semiconductor
-
Nikkei Asia reported that Indian chip design startups, backed by government support, are nearing commercial production
Nikkei Asia reported that Indian chip design startups, backed by government support, are nearing commercial production. However, high manufacturing costs due to low order volumes and supply chain bott
-
stated at the 35th annual CASPA conference held in the US on October 23rd that AI infrastructure investment is facing multiple challenges
Dylan Patel, founder and CEO of SemiAnalysis, and Stacy Rasgon, Managing Director at Bernstein, stated at the 35th annual CASPA conference held in the US on October 23rd that AI infrastructure investm
-
Retail investors' bottom-fishing in US leveraged chip ETFs backfired, with over $6.1 billion inflow last week followed by a more than 10% drop this week.
Retail investors who bought the dip in the U.S. semiconductor leveraged ETF (SOXL) suffered heavy losses. The ETF attracted a record $6.1 billion in inflows last week, but fell another 10.8% this week
-
AI Stocks Suffer Major Setback: Goldman Sachs Momentum Basket Wipes Out Year-to-Date Gains, Philadelphia Semiconductor Index Records Worst Performance in Over 20 Years
AI momentum trades are sharply reversing, with Goldman Sachs' trading desk calling the concentrated sell-off in the AI and semiconductor sectors the "worst performance since DeepSeek Shock Day." Goldm
-
Intel Executive: Chips to "Grow Taller" with 3D Stacking by 2045, But Equipment Bottlenecks Severe, Global Capacity Only Enough to Double
Intel's head of technology recently stated that by 2045, chips will continue to evolve towards three-dimensional stacking, with transistors, interconnects, and chip-to-chip connections all stacking up
-
SK Hynix abandons Solidigm's US IPO plan, stock price once fell 3%
SK Hynix, a South Korean chipmaker, announced on Friday that it has abandoned plans for an initial public offering (IPO) of its subsidiary Solidigm in the United States, causing its shares to fall as
-
U.S. AI stocks hit hard: Philadelphia Semiconductor Index drops over 6% intraday, Meta falls over 7% amid concerns over AI investment returns and rising oil prices.
On Thursday, US AI stocks suffered a major setback, with market sentiment shifting from the previous day's optimism to scrutiny over whether the massive capital expenditures in AI can deliver returns.
-
Itochu Corp. will acquire Hitachi Construction Machinery's sales subsidiary in Taiwan by the end of 2026.
Japanese trading house Itochu will acquire a sales subsidiary of Hitachi Construction Machinery in Taiwan by the end of 2026. This move aims to capitalize on strong demand stemming from the constructi
-
NVIDIA CEO Jensen Huang: Does not believe there will be a memory oversupply in 2029, as "demand is insatiable."
NVIDIA CEO Jensen Huang said in a CNBC interview on Thursday that despite memory stocks falling over the past week due to concerns about oversupply and weak demand, he does not foresee a memory oversu
-
Taiwan's first-ever chip workers strike begins at Micron plant over AI memory profits sharing
Micron workers at the company's Taoyuan facility in Taiwan launched the semiconductor industry's first-ever strike on Thursday. The dispute with management is over pay and bonuses, as workers believe
-
Bank of Korea maintains policy rate at 3%, following President Lee Jae-myung's call for increased housing supply.
The Bank of Korea announced on Thursday that it would keep its policy rate unchanged at 3%, in line with market expectations, following two consecutive rate hikes. This decision comes after President
-
NVIDIA has signed large-scale capacity expansion agreements with six major suppliers to meet AI hashrate demand.
NVIDIA announced it has signed large-scale capacity expansion agreements with six core suppliers—Amkor, IBIDEN, KYEC, Samsung Electro-Mechanics, SPIL, and Unimicron—to address the explosive growth in
-
South Korean stocks surged over 3% on Wednesday, as concerns over AI spending eased.
South Korean stocks rebounded on Wednesday from the previous session's sharp decline, with semiconductor shares rising and easing concerns about artificial intelligence (AI) spending. The benchmark Ko
-
SK Hynix is up 8.34% from its previous close, now trading at ₩1,325,000.
SK Hynix is up 8.34% from its previous close, now trading at ₩1,325,000.
-
U.S. AI stocks saw a technical rebound on Monday, with the Philadelphia Semiconductor Index closing up 1.6%.
Following a fresh round of intense sell-offs, the US AI sector saw a technical rebound on Monday (October 19). The Philadelphia Semiconductor Index ended an eight-day losing streak, at one point surgi
-
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
-
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
-
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 (
-
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
-
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,
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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.
-
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
-
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
-
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
-
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
-
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
-
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
-
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
-
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%.
-
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
-
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
-
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
-
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
-
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
-
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
-
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.
-
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.
-
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
24H Trending
-
1
Coinbase is down 14.04% from its previous close, now trading at $138.050.
-
2
Gold prices fell to $3,883.36, hitting a near 365-day low.
-
3
Coinbase leads sell-off in crypto-related stocks after Binance's $6.3 billion hack, with Circle and Strategy shares plummeting.
-
4
NVIDIA is down 5.17% from its previous close, now trading at $202.620.
-
5
Gold is down 3.45% from its previous close, now trading at $3,883.36.
-
6
Chainalysis: Binance Hackers Deployed Unprecedented Money Laundering Tactics, Rapidly Converting $6.3 Billion in Stolen Funds
-
7
AI investing sector had a rough week with key ETFs down 4-29% and major tech stocks falling up to 25%, as investors question profitability and analysts suggest taking profits.
-
8
Broadcom is down 6.57% from its previous close, now trading at $322.333.
-
9
Trump Comments on Binance Hack as Calls for Crypto Regulation Intensify
-
10
What is ELTCOIN? Project Positioning and Market Status
Markets Today
Recommended Reading
Hot Topics
Svmuu focuses on blockchain industry trends and cutting-edge cryptocurrency news, while also covering real-time market data and in-depth analysis of the Hong Kong, U.S., and foreign exchange markets. Here, you can not only access professional 24/7 news updates and accurate market data, but also utilize practical investment tools to help you capitalize on opportunities in both digital assets and traditional financial markets. Whether you are a blockchain enthusiast or an investor in Hong Kong, U.S., or foreign exchange markets, we provide efficient and timely information services to empower your investment decisions.
- User Agreement
- Privacy Policy
- Contact Us
- Business Partnerships
- Disclaimer
- Content Statement
- About Us
- Sitemap
Coming Soon!
