Express News | Taiwan Semiconductor is expected to receive the first batch of the world's most advanced high numerical aperture extreme ultraviolet lithography machines from ASML by the end of this year.
Intel's Outlook Encouraging But Chipmaker Still Expected to Struggle -- Market Talk
"Treading on Air" Two major chip giants unexpectedly warming up in the AI wave, but difficult to shake the logic of chip stocks: fundamental reversal must rely on AI.
Maybank analyst stated that intel and Samsung's gap in ai is "difficult to narrow in the short term"; Allspring analyst stated that Samsung needs to make "difficult decisions".
Technology stocks' pullback is nothing to panic about! The downturn can be a good opportunity to "buy the dip".
Investors have many reasons to turn to the technology stocks they once favored, but they may regret it.
Are the financial reports of the technology giants in the US stock market insufficient in the beginning of the season, is the "AI hot" expectation overhyped or just a technical profit-taking pullback?
Large technology companies need to meet investors' expectations for both the past and the future more than any other industry.
Express News | Guo Mingxi: Apple plans to use self-developed Wi-Fi 7 chips in the new products to be launched in the second half of 2025.
"Recovering lost ground" is now in sight! Intel (INTC.US) Q4 guidance exceeds expectations, market sentiment is optimistic.
Intel (INTC.US) announced its third-quarter financial report after the Thursday market close in Eastern Time. The fourth-quarter revenue guidance slightly exceeded expectations, sparking optimistic sentiment that the company is capable of regaining some market share.
US stocks closed: All 'Seven Giants' suffered heavy losses, with the S&P and Nasdaq posting their largest declines in nearly two months.
1. PHLX Semiconductor Index fell more than 4%; 2. The China concept stock Jinlong Index fell by 1.3%; 3. Apple's Greater China revenue fell short of expectations; 4. Guo Mingchi: the possibility of Super Micro Computer being suspended or delisted is increasing.
Taiwan Semiconductor Options Spot-On: On October 31st, 157.65K Contracts Were Traded, With 1.64 Million Open Interest
On October 31st ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 157.65K options for the day, of which put options accounted for 36.71% of the total
Shares of Semiconductor Stocks Are Trading Lower. The Sector May Be Under Pressure Following Recent Earnings From Multiple Companies in the Sector.
Technology stocks are under heavy attack, causing a major drop in the US stock market!
Following disappointing guidance from microsoft and meta platforms, the three major U.S. stock indexes all fell, with the s&p 500 index erasing its October gains.
Express News | iPhone 17 may be equipped with apple's self-developed Wi-Fi 7 chip.
Apple Analyst Ming-Chi Kuo Post On X, "Broadcom Currently Supplies Over 300 Million Wi-Fi+BT Chips (Hereafter Referred to as Wi-Fi Chips) per Year to Apple. However, Apple Will Rapidly Reduce Its Reliance on Broadcom. With New Products in 2H25 (E.g.,...
Masayoshi Son's AI ambition: Arm, which tripled in one year, is aiming directly at nvidia?
Masayoshi Son hopes that Arm will occupy more market share in the chip industry chain, and its self-developed ai chip will soon directly compete with nvidia; Arm CEO also openly reveals his ambition, saying, "All AI in the future will run on Arm in some form."
Election Brings One Certainty for Tech Stocks -- More Uncertainty -- Barrons.com
AI chip business faces challenges. Samsung Electronics (SSNLF.US) Q3 chip division profits fall short of expectations.
Under the challenge of ai chips, Samsung's chip profit is disappointing.
US Stock Market Dips Amidst Chipmaker Losses, Gold Hits New Record
Express News | Taiwan Semiconductor: It is expected that the typhoon will not cause significant impact.
U.S. stocks closed | The three major indexes all fell, technology stocks weakened, super micro computers plummeted over 32%, AMD dropped over 10% after earnings; overall decline in Donald Trump concept stocks, DJT fell over 22%.
The economic data in the USA is mixed, with the market adjusting down significantly to expectations of a large interest rate cut by the European Central Bank and rate cuts by the United Kingdom in December. US stocks fell across the board, with the chip index dropping by over 3%, nvidia falling by over 3% at one point, Chinese concept stocks dropping by over 2% before halving the decline, and li auto inc turning upwards by nearly 2%.
Taiwan Semiconductor Options Spot-On: On October 30th, 99,817 Contracts Were Traded, With 1.62 Million Open Interest
On October 30th ET, $Taiwan Semiconductor(TSM.US)$ had active options trading, with a total trading volume of 99,817 options for the day, of which put options accounted for 39.51% of the total