Semiconductor industry tracking

Intel may post its biggest single-day drop! The company's earnings guidance blew up, and Bank of America and Morgan Stanley both cut their price targets.

Zhitong Finance · Oct 30 22:00

Bernstein Analyzes Crowding in AI Hardware Trades: Chips and Network Equipment Become Capital Hubs, While Memory Stocks Diverge

Zhitong Finance · Oct 26 23:26

Projected to exceed 184 trillion won! South Korea's "storage duopoly" is set to release its earnings reports this week, with a concise overview of three key highlights.

CLS · Oct 26 08:57

Amid rising concerns over an AI bubble, Taiwan Semiconductor offers reassurance: Capital expenditures over the next three years will far exceed $100 billion.

WallStreetCN · Oct 16 10:48

SK Hynix has postponed orders for certain back-end equipment for its sixth-generation HBM4 to next year, resulting in a slower-than-expected pace of capacity expansion.

WallStreetCN · Oct 14 14:13

AI Boosts Product R&D! Applied Materials, U.S. Semiconductor Equipment Leader, Forecasts Revenue to Double in Coming Years

cls.cn · Oct 13 14:30

Micron and SanDisk led the decline as memory stocks continued to adjust—what's going on?

WallStreetCN · Oct 13 08:54

Lisa Su aims to secure South Korea's supply chain, with AMD seeking partnerships with Samsung and SK Hynix for a period of three to five years or longer.

WallStreetCN · Oct 8 09:07

Toshiba is splurging 60 billion yen to expand HDD production, aiming to double its capacity, while Seagate Technology and Western Digital have suffered sharp declines.

wallstreetcn · Oct 2 21:30

Interview with P Equity, the "influencer chip analyst": Computing power gaps, memory cycles, hidden bottlenecks, the shift from copper to optical interconnects, and the "grand lie of 10-year demand visibility"

WallStreetCN · Sep 28 08:04

With third-quarter earnings reports imminent, Samsung Electronics and SK Hynix face "extremely high expectations," putting the global AI trade to the test.

WallStreetCN · Sep 27 09:50

SanDisk surges 11% as storage and chip stocks see massive trading volume in short-term options—has the "AI stock guru" struck again?

WallStreetCN · Sep 20 17:02

South Korean media: Delivery times for key components of semiconductor equipment have "more than doubled"

WallStreetCN · Sep 18 12:36

The first Ascend 910 super node adopting NPO architecture has arrived! Huawei’s new AI chip is set for an early launch.

CLS · Sep 17 13:32

Report: SK Hynix is in talks with Intel to produce memory chips in the United States for the first time.

wallstreetcn · Sep 16 14:56

Why is Taiwan Semiconductor cautious about using AI? Co-COO: Like a "3-year-old superhero"—powerful yet unaware of right and wrong, making it difficult to help develop the next generation of semiconductor technology for now.

Zhitong Finance · Sep 15 21:40

Favorable policies boost the electronic information industry! Chip-related sectors in Hong Kong stocks rise collectively; two ministries announce efforts to tackle key challenges across the entire integrated circuit supply chain.

China Securities Journal · Sep 15 10:49

Foreign investors dump semiconductor stocks: Approximately KRW 4 trillion worth of Samsung and SK Hynix shares sold off last week

cls.cn · Sep 14 18:22

The surge in power semiconductor prices continues, with Renesas Electronics' latest round of price adjustments taking effect next year.

CLS · Sep 10 12:22

Semiconductor sales slump fails to dampen AI fervor! Bernstein reveals rising memory chip prices and volumes, adding core fuel to the AI computing power bull market.

Zhitong Finance · Sep 9 22:58

AMD shares surged nearly 6%! Strong orders for Helios refute claims that demand for computing power has peaked, while the company doubled its 2030 AI market size forecast.

WallStreetCN · Sep 9 07:29

Major Wall Street banks interpret this year's SEMICON highlights: Advanced packaging is evolving toward 3D system integration, while CPO manufacturing bottlenecks lie in testing.

WallStreetCN · Sep 7 17:46

Are tech giants pivoting to e-waste recycling? Google is repurposing DDR4 memory from decommissioned servers.

cls.cn · Sep 3 10:39

Is the memory chip boom entering its second half? DRAM and NAND prices continue to hit record highs, but the pace of growth is slowing.

cls.cn · Sep 1 22:38