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chip
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Qualcomm announced double-digit price increases across its entire product line to offset memory costs, and expects Apple orders to be cut in half quarter-over-quarter next quarter.
During its earnings conference call for the third fiscal quarter of fiscal year 2026, Qualcomm announced that it would implement double-digit price increases across its entire product line to address
-
Qualcomm announced it will raise chip prices and issued quarterly earnings guidance that fell short of expectations.
Qualcomm CEO Cristiano Amon said the company will implement across-the-board price increases for its chips starting September 1, citing rising costs due to ongoing supply shortages of computer compone
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Emerging-Market Stocks Fall for Second Day, Hitting 3.5-Month Low on Deepening Asian Chip Rout
Emerging-market stocks fell for a second consecutive day, with their benchmark index reaching a three-and-a-half month low. This decline was driven by a deepening rout in Asian chip stocks.
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Global Funds Unwind Hong Kong Tech Shorts Previously Used to Fund South Korea Chip Investments
Global funds are rapidly unwinding short positions in Hong Kong tech stocks. These short positions were initially entered earlier this year to raise capital for investments in South Korea's chip giant
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Leveraged ETFs tied to South Korean chipmaker SK Hynix are getting hammered as chip sector downturn deepens
Leveraged exchange-traded funds (ETFs) linked to South Korean chipmaker SK Hynix are experiencing significant losses this week. This downturn is attributed to increasing volatility in the AI trade and
-
Sandisk Stock Plummets 31% Amid Chinese Competition Fears and AI Economy Concerns
Sandisk (NASDAQ: SNDK) stock has fallen 31% since Thursday evening, including a 12.5% drop this morning, as analysts point to two main concerns. The primary worry is the rising threat of Chinese compe
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US Tech Stocks Set to Slide as Global Chip Selloff Deepens
US technology stocks are poised to fall, tracking a global rout in semiconductor shares. This downturn is driven by increasing concerns over artificial intelligence spending and heightened competition
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Jensen Huang’s Latest Key Statement: The Chip Industry Will Not Experience a Recession for Some Time, and Its Scale Needs to Grow Five to Ten Times
Svmuu News: NVIDIA CEO Jensen Huang engaged in a wide-ranging and in-depth discussion with AXIOS co-founder Mike Allen on the current state of artificial intelligence. Huang noted that although the ch
-
The U.S. memory sector rebounded modestly, with SK Hynix shares rising 4.15%
Svmuu News: According to data from MSX.COM, the U.S. chip and memory sectors saw a moderate rebound, with NVIDIA’s stock price rising 1.5%, TSMC’s stock price rising 1.85%, and Broadcom shares rose 2.
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U.S. chip and storage stocks fell across the board in premarket trading, with SK Hynix (SKHY.O) down 2%.
Svmuu News: According to data from MSX.COM, the U.S. chip and storage sector saw widespread declines in premarket trading,SK Hynix (SKHY.O) fell 2%, SanDisk (SNDK.O) and Western Digital (WDC.O) fell 6
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Lee Jae-myung: Will Guide the Government to Support Three Key Projects—Semiconductors, AI Data Centers, and Physical Artificial Intelligence
Svmuu News: South Korean President Lee Jae-myung: The government will focus on supporting three key initiatives: semiconductors, AI data centers, and physical AI. (Jin Shi)
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The Bank of Korea expects the AI-driven chip “supercycle” to continue, dismissing concerns that it has peaked
Svmuu News: The Bank of Korea released a report on Monday stating that the global semiconductor market remains in a state of supply shortage and that the current “supercycle” driven by artificial inte
-
SK Hynix Chairman: Open to Further Investment
Svmuu News: SK Hynix Chairman Choi Tae-won said he is open to further investment, including establishing a chip business in the United States. (Jin Shi)
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Analyst: SK Hynix's U.S. IPO Boosts Confidence in AI Hardware Investment
Svmuu News: Patrick Munnelly, an analyst at Tickmill Group, said that SK Hynix’s $26.5 billion depositary receipt offering is expected to help fund its investments in AI computing infrastructure. “Thi
-
HSBC: Samsung Electronics May Continue Its Streak of Consecutive Earnings Growth
Svmuu News: HSBC said that rising memory chip prices are likely to continue driving Samsung Electronics to record earnings. Analysts Ricky Seo and Han Kil Chang expect Samsung Electronics’ third-quart
-
South Korean Think Tank: Chip Boom Offsets Manufacturing Slump; South Korean Economy Remains on Track for Recovery
Svmuu News: A South Korean government-affiliated think tank said Wednesday that the South Korean economy remains on a recovery track, with the boom in the chip industry offsetting the slowdown in the
-
Zhipu Plans to Develop Its Own AI Chips and Has Already Approached Chip Manufacturers to Accelerate Efforts to Address Its Computing Power Shortfall
Svmuu News: Sources familiar with the matter revealed that Zhipu is evaluating the possibility of designing its own AI chips to address the rapidly growing demand for its GLM series of open-source lar
-
Broadcom Reached an agreement with Apple to extend their chip partnership through 2031
Svmuu News: Broadcom (AVGO.O) announced that it and Apple (AAPL.O) have reached an agreement to extend their partnership through 2031 to jointly develop and supply a range of custom chips. Broadcom Br
-
Samsung's Earnings to Be a Key Test for the AI Chip Market; Q2 Operating Profit Expected to Soar 18-Fold
Svmuu News: Memory chip manufacturer Samsung Electronics is set to announce its second-quarter earnings on Tuesday. According to the consensus of analysts, preliminary operating profit is expected to
-
Analyst: SK Hynix Expected to Benefit from Accelerated AI Investment in the Second Half of the Year
Svmuu News: KB Securities analyst Jeff Kim and others stated that SK Hynix is expected to benefit in the second half of the year from accelerating investment in AI infrastructure, as well as from the
-
The Hong Kong stock market's chip sector continued to decline in the afternoon, with GigaDevice (03986.HK) falling more than 15%.
Svmuu News: According to Gate data, the Hong Kong chip sector continued to decline in the afternoon, with Biren Technology (06082.HK) falling more than 18%, GigaDevice (03986.HK) fell more than 15%, w
-
"The Big Short" director Burry Steps Up His Short Position on AI, Calling South Korea's Chip Investment "The Beginning of the End"
Svmuu News: “The Big Short” star Michael Burry has recently expanded his short positions in AI-related stocks. His latest disclosed short positions include Tesla, Caterpillar, Applied Materials, and a
-
The market views Samsung and SK Hynix’s investment plans favorably; attention will now turn to further policy measures.
Svmuu News: Samsung Electronics and SK Hynix pledged large-scale investments at a government briefing, highlighting South Korea’s commitment to the development of artificial intelligence. Although inv
-
Lee Jae-yong: Samsung Accelerates Chip Production Expansion; Gwangju to Become a Memory Chip Hub
Svmuu News: Samsung Group Chairman Lee Jae-yong stated, “This is a race against time.” He added that the updated plan accelerates Samsung Electronics’ efforts to build chip factories in the Seoul metr
-
Qualcomm announced double-digit price increases across its entire product line to offset memory costs, and expects Apple orders to be cut in half quarter-over-quarter next quarter.
During its earnings conference call for the third fiscal quarter of fiscal year 2026, Qualcomm announced that it would implement double-digit price increases across its entire product line to address
-
Qualcomm announced it will raise chip prices and issued quarterly earnings guidance that fell short of expectations.
Qualcomm CEO Cristiano Amon said the company will implement across-the-board price increases for its chips starting September 1, citing rising costs due to ongoing supply shortages of computer compone
-
Emerging-Market Stocks Fall for Second Day, Hitting 3.5-Month Low on Deepening Asian Chip Rout
Emerging-market stocks fell for a second consecutive day, with their benchmark index reaching a three-and-a-half month low. This decline was driven by a deepening rout in Asian chip stocks.
-
Global Funds Unwind Hong Kong Tech Shorts Previously Used to Fund South Korea Chip Investments
Global funds are rapidly unwinding short positions in Hong Kong tech stocks. These short positions were initially entered earlier this year to raise capital for investments in South Korea's chip giant
-
Leveraged ETFs tied to South Korean chipmaker SK Hynix are getting hammered as chip sector downturn deepens
Leveraged exchange-traded funds (ETFs) linked to South Korean chipmaker SK Hynix are experiencing significant losses this week. This downturn is attributed to increasing volatility in the AI trade and
-
Sandisk Stock Plummets 31% Amid Chinese Competition Fears and AI Economy Concerns
Sandisk (NASDAQ: SNDK) stock has fallen 31% since Thursday evening, including a 12.5% drop this morning, as analysts point to two main concerns. The primary worry is the rising threat of Chinese compe
-
US Tech Stocks Set to Slide as Global Chip Selloff Deepens
US technology stocks are poised to fall, tracking a global rout in semiconductor shares. This downturn is driven by increasing concerns over artificial intelligence spending and heightened competition
-
Jensen Huang’s Latest Key Statement: The Chip Industry Will Not Experience a Recession for Some Time, and Its Scale Needs to Grow Five to Ten Times
Svmuu News: NVIDIA CEO Jensen Huang engaged in a wide-ranging and in-depth discussion with AXIOS co-founder Mike Allen on the current state of artificial intelligence. Huang noted that although the ch
-
The U.S. memory sector rebounded modestly, with SK Hynix shares rising 4.15%
Svmuu News: According to data from MSX.COM, the U.S. chip and memory sectors saw a moderate rebound, with NVIDIA’s stock price rising 1.5%, TSMC’s stock price rising 1.85%, and Broadcom shares rose 2.
-
U.S. chip and storage stocks fell across the board in premarket trading, with SK Hynix (SKHY.O) down 2%.
Svmuu News: According to data from MSX.COM, the U.S. chip and storage sector saw widespread declines in premarket trading,SK Hynix (SKHY.O) fell 2%, SanDisk (SNDK.O) and Western Digital (WDC.O) fell 6
-
Lee Jae-myung: Will Guide the Government to Support Three Key Projects—Semiconductors, AI Data Centers, and Physical Artificial Intelligence
Svmuu News: South Korean President Lee Jae-myung: The government will focus on supporting three key initiatives: semiconductors, AI data centers, and physical AI. (Jin Shi)
-
The Bank of Korea expects the AI-driven chip “supercycle” to continue, dismissing concerns that it has peaked
Svmuu News: The Bank of Korea released a report on Monday stating that the global semiconductor market remains in a state of supply shortage and that the current “supercycle” driven by artificial inte
-
SK Hynix Chairman: Open to Further Investment
Svmuu News: SK Hynix Chairman Choi Tae-won said he is open to further investment, including establishing a chip business in the United States. (Jin Shi)
-
Analyst: SK Hynix's U.S. IPO Boosts Confidence in AI Hardware Investment
Svmuu News: Patrick Munnelly, an analyst at Tickmill Group, said that SK Hynix’s $26.5 billion depositary receipt offering is expected to help fund its investments in AI computing infrastructure. “Thi
-
HSBC: Samsung Electronics May Continue Its Streak of Consecutive Earnings Growth
Svmuu News: HSBC said that rising memory chip prices are likely to continue driving Samsung Electronics to record earnings. Analysts Ricky Seo and Han Kil Chang expect Samsung Electronics’ third-quart
-
South Korean Think Tank: Chip Boom Offsets Manufacturing Slump; South Korean Economy Remains on Track for Recovery
Svmuu News: A South Korean government-affiliated think tank said Wednesday that the South Korean economy remains on a recovery track, with the boom in the chip industry offsetting the slowdown in the
-
Zhipu Plans to Develop Its Own AI Chips and Has Already Approached Chip Manufacturers to Accelerate Efforts to Address Its Computing Power Shortfall
Svmuu News: Sources familiar with the matter revealed that Zhipu is evaluating the possibility of designing its own AI chips to address the rapidly growing demand for its GLM series of open-source lar
-
Broadcom Reached an agreement with Apple to extend their chip partnership through 2031
Svmuu News: Broadcom (AVGO.O) announced that it and Apple (AAPL.O) have reached an agreement to extend their partnership through 2031 to jointly develop and supply a range of custom chips. Broadcom Br
-
Samsung's Earnings to Be a Key Test for the AI Chip Market; Q2 Operating Profit Expected to Soar 18-Fold
Svmuu News: Memory chip manufacturer Samsung Electronics is set to announce its second-quarter earnings on Tuesday. According to the consensus of analysts, preliminary operating profit is expected to
-
Analyst: SK Hynix Expected to Benefit from Accelerated AI Investment in the Second Half of the Year
Svmuu News: KB Securities analyst Jeff Kim and others stated that SK Hynix is expected to benefit in the second half of the year from accelerating investment in AI infrastructure, as well as from the
-
The Hong Kong stock market's chip sector continued to decline in the afternoon, with GigaDevice (03986.HK) falling more than 15%.
Svmuu News: According to Gate data, the Hong Kong chip sector continued to decline in the afternoon, with Biren Technology (06082.HK) falling more than 18%, GigaDevice (03986.HK) fell more than 15%, w
-
"The Big Short" director Burry Steps Up His Short Position on AI, Calling South Korea's Chip Investment "The Beginning of the End"
Svmuu News: “The Big Short” star Michael Burry has recently expanded his short positions in AI-related stocks. His latest disclosed short positions include Tesla, Caterpillar, Applied Materials, and a
-
The market views Samsung and SK Hynix’s investment plans favorably; attention will now turn to further policy measures.
Svmuu News: Samsung Electronics and SK Hynix pledged large-scale investments at a government briefing, highlighting South Korea’s commitment to the development of artificial intelligence. Although inv
-
Lee Jae-yong: Samsung Accelerates Chip Production Expansion; Gwangju to Become a Memory Chip Hub
Svmuu News: Samsung Group Chairman Lee Jae-yong stated, “This is a race against time.” He added that the updated plan accelerates Samsung Electronics’ efforts to build chip factories in the Seoul metr
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