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Semiconductors
33 TokenPost stories are tagged Semiconductors. The newest appear first.
Latest Semiconductors stories
- Micron Earnings Put HBM Demand and the Memory Cycle Under Scrutiny
The company’s fiscal fourth-quarter guidance trails consensus estimates as investors weigh artificial-intelligence demand, conventional DRAM pricing and fiscal 2027 spending.
· Business
- Applied Materials Adds Kioxia to EPIC Center for AI Memory Work
The companies will develop memory structures, chip-stacking methods, advanced packaging and materials engineering for higher storage density and performance.
· Business
- South Korea’s September Exports Hit Record $120.944 Billion
Exports rose 83.5% year over year, while semiconductor shipments surged 262.8% to $60.3 billion amid strong memory-product demand.
· Business
- Micron Sees Tighter Memory Supply Through 2028 as AI Demand Drives Spending
The chipmaker expects $61.5 billion in fiscal first-quarter revenue and plans about $25 billion in capital spending during fiscal 2027’s first half.
· Business
- Micron CFO Projects $61.5 Billion Revenue for Fiscal 2027 First Quarter
Mark Murphy forecast earnings of $38.15 per share and said the quarter would mark the low point for fiscal 2027 gross margin.
· Business
- TSMC Sets Oct. 15 Earnings Call as AI-Chip Demand Comes Into Focus
The chipmaker expects third-quarter revenue of $44.6 billion to $45.8 billion, with gross profit margins of 65% to 67%.
· Business
- Micron Raises Quarterly Outlook as Adjusted Gross Margin Reaches 87%
The memory-chip maker projects $61.5 billion in revenue for its fiscal first quarter, above the $56.8 billion market forecast cited in its results.
· Business
- Micron Revenue Jumps 379% as AI Demand Supports Bullish Outlook
The chipmaker forecast $61.5 billion in fiscal first-quarter revenue, plus or minus $1.5 billion, with adjusted gross margin near 86.25%.
· Business
- Micron Beats Estimates With $54.23 Billion Revenue on AI Demand
Adjusted earnings reached $33.42 per share, while quarterly revenue nearly quadrupled from a year earlier as memory supply remains tight.
· Business
- Nvidia Authorizes Record $150 Billion Share Buyback Increase
The authorization lifts Nvidia’s remaining repurchase capacity to $235 billion, with execution planned through fiscal 2028.
· Business
- Tesla Says It Is Securing Up to $30 Billion in Debt Capacity for AI Investments
The proposed facilities would support AI computing, robotaxis, Optimus production and semiconductor manufacturing, but Tesla has not confirmed that the borrowing package was finalized or drawn.
· Business
- Micron, Microsoft and AMD CEOs Scheduled for White House AI Lunch
The Sept. 29 meeting comes as Washington promotes U.S. chip investment while restricting or conditioning advanced semiconductor exports to China.
· Regulation
- TSMC's U.S. Expansion Includes Six Arizona Fabs and $165 Billion Investment
A potential second site near Dallas could include six advanced wafer fabs, but TSMC has not confirmed the project, investment amount, schedule or technology plans.
· Business
- Micron Schedules Fiscal Fourth-Quarter Earnings Call for Sept. 30
Micron reported $41.456 billion in fiscal third-quarter revenue and an 85% gross margin as DRAM and NAND sales surged in the first nine months of fiscal 2026.
· Business
- Qualcomm Rises 3.97% on Apple Patent Renewal, Snapdragon Adoption
Qualcomm closed at $201.97 after two developments involving the chipmaker, while traders prepared for Federal Reserve remarks and manufacturing data Sept. 28.
· Investing
- Nvidia Raises Stock-Buyback Authorization to $235 Billion
The company added $150 billion to its repurchase authorization in an announcement issued Monday morning Eastern time.
· Business
- Crypto Flows Weaken Retail Support for South Korea’s KOSPI
South Korean retail liquidity is moving toward crypto markets, leaving further KOSPI gains more dependent on foreign and institutional investors.
· Investing
- Vanguard, NXP Evaluate Second Singapore Chip Fab Amid Tight Supply
VSMC held the opening ceremony for its first 12-inch Singapore fab on Sept. 28 after about 22 months of construction beginning in December 2024.
· Business
- Chinese Chip, Optical Stocks Slide as CSI 300 Touches One-Year Low
The CSI 300 fell as much as 2.4% to a one-year low, while Chinese chip and optical-communications stocks dropped at least 5%.
· Investing
- Micron Begins Commercial Shipments From $2.75 Billion India Investment
The Sanand facility is producing memory and storage products from DRAM and NAND wafers made elsewhere in Micron’s global network.
· Business
- Sequans Communications Sells Final 314 Bitcoin, Ends Treasury Strategy
The semiconductor company has no cryptocurrency remaining on its balance sheet after selling 314 BTC in September.
· Business
- U.S. Stocks Gain as Apple Sets Record Close, Crypto Shares Retreat
The Dow Jones Industrial Average rose 0.93%, while the S&P 500 and Nasdaq Composite added 0.51% and 0.48%, respectively, at the latest U.S. market close.
· Investing
- Sequans Sells Final 314 BTC and Ends Bitcoin Treasury Strategy
The French semiconductor company once held more than 3,200 Bitcoin (BTC). It used sales to repay convertible debt and now holds no cryptocurrency.
· Business
- Qualcomm, Amazon Expand AI Chip Partnership With Warrant Tied to Up to $60B in Payments
The companies will develop customized AI inference silicon and optical connectivity solutions reaching up to 1.6 terabits per second for AWS data centers.
· Business
- China Life Disclosures Show About 118 Billion Yuan in 2026 Fund Subscriptions
The company announced commitments totaling about 118 billion yuan across three funds, including a planned 49.99 billion yuan contribution to a semiconductor fund.
· Business
- Trump-Xi Visit Brings AI Cooperation Talks Into U.S.-China Tech Rivalry
AI dialogue is taking place alongside disputes over advanced semiconductors, computing capacity and technology controls, but no bilateral AI agreement has been confirmed.
· Regulation
- South Korea’s Lee Vows to Double Memory-Chip Capacity in Five Years
The target is tied to a roughly $520 billion investment plan by Samsung Electronics and SK hynix, including four new memory fabs.
· Technology
- Intel Shares Gain 37.5% in a Month as AI Revenue Fuels Growth
Intel posted $16.1 billion in second-quarter revenue, while Data Center and AI revenue rose 59% year over year. The company forecast third-quarter revenue of $15.8 billion to $16.8 billion.
· Business
- SemiAnalysis Founder Explores $400 Million AI Infrastructure Fund Amid Chip Demand Surge
Dylan Patel is reportedly raising a $400 million AI infrastructure fund, highlighting growing investor focus on chips and data centers with indirect implications for crypto-related compute demand.
· Business
- AI Chip Stocks Slide Into Bear Market as Geopolitics, Rotation Hit Risk Assets
AI semiconductor stocks entered bear market territory as U.S.-Iran tensions and sector rotation triggered leveraged selloffs, highlighting spillover risks for Bitcoin and broader crypto markets.
· Insights & Views
- Elon Musk Signals SpaceX Push Into Semiconductors Ahead of IPO
Elon Musk highlighted semiconductor manufacturing as a strategic focus for SpaceX, fueling speculation about broader expansion and IPO positioning involving partners like ASML.
· Business
- Woori Semiconductor Fund Gains 74.4% in 1 Year on Hybrid Strategy
Woori Asset Management’s semiconductor-focused mixed-asset fund returned 74.4% over one year, driven by chip stocks and bond allocation strategy.
· Investing
- AI Boom Lifts Memory Chip Makers Above Oil Giants in Market Value Shift
Samsung, SK Hynix, and Micron now surpass major oil firms in combined market value as AI-driven demand reshapes the role of memory chips in global infrastructure.
· Business