Semiconductor industry tracking

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

wallstreetcn · 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.cn · 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.cn · 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

Following Samsung, will Taiwan Semiconductor raise prices by 10–15% across all process nodes?

wallstreetcn · Aug 31 07:37

Severe supply tightness coupled with the traditional peak season: Bank of America forecasts further rises in spot memory prices in September.

wallstreetcn · Aug 28 23:02

NVIDIA shares surge! Better-than-expected earnings ignite Wall Street, triggering a wave of target price upgrades

cls.cn · Aug 27 21:30

The Trump administration is considering imposing additional tariffs on semiconductors, with the scope expanded to include laptops, gaming consoles, and data center servers.

Golden10 Data · Aug 27 17:32

Kioxia announces construction of its third wafer fabrication plant in Japan, partnering with SanDisk to expand NAND flash memory production

wallstreetcn · Aug 27 15:27

OpenAI Achieves Key Breakthrough in Proprietary Chip: Response Speed and Energy Efficiency Outperform NVIDIA GB300

cls.cn · Aug 26 02:21

Faster speeds, lower power consumption! The Jalapeno chip, jointly developed by OpenAI and Broadcom, poses a strong challenge to NVIDIA's GB300.

wallstreetcn · Aug 25 22:48

Designed specifically for high-performance AI computing, Taiwan Semiconductor's 1.6nm-class A16 process targets mass production in the fourth quarter.

wallstreetcn · Aug 20 16:27

SK Hynix and Labor Union Reach Preliminary Wage Agreement: 6.3% Pay Raise, 60% of Performance Bonus to Be Paid in Stock

wallstreetcn · Aug 20 14:10

SK Hynix plans to repurchase and cancel KRW 40 trillion worth of shares, pledging to return 50% of its cash flow to shareholders.

wallstreetcn · Aug 19 15:23

Has the first major South Korean investment project in the U.S. encountered changes? Reports suggest that the U.S. is pressuring Samsung and SK Hynix to build memory chip factories in the United States. South Korea has urgently denied these claims but ref

Zhitong Finance · Aug 18 13:20

Samsung and SK Hynix See 35% Surge in First-Half Capital Expenditure; NVIDIA Not Among Samsung's Top Five Customers

wallstreetcn · Aug 17 20:49