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Semiconductors
433 TokenPost stories are tagged Semiconductors. The newest appear first.
Latest Semiconductors stories
- Nagare Labs Raises $5 Million to Develop Its AI Memory Design
The startup projects its six-layer Z2RAM design could deliver five times the bit density of two-nanometer high-density SRAM, but says the work remains at the lab-prototype stage.
· Business
- Wedbush Ties AXT's Potential Third-Quarter Beat to Permits, Mix and Pricing
AXT's roughly $66 million revenue outlook covers third-quarter 2026 shipments it can make under export permits.
· Business
- 2025 Chip Revenue Estimate Ranks SK hynix Ahead of Intel
The estimates differ from company filings, while memory integrated circuits accounted for more than half of second-quarter 2026 semiconductor revenue.
· Business
- Nvidia May Face Chip Competition in 2028 as HBM Risks Extend Beyond 2028
Some emerging cloud providers face unsecured debt yields near 15%. HBM capacity growth after 2028 could pressure prices and margins if AI demand slows.
· Business
- SK Hynix and Samsung Will Report Third-Quarter Results Oct. 28-29
SK Hynix is scheduled to report Wednesday, followed by Samsung Electronics on Thursday. Strong AI memory-chip demand is expected to support profits at both companies.
· Business
- U.S. Semiconductor and Electronic Component Producer Prices Rose 26% Year Over Year in September
The index posted annual gains of at least 25% for six straight months and climbed 31% since July 2025.
· Investing
- Chip supply chains cannot simply be relocated as US rebuilding faces a generational task
Rebuilding US chip production requires more than relocating factories. Gideon Lewis-Kraus described a supply chain built on shared technical commitments and expertise that takes generations to develop.
· Technology
- U.S. Designates Helium a Critical Material, Citing Semiconductor Use
The Oct. 23 decision was the Energy Department’s 20th critical-material designation and brings helium under the Energy Act of 2020 framework.
· Regulation
- Chip Designers Rank Memory Among Top Constraints in Small Panel
Eight of 22 respondents cited memory or HBM, close to the seven who named advanced packaging. Micron’s DRAM prices rose faster than bit shipments in fiscal Q4.
· Business
- CFS to Receive $85 Million Federal Award for Fusion Chip Research
The award covers five research areas, including power electronics and radiation-resistant components. It also grants the federal government a stake in CFS.
· Business
- Needham Starts Diodes Coverage With Buy Rating, $110 Price Target
Diodes' GAAP gross margin rose to 33.1% in the second quarter, and its August forecast called for 35% in the third quarter.
· Investing
- Hong Kong Exchange Launches New Indexes for AI and Semiconductors
The launch information did not name the companies included in either index.
· Business
- Lam Research Posts Record $8.22 Billion Quarter as China Share Rebounds
China accounted for 35% of sales, up from 26% in June. Lam forecast $8.6 billion in revenue for the December quarter, plus or minus $400 million.
· Business
- FCC Grants Intel One-Year Waiver for Factory Transport Vehicles
The order covers continued use and specified changes to AGVs at Intel’s U.S. semiconductor facilities, while broader restrictions on foreign-produced robotics remain in place.
· Regulation
- Treasury Proposes Rules for U.S. Deals Tied to Sensitive Foreign Tech
The draft would require notice for some transactions and prohibit others, with written comments due Dec. 7, 2026.
· Regulation
- Lam Research Shares Fall 11.76% After CFO Forecasts Lower China Revenue Share
The company cited near-term supply constraints in its $8.60 billion December-quarter revenue outlook. China represented 35% of September-quarter revenue, compared with 26% in June.
· Investing
- MaxLinear Shares Fall Nearly 8% Despite Q3 Earnings Beat
The company posted adjusted earnings of 62 cents per share for the quarter ended Sept. 30, and its results and guidance exceeded Wall Street forecasts.
· Business
- KOSPI’s Forward P/E Falls Below 5 for First Time Among $1 Trillion Markets
The index’s forward P/E reached 4.2 among 18 markets valued above $1 trillion at the start of 2026.
· Investing
- SK Hynix Leads U.S. Premarket Storage Stocks With 5.13% Gain
Optical communications and semiconductor shares also rose, while storage stocks split between gainers and decliners.
· Investing
- Nvidia Falls 3.93% as Bank of America Sees $1 Trillion in Cloud Spending
The bank also sees a further 37% increase in cloud infrastructure spending as possible in 2027, with rising AI token use and open-weight models adding to computing demand.
· Insights & Views
- SK hynix Pauses Solidigm IPO Review and Pre-IPO Financing
The U.S. storage subsidiary had considered a Nasdaq listing as early as 2027, while some SK hynix shareholders raised dilution concerns.
· Business
- Helion Seeks Up to $175 Million in Federal Fusion Chip Funding
The company plans to add $50 million in private investment, bringing the proposed package to $225 million.
· Business
- Open-Weight AI May Support Chip Demand
Open-weight models may raise token demand without replacing closed models, with six semiconductor companies potentially benefiting.
· Technology
- TSMC’s 2030 Valuation Scenario Puts ADR at $1,219 on EPS Growth
The model uses projected 2030 earnings of $60.98 per ADR and a 20-times price-to-earnings multiple.
· Investing
- Texas Instruments Shares Fall 0.9% After Q4 Outlook Points to Flat Revenue
The midpoint of fourth-quarter sales guidance was $5 million below the prior quarter, while the earnings-per-share midpoint matched Q3.
· Business
- BE Semiconductor Q3 EPS Climbs More Than Fourfold As Orders Rise
Order intake reached €342.6 million, and the company expects fourth-quarter revenue to stay within 5% of its third-quarter level.
· Business
- Lam Research Raises Aether Revenue Target to $2.5 Billion by Decade's End
Lam’s preliminary forecast puts 2027 wafer-fab equipment spending above $200 billion. DRAM is expected to lead demand growth, with NAND use also increasing.
· Business
- Nordic Semiconductor ASA Sets Q4 Outlook Below Record Q3 Sales
Third-quarter revenue rose 31.6% year over year to $235.468 million, while gross margin reached 52.8%.
· Business
- Nvidia Sets 2028 Capacity Targets Across Six Chip Supply Partners
The plans include a 2.5-fold substrate target and optical-engine capacity growth to about 30 times current levels by the end of 2028.
· Business
- 11 Micron Taoyuan Union Officials Stage 24-Hour Gate Strike
The action involved 11 union officials at the company gate and was not a stoppage by the full membership. The dispute centers on profit sharing and a one-time fiscal 2026 bonus.
· Business
- Nvidia Partners Plan to Raise Substrate Capacity 2.5-Fold
Amkor’s CoWoS-R capacity is set to triple, while SPIL plans a substantial increase in co-packaged optics capacity.
· Technology
- AI investment faces a supply shortage, with corporate earnings the next test
Daniel Newman says scarce computing capacity remains the immediate constraint on AI investment. Broader confidence will depend on revenue and profit gains at companies adopting the technology.
· Insights & Views
- Texas Instruments Sees $500 to $1,000 in Chips per Humanoid Robot
CEO Haviv Ilan expects robotics activity to ramp in 2027, but TI has not estimated how many humanoid robots will be built.
· Business
- Texas Instruments Revenue Rises 28% as Data-Center Revenue Nearly Doubles
The chipmaker’s diluted earnings per share increased 77% year over year. For the fourth quarter, it forecast revenue of $5.80 billion to $6.30 billion.
· Business
- Inside Edge Capital Trims AI Exposure 13.5% as Nasdaq-100 Rebounds
The firm added a 5% Nasdaq hedge through ProShares Short QQQ (PSQ) and increased its energy and health care positions.
· Investing
- 力積電's Q3 Results Imply 47.6% Gross Margin After Price Hikes
The preliminary margin is calculated from self-compiled figures; revenue increased about 23% quarter over quarter and about 80% year over year.
· Business
- Intel Targets First Ohio Fab Operations for 2030 or 2031
The first fab was originally expected to start delivering chips in 2025. Intel plans to complete it in 2030, with a second fab planned for completion in 2031.
· Business
- SK hynix and SanDisk Rise 4% as Memory Stocks Lead U.S. Open
Micron climbed about 3%, while all three companies were coming off losses in Tuesday’s session.
· Investing
- Micron Expects Tighter Memory Supply in 2027, Constraints Through 2028
The company expects tighter conditions in 2027 than in 2026. Cantor Fitzgerald analyst C.J. Muse maintained a $2,000 12-month target and Overweight rating on Oct. 20.
· Insights & Views
- Cantor Holds $2,000 Micron Target After Shares Close at $896.07
The target stood 123.2% above Micron’s Oct. 20 close. Cantor first set it at $2,000 on Oct. 1.
· Investing