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SMH240726P297500

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21.05
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15min DelayTrading Jul 11 10:13 ET

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VanEck Semiconductor ETF Stock Discussion

Calvin Hobbs 1014117

59 minutes ago

You think this will go back to 250 by tomorrow?

$VanEck Semiconductor ETF(SMH.US)$

Spinee

1 hour 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?