TokenPost topic
Semiconductors
433 TokenPost stories are tagged Semiconductors. The newest appear first.
Latest Semiconductors stories
- Elon Musk Loses $91.2 Billion as U.S. Stocks Sell Off Sharply
The Nasdaq Composite fell as much as 5.35%, while the Philadelphia Semiconductor Index slid as much as 11.6% in Thursday’s session.
· Investing
- Tech’s 37% S&P 500 Weight Raises Risk From AI Stock Rotation
SOXX dropped more than 23% over the past month, while the Dow gained 4.1% and the equal-weighted S&P 500 rose more than 5%.
· Investing
- Arm Shares Fall 5% as Licensing Revenue Rises 50% to $773 Million
Arm expects triple-digit growth in data-center royalties over the next few years. Analysts say cloud AI royalties are more than offsetting weakness in smartphone royalties.
· Business
- Hassett Calls Intel’s Results a Positive Sign for the Chip Industry
Intel posted $16.5 billion in third-quarter revenue and forecast $15 billion to $16 billion for the fourth quarter.
· Business
- IREN Jumps 17.86% as Premarket Gains Spread Across Tech Stocks
Neocloud, storage, optical communications and semiconductor shares all advanced in Friday’s U.S. premarket session.
· Investing
- UMC's October 2026 Sales Rise 18.3% to NT$25.19 Billion
UMC’s January-October net sales totaled NT$229.21 billion, up 16.33% from a year earlier.
· Business
- South Korea’s KOSPI and KOSDAQ Trigger Stabilization Measures
At 1:25 a.m. ET, KOSPI was down 5.5% and KOSDAQ had fallen 5.11% as worries over data-center policy weighed on AI-related shares.
· Investing
- AI-Linked Shares Rally as Micron Rises 8.3% and SanDisk Jumps 10.17%
Nasdaq-100 futures advanced 1.47%, while S&P 500 futures rose 0.40% and Dow futures fell 0.62%.
· Investing
- GlobalFoundries Posts $270 Million Q3 Loss After $441 Million Charge
Revenue climbed 13% year over year to $1.899 billion, while non-IFRS net income was $298 million excluding the share-issuance expense.
· Business
- Cirrus Logic Sets Fiscal Q3 2027 Revenue Range at $510 Million to $570 Million
September-quarter revenue rose 22% to $559.5 million, and the completed INVENTVM deal adds mixed-signal expertise for new opportunities.
· Business
- Taiwan Stocks Shed 1,873 Points and Close Below 40,000
The benchmark fell as much as 8.99% in its opening minute. Taiwan Semiconductor Manufacturing Co. finished down 4.69%.
· Investing
- Silvaco Projects Mid- to High-Teens Revenue Growth in 2027
The company forecast fourth-quarter revenue of $22 million, plus or minus 10%, and said bookings so far were at a multiyear high for this point in the quarter.
· Business
- Arm Projects Up to $2 Billion in AGI CPU Revenue Across Fiscal 2027 and 2028
Shipments are expected to begin in fiscal fourth-quarter 2027, with purchase orders from multiple customers extending through calendar 2027.
· Business
- SiTime Forecasts Fourth-Quarter Revenue of $331 Million to $341 Million
The company also announced a three-for-one stock split and projects non-GAAP earnings per share of about $4.76 at the midpoint.
· Business
- Taiwan Stocks Set Intraday Point-Loss Record as Index Falls 8.99%
The benchmark opened down 6.4% as TSMC and other heavyweight stocks neared their daily trading limits.
· Investing
- Camtek Posts Record $161.3 Million Quarter, Expects 2027 Revenue Above $800 Million
Operating income reached $47.5 million, and advanced packaging made up about 80% of quarterly revenue.
· Business
- Philadelphia Semiconductor Index Falls 11.48%, Nearing Worst Day Since 2020
Sandisk slid 17.04% as chip and storage shares led market losses.
· Investing
- Philadelphia Semiconductor Index Falls 11.41% as Bitcoin Slides 5.25%
The Nasdaq 100 fell 5.82%, and TSMC's U.S.-listed shares lost 10.47% as market volatility surged.
· Investing
- SanDisk Shares Fall 17% as U.S. Storage Selloff Deepens
Micron dropped 12.57%, while the Philadelphia Semiconductor Index fell 8.31%. Losses spread across memory-chip and hard-drive companies.
· Investing
- Sandisk Falls More Than 12% as U.S. Chip Stocks Extend Losses
Seagate Technology, Western Digital and AMD each lost more than 10% in early U.S. trading. Micron, Intel and Nvidia also declined.
· Investing
- AMD Shares Fall 10.12% Intraday to $440.77 in Sharp Slide
The decline puts a steep move in a major semiconductor stock on the radar as markets assess risk sentiment.
· Investing
- EU Launches Chip Design Platform With €525 Million Mobilization
EuroCDP will connect chip designers with software, support services, intellectual property blocks and manufacturing capacity.
· Technology
- South Korea’s KOSPI Falls 5.6% as Both Indexes Trigger Sell Sidecars
SK Hynix slid 10%, while both the KOSPI and KOSDAQ activated sell-side sidecars.
· Investing
- Bernstein Raises TSMC Price Target to $600 From $554, a $46 Increase
An Aug. 11 target increase took Bernstein’s call from $430 to $554. In a separate August analysis, the firm projected TSMC CPU revenue could reach the high-$30 billion range by 2027.
· Insights & Views
- SK Hynix Quote Drops 10.3% in 24 Hours to 980.02 USDT
A separate opening snapshot showed South Korea’s KOSPI down 1.82% and SK Hynix shares down 6%.
· Investing
- Qualcomm Shares Drop About 7% as Costs Pressure Earnings Outlook
The company’s December-quarter revenue forecast topped estimates, but its earnings-per-share midpoint was below the analyst average.
· Business
- India Sets 24-Month Target to Develop Homegrown GPU Chips
The goal is tied to a 12-year semiconductor mission with about $15 billion in funding and support for AI accelerators.
· Technology
- Navitas Says AI Infrastructure Business Could More Than Triple in 2027
Navitas expects AI infrastructure to exceed 40% of revenue by year-end 2026 and forecasts fourth-quarter revenue of $16 million, plus or minus $500,000.
· Business
- AMD Shares Rise 4.53% in Premarket Trading After Earnings Report
The chipmaker reported 97% growth in Data Center revenue and forecast fourth-quarter revenue of about $17 billion.
· Investing
- 5N Plus Expects High End of 2026 Adjusted EBITDA Range, Plans Utah Expansion
Specialty Semiconductors revenue rose 34% in the third quarter to a quarterly record. The planned Utah site expansion is approximately 50%.
· Business
- CXMT's Market Quote Rises 12.3% in 24 Hours to 6.618 USDT
The 24-hour move was timestamped Nov. 4 at 5:15 a.m. ET (10:15 UTC).
· Investing
- AMD Revenue Reaches $13.4 Billion as Data Center Sales Jump 97%
AMD forecast fourth-quarter revenue of about $17 billion and a non-GAAP gross margin near 55%.
· Business
- Navitas Revenue Rises 38% as GAAP Net Loss Widens to $37.1 Million
Navitas forecast fourth-quarter revenue of $16 million, plus or minus $500,000, and non-GAAP gross margin of 40.5%, plus or minus 1 percentage point.
· Business
- AMD rebound case rests on data centers as $650–$700 targets hinge on support
AMD’s data center growth could support a rebound, Danielle Shea said, but her $650–$700 longer-term targets depend on holding support above $412. Earnings volatility remains a risk.
· Investing
- onsemi Forecasts 140% AI Data-Center Revenue Growth for 2026
The company expects the business to double in 2027 from a higher base after third-quarter revenue reached $180.2 million.
· Business
- Goldman Sachs Desk Sees 2027 as Possible Semiconductor Peak
The desk called capital-spending anxiety “extremely high” as the Philadelphia Semiconductor Index traded at about 12.16x forward earnings.
· Investing
- SambaNova and Super Micro Plan Systems With 10,000 SN50 Chips
SambaNova says the SN50 can handle models with up to 10 trillion parameters. SN50 systems are set to ship in the second half of 2026.
· Business
- AMD to Report Fiscal Third-Quarter Results After Tuesday’s Close
AMD’s conference call is scheduled for 5 p.m. ET (22:00 UTC).
· Business
- Intel Posts $16.5 Billion in Third-Quarter Revenue, Sets Q4 Outlook
The chipmaker expects fourth-quarter 2026 revenue of $15 billion to $16 billion.
· Business
- Sequans Posts $9.09 Million Q3 Revenue, $6.2 Million Realized Net Gain on Bitcoin Sales
Preliminary, unaudited results showed revenue up 182.8% year over year. Sequans ended the quarter with no Bitcoin holdings.
· Business