Semiconductor Market
Applied Materials Q3 FY2026 revenue exceeded $12B, up 28% YoY, driven by TSMC, Samsung, Intel 3nm/2nm expansion. Global equipment market estimated at $150B by 2027; Singapore suppliers like UMS, AEM likely to benefit.
Semiconductor Market
Semiconductor chip stocks plunge evaporating trillions in market cap; AI industry enters Phase 2 competition! Analyze the logic behind the deep NVIDIA & SK Hynix partnership, understand HBM high-bandwidth memory trends, competitive landscape of SK Hynix, Micron, Samsung, and review AI infrastructure investment opportunities and core risks.
Semiconductor Market
On June 10, 2026, US stocks closed broadly lower. The Dow and Nasdaq fell nearly 2%, while the S&P 500 and Nasdaq hit new multi-week lows. Escalating Middle East geopolitical tensions and a higher-than-expected US CPI boosted Fed rate hike expectations, triggering a massive sell-off in the chip sector.
Semiconductor Market
Jensen Huang refuses to attend US Congress hearing; NVIDIA stock rises instead of falling. Deconstructing the truth behind this AI chip rebound, Phase 2 market logic, NVIDIA's three major risks, and retail investor strategies: Understand whether the current AI mainline is a recovery or a trap.
Semiconductor Market
U.S. President Trump abruptly canceled the signing of the 21st Century Housing Road Act two hours before the event, sparking political shock. This move intensified internal GOP Senate battles and targeted Fed rate policy, straining White House-central bank relations. The bill, once bipartisan, now faces uncertainty.
Semiconductor Market
Gold market sees dramatic shift: spot gold plunges 2.7%, breaking $4,000 psychological level to a 7-month low. Strong dollar index, rising Fed rate hike expectations, and easing geopolitical tensions dim safe-haven demand. Bulls caught off guard after early-year record highs, prompting market reassessment of long-term precious metals trends.
Semiconductor Market
South Korea's stock market surged led by tech stocks, with Samsung Electronics reportedly announcing a 90 trillion won buyback; Japan's stock market fluctuated due to central bank rate hike uncertainty. Analyzing the structural rivalry behind the divergence of the two capital markets.
Semiconductor Market
MAS launches S$5B EQDP to boost stock market by simplifying IPOs; adjusts GIP requiring single family offices to invest at least S$50M of S$200M AUM in SGX-listed stocks, tightening scope to direct long-term capital to SGX.
Semiconductor Market
Micron Technology released strong earnings, igniting AI-driven stock market enthusiasm, but concerns about an AI bubble are heating up. This article explores the valuation gap and capital expenditure sustainability behind Micron's performance, analyzing whether AI is a genuine productivity revolution or an overhyped capital feast.
Semiconductor Market
On June 25, Japanese and Korean stock markets opened with gap ups; the KOSPI surged significantly, triggering a circuit breaker. Positive news in the global semiconductor industry, especially memory chips, was the main driver. The Nikkei 225 rose 2.32%, and the KOSPI rose 5.51%. This article analyzes market performance and underlying factors, combined with US stock dynamics, presenting a panorama of new momentum for global tech stocks.
