SK Hynix surpassed Samsung Electronics to become South Korea's most valuable company, with a market capitalization of 2,080.4 trillion won ($1.35 trillion) on June 23, driven by a 300% year-to-date su…
ASML sold 86 new lithography systems in Q2 2026, including 16 of its most advanced extreme ultraviolet (EUV) machines, as AI chip demand drove net sales to €9.3 billion and net income to €2.9 billion.…
AMD, Arm Holdings, and Intel are competing to dominate the CPU market for autonomous AI agent workloads, a shift that could reshape semiconductor competition away from GPUs. AMD's x86 server CPU reven…
SK Hynix has captured roughly 70% of Nvidia's HBM4 memory orders for the upcoming Vera Rubin AI platform, making Nvidia the first customer for the next-generation memory chips. The multi-year co-devel…
India's smartphone shipments fell 10 percent year over year in the second quarter of 2026, the steepest June-quarter decline in six years, according to Counterpoint Research. The drop is driven by a m…
Apple closed at $4.88 trillion on Friday, overtaking Nvidia's $4.86 trillion to reclaim the title of world's most valuable company for the first time since April 2025. Nvidia fell 3.5% as investors br…
India's smartphone shipments fell 10% year-over-year in the April-June quarter, the steepest June-quarter decline in six years, as AI-driven demand for memory chips pushed up handset prices, according…
Apple overtook Nvidia on Friday to become the world's most valuable company, with a market valuation of $4.88tn compared to Nvidia's $4.86tn after a 3.5% decline. The shift reflects investors broadeni…
Apple has regained the title of the world's most valuable company with a $4.88 trillion valuation, overtaking Nvidia which fell to $4.86 trillion after a 3.5 percent market value decline. The shift re…
ASML is granting nearly all of its 44,500 employees a one-off share award worth €20,000 each, locked until 2030, to retain talent amid tight labor markets for EUV lithography engineers. The retention …
The Philadelphia SE Semiconductor Index fell 11% this week, heading for its steepest weekly decline in over a year and down 24% from its late June high, as investors rotated out of AI-exposed stocks a…
Apple overtook Nvidia on Friday to become the world's most valuable company, with a market valuation of $4.88 trillion versus Nvidia's $4.86 trillion after a 3.5% decline in Nvidia's shares. The shift…
The PHLX Semiconductor Index (SOX) has entered bear market territory, falling nearly 20% from its late-June peak and erasing roughly $1.5 trillion in market value, as the AI chip rally reverses. Analy…
The iShares Semiconductor ETF (SOXX) has fallen 11% in the past month, and BTIG strategist Jonathan Krinsky warns that too many investors remain overexposed to the sector and are unprepared for furthe…
The semiconductor sector lost over $1 trillion in market value in under two months, with the VanEck Semiconductor ETF dropping 5% in a single session, even as demand data from hyperscalers and chipmak…
Investors are rotating out of semiconductor stocks like Samsung, Micron, and AMD into the cybersecurity sector amid concerns over valuation and sustainability of AI infrastructure spending, despite Sa…
Wall Street headed for a weekly loss Friday as AI-related stocks slumped, with S&P 500 futures down 0.8%, Dow futures off 0.5%, and Nasdaq futures tumbling 1.6%. Chipmakers including Micron, Nvidia, B…
A report from SK Hynix indicating slowing production of AI memory chips triggered a global market rout on June 23, 2026, with SK Hynix and Samsung Electronics each falling more than 10% intraday and t…
Nasdaq 100 futures dropped roughly 2% on July 17 as a brutal selloff in semiconductor stocks deepened, with Bitcoin falling about 2% to $62,790.91 amid growing doubts about AI hardware valuations. The…
Kioxia Holdings Corp.'s market value has nearly halved from its June peak, with shares falling roughly 38.7% after reports that Meta Platforms Inc. plans to sell excess AI computing capacity and that …