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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
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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
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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
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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
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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
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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
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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
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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
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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
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"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
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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
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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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South Korea Unveils Plans for Major Projects in Semiconductors and AI Data Centers
Svmuu News: On Monday, the South Korean government announced plans for major projects in the fields of semiconductors, physical AI, and AI data centers. South Korean President Lee Jae-myung stated tha
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South Korean Government: Investment in the semiconductor sector is expected to reach at least 30 trillion won over the next 15 years
Svmuu News: South Korean Government: Plans to Build Four Chip Factories in the Southwest with an Investment of Approximately 800 Trillion Won; Samsung Electronics will build two new semiconductor fact
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U.S. stock markets saw broad gains in the optical communications and semiconductor sectors, with Intel and ARM rising more than 6%.
Svmuu News: According to data from MSX.COM, U.S. optical communications and semiconductor stocks surged across the board, with SanDisk up more than 16%, Western Digital up more than 13%, Seagate Techn
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Pre-Market Highlights for U.S. Stocks: Short Bets on SpaceX Continue to Rise; NVIDIA's In-House 800V HVDC Cabinet
Svmuu News: Here are the key U.S. stock market financial headlines investors should focus on today: 1. Futures for the three major U.S. stock indices are all trading higher. Dow Jones futures are up 0
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Sources: Qualcomm Is in Talks with ByteDance to Provide Custom Chip Design Services
Svmuu News: According to sources, Qualcomm (QCOM.O) is in talks with ByteDance to provide custom chip design services. (Jin Shi)
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Goldman Sachs: The AI capital expenditure boom has driven South Korea’s chip cycle more strongly and for a longer duration than expected
According to a report by Svmuu (Goldman Sachs), the surge in AI capital expenditures has driven South Korea’s chip cycle more strongly and for a longer duration than expected. The massive trade surplu
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Analysis: The Shift in U.S. Chip Production Capacity May Indirectly Reduce the Supply of Cryptocurrency Mining Machines
According to an analysis by KobeissiLetter (Svmuu News), Intel’s stock price rose by approximately 9% in a single day following the announcement at Donald Trump that the U.S. would design and manufact
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Coherent Secures Up to $50 Million in Direct Funding to Expand AI Photonic Chip Production Capacity
Svmuu News: Coherent announced that it has signed a letter of intent with the U.S. Department of Commerce to secure up to $50 million in direct funding under the CHIPS and Science Act to expand its ad
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TSMC Up nearly 2% in pre-market trading, Apple's A22 Pro may use its 1.4nm process
Svmuu News: AI chipmaker TSMC rose 1.7% in premarket trading to $433.1.According to reports, Apple’s next-generation flagship chip, the A22 Pro, may be manufactured using TSMC’s 1.4-nanometer process
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NVIDIA VP: AI Era Reshapes Hardware Cost Reduction Logic, Chip Evaluation Shifts to "Total Tokens Throughput Per Megawatt"
NVIDIA Vice President Ian Buck stated that in the era of AI factories, the most effective way to reduce token costs is to deliver significantly improved computing performance (10 to 30 times) with eac
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According to supply chain sources, AMD plans to increase prices for all its chips by approximately 10% starting in Q4 2026.
According to supply chain channel agency ChannelGate, AMD has issued notices to multiple partner clients, planning to fully pass on the increased TSMC wafer foundry costs to downstream customers. Pric
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SK Group has transferred three vice chairmen to SK Hynix to address global chip business expansion and complex geopolitical landscapes.
SK Group has transferred three vice chairmen to its chipmaker SK Hynix, including So Jin-woo, who previously oversaw SK China, Yu Jeong-joon, who led North American operations, and Lee Hyung-hee. This
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The Nikkei index rose 0.8% in early trading, led by chip-related stocks.
Japanese stocks rose in early trading, boosted by falling crude oil prices and easing concerns about Middle East supply.
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One-quarter of China-listed companies posted net losses in H1 despite 20% overall profit growth, as AI demand boosted chipmakers while real estate and carmakers slumped.
One-quarter of China-listed companies posted net losses in H1 despite 20% overall profit growth, as AI demand boosted chipmakers while real estate and carmakers slumped.
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Japanese chip material makers Resonac Holdings and Nitto Denko will invest in a US fund to seek cooperation in AI hardware.
Japanese chip material manufacturers Resonac Holdings and Nitto Denko have agreed to invest in a US-based fund that focuses on chip and other AI-related hardware manufacturers, aiming to find partners
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Intel shares rise 4% on report of SK Hynix considering leasing its Ohio chip facility or forming a supply agreement
Intel's stock surged after a Reuters report indicated SK Hynix is in talks to manufacture memory chips on U.S. soil, potentially by leasing part of Intel's $28 billion Ohio chip manufacturing facility
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OpenAI CFO: Company holds $122 billion in cash with no IPO deadline, will diversify chip supply chain, NVIDIA no longer the sole option
OpenAI CFO Sarah Friar stated that the company is adopting a supply chain diversification strategy to mitigate risks. She noted that OpenAI holds $122 billion in cash and has no IPO deadline, which re
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Musk reposts tweet explaining Terafab's necessity: Addressing chip supply challenges from geopolitical risks and scaling demands like AI.
Elon Musk reposted a tweet from @XFreeze, which outlined two main reasons for the existence of Terafab (large-scale wafer fabs): first, geopolitical risks, as advanced chips from Taiwan may not be ava
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Applied Materials is using AI to speed chip materials discovery, its Japan chief says
The American company is seeking Japanese partners and talent for innovation, as the semiconductor industry needs to embrace new materials to keep advancing with current chip miniaturization technology
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Huawei is driving China's push to make its own advanced chips, playing a 'project management' role to build components for DUV machines and avoid export controls.
Huawei is driving China's push to make its own advanced chips, playing a 'project management' role to build components for DUV machines and avoid export controls.
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Xiaomi disclosed that its cumulative investment in chip manufacturing has reached 21 billion yuan, with the Xuanjie O100 and D100 chips expected to be commercialized in the first half of next year.
Xiaomi disclosed that its cumulative investment in chip manufacturing has reached 21 billion yuan, with the Xuanjie O100 and D100 chips expected to be commercialized in the first half of next year.
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The Nikkei 225 rose 1.8% to 66,167.70 points, led by chip-related stocks.
Japanese stocks rose in early trading, buoyed by sustained optimism for AI-related demand and signs of a strengthening US economy. SoftBank Group climbed 6.2%, Tokyo Electron gained 4.5%, and Lasertec
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South Korea to combine 5 utilities by October 2027 to meet rising AI, chip power demand
Seoul plans to integrate five public power companies by October 2027, aiming to accelerate investments that will address the increasing energy demands from the country's growing artificial intelligenc
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Wall Street Analysts Project Nvidia's Annual Net Income Could Reach $851 Billion by 2029, Potentially Surpassing Saudi Aramco's Record and Rivaling a Country's GDP
Based on Wall Street's 64% compounded EPS growth forecast, Nvidia's projected annual net income of $851 billion by 2029 would shatter Saudi Aramco's all-time corporate profit record of $161.1 billion
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Huawei paper shows Tau Scaling Law chip solves overheating, addressing key hurdle for Kirin 2026 launch
Huawei Technologies has released a new research paper, authored by He Tingbo, chairwoman of the Huawei Scientist Committee and president of the company’s semiconductor business department. The paper d
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AI chip supply crunch leads to "RAMageddon" for consumer electronics, with prices for phones, laptops, and gaming consoles already on the rise.
The Financial Times reports that the consumer electronics market is experiencing "RAMageddon" due to the immense demand for chip supplies driven by artificial intelligence (AI). Prices for mobile phon
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South Korean government introduces new regulations, limiting unions' negotiation power over profit sharing in AI and chip industries.
Under the new guidelines, businesses are not obligated to negotiate profit-sharing with workers.
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Trump Considers More Tariffs on Chips
Trump Considers More Tariffs on Chips
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Marvell raises its FY2027 revenue guidance to $12 billion and FY2028 revenue guidance to $18 billion.
Chipmaker Marvell announced on its Q2 FY2027 earnings call on August 27 that its data center business continues to grow, and it has raised its full-year outlook for the second consecutive quarter. The
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Japan's Takaichi Govt Eliminates Strategic Spending Caps for FY2027 Budget; Bond Market, U.S. Pressure Now Key Constraints
Japanese Prime Minister Sanae Takaichi's government removed spending caps in strategic fields, such as AI and chips, for the fiscal 2027 budget. This decision, aimed at boosting these industries throu
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Chinese chipmaker Longsys seeks Hong Kong listing, aiming to raise up to $801 million
Shenzhen Longsys Electronics Co., Ltd. (Longsys) is seeking a listing in Hong Kong, aiming to raise up to HK$6.28 billion (approximately US$801 million) through the offering. According to the company'
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Trump Administration is working on an AI rule to curb China's remote access to chips, The Information reports.
Trump Administration is working on an AI rule to curb China's remote access to chips, The Information reports.
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Net profit of Montage Technology increased by 72.3% to RMB 1.997 billion in the first half of the year, with revenue growing by 26.7% to RMB 3.335 billion. AI demand drove record performance in interconnect chips.
Montage Technology's 2026 interim report shows that the company's Q2 revenue reached RMB 1.875 billion, a 28.3% increase quarter-over-quarter; net profit attributable to parent company was RMB 1.150 b
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Storage Chip Market Surges Under AI Drive: Is Decentralized Storage Ushering in a New Era?
Driven by strong demand for artificial intelligence (AI), the global memory chip market is experiencing significant growth. Micron Technology achieved explosive revenue and profit growth in the third quarter of fiscal year 2026, while the entire semiconductor industry is showing unprecedented prosperity. This trend not only brings huge profits to traditional storage giants but also creates new development opportunities for the decentralized storage sector. With the increasing demand for data security, privacy protection, and Web3 applications, the decentralized storage market is expected to expand rapidly in the coming years, becoming an important component of the digital economy.
chip
24H Trending
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XRP is testing the $1.50 resistance level, a key threshold that has capped its advances for roughly 230 days, with a break potentially leading to $1.80+
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JPMorgan CEO Dimon to Visit India This Week, Ramping Up Push for Deal Boom
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Seoul stocks rise 1.65% on chip gains despite Middle East tensions
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Binance Stock Trading Platform Adds 25 New Stocks
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Morgan Stanley’s Wilson Says US Stocks Risk 7% Drop in Near Term
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Novo Nordisk, the Danish pharmaceutical giant, saw its shares fall by 7% despite setting a $23 billion sales target for its weight-loss drug.
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A Hong Kong hotel has been put up for sale by Nanyang Commercial Bank for HK$1.87 billion after being taken over, reflecting a trend of converting hotels into student dormitories.
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US equity futures rise, led by AI stocks; oil prices fall over 2% to around $101; US Treasury yields decline; US and Chinese officials discuss AI national security "notification mechanism."
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Commodities trader Trafigura plans to float its supertanker arm Volare Shipping in Oslo, marking the business's first IPO
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Central Bank Digital Currency (CBDC) In-Depth Analysis: Global Progress and Impact
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