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Semiconductor
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The AI investment boom is spreading to upstream sectors, with the stock prices of seven U.S. semiconductor equipment companies doubling so far this year
Svmuu News: Since the beginning of the year, AI hardware sectors such as semiconductors and optical communications have risen in the U.S. stock market, with the upstream semiconductor equipment sector
20/06/2026 23:51
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"The White-Haired Stock Guru" Serenity Responds to Criticism: The Market Is the Ultimate Arbiter of Right and Wrong, Not Angry Comments on Social Media Platforms
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted on X, reflecting on past instances where her investment views were met with skepticism. She noted that many original investment ide
20/06/2026 08:02
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"The White-Haired Stock Guru" Serenity analyzes several Asian tech stocks and opportunities presented by NAV discounts, with a particular focus on Wistron and other targets
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” has released his personal investment insights, providing valuation and shareholding structure analyses of several technology and semicondu
20/06/2026 04:08
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Analysis: The semiconductor sector's share of the S&P 500's total market capitalization has risen to a record high of 18.8%
Svmuu News: The Kobeissi Letter published a data analysis on X, noting that the semiconductor sector’s weighting in the U.S. stock market continues to rise, currently accounting for approximately 18.8
19/06/2026 11:35
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"The 'White-Haired Stock Guru' Serenity" Reviews His MLCC Supply Chain Analysis: Related Stocks Soared by Over 200% Within Two Months
Svmuu News: Serenity, the trader known as the “White-Haired Stock Guru,” posted that when pointing out a bottleneck in a particular industry, one should simultaneously consider going long on related a
19/06/2026 08:57
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U.S. semiconductor and memory-related stocks rose across the board, with SanDisk up more than 10%
Svmuu News: According to data from MSX.COM, U.S. storage-related stocks surged across the board, with SanDisk rising more than 10% and Western Digital and Micron. rising more than 7%, driving the over
18/06/2026 11:41
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VistaShares: Micron Gross margin guidance nears 81%, a significant increase from 37% a year ago
Svmuu News: VistaShares posted on X that Micron, which is set to report its earnings on June 24, has achieved triple-digit revenue growth for several consecutive quarters.VistaShares noted that the ke
18/06/2026 10:29
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Bloomberg Analyst: Hong Kong's 2x SK Hynix ETF Reaches $13 Billion, Becoming One of Asia's Fastest-Growing ETFs
Svmuu News: Eric Balchunas, a senior ETF analyst at Bloomberg, posted on X stating that the 2x leveraged SK Hynix ETF on the Hong Kong market has reached approximately $13 billion in assets under mana
18/06/2026 07:07
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Both Samsung and SK Hynix hit all-time high closing prices
Svmuu News: According to data from MSX.COM, stock markets in Japan and South Korea opened and closed higher, both setting new all-time closing highs. On Thursday, June 18, the Nikkei 225 Index closed
18/06/2026 03:00
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Donald Trump: The U.S. provided assistance to Intel in exchange for a 10% stake; the current value of that stake exceeds $60 billion.
Svmuu News: U.S. President Donald Trump posted that the United States needs to bring its semiconductor industry back home, so he has decided to assist Intel in exchange for a 10% stake in the company.
18/06/2026 00:36
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TSMC Up nearly 2% in pre-market trading, Apple's A22 Pro may use its 1.4nm process
Svmuu News: AI chipmaker TSMC rose 1.7% in premarket trading to $433.1.According to reports, Apple’s next-generation flagship chip, the A22 Pro, may be manufactured using TSMC’s 1.4-nanometer process
17/06/2026 04:40
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A major investor is betting on a decline in Micron’s stock price, buying $21.2 million worth of put options
Svmuu News: Analyst Rocky posted on X, stating that a whale has just placed a $21.2 million bet on a decline in Micron’s price. The contract is a $900 MU put option expiring on June 26, 2026, with a p
17/06/2026 01:05
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Samsung is reportedly in talks to manufacture CPUs for AMD, with mass production expected in 2028
Svmuu News: Citrini analyst jukan posted on X that Samsung is reportedly in talks with AMD to manufacture CPUs through its foundry business, with mass production expected to begin in 2028.
16/06/2026 23:56
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SK Hynix's Stock Price Hits Another All-Time High
Svmuu News: SK Hynix’s gains have widened, with its stock price continuing to hit new all-time highs. It is currently trading at 2.41 million won.
16/06/2026 21:33
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MU hit a record high before the market opened, rising more than 6% during the day
Svmuu News: According to market data from MSX.COM, MU rose above $1,125 in pre-market trading, setting a new all-time high. It is currently trading at $1,125, up more than 6% on the day.
16/06/2026 04:59
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Shanghai Stock Exchange: Trading in the Invesco Great Wall Global Semiconductor Chip LOF and the Caitong Multi-Strategy Fuxin Fund has been suspended until the market closes.
Svmuu News: The Shanghai Stock Exchange announced that trading in the Invesco Great Wall Global Semiconductor Chip Industry Equity Securities Investment Fund (QDII-LOF) and the Caitong Multi-Strategy
15/06/2026 01:01
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“White-Haired Stock Oracle” Serenity: Global Semiconductor Materials Landscape May Face Revaluation, South Korea’s Foosung Could Be Among Beneficiaries
Svmuu News “White-Haired Stock Oracle” Serenity posted on X platform stating that South Korean semiconductor materials company Foosung (market cap approximately $1.2 billion) may be entering a critica
13/06/2026 06:12
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Philadelphia Semiconductor Index rises over 4%, Intel (INTC.O) up over 10%
Svmuu reported that according to MSX.COM data, the Philadelphia Semiconductor Index rose over 4%, Intel (INTC.O) surged over 10%, Arm (ARM.O) gained over 8%, and AMD (AMD.O) increased over 5%.
11/06/2026 09:58
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SEMI: Global Semiconductor Equipment Sales Hit Record $36.5 Billion in Q1, Up 14% Year-over-Year
Svmuu reports that on the 11th, the International Semiconductor Equipment and Materials International (SEMI) released its latest "Global Semiconductor Equipment Market Statistics Report." The data sho
11/06/2026 06:05
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SK Hynix's multiple equipment suppliers have proposed price increases
Svmuu reports that according to South Korea's ETNews, several primary equipment suppliers for SK Hynix have recently proposed price increases, with supply price hikes ranging from 3% to 4%. SK Hynix h
11/06/2026 02:59
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US pre-market semiconductor stocks broadly decline, MU down 4.22%
According to MSX.COM data, US pre-market semiconductor stocks are broadly declining, with MRVL down 3.6%, MU down 4.22%, AVGO down 2.44%, ANET down 2.47%, and AMD down 3.47%. It is reported that MSX i
10/06/2026 06:20
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Research Institution: Mass Production of 800V DC and CPO Delayed, Optical Module Sector Under Pressure
Svmuureports that SemiAnalysis, a semiconductor and AI infrastructure research institution, has released its latest research report stating that two key technology roadmaps for AI data centers have fa
09/06/2026 12:41
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Goldman Sachs Sharply Raises Micron Target Price to $900
Svmuu reported that Goldman Sachs released a report, anticipating that sustained market tightness will drive Micron's performance significantly above market consensus expectations and the company's ow
09/06/2026 04:42
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U.S. semiconductor stocks continued to rise, with Micron and Intel both gaining over 10%
According to data from MSX.COM, the Nasdaq Composite Index expanded its gains to 1.76%, reaching 26,162.84 points. The Philadelphia Semiconductor Index surged by 7%, hitting an intraday high, after fa
08/06/2026 11:10
-
The AI investment boom is spreading to upstream sectors, with the stock prices of seven U.S. semiconductor equipment companies doubling so far this year
Svmuu News: Since the beginning of the year, AI hardware sectors such as semiconductors and optical communications have risen in the U.S. stock market, with the upstream semiconductor equipment sector
20/06/2026 23:51
-
"The White-Haired Stock Guru" Serenity Responds to Criticism: The Market Is the Ultimate Arbiter of Right and Wrong, Not Angry Comments on Social Media Platforms
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” posted on X, reflecting on past instances where her investment views were met with skepticism. She noted that many original investment ide
20/06/2026 08:02
-
"The White-Haired Stock Guru" Serenity analyzes several Asian tech stocks and opportunities presented by NAV discounts, with a particular focus on Wistron and other targets
Svmuu News: Serenity, known as the “White-Haired Stock Guru,” has released his personal investment insights, providing valuation and shareholding structure analyses of several technology and semicondu
20/06/2026 04:08
-
Analysis: The semiconductor sector's share of the S&P 500's total market capitalization has risen to a record high of 18.8%
Svmuu News: The Kobeissi Letter published a data analysis on X, noting that the semiconductor sector’s weighting in the U.S. stock market continues to rise, currently accounting for approximately 18.8
19/06/2026 11:35
-
"The 'White-Haired Stock Guru' Serenity" Reviews His MLCC Supply Chain Analysis: Related Stocks Soared by Over 200% Within Two Months
Svmuu News: Serenity, the trader known as the “White-Haired Stock Guru,” posted that when pointing out a bottleneck in a particular industry, one should simultaneously consider going long on related a
19/06/2026 08:57
-
U.S. semiconductor and memory-related stocks rose across the board, with SanDisk up more than 10%
Svmuu News: According to data from MSX.COM, U.S. storage-related stocks surged across the board, with SanDisk rising more than 10% and Western Digital and Micron. rising more than 7%, driving the over
18/06/2026 11:41
-
VistaShares: Micron Gross margin guidance nears 81%, a significant increase from 37% a year ago
Svmuu News: VistaShares posted on X that Micron, which is set to report its earnings on June 24, has achieved triple-digit revenue growth for several consecutive quarters.VistaShares noted that the ke
18/06/2026 10:29
-
Bloomberg Analyst: Hong Kong's 2x SK Hynix ETF Reaches $13 Billion, Becoming One of Asia's Fastest-Growing ETFs
Svmuu News: Eric Balchunas, a senior ETF analyst at Bloomberg, posted on X stating that the 2x leveraged SK Hynix ETF on the Hong Kong market has reached approximately $13 billion in assets under mana
18/06/2026 07:07
-
Both Samsung and SK Hynix hit all-time high closing prices
Svmuu News: According to data from MSX.COM, stock markets in Japan and South Korea opened and closed higher, both setting new all-time closing highs. On Thursday, June 18, the Nikkei 225 Index closed
18/06/2026 03:00
-
Donald Trump: The U.S. provided assistance to Intel in exchange for a 10% stake; the current value of that stake exceeds $60 billion.
Svmuu News: U.S. President Donald Trump posted that the United States needs to bring its semiconductor industry back home, so he has decided to assist Intel in exchange for a 10% stake in the company.
18/06/2026 00:36
-
TSMC Up nearly 2% in pre-market trading, Apple's A22 Pro may use its 1.4nm process
Svmuu News: AI chipmaker TSMC rose 1.7% in premarket trading to $433.1.According to reports, Apple’s next-generation flagship chip, the A22 Pro, may be manufactured using TSMC’s 1.4-nanometer process
17/06/2026 04:40
-
A major investor is betting on a decline in Micron’s stock price, buying $21.2 million worth of put options
Svmuu News: Analyst Rocky posted on X, stating that a whale has just placed a $21.2 million bet on a decline in Micron’s price. The contract is a $900 MU put option expiring on June 26, 2026, with a p
17/06/2026 01:05
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Samsung is reportedly in talks to manufacture CPUs for AMD, with mass production expected in 2028
Svmuu News: Citrini analyst jukan posted on X that Samsung is reportedly in talks with AMD to manufacture CPUs through its foundry business, with mass production expected to begin in 2028.
16/06/2026 23:56
-
SK Hynix's Stock Price Hits Another All-Time High
Svmuu News: SK Hynix’s gains have widened, with its stock price continuing to hit new all-time highs. It is currently trading at 2.41 million won.
16/06/2026 21:33
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MU hit a record high before the market opened, rising more than 6% during the day
Svmuu News: According to market data from MSX.COM, MU rose above $1,125 in pre-market trading, setting a new all-time high. It is currently trading at $1,125, up more than 6% on the day.
16/06/2026 04:59
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Shanghai Stock Exchange: Trading in the Invesco Great Wall Global Semiconductor Chip LOF and the Caitong Multi-Strategy Fuxin Fund has been suspended until the market closes.
Svmuu News: The Shanghai Stock Exchange announced that trading in the Invesco Great Wall Global Semiconductor Chip Industry Equity Securities Investment Fund (QDII-LOF) and the Caitong Multi-Strategy
15/06/2026 01:01
-
“White-Haired Stock Oracle” Serenity: Global Semiconductor Materials Landscape May Face Revaluation, South Korea’s Foosung Could Be Among Beneficiaries
Svmuu News “White-Haired Stock Oracle” Serenity posted on X platform stating that South Korean semiconductor materials company Foosung (market cap approximately $1.2 billion) may be entering a critica
13/06/2026 06:12
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Philadelphia Semiconductor Index rises over 4%, Intel (INTC.O) up over 10%
Svmuu reported that according to MSX.COM data, the Philadelphia Semiconductor Index rose over 4%, Intel (INTC.O) surged over 10%, Arm (ARM.O) gained over 8%, and AMD (AMD.O) increased over 5%.
11/06/2026 09:58
-
SEMI: Global Semiconductor Equipment Sales Hit Record $36.5 Billion in Q1, Up 14% Year-over-Year
Svmuu reports that on the 11th, the International Semiconductor Equipment and Materials International (SEMI) released its latest "Global Semiconductor Equipment Market Statistics Report." The data sho
11/06/2026 06:05
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SK Hynix's multiple equipment suppliers have proposed price increases
Svmuu reports that according to South Korea's ETNews, several primary equipment suppliers for SK Hynix have recently proposed price increases, with supply price hikes ranging from 3% to 4%. SK Hynix h
11/06/2026 02:59
-
US pre-market semiconductor stocks broadly decline, MU down 4.22%
According to MSX.COM data, US pre-market semiconductor stocks are broadly declining, with MRVL down 3.6%, MU down 4.22%, AVGO down 2.44%, ANET down 2.47%, and AMD down 3.47%. It is reported that MSX i
10/06/2026 06:20
-
Research Institution: Mass Production of 800V DC and CPO Delayed, Optical Module Sector Under Pressure
Svmuureports that SemiAnalysis, a semiconductor and AI infrastructure research institution, has released its latest research report stating that two key technology roadmaps for AI data centers have fa
09/06/2026 12:41
-
Goldman Sachs Sharply Raises Micron Target Price to $900
Svmuu reported that Goldman Sachs released a report, anticipating that sustained market tightness will drive Micron's performance significantly above market consensus expectations and the company's ow
09/06/2026 04:42
-
U.S. semiconductor stocks continued to rise, with Micron and Intel both gaining over 10%
According to data from MSX.COM, the Nasdaq Composite Index expanded its gains to 1.76%, reaching 26,162.84 points. The Philadelphia Semiconductor Index surged by 7%, hitting an intraday high, after fa
08/06/2026 11:10
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