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Semiconductors
433 TokenPost stories are tagged Semiconductors. The newest appear first.
Latest Semiconductors stories
- NVIDIA and Amkor Plan Over 300% Rise in South Korean Interposer Capacity
A new $1.3 billion agreement supports the South Korean expansion. An earlier $1.5 billion deal covers packaging work and capacity in Arizona.
· Technology
- Amkor Plans More Than 300% Increase in Advanced Packaging Capacity by 2028
The company aims to reach the target by the end of 2028.
· Business
- Samsung Electro-Mechanics MLCC Orders Face 52-Week Delivery Wait
The wait covers low-capacity, high-capacity and automotive products, whose lead times exceeded 30 weeks in September.
· Business
- SK hynix Completes 40 Trillion Won Share Buyback Ahead of Schedule
The South Korean chipmaker finished nearly a month before its Nov. 19 deadline. It plans to cancel the repurchased shares.
· Business
- Taiwan and Japan Join South Korea in Broad Asian Stock Rebound
South Korea’s KOSPI gained more than 4% intraday on Oct. 21, while Taiwan’s benchmark rose about 1.9% and Japan’s Nikkei 225 advanced about 1.24%.
· Investing
- Japan's Export Growth Slows to 16.7% in September, Missing Forecast
Exports to the United States rose 22.9% from a year earlier, while semiconductor exports climbed 49.4% by value.
· Investing
- Texas Instruments to Report Q3 Results Against $5.93 Billion Revenue Estimate
Analysts also expect non-GAAP earnings of $2.40 a share. The company guided to quarterly revenue of $5.65 billion to $6.15 billion.
· Business
- Qualcomm Plans Global Job Cuts With Notices Starting in November
QCT handset revenue fell 20% in the quarter ended June 28, while QCT automotive revenue rose 61%. Qualcomm has not disclosed how many jobs will be cut.
· Business
- Micron to Provide Funding for Indium's New York Minerals Expansion
The companies plan a long-term supply agreement. The project is expected to restart U.S. processing of critical minerals used in semiconductor production.
· Business
- U.S. Data Centers Face Projected Net 32-Gigawatt Power Gap by 2028
The projected shortfall could grow to about 72 gigawatts by 2029, delaying the use of graphics processors bought for AI projects.
· Technology
- Micron Plans Up to $3 Billion to Strengthen U.S. Chip Supply Chain
The stated maximum is not a commitment to spend the full amount.
· Business
- South Korea's KOSPI Falls 3.73% After Brief Rebound From 7.57% Rout
The Oct. 20 close of 5,552.74 was 1.48 points below where the benchmark finished after its Oct. 15 plunge.
· Investing
- Samsung's 4-Nanometer Chip Capacity Nears Full Use as Orders Rise
Samsung is seeking more 5-nanometer customers while some talks over its 2-nanometer process are taking longer than expected.
· Business
- HPSP Agrees to Supply Tesla and SpaceX's Terafab Research Line
The companies are in talks with about 10 South Korean suppliers, more than half of which have signed nondisclosure agreements.
· Technology
- Hedge Funds Cut Tech at Record Pace as Leveraged ETFs Draw $9.5 Billion
Semiconductor and equipment stocks accounted for 57% of net U.S. technology selling, while about $7 billion flowed into SOXL.
· Investing
- PHLX Semiconductor Sector Index Ends Eight-Session Slide With 1.6% Gain
CoreWeave rose as much as 7.4% during Monday’s session but closed 0.4% lower, even as several chip shares advanced.
· Investing
- Intel CEO Says Restructuring Is 80% Complete as U.S. Stake Stays Passive
The federal government's holding fell from 9.9% to about 8.2% after Intel issued more shares in August. It has no board seat.
· Business
- US stock rebound masks weakening breadth as downside risks outweigh upside
Jim Welsh said weak market breadth leaves the US stock rebound vulnerable despite gains in semiconductors and megacap technology shares. A sustained broad-market rally would require Treasury yields to fall.
· Investing
- Tech Stocks Lift Nasdaq 100 as Chip Index Ends Eight Sessions of Losses
November U.S. crude futures extended their advance to eight sessions, while the 10-year Treasury yield rose to 5.14%.
· Investing
- Coinbase Falls 2.72% as Nasdaq Composite Gains 1.11% on Chip Rebound
Strategy, BitMine and Circle also ended Monday lower, while the S&P 500 climbed 0.41%.
· Investing
- Applied Digital and Western Digital Gain More Than 6% in Broad Rally
Nasdaq gained 1.11% and the S&P 500 rose 0.41%, while the Dow slipped 0.07%.
· Investing
- Amkor Breaks Ground on Gwangju Chip Expansion, Lifts Plan to 3 Trillion Won
The South Korean project is expected to add about 2,000 jobs. Amkor aims to complete its first two new buildings in the second half of 2027.
· Technology
- SOX-to-S&P 500 Ratio Falls to Lowest Level Since Late April
The semiconductor index rebounded to 11,316.34 on Oct. 19 after eight straight declines, while the S&P 500 closed at 7,690.73.
· Investing
- U.S. Semiconductor Shares Rally as Intel Gains More Than 6%; SK hynix Rises 6%
The Philadelphia Semiconductor Index gained 3.43% to 1,151 points, while Lam Research and Micron also rose more than 5%.
· Investing
- AMD and Micron Rise With Intel in Oct. 19 Premarket Chip Rebound
Nasdaq-100 futures gained 1.3% before the open, while Dow futures fell 0.2%, leaving the advance concentrated in technology.
· Investing
- Data I/O Agrees to Buy V-TEK and A&J Programming for $23 Million
The pending deal includes about $3 million in Data I/O shares and is expected to close during the week of Oct. 19.
· Business
- Intel Shares Rise More Than 4% as JPMorgan Ends Underweight Rating
The bank kept its $85 price target after Intel shares fell roughly 36% from a June peak.
· Investing
- Bank of America Sees Cycle Floor in U.S. Memory-Stock Multiples
The bank expects memory-chip average selling prices, revenue and margins to remain at supercycle levels in 2027 and 2028.
· Investing
- AI chip demand surges as shorter development cycles and higher yields become critical
AI's rapid development is increasing pressure on chipmakers to shorten research cycles, improve yields and build integrated systems. Existing data centers may also play a larger role in meeting demand.
· Insights & Views
- Asian Chip Index Falls More Than 2% to Its Lowest Level Since July
Investors weighed U.S. AI infrastructure funding concerns and questions about memory demand after DeepSeek described its weekend model update as faster and less resource-intensive.
· Investing
- Analog Chip Inventories Fall as Buyers Report Supply Shortage Concerns
True Analog and Power Analog inventory measures fell 7% and 10% quarter over quarter, while net demand expectations stayed high at +79%.
· Business
- CXMT's Monthly DRAM Capacity Is Forecast to Reach 500,000–600,000 Wafers by End-2028
Capacity is forecast at 420,000 wafers a month in 2027, about 31.3% above today's roughly 320,000.
· Business
- How Nvidia and TSMC began a 30-year alliance by choosing who to work with
Jensen Huang said Nvidia chose TSMC for its integrity, clear principles and commitment to partnership, laying the foundation for a 30-year alliance built around mutual success.
· Business
- Qualcomm Wins Arm Contract Verdict, but Jury Awards Just $2
Jurors also found that Arm interfered with Qualcomm’s business relationship with Meta and rejected four of Qualcomm’s six claims.
· Regulation
- South Korea Minister Expects Chip Boom to Last Through 2027
Lee Hyoung-Il said semiconductor demand remains ahead of supply as producers expand capacity. The chip boom is also lifting South Korea’s tax revenue outlook for 2026.
· Business
- ASML and TSMC Signal Chip Expansion, but AI Returns Remain Unproven
ASML's equipment sales and installed-base management supported its latest quarter, while TSMC kept its 2026 capital spending budget at $60 billion to $64 billion.
· Business
- Asian Stocks Slide Amid AI Financing Concerns, With Losses Varying by Market
South Korea’s KOSPI fell 7.57% on Oct. 15, while Hong Kong’s Hang Seng Index lost 1.03%. South Korea’s two main indexes halted trading after sequential circuit breakers.
· Investing
- Malaysia Unveils Six Chip Designs With RM300 Million Sales Potential
The designs target AI, automotive, drone and space applications. Economy Minister Akmal Nasrullah Mohd Nasir gave no deadline for reaching the estimate.
· Business
- Dan Kirsche Sees Strong U.S. Stock Gains in November and December
The Nasdaq is about 5% below its high, while the equal-weight S&P 500 has risen 7% to 8% from its low. Kirsche sees possible tests near 7,600 for the S&P 500 and 11,000 for semiconductors.
· Investing
- Coreweave Opened 7.7% Lower as Chip Index Headed for Eighth Straight Loss
The Philadelphia Semiconductor Index was down nearly 2% on Oct. 16 and was on course for its longest losing streak since May 2006.
· Investing