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Semiconductors
433 TokenPost stories are tagged Semiconductors. The newest appear first.
Latest Semiconductors stories
- Alibaba Plans to Spin Off T-Head for a Hong Kong Listing
T-Head filed confidentially on Sept. 11 for an H-share listing and is expected to remain an Alibaba subsidiary.
· Business
- Alibaba Says 平头哥 Filed Confidentially for Hong Kong Listing
The proposed global offering would include a Hong Kong public sale and an investor placement. It needs Listing Committee approval, a China Securities Regulatory Commission filing and final decisions by both companies.
· Business
- TSMC Board Approves Up to $500 Million to Form Investment Company
The company will make strategic investments in semiconductors and the related ecosystem.
· Business
- Alibaba CEO Says 平头哥 Commercialized Chips, Annualized Revenue Exceeds 10 Billion Yuan
The semiconductor unit traces its origins to 2018, when Alibaba brought 中天微系统 and the 达摩院 chip group together.
· Business
- Nvidia Rises 3.6% as AI Hardware Stocks Climb in U.S. Premarket
Advanced Micro Devices and Micron Technology each gained 5.2% in the early trading snapshot.
· Investing
- Tong Hsing Proposes S$76.71 Million Buyout of Taiwan-Based, Singapore-Listed GTC
The S$2.30-per-share offer carries a 129.31% premium to GTC’s volume-weighted average share price for the month before trading was suspended. Its testing operations are in Hsinchu, Taiwan.
· Business
- TSMC Revenue Climbs 59.7% to NT$586.89 Billion in October
Revenue also rose 14.7% from September. Sales from January through October totaled NT$4.485 trillion, up 43.3% from the same period last year.
· Business
- Yankey Engineering Sets Backlog Record at NT$57.1 Billion
The Taiwan-based contractor expects revenue from its subcontract for a second wafer fab in Kumamoto, Japan, to begin in 2027.
· Business
- Morgan Stanley Sees 5 GW of U.S. Data Center IT Capacity Delayed to 2029
The projects are delayed rather than canceled, while the bank keeps its 2027 outlook and total AI capital-spending estimates unchanged.
· Technology
- Nvidia decline reflects governance concerns as Jensen Huang’s future comes into focus
CNBC panelists described Nvidia’s weakness as a governance discount rather than weaker AI demand, highlighting uncertainty over Jensen Huang alongside the company’s technology and management depth.
· Investing
- Onto Innovation Sets Quarterly Revenue Record at $409.7 Million
Third-quarter revenue rose 88% from a year earlier. The company forecast fourth-quarter revenue of $430 million to $450 million.
· Business
- Morgan Stanley Calls Chip Selloff Overdone, Ranks GPU Compute First
The firm places memory second, favoring Sandisk and Micron equally, while CPUs rank last despite persistent shortages.
· Investing
- Goldman Sachs Flags Nasdaq-100 Trend Line After Four Weekly Declines
The index closed Friday about 1% above the line connecting its April 2025 and March 2026 lows.
· Investing
- Nvidia at 12 times earnings draws Niles buying alongside semiconductor shorts
Dan Niles bought Nvidia at 12 times earnings while shorting other semiconductor stocks, arguing that the selloff had priced in substantial risks.
· Investing
- Mitsui Chemicals Says It Agreed to Buy JSR With DBJ in $8.8 Billion Deal
The planned purchase would shift the chip materials maker from state-backed JIC Capital to Mitsui Chemicals and the government-owned Development Bank of Japan.
· Business
- Ardian Raises €1 Billion for Semiconductor Investment Strategy
Nearly €700 million came through fund commitments, with the balance coming from co-investments.
· Business
- NVentures Joined Point2’s $76 Million Round for AI Data Center Links
The Series B closed in April 2026 and grew to $136 million after follow-on investments by August.
· Business
- AMD’s 2027 Growth Outlook Implies Nearly $94 Billion in Revenue
The roughly $94 billion figure applies the growth outlook to an estimated 2026 revenue base of $52.2 billion.
· Business
- SoftBank Shares Climb 12% as Asian Tech Stocks Rally After Wall Street Rebound
Lower oil prices and renewed buying in chip stocks accompanied gains across Japan and South Korea.
· Investing
- Musk’s TeraFab Seeks Japanese Suppliers for Texas Chip Plants
The project targets a 2027 pilot and a 2032 full-scale plant designed to produce about 1 million wafers a month.
· Technology
- Bank of America Analysts Say Chip Selloff Could End as Early as Q1 2027
The Philadelphia Semiconductor Index fell 38% from its June peak through Nov. 5; historically, it has turned down six to nine months before semiconductor sales weaken.
· Investing
- King Yuan Says $1.3 Billion Texas Chip-Testing Plant Stays on Schedule
Gauss Chang said high-volume production remains targeted for April 2027. The planned 27-acre site would include a 507,000-square-foot facility.
· Business
- Monolithic Power Systems Shares Rise Nearly 17% on Monday
The gain followed a 5% advance Friday and was the stock’s fifth increase in seven trading sessions.
· Investing
- Diamond Foundry Shows 200-Millimeter Single-Crystal Diamond
The unpolished D200mm crystal was displayed at a conference in China and is not yet a finished wafer ready for chip fabrication.
· Technology
- Oppenheimer Upgrades AMD to Outperform, Sets $600 Target
Rick Schafer forecasts 135% growth in AMD’s data-center revenue next year, while the company posted a 45% year-over-year increase in third-quarter revenue.
· Investing
- Taiwan Stocks Rally Nearly 5% as TSMC Leads Semiconductor Gains
The index climbed as much as 6.6% intraday, while Japan rose and South Korea fell.
· Investing
- SOX Rebounds More Than 4% After Its Second-Worst Daily Loss
The index fell 12% Thursday. Its nine largest daily losses were followed by average returns of 23.3% over three months and 48.8% over 12 months.
· Investing
- Musk estimates SpaceX revenue run rate above $500 billion by next December, says it is no promise
Musk estimates SpaceX's annualized recurring revenue will exceed $500 billion by next December, while stressing that data center construction and chip supply constrain expansion.
· Business
- Tesla and SpaceX Outline Two Texas Sites for Terafab Chip Project
Construction began on an Austin research fab in April 2026. A Grimes County production complex is planned with an initial $16.8 billion investment.
· Technology
- ASML Shares Fell 12% in October Despite Record Quarterly Sales
The company raised its 2026 sales outlook to €44 billion to €45 billion after third-quarter net sales reached €11.7 billion.
· Business
- Alpha and Omega Semiconductor Expects $170 Million to $190 Million for December Quarter
AI and server applications reached approximately 20% of September-quarter revenue, while traditional PC demand faced pressure from memory costs and component constraints.
· Business
- GSI Technology Forecasts Fiscal Q3 2027 Revenue at $5 Million to $6 Million
GSI also plans immediate price increases for new orders and changes to existing customer backlog beginning Jan. 1, 2027.
· Business
- Taiwan Authorizes Up to NT$500 Billion in Its 10th Market Intervention
Taiwan's market fell 12.19% in the week ended Nov. 6. New short-selling curbs take effect Nov. 9.
· Investing
- Symatics Introduces MPU Architecture to Speed Interactive AI Inference
The architecture pairs row-and-column parallel processing with compiler-planned execution to reduce transfers between memory and computing units. Technical validation is underway.
· Technology
- Arteris Raises 2026 Revenue Forecast to $98.5M-$99.5M
Third-quarter revenue rose 48% year over year to $25.774 million, while annual contract value plus royalties reached $103.8 million at Sept. 30.
· Business
- Microchip Forecasts December-Quarter Revenue From Down 3% to Up 1%
The company also projected non-GAAP earnings per share of $0.87 to $0.95 and non-GAAP gross margin of 64% to 65%.
· Business
- South Korea Sees No Clear Sign of Contraction in AI Investment or Semiconductor Demand
Participants cited major AI firms’ investment plans and the spread of agentic AI. They also viewed expanding long-term supply contracts at South Korean chipmakers as support for near-term demand.
· Technology
- Palomino Lands First Hyperscaler Order for AI MicroLED Chips
Palomino expects design work to improve output power and fiber-coupling efficiency; the customer and order terms were not disclosed.
· Business
- Microchip Board Declares $0.455 Quarterly Dividend for Dec. 8
Shareholders of record Nov. 23 qualify, and the December-quarter payout is estimated at about $248 million.
· Business
- Jim Cramer Says AI Stock Sell-Off Differs From Dot-Com Crash
Cramer tied the pressure to opposition to new data centers and debt-funded projects that could face regulatory delays. Micron fell 17% and GE Vernova lost 7% Thursday.
· Investing