Semiconductor industry tracking

South Korea Memory Market Survey: Samsung's long-term contracts 'cap downside but not upside,' and spot prices continue to rebound ahead of the Q4 peak season.

wallstreetcn · Aug 2 16:23

Regarding semiconductors! The Trump administration takes action again: to acquire stakes in seven tech companies

cls.cn · Jul 31 13:22

U.S. semiconductor stocks stage a powerful rebound! AI computing power takes the lead, and opportunities may be emerging from the 'deleveraging rubble.'

Zhitong Finance · Jul 30 22:25

U.S. semiconductor stocks have undergone a sharp correction—has the market entered a phase of reassessing expectations?

U.S. Stock Investment Network · Jul 29 11:30

Seagate Earnings Call: Gross margin is expected to increase every quarter throughout the year; nearline capacity is booked through 2028, with customers already vying for allocations in 2029; storage demand is 'not a one-quarter surge.'

wallstreetcn · Jul 29 08:57

Understanding in One Read: How Did the U.S. Stock Market's 'Chip Storm' Actually Unfold?

cls.cn · Jul 28 22:01

TrendForce: NVIDIA and Broadcom have begun limited shipments of CPO switches, with optical engine yield and advanced packaging capacity emerging as critical factors.

wallstreetcn · Jul 27 18:56

Intel earnings call: AI business surges by 70%; supply shortages expected to persist, with capital expenditures next year significantly exceeding this year's levels

wallstreetcn · Jul 24 08:35

How much of Taiwan Semiconductor's profit will be eroded by building a factory in the U.S.?

wallstreetcn · Jul 22 16:18

Is the sharp decline in storage stocks a 'fake dip'? Morgan Stanley: All the so-called bearish factors are already well-known and priced in; the market has overreacted.

wallstreetcn · Jul 20 20:38

Why Has Storage Slumped Again? Understanding the Multiple Bearish Signals

wallstreetcn · Jul 16 11:30

SEMI released its mid-year report: the semiconductor equipment market is poised for expansion for the fifth consecutive year.

cls.cn · Jul 15 15:38

US-listed shares trade at a soaring premium! The SK Hynix 'US-listed vs. Korea-listed' arbitrage trade won't be available until at least July 29, and retail investors are excluded.

wallstreetcn · Jul 15 10:26

Samsung Faces Class-Action Antitrust Lawsuit from U.S. Consumers: The First Legal "Penalty Ticket" After AI Memory Prices Quadruple in Three Quarters

wallstreetcn · Jul 14 07:42

SK Hynix's U.S. shares plunged more than 9%! With long-term contract pricing locked in, earnings growth may fall short of expectations, and reports suggest part of the ADR proceeds could be redirected to Korean government bonds.

wallstreetcn · Jul 14 07:24

Bank of Korea dismisses peak concerns: AI-driven chip 'super cycle' will persist

cls.cn · Jul 13 09:34

How much longer is Wall Street willing to pay a premium for AI? Tonight, SK Hynix's U.S. stock market debut may provide the answer.

wallstreetcn · Jul 10 19:46

Foreign media: SK Hynix ADR indicative price set at USD 149, representing a 3.1% premium over its closing price on the Korean stock exchange.

wallstreetcn · Jul 9 22:01

Micron has increased its U.S. investment plan to $250 billion, aiming to produce 40% of its DRAM in the United States.

wallstreetcn · Jul 9 21:33

SK Hynix to make its U.S. stock market debut tomorrow—how much of a premium over its Korean listing will it command? Wall Street debates.

wallstreetcn · Jul 9 20:04

The inflection point is here! Changxin's IPO could ignite a new capex cycle for domestic semiconductor manufacturing.

wallstreetcn · Jul 9 14:38

"Disrupting" HBM? Intel's XBM Patent Surfaces, Touting Lower Packaging Costs

wallstreetcn · Jul 8 21:29

Intel server CPUs in short supply! Wedbush urges: Keep raising prices—demand remains strong.

Zhitong Finance · Jul 8 20:53

SemiAnalysis: Taiwan Semiconductor's true moat lies not in process technology, but in its EDA/IP ecosystem.

wallstreetcn · Jul 8 19:23