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Trending Companies
NVIDIA198 SK Hynix98 Micron Technology86 TSMC65 Samsung53 Micron51 Samsung Electronics46 Intel36 Apple30 AMD28 SK hynix24 Synopsys22 Microsoft21 Infineon20 Broadcom20
Trending Technologies
EUV174 3nm156 AI67 DRAM66 HBM65 AI chips57 memory chips49 GPU47 semiconductor23 NAND flash16 HBM414 AI accelerators13 high-bandwidth memory13 AI chip13 AI infrastructure13
2026-06-03
NVIDIA Corp Stock (NVDA) Moved Down by 3.36% on Jun 3: What Signal Does It Send? - TradingKey
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www.tradingkey.com 2026-06-03 TradingKey
NVIDIA Corp (NVDA) moved down by 3.36%. The Technology Equipment sector is down by 0.36%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) down 0.00%; Marvell Technology Inc (MRVL) up 5.99%; NVIDIA Corp (NVDA) down 3.36%. The intraday decline in NVIDIA's share price today appears to be influenced by a confluence of factors, primarily refl
NVIDIASemiconductor IndustryAI ChipsTechnology StocksMarket SentimentInvestment StrategyTechnology EquipmentValuation Pressure
2026-06-03
Texas Instruments Inc Stock (TXN) Moved Up by 3.90% on Jun 2: Facts Behind the Movement - TradingKey
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www.tradingkey.com 2026-06-03 TradingKey
Texas Instruments Inc (TXN) moved up by 3.90%. The Technology Equipment sector is up by 2.92%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 0.75%; NVIDIA Corp (NVDA) up 0.49%; Marvell Technology Inc (MRVL) up 28.90%. Texas Instruments experienced an increase in share price today, influenced by a combination of recent positive company
Texas InstrumentsSemiconductor IndustryArtificial IntelligenceEarnings ReportStock Price MovementMarket SentimentIndustry TrendsTechnology Equipment
2026-06-02
SK Hynix Capacity to Double in Five Years. Chey Tae-won: Aiming to Be Main Supplier for Vera Rubin, Deepening Taiwan Cooperation - TradingKey
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www.tradingkey.com 2026-06-02 TradingKey
SK Hynix plans to double memory chip wafer production capacity within five years, projecting a global shortage until 2030 due to AI-driven HBM demand. The company aims to be NVIDIA's primary HBM supplier for the Vera Rubin system, currently holding a significant share of HBM4 orders. SK Group also seeks to diversify partnerships in Taiwan beyond TSMC. SK Hynix has surpassed $1 trillion in market c
Semiconductor capacity expansionHBM chipAI computing platformNVIDIA Vera RubinSK HynixTSMC cooperationMemory chip shortageAI chip
2026-06-02
Today’s Market Recap：U.S. Stocks Rally Across the Board as Nvidia Shakes Up PC Chip Market; Oil Surges 8% - TradingKey
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www.tradingkey.com 2026-06-02 TradingKey
Nvidia's AI expansion into PC chips fueled market gains, with NVDA up over 6% and impacting competitors and PC manufacturers. Software stocks continued to rally, and HPE surged post-earnings. Crude oil prices rose due to geopolitical tensions, while US manufacturing data pressured gold and silver. Nvidia announced new AI models and PC processors, partnering with Microsoft. Alphabet plans an $80 bi
NVIDIAArtificial IntelligenceSemiconductorPC ChipAI ProcessorUS StocksMarket RecapTech Stocks
2026-06-01
Texas Instruments Inc Stock (TXN) Moved Down by 4.44% on Jun 1: What Investors Need To Know - TradingKey
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news.google.com 2026-06-01 TradingKey
2026-06-01
SK Hynix 1,000% Annual Gain Not Enough? Top Wall Street Funds Increase Stakes, Will HBM Chip Supply Shortage Escalate Further? - TradingKey
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www.tradingkey.com 2026-06-01 TradingKey
Janus Henderson's Global Technology Leaders Fund plans to add SK Hynix, a memory chip giant with over 1,000% stock growth this year. SK Hynix's dominance in HBM chips is expected to drive significant earnings growth, with long-term contracts likely repricing upward due to tight supply. The fund manager prefers memory-focused companies like SK Hynix and Micron over diversified Samsung due to cost p
Semiconductor IndustryMemory ChipsHBM ChipsAI InfrastructureChip ShortageSK HynixWall Street FundsInvestment Analysis
2026-06-01
Samsung, SK Hynix, Micron Face Memory Price War? Will Chinese DRAM and NAND Expansion Impact Global HBM Market? - TradingKey
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www.tradingkey.com 2026-06-01 TradingKey
Chinese semiconductor firms are increasing DRAM and NAND production, with CXMT's chips appearing in Corsair products, indicating a shift in global supply dynamics. Companies like HP, Qualcomm, Dell, ASUS, and Acer are also engaging with Chinese manufacturers, driven by higher prices and limited supply from Samsung, SK Hynix, and Micron. While Chinese firms leverage advanced processes for consumer
Semiconductor IndustryMemory MarketDRAMNAND FlashPrice WarSupply ChainChinese ChipsHBM
2026-05-31
Samsung vs SK Hynix: Which AI Memory Stock Is Better? How to Invest? - TradingKey
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www.tradingkey.com 2026-05-31 TradingKey
SK Hynix leads in HBM market share and profitability, driven by its high-margin HBM business and purer memory focus. Samsung Electronics, while larger in scale and demonstrating strong risk resilience, is accelerating its catch-up in HBM. Investors seeking high growth may prefer SK Hynix, while those prioritizing stability might favor Samsung, especially if its HBM4 strategy succeeds. Both are acc
Semiconductor IndustryMemory ChipsAI MemoryHBM MarketInvestment StrategySK HynixSamsung ElectronicsStorage Market
2026-05-30
Texas Instruments Inc Stock (TXN) Closed Down by 3.51% on May 29: What Investors Need To Know - TradingKey
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www.tradingkey.com 2026-05-30 TradingKey
Texas Instruments Inc (TXN) closed down by 3.51%. The Technology Equipment sector is up by 0.42%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 4.79%; NVIDIA Corp (NVDA) down 0.77%; Dell Technologies Inc (DELL) up 32.79%. Texas Instruments (TXN) experienced downward pressure, contributing to significant intraday volatility. This mov
Texas InstrumentsSemiconductorStock Price DeclineProfit TakingInsider SellingAI ChipsPower Analog SemiconductorsTechnology Equipment
2026-05-29
Synopsys Inc Stock (SNPS) Moved Down by 9.11% on May 28: Drivers Behind the Movement - TradingKey
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www.tradingkey.com 2026-05-29 TradingKey
Synopsys Inc (SNPS) moved down by 9.11%. The Software & IT Services sector is up by 3.23%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Microsoft Corp (MSFT) up 3.57%; Meta Platforms Inc (META) down 0.63%; Snowflake Inc (SNOW) up 38.32%. Synopsys (SNPS) experienced a significant intraday decline on Thursday, May 28, 2026, despite reporting strong second-quarter
SynopsysChip Design SoftwareSemiconductor IndustryStock DeclineQuarterly EarningsAnsys AcquisitionInvestor SentimentMarket Reaction
2026-05-27
Qualcomm Inc Stock (QCOM) Moved Down by 7.03% on May 27: What Investors Need To Know - TradingKey
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www.tradingkey.com 2026-05-27 TradingKey
Qualcomm Inc (QCOM) moved down by 7.03%. The Technology Equipment sector is down by 0.15%. The company underperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 2.88%; NVIDIA Corp (NVDA) down 1.85%; SanDisk Corporation (SNDK) up 0.49%. Qualcomm (QCOM) experienced significant intraday volatility, culminating in a notable downward movement today. This declin
QualcommAI chipsSemiconductorMobile chipsTechnology stocksMarket sentimentEarnings guidanceInvestment strategy
2026-05-27
Micron Technology Inc Stock (MU) Opened Up by 4.75% on May 27: Drivers Behind the Movement - TradingKey
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www.tradingkey.com 2026-05-27 TradingKey
Micron Technology Inc (MU) opened up by 4.75%. The Technology Equipment sector is up by 2.58%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 4.75%; NVIDIA Corp (NVDA) down 1.17%; SanDisk Corporation (SNDK) up 2.69%. Micron Technology's stock has experienced notable positive movement, primarily driven by a significant analyst upgrade a
Micron TechnologySemiconductor IndustryHigh Bandwidth MemoryAI ChipsAnalyst RatingDRAMMemory MarketTechnology Equipment
2026-05-27
Micron’s HBM Is Sold Out Through 2026 and Data Centre Revenue Grew 150% — Is MU a Buy at $914? - TradingKey
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www.tradingkey.com 2026-05-27 TradingKey
Micron Technology (MU) shows strong bullish momentum, approaching the 1.618 Fibonacci extension at $919.75. Q2 FY2026 results revealed 62% YoY revenue growth to $8.71B, with Data Center revenue up 150%. HBM3E is sold out through most of 2026, and full-year guidance was raised to $31.5-$33.5B. HBM's custom nature and high switching costs differentiate it from commodity DRAM, supporting sustainable
Micron TechnologyHBMData Center RevenueAI AcceleratorsSemiconductor IndustryDRAMHigh Bandwidth MemorySupply and Demand
2026-05-27
TSMC 3nm Process to Raise Prices Again, Can It Drive Stock Price Higher? - TradingKey
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www.tradingkey.com 2026-05-27 TradingKey
TSMC plans to increase 3nm process quotes by up to 15% in H2 2026 and 5-10% in 2027, driven by surging AI server demand from NVIDIA, Google, and AWS. Despite capacity expansion, shortages are expected to persist until 2027. This pricing power is becoming a strategic advantage in the AI era. TSMC's gross margin reached a record 66.2% in Q1 2026, with further increases anticipated. Foreign instituti
TSMC3nm processAI chipsSemiconductor manufacturingChip pricingSupply-demand imbalanceGross marginCapital expenditure
2026-05-27
Micron Market Cap Surpasses 1 Trillion. UBS: Micron Price Target Could Triple. How HBM Giant Navigates the Cycle? - TradingKey
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www.tradingkey.com 2026-05-27 TradingKey
Micron's stock surged 19.29% on Tuesday, closing above $1 trillion market capitalization, with a 184% year-to-date gain. UBS raised its price target to $1,625, citing a shift in valuation logic driven by long-term agreements (LTAs). These LTAs, spanning 3-5 years with fixed pricing and prepayment, secure supply for buyers and provide revenue visibility for sellers. UBS expects LTAs to reshape Micr
MicronUBSSemiconductor IndustryDRAMNANDHBMLong-term AgreementsSupply Chain
2026-05-27
South Korea Stocks Halt Again, SK Hynix Market Cap Breaks $1 Trillion Mark. - TradingKey
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www.tradingkey.com 2026-05-27 TradingKey
SK Hynix shares surged over 10%, pushing its market cap past $1 trillion, becoming the third global memory chip company to achieve this. Driven by high-bandwidth memory (HBM) demand for AI servers and its role as a core Nvidia supplier, SK Hynix's stock has gained significantly. Full-year 2026 HBM capacity is sold out, with shortages expected through 2027. Potential labor disruptions at Samsung El
Memory ChipsAI ServersHigh-Bandwidth Memory (HBM)Semiconductor IndustrySK HynixNVIDIAMarket CapitalizationSupply Chain Disruption
2026-05-26
GPU-HBM Packaging Welcomes New Fiber Interconnection Solution. "Optical-In Copper-Out" Accelerates, Optical Communication Sector Leads Gains in Early Trading. - TradingKey
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www.tradingkey.com 2026-05-26 TradingKey
Optical communication stocks surged on May 26 due to advancements in GPU-HBM integration using fiber optic interconnects. This innovative solution overcomes physical limitations of traditional 2.5D packaging by decoupling compute and memory units, allowing greater HBM capacity and improved thermal management. If successful, it will expand optical interconnects beyond data centers and benefit silic
GPUHBMFiber Optic Interconnect2.5D PackagingAI WorkloadsOptical CommunicationSemiconductor PackagingSilicon Photonics
2026-05-26
Texas Instruments Inc Stock (TXN) Moved Up by 4.42% on May 26: What Investors Need To Know - TradingKey
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www.tradingkey.com 2026-05-26 TradingKey
Texas Instruments Inc (TXN) moved up by 4.42%. The Technology Equipment sector is up by 2.30%. The company outperformed the industry. Top 3 stocks by turnover in the sector: Micron Technology Inc (MU) up 14.77%; NVIDIA Corp (NVDA) up 0.12%; SanDisk Corporation (SNDK) up 7.05%. Texas Instruments (TXN) stock is experiencing a notable upward movement today, primarily driven by a convergence of posit
Texas InstrumentsSemiconductor IndustryAI ChipsData CentersPower Analog ChipsAnalyst RatingsStock Price RiseInvestment Trends
2026-05-25
NGK to Increase Production Capacity of Ceramics for Semiconductor Manufacturing Equipment - Mynewsdesk
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www.mynewsdesk.com 2026-05-25 Mynewsdesk
PRESS RELEASE — 27 APRIL 2026 03:02 Share NGK to Increase Production Capacity of Ceramics for Semiconductor Manufacturing Equipment NGK Corporation (hereinafter, “NGK”) today announced that it has decided to establish a new production site for ceramics for semiconductor manufacturing equipment in Nomi City, Ishikawa Prefecture. It plans to invest approximately ¥70.0 billion on constructing a new
Semiconductor ManufacturingCeramic MaterialsNGK CorporationProduction Capacity ExpansionSemiconductor EquipmentAdvanced ManufacturingSupply Chain ResilienceJapanese Enterprise
2026-05-23
Synopsys Inc Stock (SNPS) Moved Up by 5.26% on May 22: Facts Behind the Movement - TradingKey
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www.tradingkey.com 2026-05-23 TradingKey
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