#semiconductors

📰News 📈 Stocks

Apple-Broadcom Chip Deal Tops $30B, Boosting AVGO Revenue and Securing AAPL Supply

July 8, 2026 (125 days ago)

Apple and Broadcom finalized a chip supply agreement worth over $30B, securing Apple's semiconductor pipeline and adding a major revenue pillar for…

AVGO AAPL

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Nvidia Market Cap Plummets $1 Trillion to Pre-AI Boom Levels

July 8, 2026 (126 days ago)

Nvidia loses $1 trillion in market value in a historic rout, erasing AI boom gains and raising questions about the sustainability of…

NVDA SMH NDX

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KOSPI Slumps 20% From High; AI Jitters Ripple Through Korean Markets

July 8, 2026 (126 days ago)

KOSPI's 20% peak-to-trough drop intensifies as global AI uncertainty hammers South Korea's semiconductor-heavy equity market, raising alarms among retail and institutional investors…

KOSPI 000660.KS 005930.KS +3

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Nvidia’s Vera Rubin Gets Storage Boost as Samsung Ramps Production

July 8, 2026 (126 days ago)

Samsung’s mass production of storage drives for Nvidia’s Vera Rubin platform underscores the growing AI memory demand and strengthens the supply chain…

NVDA SSNLF

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Chipmakers Sell Off as Tech Rout Deepens; SpaceX Gets Bullish Analyst Calls

July 7, 2026 (126 days ago)

A deepening tech rout led by falling semiconductor stocks contrasts with bullish analyst sentiment on SpaceX.

SOX NDX SPCE

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Micron and SK Hynix Shift to AI Memory Chips to Skirt Price Crash

July 7, 2026 (126 days ago)

Memory giants Micron and SK Hynix bet on AI-driven chip demand to offset a cyclical crash in traditional memory prices, pivoting to…

MU HXSCL SOX

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Samsung Earnings Miss on AI Sinks Stocks; SpaceX Wins Bullish Ratings

July 7, 2026 (126 days ago)

Samsung's earnings disappointment on lofty AI expectations triggers a broad tech selloff, while bullish analyst ratings on SpaceX lift space-sector stocks.

005930.KS SPX NVDA +1

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Samsung Posts Record Profit, but Tech Selloff Drags Stock Lower

July 7, 2026 (127 days ago)

Samsung Electronics posted record quarterly earnings, but its stock fell amid a broad tech selloff, highlighting market concerns over chip demand and…

005930.KS KS11

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China Prioritizes Domestic Chips for AI Expansion, Threatens Nvidia's Market Share

July 7, 2026 (127 days ago)

China's strategic pivot to domestic AI chips challenges Nvidia's dominance in its key Asian market, as policymakers prioritize self-reliance in critical technology…

NVDA 0981.HK

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UBS Recommends Going Long SK Hynix ADRs, Shorting Seoul Shares

July 7, 2026 (127 days ago)

UBS recommends a pair trade of buying SK Hynix’s new ADRs and selling its Korea-listed shares, expecting the ADR discount to narrow…

HXSCL 000660

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Survey: Chinese Firms Dump Nvidia GPUs, Turn to Domestic AI Chip Suppliers

July 7, 2026 (127 days ago)

Chinese firms are switching from Nvidia GPUs to local AI chips, a survey finds, fueling concerns over Nvidia's declining market share and…

NVDA

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Syntiant Files for IPO with Intel Backing as AI Chip Race Heats Up

July 7, 2026 (127 days ago)

Intel-backed Syntiant files for IPO, showcasing edge AI chip growth and potentially lifting Intel’s investment returns.

INTC

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