SemiPulse | AI-Powered Semiconductor Supply Chain Intelligence & Market Signals

A number of stocks fell in the afternoon session after a leverage-driven rout in South Korean chipmakers, renewed doubts about debt-funded AI capital spending, and a hawkish repricing of Fed rate expectations hit the year's most crowded trade, leaving the whole complex hostage to Micron's earnings after the close. The trigger was a positioning flush, not a confirmed break in AI demand. South Kor

Semiconductor Industry AI Chips Memory Chips DRAM HBM Chip Stocks Market Panic Fed Rate Hikes

KLAC vs. AMAT: Which Chip Equipment Stock Is the Better Buy Now? - The Globe and Mail

0.92

www.theglobeandmail.com 2026-06-24 The Globe and Mail

Semiconductor equipment companies are riding a powerful wave of AI-driven demand as chipmakers invest aggressively in leading-edge logic, DRAM, high-bandwidth memory and advanced packaging. In this environment, KLA CorporationKLAC and Applied Materials, Inc.AMAT are leveraging sharply different strengths to capture the next phase of wafer fab equipment growth. While both are benefiting from rising

Semiconductor Equipment AI Chips Wafer Fab Equipment Chip Manufacturing Equipment Suppliers KLA Applied Materials Chip Investment

KLA Corporation, onsemi, and Nova Shares Are Falling, What You Need To Know - The Globe and Mail

0.92

www.theglobeandmail.com 2026-06-24 The Globe and Mail

A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex. The selling started in Asia as SK Hynix and Samsung each dropped more than 12%, dragging the KOSPI down about 10% and triggering a 20-minute market-wide circuit breaker, then carried into Europe (ASML −5%, Infineon, ASM Inte

Semiconductor Industry AI Chips Memory Chips SK Hynix Infineon ASML NVIDIA DRAM

Applied Materials, Teradyne, and Entegris Stocks Trade Down, What You Need To Know - The Globe and Mail

0.87

www.theglobeandmail.com 2026-06-24 The Globe and Mail

A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex. The selling started in Asia as SK Hynix and Samsung each dropped more than 12%, dragging the KOSPI down about 10% and triggering a 20-minute market-wide circuit breaker, then carried into Europe (ASML −5%, Infineon, ASM Inte

Semiconductor Industry AI Chips Memory Market SK Hynix HBM Memory DRAM Memory Market Volatility Stock Decline

KLA Corporation, onsemi, and Nova Shares Are Falling, What You Need To Know - The Globe and Mail

0.87

www.theglobeandmail.com 2026-06-24 The Globe and Mail

A number of stocks fell in the afternoon session after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion rattled the AI-chip complex. The selling started in Asia as SK Hynix and Samsung each dropped more than 12%, dragging the KOSPI down about 10% and triggering a 20-minute market-wide circuit breaker, then carried into Europe (ASML −5%, Infineon, ASM Inte

Semiconductor Industry AI Chips Memory Chips SK Hynix Infineon ASML NVIDIA DRAM

Semtech and onsemi Shares Are Soaring, What You Need To Know - The Globe and Mail

0.92

www.theglobeandmail.com 2026-06-23 The Globe and Mail

What Happened? A number of stocks jumped in the afternoon session after the Philadelphia Semiconductor Index hit a fresh record high even as the broader Nasdaq slipped as NVIDIA unveiled its next-generation Vera Rubin platform at the ISC High Performance 2026 conference in Hamburg, which set off a chain reaction across the chip and AI-server supply chain. NVIDIA introduced it as a platform for "wo

Semiconductor Industry AI Servers NVIDIA Vera Rubin Platform Chip Supply Chain AI Infrastructure Stock Market Rally Tech Sector Rotation Memory Chips

Is KLA the Biggest Process Control Winner From AI Spending? - The Globe and Mail

0.92