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Marvell Technology (MRVL) Q1 FY2027 revenue increased by 27.6% to $2.418 billion, and management expects full-year FY2027 revenue growth to accelerate.
The company, which provides custom chips and optical networking solutions for hyperscale data centers, reported data center revenue of $1.833 billion, accounting for 76% of its total revenue. Marvell
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China revises regulations to strengthen protection for chip designs, allowing punitive damages for infringement
The revised regulations, signed by Premier Li Qiang on July 23 and taking effect on October 15, aim to make it harder to copy chip designs or secure legal rights over designs developed by others. Appl
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Analysts believe that Intel is expected to become profitable by 2028, primarily due to growth in non-GAAP earnings and accounting adjustments.
An analysis article notes that chip giant Intel (Intel) is expected to return to annual profitability by 2028, with 2027 projected to be its first year back in the black.Although Intel reported a net
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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
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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
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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
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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
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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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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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China Life's H1 revenue surged 81.5% to 434.3 billion yuan ($64.6 billion), net profit rose over 228% to 134.5 billion yuan, as it plans to boost investment in AI, chips, and biotech
China Life Insurance, the country’s largest life insurer, released its interim results on Thursday, showing record highs in both revenue and net profit. The company stated it will scale up investments
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Zhipu AI AI releases new model GLM-5.3-Flash, stating its inference service is supported by over 100,000 domestic chips, with efficiency comparable to NVIDIA GPUs; SemiAnalysis: NVIDIA's moat tested again
Zhipu AI officially confirmed on August 26 that the previously anonymously tested model, Ox Alpha (known as "Niulai" in the Chinese community), is indeed the newly released GLM-5.3-Flash. During its f
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Lam Research Invests $1.5 Billion in Oregon to Expand Chip R&D, Driven by AI Buildout Demand
Lam Research CEO Tim Archer stated that the company's investment aims to stay ahead of the accelerating pace of AI innovation, as new AI models demand more computational power, bandwidth, and storage.
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NVIDIA says its Groq racks will go live this year after spending $20 billion to acquire Groq
NVIDIA Senior Director Dion Harris stated that Groq racks will be deployed alongside Vera CPUs and Rubin GPUs at new cloud provider Nebius, going live later this year. NVIDIA acquired the assets of ch
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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.
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SK hynix in talks with Intel over potential US memory production agreement
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Zhipu AI's CoWork business in China is progressing rapidly, with industry orders exceeding 1 billion yuan within one month of GLM-5.3's release.
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Anthropic, after calling for an AI slowdown, has signed its first data center lease in Australia, planning a total capacity of 2.16 GW.
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Nikkei: Japan's MUFG Bank to Introduce Guidelines for Financing Defense Industry
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Turkish Stocks Fall More Than 5% Amid Deepening Fund Redemption Woes
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Markets are cautiously optimistic ahead of the Federal Reserve's decision, with U.S. Treasuries slightly stronger, crude oil gains narrowing, and equity index futures holding steady.
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UK FCA Issues New Guidance for Crypto Assets, Preparing Firms for Authorization Applications Opening September 2026
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