Semiconductor
Results Deep Dive - Is AMD's AI Growth Outlook Strong Enough to Please Investors?
AMD shares fell more than 9% after hours despite better-than-expected second-quarter results. The selloff reflected elevated expectations rather than weak fundamentals.
Breaking News - Korean Investors accusing Samsung & SK Hynix CEOs Breach Over Performance Bonuses?
SEOUL, Aug. 5 -- A minority shareholder rights group said Wednesday its complaints against the chief executive officers (CEOs) of Samsung Electronics Co. and SK hynix Inc. over the companies' recently signed wage deals have been assigned to a regional police agency south of Seoul.
Breaking News - Is Sandisk And SK Hynix making a new era with its HBF structure? (August 4, 2026)
Sandisk and SK hynix Inc. tannounced the release of the HBF (High Bandwidth Flash) technical specification through the Open Compute Project (OCP), advancing the workstream to drive HBF standardization for the AI inference era, just six months after the consortium began work in February 2027.
Market Rumor - Apple Plans Broad iPhone Price Hikes as Foldable Model Tops $2,000
Apple is expected to raise prices on its next generation of premium iPhones this autumn as higher memory and processor costs squeeze margins across its hardware business.
AI Speedrun - Chip Stocks Hit a Bear Market as Big Tech Raised AI Spending. Which Signal Breaks First?
Semiconductors have given back a fifth of their value since June, and nothing in the spending plans of the companies buying them has changed to explain why.
Breaking News - SK Group Chairman purchased $3.4MM in SK hynix shares, signaling confidence after the chipmaker's steep stock decline (July 30, 2026)
SK Group Chairman Chey Tae-won purchased 4.8 billion won ($3.4 million) in SK hynix shares, signaling confidence after the chipmaker's steep stock decline, multiple news reports on July 30, 2026.
Results Review - SK Hynix, 2Q2026 a miss?
SK hynix reported record-breaking 2Q26 financial results on July 29, 2026, driven by intense AI memory demand and higher chip prices. Yet, stock price took a huge dip...
Nvidia Credit Risk Surges as $750 Billion AI Push Raises Financing Fears
The cost of protecting Nvidia Corp.’s debt against default surged by the most on record Monday, after reports of the chipmaker being in conversations on more than $750 billion of artificial intelligence infrastructure deals stoked fears about the company’s obligations.
Results Review - Cadence raises annual forecasts as demand booms for AI, 2Q2026
Cadence registered another strong quarter, according to the financial results and the conference call, driven by Ai demand, customer diversification, and overall supply-constraints.
Global Chip-Equipment Stocks Tumble on China DUV Production Rumor
ASML Holding NV shares slid to the lowest since early June after a report that a Chinese state-backed company has begun mass producing certain chipmaking machines, posing a potential threat to the Dutch firm’s sales.
Market Rumor - China begins making homegrown DUV chipmaking tools, sources said
China has begun manufacturing domestically developed immersion deep ultraviolet lithography machines, a key chipmaking tool long dominated by Dutch supplier ASML, The Information reported on Monday (July 27, 2026).
Breaking News - Chinese chipmaker CXMT soars almost 500% in market debut
CXMT shares soared almost 500 per cent in their trading debut in Shanghai on Monday as investors flocked to the Chinese chipmaker amid booming demand for AI memory chips.
