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Semiconductors
433 TokenPost stories are tagged Semiconductors. The newest appear first.
Latest Semiconductors stories
- Taiwan Chipmaker Approves NT$73.16 Billion Kaohsiung Fab Expansion
It plans phased investment starting in November and approved a NT$2-per-share cash dividend totaling about NT$9.44 billion.
· Business
- Aehr Raises Fiscal 2027 Revenue Outlook as Shares Rise After Hours
The stock closed at $51.47 before the earnings release, then traded at $58.81 at 7:59 p.m. ET.
· Business
- Taiwan Targets 2027 Development Start for New Park in Tainan Science Park System
The planned park would support preparations for a future wafer fab, but the council chairman did not name TSMC in the reported remarks.
· Technology
- Intel Shares Fall 8.8% as Former Director Urges Foundry Spin-Off
The stock is down 34.9% over two sessions. Intel has spent $108 billion on capital expenditures over five years, while its most advanced foundry process has no formally announced major outside customer.
· Investing
- onsemi Q3 Revenue Rises 11% as AI Data-Center Revenue Grows 175% Year Over Year
The company forecast fourth-quarter revenue of $1.715 billion to $1.815 billion and non-GAAP diluted EPS of $0.95 to $1.07.
· Business
- Onsemi Raises AI Revenue Target Above $3 Billion After Ferric Deal
The $600 million cash acquisition agreement includes up to $175 million in revenue-based milestone payments and is expected to close in the fourth quarter of 2026.
· Business
- Ichor Q3 EPS Beats Estimates as Revenue Falls Short by Up to $1.5 Million
Revenue rose 37% year over year to $328.699 million. Ichor forecast fourth-quarter sales of $345 million to $365 million.
· Business
- Lattice Semiconductor Posts Adjusted Q3 Earnings of 72 Cents Per Share
Shares gained 3% in extended trading Monday as the company’s quarterly results and guidance topped Wall Street estimates.
· Business
- Bank of America Says Slower AI Spending Could Extend Chip Earnings Cycle
The bank’s analysts argue that resilient demand could support chipmakers even as capacity growth slows. They cite $2.5 trillion in long-term contracted backlogs and rising cloud growth.
· Insights & Views
- AXTI- and ALAB-Linked U.S. Stock Contracts Fall as Much as 12.9%
AXTI was quoted at 48.31 USDT after a 6.6% drop in the latest hour; ALAB stood at 234.89 USDT.
· Investing
- Nvidia Analyst Tally Shows 33 Buy Ratings and $323.45 Average Target
Targets ranged from $275 to $465. Nvidia’s fiscal 2027 second-quarter revenue rose 106% year over year to $96.221 billion.
· Investing
- U.S. Stocks Open Higher as LITE Shares Slide More Than 9%
The Dow gained about 0.77%, while the S&P 500 and Nasdaq rose 0.50% and 0.65%, respectively. Crypto-linked shares moved in both directions.
· Investing
- Tower Semiconductor Forecasts $600 Million in Fourth-Quarter Revenue
Third-quarter revenue rose 33% year over year to $526 million, while diluted GAAP earnings reached $1.05 per share.
· Business
- Marvell Projects More Than $1 Billion in Annual Lumentum Deal Savings
The combined company is expected to target a $550 billion market, with Marvell forecasting first-year non-GAAP earnings-per-share accretion after closing.
· Business
- Marvell Agrees to Acquire Lumentum in Deal With $115 Billion Enterprise Value
Lumentum holders will receive 4.5 Marvell shares per share, a 23.9% premium. Marvell’s 10.05% Friday decline came before the deal announcement.
· Business
- SOXX Ends October Below 200-Day Average After 17.1% Monthly Drop
The iShares Semiconductor ETF closed Oct. 30 at $471.51, down $97.13 from its Sept. 30 close.
· Investing
- KB Securities Forecasts SK hynix Q4 2026 Operating Profit at 104 Trillion Won
The estimate is about 25% above the third-quarter result and assumes higher DRAM and NAND shipments. SK hynix expects HBM4 to exceed HBM3E in bit shipments and revenue share.
· Business
- Lee Urges Passage of Record 2027 Budget With About $16 Billion Tech Package
The 21.3 trillion won package combines AI spending with three major technology projects; a separate government budget line proposes 9.4 trillion won for AI.
· Regulation
- South Korea’s October Exports Rise 93.7% as Chip Exports Surge
Semiconductor export sales climbed 259.4% to $56.44 billion. Computer exports rose 496.6% as demand grew for servers used by AI services.
· Business
- AMD Will Report Q3 Results Nov. 3 After $11.54 Billion Q2 Revenue
AMD forecast fiscal third-quarter revenue of about $13 billion, plus or minus $300 million. Its conference call is scheduled for 5 p.m. ET (2200 UTC).
· Business
- Nvidia Supplier Deals Target 2.5-Fold Substrate Capacity
Nvidia’s fiscal second-quarter 2027 revenue rose 106% to $96.2 billion. Amkor plans to increase advanced packaging capacity by more than 300% by the end of 2028.
· Business
- Intel’s 28.58% Drop Cuts Federal Stake Value by $12 Billion
The stock closed at $65.76 after Intel projected fourth-quarter revenue and adjusted earnings below market expectations.
· Business
- Intel Shares Plunge 28.58% as Fourth-Quarter Outlook Misses Estimates
Intel forecast $15 billion to $16 billion in Q4 revenue and $0.25 per share, below analyst estimates of $17.07 billion and $0.43.
· Business
- Ambarella’s Oct. 30 Filing Was a Schedule 13G/A, Not a Transaction Filing
The claim traces to an alert citing unnamed people. Ambarella has not announced a transaction, and no deal terms or timetable were provided.
· Business
- Intel Shares Plunge 28.6% as PC Weakness Raises Foundry Concerns
Intel forecast fourth-quarter revenue of $15 billion to $16 billion and a sequential decline of more than 20% in its client-computing segment.
· Investing
- Tech selloff sends money into dividend stocks as Vermeulen waits for an uptrend
Chris Vermeulen said money was rotating from technology into dividend stocks. Despite the possibility of a short-term rebound, he was waiting for stable prices and a new uptrend before re-entering.
· Investing
- Intel Plunges 28.58% as U.S. Stocks Close Lower on Friday
The Philadelphia Semiconductor Index dropped 7.2%, while the Dow, S&P 500 and Nasdaq fell 1.09%, 1.82% and 2.86%, respectively.
· Investing
- Semiconductor Executives Frame AI Hardware as a System-Level Challenge
Interviews at the Oct. 30 GSA Women’s Leadership Initiative covered data movement, packaging, manufacturing and chip-design tools.
· Technology
- Intel Shares Fall 30% After Fourth-Quarter Outlook Misses Forecasts
Intel projected adjusted earnings of 25 cents per share and fourth-quarter revenue of $15 billion to $16 billion.
· Business
- Philadelphia Semiconductor Index Losses Widen to 6% as Intel Falls 29.6%
ARM slid 10.18%, while Advanced Micro Devices fell 9.48%. All seven individual chip stocks named in the update declined.
· Investing
- Intel Shares Slide Nearly 30%, Nearing Their Steepest One-Day Drop
The decline widened to 30% on Oct. 30, putting the stock on track for a record if the move held through the close.
· Investing
- Intel Shares Fall Nearly 26% After Fourth-Quarter Profit Outlook Misses
Intel forecast non-GAAP earnings of $0.25 per share and a 38% gross margin for the quarter.
· Business
- Intel Leads U.S. Tech Stock Slide With a 29.35% Opening Drop
The declines covered semiconductor, neocloud, optical communications and memory stocks at Friday’s open.
· Investing
- MediaTek Says Its Second AI Chip Customer Is Not Chinese
Co-design is underway, with production expected in 2028. MediaTek did not name the customer or disclose expected revenue.
· Business
- Intel Shares Fall 25.8% to $68.32 in Friday Premarket Trading
The stock reached $132.63 in May premarket trading; earlier gains followed strong quarterly results and an Apple partnership.
· Investing
- Intel Shares Fall 27% Before Open on Weak Fourth-Quarter Outlook
Third-quarter revenue and earnings topped expectations, but Intel forecast $15 billion to $16 billion in fourth-quarter revenue and 25 cents in non-GAAP earnings per share.
· Investing
- U.S. Chip and Crypto Stocks Fall as Intel Drops 25% Premarket
AMD fell 6.80%, and Coinbase and Circle each lost 4.66%; declines also hit storage and optical communications stocks.
· Investing
- Intel’s PC Revenue Falls 5% as AMD’s Chiplet Design Draws Attention
Intel’s Data Center and AI revenue rose 78% to $7.3 billion, while its fourth-quarter revenue forecast was below its third-quarter total.
· Business
- Goldman Sees Intel’s Profit Recovery Tested by PC Weakness
Intel’s $0.25 fourth-quarter adjusted EPS outlook trailed the $0.43 consensus, even after third-quarter adjusted EPS beat estimates at $0.52.
· Business
- Intel Shares Fall 16% as PC Weakness Pressures Fourth-Quarter Outlook
Intel forecast $15 billion to $16 billion in fourth-quarter revenue and adjusted earnings of 25 cents per share.
· Business