The semiconductor sector is experiencing a sharp selloff, driven by worries about China's gradual progress in domestic DUV lithography technology. Despite plans to deploy a limited number of machines by 2026 and 2027, this is not expected to significantly impact DRAM supply or pricing soon. The DRAM market remains protected until China develops EUV capabilities, though NAND memory faces more immediate competition risks from Chinese firms like YMTC. The analyst remains optimistic about SK hynix and Micron, expecting supply constraints and strong margins to continue through 2027-2028.
Micron Technology's stock recently fell nearly 40%, entering a steep bear market despite benefiting from strong AI-driven demand and robust pricing power. The company's free cash flow margins are expected to remain high, supported by long-term agreem...
Direxion introduced six new Defined Income Boost ETFs on July 29, 2026, targeting major tech companies like Google, Meta, Nvidia, Tesla, Micron, and Palantir. These ETFs aim to provide investors with income—targeting 20% annualized—through selling ca...
The KOSPI index plunged 10.84%, marking its eighth circuit breaker this year and a 33% drop from recent highs, driven by extreme volatility in SK hynix and the global memory sector. Investor concerns focus on the sustainability of hyperscaler capital...
Apple's market value surged to $5 trillion, driven by a 21.5% stock price increase over the past month, surpassing Nvidia as the most valuable company. This growth is notable as Apple is less tied to AI than competitors like Nvidia and Micron, which ...
South Korean chipmaker SK Hynix reported record earnings driven by AI demand but fell short of market expectations, causing its shares to drop nearly 10%. This contributed to a broader selloff in Asian chip stocks, with South Korea's KOSPI index fall...
