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Semiconductors
433 TokenPost stories are tagged Semiconductors. The newest appear first.
Latest Semiconductors stories
- Chinese Firms Report AI Training and Kirin Device Milestones Amid U.S. Export Controls
Meituan says its 1.6-trillion-parameter model ran on domestic computing hardware; Huawei says more than 100 million products using Kirin chips have shipped since 2023.
· Technology
- SK Hynix Says Dalian Equipment Work Has U.S. Authorization
The company says it is not seeking more capacity at the facility. An annual license covers equipment shipments to SK Hynix and Samsung plants in China.
· Regulation
- TSMC’s Fourth-Quarter Revenue Range Implies Growth of Up to 61%
The company also posted higher third-quarter net income as demand for leading-edge chips continued and 2-nanometer production ramped up.
· Business
- Investors Add $3.8 Billion to Direxion ETF Despite Nearly 21% Drop
VanEck’s $72 billion semiconductor ETF drew more than $430 million over three sessions as a six-session sector decline erased about $1 trillion in market value.
· Investing
- TSMC’s Q3 Results and Q4 Guidance Point to 2027 Growth Despite Flat-Margin Concerns
The company expects stronger AI accelerator revenue growth and is adding four advanced-node fabs. Its fourth-quarter revenue guidance topped consensus expectations.
· Business
- Micron Shares Slip Below $900 as Taiwan President Urges Talks
The Taoyuan union’s strike vote passed with 99% of ballots cast, but its chairman says no walkout date is set.
· Investing
- SOX Logs Fourth 10% Correction Since Early June, Most in Similar Period Since 2002
The index fell 4.30% on Oct. 14, closing at 11,684.38 after a 524.41-point drop.
· Investing
- Cirrus Logic Shares Fall 2.2% After KeyBanc Downgrade
KeyBanc’s concern centered on cuts to Apple’s iPhone units and a likely decline in 2027.
· Investing
- Musk Praises Micron as 26 Deals Could Cover More Than 35% of Revenue
Price bands apply to about three-quarters of the agreements’ expected revenue, while customers have committed $32 billion, mostly in cash deposits.
· Investing
- GlobalFoundries Projects $0.10 to $0.15 in 2027 EPS Accretion From New York Fab
The estimate applies only to the first fab and assumes a Jan. 1, 2027, start for the arrangement; the facility itself is targeted to open in 2029.
· Business
- PHLX Semiconductor Index Falls 7.5% in Two Weeks Through Oct. 14
The index closed at 11,684.38 on Oct. 14, after dropping 20.6% from June 30 to July 31.
· Investing
- TSMC Says It Must Operate Any Fab Tied to Musk's Terafab
Musk has described his affiliates as Terafab's operators and said TSMC could at most lease production capacity.
· Business
- Taiwan Semiconductor Manufacturing Company Limited Posts $46.72 Billion Q3 Revenue
GAAP earnings per American depositary receipt were $4.60, $0.09 above estimates. Revenue beat estimates by $1.02 billion.
· Business
- TSMC Revenue Rises 41.2% to $46.72 Billion in Third Quarter
High-performance computing made up 68% of sales, and TSMC forecast fourth-quarter revenue of $52.3 billion to $54.3 billion.
· Business
- Chip weakness may signal fading AI profitability as defensive stocks rise
Weak chip prices may be challenging expectations for semiconductor EBIT margins to rise from 42% in 2026 to 49% in 2027. Defensive-sector leadership and weak market breadth also point to fading risk appetite.
· Insights & Views
- SK Hynix Shares Fall More Than 12% to Lowest Level Since April
The shares hit their lowest level since April 27, a more than five-month low.
· Investing
- TSMC Reports 68.7% Q3 Profit Growth as 2-Nanometer Chips Add Revenue
Revenue reached $46.72 billion, while 2-nanometer manufacturing contributed 8% of wafer sales and advanced nodes accounted for 79%.
· Business
- Ricursive Develops AI Software to Design and Refine Chip Layouts
Co-founders Anna Goldie and Azalia Mirhoseini say more efficient chips could help meet Goldie’s projection that computing demand will rise at least 10,000-fold in five years.
· Technology
- Qnity Electronics Declares $0.08 Quarterly Dividend Per Share
The dividend is payable Dec. 15 to shareholders of record Nov. 30, which is also the ex-dividend date.
· Business
- GlobalFoundries Plans Two New York Chip Factories Under U.S.-Japan Deal
Japan could provide up to $21 billion, though funding for the second factory is unconfirmed. A separate agreement gives the U.S. Commerce Department equity equal to about 4% of the company.
· Business
- Qnity Makes Materials Used in Semiconductor Manufacturing
The company spun off from DuPont nearly a year ago. Its CEO described shrinking and stacking as increasingly important to its success.
· Business
- Camtek Expects Third-Quarter Revenue of $160 Million to $161 Million
The preliminary estimate represents 27% year-over-year growth. Camtek also forecast fourth-quarter revenue of about $180 million, up 40%.
· Business
- RBC Cuts Technology Sector Rating as Chip Earnings Momentum Slows
The bank shifted technology stocks to market weight and recommended health care. Semiconductor ETFs fell on Oct. 14 as investors watched earnings estimate revisions slow.
· Investing
- IBM And Siemens Join Research To Advance Nanostack Transistors
The work will focus on design, simulation and lithography techniques. IBM plans to make an early nanostack process design kit available in the first quarter of 2027.
· Technology
- ASML Forecasts Fourth-Quarter Sales of €14.2 Billion to €15.2 Billion
The chip equipment maker projects 2026 net sales of €44 billion to €45 billion and a gross margin of about 56%.
· Business
- China’s September Exports Rise 36.3% to $447.18 Billion
Imports increased 31% to $313.65 billion, while China recorded a $133.53 billion monthly trade surplus.
· Business
- ASML Sees Customer Interest in Equipment Orders Through 2030
Third-quarter profit beat estimates, and the company raised the bottom of its 2026 sales outlook while exploring ways to expand 2028 capacity.
· Business
- Applied Materials Opens $5 Billion EPIC Semiconductor Research Center
The Sunnyvale facility will bring chipmakers, equipment companies, university researchers and Applied Materials engineers together to advance semiconductor research in the AI era.
· Business
- Niobia Deploys On-Device AI to Find Battery and Chip Defects
The San Francisco startup uses AI agents running on open-source models trained further on battery, chip and research data to help engineers investigate production flaws.
· Technology
- Ubitium Raises $14 Million for Universal Physical AI Processor
The Düsseldorf startup is developing a reconfigurable chip that combines sensing, AI inference and real-time control for drones, robots, vehicles and industrial equipment.
· Technology
- Lam Research Shares Fall 4.4% in Seventh Straight Session
The semiconductor equipment maker had lost more than 10% over the previous six sessions. Quarterly results are scheduled for Oct. 21.
· Investing
- VanEck Semiconductor ETF Extends Losing Streak to Six Sessions
The fund fell 1.2% Tuesday and has lost more than 8% since the decline began, putting it on track for its longest losing streak since May 2025.
· Investing
- YieldMax Semiconductor Portfolio Option Income ETF Declares $0.514 Dividend
The weekly distribution is scheduled for Oct. 15, with Oct. 14 set as both the record date and ex-dividend date.
· Investing
- Applied Materials (AMAT) Shares Fall 7% by Noon ET (4 p.m. UTC) Tuesday, Oct. 13
The semiconductor equipment maker presented its outlook at SEMICON West while highlighting optical inspection and artificial intelligence demand.
· Investing
- Sandisk Shares Fall 2.27% as Daily, Hourly Charts Stay Bearish
Sandisk (SNDK) was quoted at $1,453.62 at 10:43 a.m. ET on Oct. 13, while a brief 15-minute MACD improvement offered limited support.
· Investing
- ASML’s Seven-of-Eight Double-Beat Record Raises Q3 Bar
The company will report third-quarter results before the U.S. market opens Wednesday, with non-GAAP EPS expected at $12.01.
· Business
- ASML Options Price a 5.5% Move Ahead of Wednesday Earnings
The largest put position sits at the $1,500 strike, while call interest is concentrated between $1,900 and $2,140.
· Investing
- AI-Linked Stocks Slide at U.S. Open as Astera Labs Falls 6.02%
Micron, Marvell, Arista Networks and CoreWeave also declined as major U.S. indexes opened in mixed territory Tuesday.
· Investing
- Long Semiconductor Positions Stay Crowded as Investor Conviction Cools
An October survey of 161 institutional managers controlling $453 billion found that long global semiconductor positions remained the market’s most crowded trade.
· Investing
- Broadcom CEO Says Some AI Investors Are Gambling as AI Revenue Jumps
Hock Tan warned that some investors have extreme expectations as Broadcom reported $16.7 billion in third-quarter AI semiconductor revenue and forecast $21.7 billion for the fourth quarter.
· Business