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15min DelayTrading Jul 25 10:34 ET

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VanEck Semiconductor ETF Stock Discussion

Spinee

37 minutes ago

Global Chip Equipment Makers’ China Revenue Share Doubles Post Export Controls

Bank of America analysts report that since the U.S. imposed tighter export controls in October 2022, the China revenue share for major semiconductor equipment manufacturers, including $ASML Holding(ASML.US)$ , more than doubled from 17% to 41% by Q1 2024. The companies analyzed include $Lam Research(LRCX.US)$ , $ASML Holding(ASML.US)$ , $KLA Corp(KLAC.US)$ ., and $Applied Materials(AMAT.US)$. This surge is attributed to China accel...

Semiconductor stocks swing: What's next?

whqqq

Jul 18 01:41

Why Intel, GlobalFoundries Are Gaining as Nvidia and Other Chip Stocks Drop

Intel ( $Intel(INTC.US)$ ) and GlobalFoundries ( $GlobalFoundries(GFS.US)$ ) shares rose on Wednesday amid concerns about tightening trade restrictions and rising geopolitical tensions affecting the chip industry. GlobalFoundries led gains on the Nasdaq, up more than 6%, while Intel climbed close to 2%. Conversely, Nvidia ( $NVIDIA(NVDA.US)$ ) and other chip stocks tumbled, with ASML ( $ASML Holding(ASML.US)$ ) fallin...

Trump rally incident: How will markets react?

areecep

Jul 17 21:42

What you need to know today

Chip tensions
Global chip stocks tumbled amid potentially tighter restrictions on U.S. exports to China and escalating geopolitical tensions. U.S.-listed shares of ASML and Taiwan Semiconductor Manufacturing Co plunged 12% and 8%, respectively. The declines followed a Bloomberg report that the Biden administration is weighing tougher restrictions on companies exporting technology to China.
Nvidia shares slumped more than 6%, while Arm Holdings, Lam Research, Applied M...

areecep: 市场收盘报告

Dr DT

Jul 17 19:50

$Tesla(TSLA.US)$ Guys, SMH, semiconductor ETF was crushed in today’s trading. Look for Taiwan Semi’s eaning call coming up at 2pm Taiwan time or 2AM New York time. If robust earning and strong forecast from TSM, the semi may bounce up. However any hints of weakness ahead, the semis will likely be crushed again such as nVidia, AMD, Micron, SMH, QQQ…etc.

Semiconductor stocks swing: What's next?

liquidityHunter

Jul 7 21:55

$Taiwan Semiconductor(TSM.US)$ will move the semi sector
$VanEck Semiconductor ETF(SMH.US)$ $Super Micro Computer(SMCI.US)$ $Intel(INTC.US)$

YawningKitty_x_x

Jul 2 01:45

Columns Semiconductor production by location

$NVIDIA(NVDA.US)$ $Taiwan Semiconductor(TSM.US)$ $Advanced Micro Devices(AMD.US)$ $VanEck Semiconductor ETF(SMH.US)$ $Micron Technology(MU.US)$

Nvidia's 2024 AGM highlights: Pay packages and new AI market strategies

Flowerhill

Jun 25 12:56

$VanEck Semiconductor ETF(SMH.US)$ $NVIDIA(NVDA.US)$ check her videos, good chart readings! - YouTube

VRIVAL

Jun 25 07:58

$MAYBANK(1155.MY)$ $VanEck Semiconductor ETF(SMH.US)$

Share Your Profit/Loss

YawningKitty_x_x

Jun 24 01:48

Columns Bearish Engulfing Pattern for Semiconductors

$VanEck Semiconductor ETF(SMH.US)$ $NVIDIA(NVDA.US)$

Nvidia's 2024 AGM highlights: Pay packages and new AI market strategies

72782441

Jun 18 12:33

ya makes sense, buy on the dips and get stocks on a discount. I am proceeding cautiously, anyways a great a.i etf now to mitigate risk and decent upside is the etf semiconductor SMH, it also has very predictable dips in its technical charts to enter

@John Parks436：I have no idea. However, the Fed has already made its interest rate intentions clear last week until September. There isn't anything else to add about that until September. I do know historically the stock market usually takes a hit in October.

Fed's Collins Says Process of Lowering Inflation May Take Longer Than Expected

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