"CHIPMAKERS" · 총 34건
필터 보기현재 지수
49.5
0 = 부정 우세
50 = 중립
100 = 긍정 우세
최근 7일 기준 84,061건을 분석한 결과, 뉴스 심리지수는 49.5(균형)입니다. 긍정 10,377건(12.3%)·중립 60,799건(72.3%)·부정 12,885건(15.3%)이며, 중립 비중이 뚜렷하게 높습니다. 성향 지수는 종합 20.0(중도 균형)입니다.
Nvidia challenger D-Matrix is entering full production of an AI chip it says is 10 times faster than a GPU and bypasses the memory shortage.
Nasdaq futures led gains in early trading, with shares of chipmakers Marvell Technology, Broadcom and Micron Technology rising between 1.1% and 4.1% premarket.
This comes after the Trump administration moved to halt a potential loophole that may have allowed companies to export advanced chips to Chinese subsidiaries outside China.
South Korean technology stocks staged a strong rebound on Tuesday, mirroring gains on Wall Street, as investors returned to artificial intelligence-related counters following a steep three-day selloff that dragged the KOSPI down more than 15% during the period.Semiconductor heavyweights led the recovery. SK Hynix rose 8%, Samsung Electronics gained 4%, while Seoul Semiconductor surged more than 14%. At the day’s high, Kospi rose 5% to 7,848 or 364 points higher. The rebound followed a positive session in the United States, where chipmakers helped lift broader markets. The S&P 500 advanced 0.3% on Monday, while the technology-focused Nasdaq Composite climbed 0.86%, recovering some of the losses suffered during last week's sharp decline in technology stocks.Investor sentiment also received support from growing excitement around a potential new wave of high-profile AI-related listings. OpenAI recently disclosed that it had confidentially filed for an initial public offering, following a similar step by Anthropic. The development comes just days before SpaceX shares are expected to start trading.The recovery follows a brutal session for South Korean equities on Monday, when the benchmark KOSPI slumped 9% as investors abruptly pulled back from the market's AI-driven rally. The decline highlighted the extent to which the index had become reliant on a small number of semiconductor companies.The benchmark index is now roughly 12.7% below the record high it reached last week. Semiconductor giants bore the brunt of the selloff, with Samsung Electronics dropping more than 6% and SK Hynix falling over 4% on Monday.As investors rushed to book profits, concerns over market concentration became increasingly evident. Much of the KOSPI's rally had been fuelled by a handful of AI-linked stocks, leaving the broader market exposed to a shift in investor sentiment.Samsung Electronics and SK Hynix together account for nearly half of the KOSPI's total weighting and have generated around two-thirds of the benchmark's gains so far this year. Even after the recent correction, the two stocks remain higher by 138% and 196%, respectively, on a year-to-date basis.Despite the sharp pullback, the KOSPI remains the world's top-performing stock indexe in 2026. Driven largely by the surge in semiconductor shares linked to the artificial intelligence boom, the index is still up an impressive 79% this year.Demand for AI infrastructure has accelerated dramatically over the past year as technology companies around the world race to develop advanced AI models and expand computing capacity. That trend has sparked strong demand for high-bandwidth memory chips, prompting investors to pour money into South Korean chipmakers that occupy a critical position in the global AI supply chain.Sensex, Nifty today: Catch all the LIVE stock market action here(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
Asian stocks rebounded from their biggest drop since March as tensions in the Middle East eased and a selloff in artificial intelligence shares abated.The Kospi Index, the world’s best-performing gauge this year on the back of AI trade, gained 4.4% and the Nikkei rose 0.9%. That sent the broader MSCI Asia Pacific Index higher by 0.9%, following three days of losses spurred by factors including bets for an interest-rate hike by the Federal Reserve.Advances in Asia came after Wall Street gauges recovered, with chipmakers such as Nvidia Corp. and Micron Technology Inc. climbing. Intel Corp. shares rose the most in a month after the Information reported that Alphabet Inc.’s Google will use it to make chips.Brent crude traded steady at around $94.40 per barrel. The commodity pared much of its advance in the previous session as Iran and Israel pledged to ease strikes that threatened the peace talks in the Middle East.131599215After a brief interruption to the rally that propelled stocks to record highs, investors returned to risk assets during the New York session, signaling confidence that the bull market remains intact. The recovery was aided by easing geopolitical concerns and renewed demand for AI shares after last week’s steep decline.“Markets rarely move in a straight line at the pace seen since the March lows,” according to Morgan Stanley’s Mike Wilson, who maintained his constructive outlook, supported by earnings and strong economic data. “A correction was inevitable and ultimately healthy if this bull market is going to extend into year-end.” Meanwhile, Iran and Israel agreed to ease strikes against each other after a flare-up in violence threatened to derail peace negotiations and led President Donald Trump to appeal for de-escalation.Attention remains focused on whether energy flows will resume meaningfully via the Strait of Hormuz. A trickle of commercial shipping returned to the waterway over the weekend, even as the risks prompted some vessels to travel with their digital transponders switched off.Oil prices and their impact on inflation are key factors traders are watching after Friday’s blowout payrolls report reinforced bets on a rate hike. The May consumer price index due Wednesday is expected to jump by 4.2% from a year earlier — the highest rate in more than three years. But the core CPI is seen cooling slightly on a monthly basis — potentially providing a welcome signal to Fed officials. Meantime, Citigroup Inc. strategists led by Scott Chronert raised their year-end target for the S&P 500 after a “big step up” in earnings expectations.“We do not expect investors to lose confidence in the AI outlook,” said Mark Haefele at UBS Global Wealth Management. “Although tech stocks have come under pressure in recent days amid concerns about whether expectations can be met, business fundamentals remain strong.”Not everyone was as bullish. Investors should exercise caution regarding US stocks as an increasing number of “bear market signposts” point to an approaching top, according to Bank of America Securities.There are “too many red flags,” strategists led by Savita Subramanian wrote in a note dated June 5. “Take profits,” they said.
The S&P 500 technology sector led advancers, rising 1.5%, and the Philadelphia SE Semiconductor Index jumped 5.6%, rebounding from Friday's losses.
U.S. stocks ended mostly higher on Monday, led by gains in the Nasdaq and chipmakers as investors sought bargains after Friday's sharp selloff and were relieved after Iran and Israel said they had halted attacks on each other. The halt came after an appeal from U.S. President Donald Trump that they immediately "stop shooting." The attacks over 24 hours were the most direct confrontation between Iran and Israel since an April ceasefire in the war. The Dow ended lower and stocks overall closed off the highs of the day. Apple shares eased late in the session even as the company unveiled a series of AI upgrades to Siri. The S&P 500 technology sector and Philadelphia SE Semiconductor Index advanced, rebounding from Friday's losses that wiped out $1 trillion in market value for U.S.-listed chipmakers. Intel shares also jumped after news website the Information reported that Alphabet's Google had placed an order to manufacture more than 3 million tensor processing units in 2028. "Today looks like a day where investors are doing a little bit of bargain hunting off the big tech selloff," said Rick Meckler, partner at Cherry Lane Investments, a family investment office in New Vernon, New Jersey. "What normally happens after that is you get analysts coming in and reiterating buys." He added: "This market has been priced for quite a while for perfection, and these are certainly imperfect times. In that environment, you are going to see some back-and-forth, and some fear of prices having gone too far." Stocks sold off late last week after hitting a series of record highs recently. Underwhelming results from chipmaker Broadcom last week had raised concerns that the chip sector was growing too fast, while much stronger than expected jobs data for May contributed to Friday's rout, as traders priced in interest rate increases this year. According to preliminary data, the S&P 500 gained 22.07 points, or 0.30%, to end at 7,405.81 points, while the Nasdaq Composite gained 222.13 points, or 0.86%, to 25,931.56. The Dow Jones Industrial Average fell 75.61 points, or 0.15%, to 50,791.17.Also Read | US stocks: Alphabet taps Intel to make three million in-house chips: Report Apple announced the Siri revamp at its annual Worldwide Developers Conference at its Cupertino, California, headquarters. Investors may be having a "sell-on-the-news" response, said Bruce Zaro, managing director at Granite Wealth Management in Plymouth, Massachusetts. "Perception has been for quite some time that Apple had been behind the curve as far as their AI offerings. That's why the stock widely underperformed many of the other big techs for some time until recently," he said. SpaceX's initial public offering on Friday could also prove a major test for U.S. stock markets, with investors wary of possible overexuberance. Other big tech advancers included Marvell Technology, which jumped as the chipmaker was set to join the benchmark S&P 500 before the start of trading on June 22. Eli Lilly gained after the drugmaker's trial results showed its next-generation obesity drug, retatrutide, curbed sleep apnea severity in addition to boosting weight loss and helping knee pain.
Friday’s Nasdaq rout looked like the start of a real repricing. By Monday, chipmakers were rebounding.
The S&P 500 and Nasdaq were up as chipmakers rebounded after Friday's brutal selloff.
The agreement, which comes as memory chipmakers have been straining to keep up with demand, would enable supply to keep pace with Nvidia's plans.
So far, 2026 has been as good as it gets for South Korea's benchmark Kospi, with investors piling into chipmakers and artificial intelligence-driven data center plays. But outside the AI trade, few stocks have attracted as much attention as KT&G. Foreign ownership of the tobacco maker recently exceeded 50 percent for the first time in seven years as its shares climbed to a record 190,000 won ($123), up from a 52-week low of 119,200 won. With foreign ownership now on par with SK Hynix and surpass
We are only in the second year of the AI boom, making it too early to know if it will outlast past cycles.
A research team that includes Huawei Technologies says it has successfully used the firm’s Ascend 910C chips to complete post-training for the DeepSeek-V4-Pro model, marking a major step forward as China’s semiconductor industry tries to leap from supporting basic AI inference to more complex model training amid tightening US sanctions. While Chinese chipmakers have found success in supporting AI inference – the relatively simple process of running an already-finished model to answer user...
US chipmakers dip after Broadcom's quarterly revenue miss, while weekly jobless claims increase more than expected.
U.S. chipmakers plunged in premarket trading after Broadcom earnings disappointed investors.
SK Group Chairman Chey Tae-won is strengthening alliances with the world's most influential AI chipmakers, holding talks with TSMC Chairman C.C. Wei in Taiwan days after meeting Nvidia CEO Jensen Huang. The meeting, held on Wednesday, was the first in-person talk between Chey and Wei since June 2024, SK hynix said Thursday. It came as global AI chip supply chains face growing bottlenecks amid surging demand from big tech companies. The two leaders discussed expanding cooperation in next-generati
Wall Street stocks pulled back from record highs on Wednesday as flaring tensions in the Middle East and rising crude prices stoked inflation jitters and convinced investors to take some profits.All three major U.S. stock indexes closed in negative territory, dragged lower by financials and tech , with the small-cap Russell 2000 underperforming its larger-cap counterparts.Chips advanced, indicating the artificial intelligence fervor is alive and well. Still, most of the Magnificent Seven group of AI-related megacaps were lower."The AI names are trading on their own completely separate world, largely oblivious to macro and geopolitical risk, at least within reason," said Ross Mayfield, investment strategy analyst at Baird in Louisville, Kentucky. "And so there's going to be a bid for those names, especially on days where everything else looks a little bit less attractive."The S&P Software & Services index declined. It has been battered in recent months by fears of AI disruption.Middle East hostilities intensified as the U.S. and Iran traded a new round of air strikes, the latest test of a shaky ceasefire.Oil prices rose, adding to worries that upward pressure on energy prices could metastasize into broader, systemic inflation."This market continues to demonstrate a tug of war between fundamentals in the U.S. economy, which are incredibly positive, and concerns that the duration of the conflict in the Middle East will lead to downside risks," said Bill Northey, senior investment director at U.S. Bank Wealth Management, Billings, Montana. "Our framework is centered around the duration of the closure of the Strait of Hormuz as the primary input to inflation expectations.""The longer the duration of that closure, the less likely the Federal Reserve will be able to ease in 2026," Northey added.In fact, financial markets are pricing more than a 40% likelihood of a rate hike at the conclusion of the U.S. Federal Reserve's December meeting, up from 9.1% one month ago, according to CME's FedWatch tool.New York Fed President John Williams reiterated his position that the central bank does not need to change interest rates despite upside inflation risks, stating monetary policy is "in the right place."Economic data suggested the labor market was stable, and the services sector continued to expand, but input prices remained elevated and corporate spending plans appeared soft amid rising energy costs and geopolitical uncertainties.The Beige Book, the Fed's regional economic survey, showed economic activity gathered steam in recent weeks, employment was little changed, but the fallout from higher energy prices due to the war was pervasive.According to preliminary data, the S&P 500 lost 54.11 points, or 0.74%, to end at 7,555.67 points, while the Nasdaq Composite lost 230.97 points, or 0.85%, to 26,862.93. The Dow Jones Industrial Average fell 581.84 points, or 1.13%, to 50,725.95.Among chipmakers, Marvell, Intel, Qualcomm , and Sandisk outperformed.Asset managers dropped after Switzerland's Partners Group capped withdrawals from an $8.6 billion private equity fund. KKR, Blackstone, Blue Owl and Ares Management all lost ground.GameStop advanced after the original meme-stock posted a rise in quarterly revenue and unveiled a $2 billion share buyback program.Elon Musk's SpaceX plans to price its IPO at $135 a share to raise a record $75 billion, a source familiar with the matter told Reuters on Tuesday.Broadcom results were expected shortly.
Memory chipmakers Samsung Electronics and SK Hynix have powered the country's equity surge.
Admission to a prestigious university is no longer seen as the only path to success for some students in South Korea, as semiconductor-focused high schools gain popularity on the expectation that they can lead directly to jobs at major chipmakers. Korea Semiconductor Meister High School in Gyeongju, North Gyeongsang Province, decided to hold a second admissions information session on June 20 after turnout at the initial session held May 30 exceeded the 120 seats prepared by the school. “More stu
Notebooks up 11%, desktops 10% as chipmakers ditch consumer kit for AI server bling