TokenPost topic
Semiconductors
433 TokenPost stories are tagged Semiconductors. The newest appear first.
Latest Semiconductors stories
- CXMT Memory Design Sends Global Semiconductor Stocks Lower
The Chinese memory-chip maker’s new architecture aims to fit more data into less space, intensifying concern about competition for Micron, SK Hynix and Samsung.
· Technology
- Meta, Broadcom Could Approach $2 Trillion Market Caps in 2027 Scenario
Twelve-month analyst targets imply a valuation near $2 trillion for Meta and about $2.48 trillion for Broadcom, assuming relatively stable share counts.
· Investing
- QuickLogic Secures Six-Figure eFPGA Contract for 16-Nanometer Chip
The system-on-chip targets battery management, motor control and industrial robotics, with license revenue expected over the next six months.
· Business
- SanDisk trades 4.07% below cash close in on-chain stock futures
SanDisk traded 4.07% below its last cash close on Hyperliquid's xyz market as 24-hour volume across 134 instruments reached $2.98 billion.
· Investing
- ASML Capacity-Expansion Guidance Takes Focus Ahead of Oct. 14 Results
Investors are watching expected machine production as U.S. chip stocks fall and South Korean semiconductor shares reach a two-month low.
· Business
- Micron Shares Fall Below $1,000 for First Time Since Sept. 17
The stock dropped 3.88% Monday to close at $989.04, extending its retreat from a June record high of $1,255.
· Investing
- Taiwan Stocks Suffer Third-Largest Foreign Selloff as Korea Tumbles
The Taiex fell 1.95% to 48,341.31 as foreign investors sold NT$165.34 billion of local shares, while South Korea’s KOSPI briefly dropped more than 7%.
· Investing
- Morgan Stanley Warns Storage Stocks Face Cycle-Top Valuation Risk
Samsung and SK Hynix trade at roughly three to four times forward earnings, but supply growth and changing AI infrastructure spending could pressure future returns.
· Investing
- Samsung, SK Hynix Shares Slide as Seoul Tech Sell-Off Deepens
Samsung fell 7.4% and SK hynix dropped 10.1% during Tuesday’s Seoul session as the KOSPI briefly fell below 6,000.
· Investing
- Cathie Wood Warns China’s Memory Chip Expansion Could Increase Price Volatility
The ARK Investment Management co-founder is avoiding traditional memory-chip makers as China expands production capacity in a market marked by sharp boom-and-bust cycles.
· People
- South Korea’s KOSPI Falls 6.5% as AI Crypto Tokens Slide
The index dropped to about 6,002 as investors sold semiconductor stocks after Chinese chipmaker CXMT announced a new memory-chip design.
· Investing
- Asian Stocks Slide as AI Concerns Send Kospi Down 7.4%
South Korea’s benchmark fell to 5,914.35 as semiconductor shares led a broad technology sell-off across Asia.
· Investing
- CXMT Plans 4F² Server DRAM Launch as Samsung, SK Hynix Slide
The Chinese memory maker says its denser design will debut in next-generation server chips by year-end, intensifying competition in the DRAM market.
· Technology
- South Korea’s KOSPI Closes Down 5.47% as Chip Stocks Slide
SK Hynix dropped 10.09% and Samsung Electronics fell 7.38% in a semiconductor-led selloff on Oct. 13.
· Investing
- South Korea’s KOSPI Falls 6.1% as Samsung Slides 17%
The index posted its fifth straight daily loss and fell more than 15% in five sessions, adding to broader risk-off pressure relevant to crypto markets.
· Investing
- Samsung and SK Hynix Drop More Than 7% on AI and China Fears
Samsung Electronics fell 7.29% and SK Hynix dropped 8.35% as South Korean semiconductor stocks faced pressure from storage technology concerns and doubts about the AI investment cycle.
· Investing
- TSMC Reports 54.6% Revenue Growth Amid $1 Trillion AI Investment Forecast
Taiwan Semiconductor Manufacturing Co. posted NT$511.86 billion in September revenue, while U.S. hyperscaler capital spending is estimated at about $800 billion in 2026.
· Investing
- South Korea’s KOSPI Plunges 7% Intraday as Chip Stocks Slide
The index fell to 5,936.36 points, while SK Hynix dropped more than 9% and Samsung Electronics declined 8.4%.
· Investing
- Leveraged Samsung and SK Hynix Products Plunge More Than 16%
A two-times Samsung product fell 16.37%, while a leveraged SK Hynix product dropped 18.29% amid a sharp sell-off in Asian semiconductor stocks.
· Investing
- South Korea’s KOSPI Slides 6% as SK Hynix, Samsung Tumble
SK Hynix fell 9%, while Samsung Electronics dropped 7% as a sharp equity selloff intensified in South Korea.
· Investing
- U.S. Stocks Finish Mixed as Oil Gains Lift Energy Shares
WTI crude rose 2.06% to $93.74 a barrel, while storage-chip and optical-communications stocks fell sharply and the Nasdaq Composite slipped 0.44%.
· Investing
- South Korean Stocks Slide 5% as SK Hynix Extends Drop to 7%
Samsung Electronics fell 5.89% as both chipmakers headed for a fifth straight decline, while overnight U.S. chip losses added pressure.
· Investing
- Applied Materials Unveils $5 Billion EPIC Center for AI Chip Research
The 600,000-square-foot Sunnyvale facility will bring chipmakers, equipment suppliers and university researchers together to speed semiconductor development.
· Technology
- Intel Shares Trade Near $101 as Foundry Losses Test Turnaround
The stock fell more than 3% Monday after a September rally, while Intel’s foundry revenue rose 31% despite a $2.1 billion operating loss.
· Investing
- Nvidia Shares Fall Toward $225 After $243.37 October Peak
Microsoft’s Maia 300 targets 40% higher token output per megawatt than leading GPU systems, adding to scrutiny of AI infrastructure spending.
· Investing
- Lam Research, Texas Instruments and Western Digital Likely to Post Strong Results, Guidance
Continued artificial intelligence spending is expected to benefit the semiconductor and storage sectors as the companies approach quarterly reports.
· Business
- Healthcare, Biotech and Pharma Gain Appeal as AI Reshapes Economy
The sectors combine potential AI adoption with defensive characteristics as software, advertising and e-commerce face disruption risks.
· Investing
- ROTH Puts Technology and Semiconductor ETFs at Top of October Picks
ROTH’s list also includes utilities and bonds as short-term tactical opportunities, while large-cap funds receive preference over small-cap exposure.
· Investing
- Nvidia Scenario Puts $10 Trillion Market Cap Milestone in Late 2030
The stated range is 2029 to 2032. The calculation assumes sustained AI-infrastructure demand, earnings growth and no material change in Nvidia’s share count.
· Investing
- Micron Shares Trade 33.8% Above Fair-Value Estimate After 10-K
Micron reported record fiscal 2026 revenue of $133.2 billion as artificial-intelligence data-center demand drove growth in memory products.
· Investing
- Lumentum Leads Listed Semiconductor, Storage and Optical Shares With 5.22% Gain
Applied Optoelectronics, Coherent and Credo also advanced, while semiconductor and storage stocks posted mixed moves Monday.
· Investing
- Micron Shares Close at $1,029 as Buyback Authorization Reaches $35.16B
The memory-chip maker reported record fiscal 2026 revenue and forecast $61.5 billion in first-quarter fiscal 2027 revenue.
· Business
- On-chain stock futures: SK hynix trades at 0.86% discount to cash close
SK hynix traded 0.86% below its Korean cash close in 24-hour on-chain futures, while Samsung Electronics and Hyundai Motor also showed discounts.
· Investing
- ASML Holds Above Daily EMAs Ahead of Oct. 14 Results
The stock closed at $1,780.34 on Oct. 9, remaining above its 20-, 50- and 200-session EMAs while weaker hourly indicators pointed to near-term pressure.
· Investing
- CXMT’s Global DRAM Ambitions Face Supply, U.S. Tool Constraints
China’s memory-chip maker is expanding overseas as tight supply supports demand, while U.S. restrictions could limit access to some production tools.
· Business
- ON Semiconductor Raises 2030 Revenue Growth Target to 12%-14%
The company expects AI data-center revenue to grow about 50% annually through 2030, with annual free cash flow reaching approximately $3.5 billion by then.
· Business
- U.S. Semiconductor Imports Climb $2.4 Billion to $15.4 Billion
Total imports reached $420.8 billion in August as the goods-and-services deficit widened to $105.6 billion.
· Business
- SK Hynix on-chain futures trade at 0.76% discount to Korea close
SK Hynix on-chain perpetual futures traded at 1,668,150 won, 0.76% below the Korean regular-session close. Semiconductor-linked overseas contracts were mixed.
· Investing
- Bearish Options Activity Builds Across Semiconductor Stocks and Funds
More than 180,000 puts traded in the VanEck Semiconductor ETF by midday Friday, with $46 million in put premium versus $26 million for calls.
· Investing
- S&P 500 Earnings Seen Rising 30.6% as Semiconductor Growth Slows
Third-quarter semiconductor earnings growth is estimated at 136%, down from 158% in the second quarter, while major technology companies drive most of the index’s increase.
· Investing