Semiconductor News & Analysis Feed
21 articles
2026-07-16
beincrypto.com
2026-07-16
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2026-07-15
news.google.com
2026-07-15
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2026-07-14
news.google.com
2026-07-14
BeInCrypto
2026-07-13
news.google.com
2026-07-13
BeInCrypto
2026-07-09
beincrypto.com
2026-07-09
BeInCrypto
SK Hynix’s $28 billion United States share sale drew orders for more than seven times the available shares. A person familiar with the matter told Reuters.
The demand emerged the same week South Korea’s KOSPI briefly slid into a technical bear market. Steep losses in SK Hynix and Samsung Electronics shares dragged the index down.
Institutional Money Bets Big Despite the Swings
The order book dr
2026-07-07
beincrypto.com
2026-07-07
BeInCrypto
UBS Group AG has told clients to buy SK Hynix’s planned US depositary receipts and sell its Seoul-traded stock, betting the new securities will command a premium.
The call came as the memory-chip maker began formally marketing its US listing on Monday amid surging investor demand for exposure to AI hardware.
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SK Hynix is selling American depositar
2026-07-06
news.google.com
2026-07-06
BeInCrypto
2026-07-01
beincrypto.com
2026-07-01
BeInCrypto
Advanced Micro Devices (AMD) stock has surged over 150% in 2026, and the big investors who once piled into Nvidia are now moving their money into AMD instead.
AMD Price Performance: Google Finance
The shift is showing up everywhere, from Wall Street trading desks to the crypto markets trading stock perps. To see why it matters, start with just how dominant Nvidia has been.
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2026-06-29
beincrypto.com
2026-06-29
BeInCrypto
Samsung Electronics and SK Hynix each unveiled major chip investment plans Monday at a presidential briefing in Seoul. Neither announcement stopped their stocks from falling sharply.
Samsung dropped 5.3% to 321,500 won from a Friday close of 339,500 won. SK Hynix fell 3.4% to 2,583,000 won from 2,673,000 won. The KOSPI settled near 8,258, down from 8,411.
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Why the Announcement
2026-06-26
beincrypto.com
2026-06-26
BeInCrypto
Micron Technology briefly overtook Meta Platforms and nearly matched Tesla’s market value on Thursday, June 25, after a fiscal third-quarter earnings report showed revenue climbing 346% year over year to $41.5 billion.
The result sent shares up 18.4% to $1,236, giving Micron a market capitalization of $1.398 trillion. Meta sat at $1.392 trillion. Tesla held just above at $1.4 trillion. It was the
2026-06-24
beincrypto.com
2026-06-24
BeInCrypto
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2026-06-22
beincrypto.com
2026-06-22
BeInCrypto
SK Hynix market cap briefly exceeded Samsung Electronics on Monday, June 22, ending a reign that stretched back to 2000 and marking one of the most dramatic reversals in Korean corporate history.
The new market cap high puts the South Korean company above the likes of Berkshire Hathaway, Eli Lilly, and Walmart. It is also now bigger than Bitcoin.
From Near-Bankruptcy to No. 1
As of 03:47 GMT,
2026-06-22
beincrypto.com
2026-06-22
BeInCrypto
Three catalysts are converging this week that could shift sentiment across equities, chips, and the inflation outlook. FedEx earnings, Micron’s fiscal Q3 results, and the May Personal Consumption Expenditures price index are all due in the coming days.
The combination arrives at a tense moment for markets still digesting the Iran war’s economic fallout and reassessing when the Federal Reserve mig
2026-06-19
beincrypto.com
2026-06-19
BeInCrypto
Wall Street is drawing a clear line between two of AI’s biggest stock winners. Analysts broadly back Nvidia at current prices and flag Micron Technology as overvalued heading into its June 24 earnings report.
Wall Street’s price targets lay it bare. Nvidia trades near $210. The 69 analysts covering it see $300, about 43% higher.
Meanwhile, Micron is the mirror image. It sits around $1,133, but t
2026-06-15
beincrypto.com
2026-06-15
BeInCrypto
NVIDIA is looking to raise at least $20 billion from its first corporate bond sale since 2021, marking a major return to the high-grade debt market and sending NVDA shares 1.35% higher in pre-market trading.
Here is what the deal involves, why the timing matters, and how Wall Street is reacting to one of the largest corporate bond sales of 2026.
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What the NVIDIA Bond Offering
2026-06-01
beincrypto.com
2026-06-01
BeInCrypto
Nvidia (NVDA) and AMD shares are set to face renewed pressure when US markets open Monday. Weekend guidance from the Bureau of Industry and Security (BIS) extends license rules to advanced AI chips sold to Chinese-owned firms abroad.
The Trump administration left a year-long enforcement gap after rescinding the Biden-era AI Diffusion Rule last May. Industry sources say hundreds of thousands of ad
2026-06-01
beincrypto.com
2026-06-01
BeInCrypto
Micron Technology surged to a record high on May 26, jumping nearly 23% intraday before closing up more than 19% at $895.88. The rally briefly pushed the company’s market capitalization above $1 trillion, marking a milestone that places Micron among the largest technology firms globally.
In overnight trading, shares extended gains toward $920 as momentum continued.
The explosive move was fueled
2026-05-29
beincrypto.com
2026-05-29
BeInCrypto
Nvidia (NVDA) H200 GPU rental prices fell roughly 40% in three weeks, sliding from $7 to about $4 per hour. The repricing is testing the AI scarcity story and tightening near-term risk around NVDA shares.
NVDA closed at $214.25 on May 28 ahead of the latest reading from the Ornn Compute Price Index. Spot softness on older Hopper chips is feeding fresh investor doubt about hyperscaler demand durab
2026-05-27
beincrypto.com
2026-05-27
BeInCrypto
NVIDIA stock received fresh buy ratings from multiple Wall Street firms in just a 7-day span. Wedbush stamped the highest target at $330, Jefferies and Mizuho at $300, and Morgan Stanley at $288.
Yet the stock is rolling over from a $236 peak. Institutional money turned negative on May 27, and retail volume turned red on May 15. The buyers Wall Street wants appear to have walked out.
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2026-05-26
beincrypto.com
2026-05-26
BeInCrypto
Huawei may have just challenged one of the biggest assumptions driving the AI boom, that advanced chips will remain scarce, expensive, and dominated by Western companies like Nvidia and TSMC.
At the 2026 IEEE International Symposium on Circuits and Systems in Shanghai, Huawei introduced a new semiconductor approach called the Tau (τ) Scaling Law alongside a chip architecture known as LogicFolding