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Semiconductors
433 TokenPost stories are tagged Semiconductors. The newest appear first.
Latest Semiconductors stories
- Renesas Q3 Non-GAAP Revenue Up 30.2%; Industrial/Infrastructure/IoT Revenue Up 46.4% YoY
Industrial/Infrastructure/IoT revenue reached ¥243.8 billion, while Automotive revenue rose 19.3% to ¥189.5 billion.
· Business
- STMicroelectronics Forecasts $4.15 Billion in Q4 Revenue, Reaffirms Margin Model
The company expects a 39% gross margin in Q4, while its 44%-46% financial model applies to 2027-2028.
· Business
- Marvell Shares Fall 15.01% in Intraday Trading to $214.74
The semiconductor stock’s decline puts a sharp equity move on the radar for readers tracking crypto and broader markets.
· Investing
- Marvell Technology Shares Drop 12% as Lumentum Gains 4.5%
The opposing moves left optical-communications stocks mixed during a sharp semiconductor-sector move.
· Investing
- Taiwan Semiconductor Industry Association Forecasts 41% Output Growth
Chairman 侯永清 forecast member output above NT$9.1 trillion in 2026. TSIA’s board backed a government review of nuclear plant restarts subject to legal and safety conditions.
· Business
- Cohu Shares Rise 6% After Third-Quarter Revenue Reaches $173 Million
Revenue increased 37%, and the company cited demand for thermal testing systems in its upbeat high-performance computing revenue outlook.
· Business
- U.S. Government Stock and Warrant Deals Span More Than 40 Companies
The 43 announced transactions involve about $30 billion and cover sectors from semiconductors to quantum computing.
· Business
- Samsung Expects 2027 AI Memory Demand to Outstrip Supply
The company estimates 2026 capital spending at 84.4 trillion won, including 76.8 trillion won for semiconductors, though the plan may change with market conditions.
· Business
- Samsung Targets Multi-Year Contracts for 60% to 70% of Mid- to Long-Term Capacity
The company expects tight memory supply through 2028 and plans to have its board finalize the remaining 2026 shareholder-return amount and execution details in late January 2027.
· Business
- Taiwan Foundry 聯電 Board Approves About $3.2 Billion for Expansion
Third-quarter capacity utilization reached 92%, while shares fell as much as 8.98% in Taiwan trading. The projects target silicon photonics, silicon capacitors and thin-film lithium niobate.
· Business
- Samsung Reports Q3 Profit Miss, Announces 30 Trillion Won Dividend
Revenue reached 195.3 trillion won, and the chip division generated nearly all of operating profit.
· Business
- GlobalFoundries Signs $2 Billion TSMC CoWoS Deal for New York Site
The five-year agreement covers silicon interposers, with production expected to begin ramping in Malta during the first half of 2028.
· Business
- 花旗 Raises SK 海力士 Fourth Fiscal Quarter Profit Forecast to 107 Trillion Won
花旗 projects about 35 trillion won in fourth fiscal quarter shareholder returns, including 15 trillion won in share repurchases and 20 trillion won in cash dividends.
· Business
- SK Hynix Shares Jump 12% as Market Value Nears $1.2 Trillion
Shares were quoted at $162.810 apiece at 11:24 a.m. ET Wednesday, with the company valued at $1.19 trillion.
· Investing
- SK Hynix Posts Record Profit, Announces More Than $25 Billion in Shareholder Returns
The package combines dividends and stock buybacks. Memory and AI-linked shares moved higher in U.S. premarket trading Wednesday.
· Business
- Littelfuse Posts Record $5.79 Adjusted EPS as Q3 Sales Miss Guidance
Net sales rose 22.7% to $766.729 million but came in below the company’s prior outlook. Littelfuse forecast fourth-quarter adjusted diluted EPS of $5.05 to $5.25.
· Business
- SK hynix Reports Record Third-Quarter Revenue Above 100 Trillion Won
Revenue totaled 104.6155 trillion won, while operating profit rose 632% year over year to 83.3338 trillion won.
· Business
- UMC Revenue Climbs 25.6% as Wafer Shipments Set a Record
Third-quarter revenue totaled $2.32 billion. UMC expects wafer shipments and capacity utilization to hold steady in the fourth quarter.
· Business
- SK hynix Sets Revenue Record as Shares Rise 10% on AI Memory Demand
Operating profit reached $62.38 billion, while DRAM and NAND prices rose as much as 25% from the prior quarter.
· Business
- SK Hynix U.S. Shares Rise 8.14% as Quarterly Profit Jumps 632%
Revenue rose 328% to a quarterly record of 104.6155 trillion won as operating margin reached 80%.
· Business
- Intel Signs Deal to Buy Classiq and Expand Quantum Computing Effort
The agreement would combine Classiq’s algorithm-design platform with Intel’s silicon spin-qubit work. The companies expect to close in the first half of 2027.
· Business
- Optical and Chip Stocks Rise as Most Neocloud Shares Gain; Robinhood Falls 8.42%
S&P 500 and Nasdaq 100 futures gained 0.11% and 0.54%, respectively, while Dow futures fell 0.21%.
· Investing
- Solidigm Seeks U.S. Approval to Ship Equipment to Dalian Before $45 Billion Plant Decision
Solidigm says revenue from a Dalian upgrade would help fund the project, whose total investment could approach $100 billion. New York state is among the locations under consideration.
· Business
- South Korea’s KOSPI Gains 6% as Samsung Electronics Rises 9%
SK Hynix shares climbed more than 8%, also outpacing the benchmark.
· Investing
- Semiconductor ETF could rise 50%, Vermeulen says, but warns of steep losses if support breaks
Chris Vermeulen sees about 50% upside in SMH’s bullish chart pattern, while warning that a support break could trigger steep losses. He emphasized sustained price gains and capital flows as confirmation.
· Investing
- INFICON Raises 2026 Sales and Margin Targets After Record Quarter
Third-quarter sales in its Semiconductor & Vacuum Coating market rose 74.7% year over year to $135.4 million.
· Business
- Musk Says Robots Will Consume More Memory Than All Computing Devices on Earth Combined
Meta expanded its collaboration with Nvidia on Muse models. Taiwan Semiconductor Manufacturing Co. (TSMC) was considering a 10% to 20% increase in CoWoS packaging prices.
· Technology
- Samsung Puts $22.84 Million Into Central Texas Workforce and Community Programs
The plan includes a $1.5 million skilled-trades pathway with Taylor Independent School District and workforce funding through 2029.
· Business
- Deutsche Bank Cuts Lattice Semiconductor Target to $125 Per Share
The bank kept its Buy rating. Its public recommendation history still lists a $175 target from May 21.
· Insights & Views
- FedEx Survey Names Taiwan Top Market for Expected Chip Demand Growth
Twenty-three percent of 478 participants picked Taiwan, while 35% said their companies plan to expand into more Asia-Pacific markets.
· Business
- Nasdaq Composite Rises 1% as Philadelphia Semiconductor Index Gains 2.37%
The Philadelphia Semiconductor Index stood at 11,346, while Dell Technologies led the named stocks with a 7.73% gain.
· Investing
- Bank of Korea Official Sees Faster Chip Volume Growth in 2027
Lee did not quantify the increase and expects semiconductor prices to keep rising more slowly than in 2026.
· Business
- Ultra Clean Sets Q3 Results After Close With $700 Million to $750 Million Outlook
The company also forecast GAAP diluted earnings of $0.67 to $0.87 per share and non-GAAP diluted earnings of $0.83 to $1.03.
· Business
- Cadence Q3 Revenue Climbs 22% as Company Raises 2026 Outlook
Non-GAAP diluted EPS reached $2.11, beating the top of its prior range by 4 cents.
· Business
- Applied Materials Plans to Raise Besi Stake to About 20%
The share purchase is subject to a U.S. antitrust waiting period as the companies expand their advanced-packaging work for AI chips.
· Business
- China’s STAR50 Sheds More Than 40% as AI Selloff Tests Market Plans
The decline has erased more than $480 billion in market value, while the index’s price-to-earnings ratio remains near 100.
· Investing
- Rambus Sets Q4 Revenue Outlook at $227 Million to $233 Million
The company expects product revenue of $127 million to $133 million, with management projecting 34% year-over-year growth at the midpoint.
· Business
- Marvell Data-Center Revenue Rose 46% Year Over Year in Q2
Will Chu said Marvell chose around 2018-19 to skip 7nm and move from 12nm and 16nm products directly to 5nm.
· Business
- Morgan Stanley Raises U.S. Data Center Power Shortfall Forecast to 38 GW
The 2026-28 estimate rose from 33 GW as electricity constraints could shift chip market share and leave suppliers exposed to excess orders if construction slows.
· Technology
- ASP Isotopes Reports Stable Liquid Helium Production in South Africa
Helium is accumulating in storage ahead of initial deliveries, but the company gave no revised shipment date.
· Business