WRLD A.LIVE

22:002 reports

• Japan's Kioxia Posts ¥3.2 Trillion Interim Operating Profit, 77% Operating Margin and First Dividend of ¥47.9 Billion BigGo Finance
• Kioxia Holdings' April-Dec. Net Profit Projected to Surge 24-Fold Nippon.com

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20:003 reports

• Kioxia stock faces earnings test as NAND prices lift expectations ad-hoc-news.de
• Kioxia profit jumps on AI data storage demand as it declares its first dividend Quartz
• Kioxia’s Profit Jumps Due to Ballooning AI Data Storage Needs Bloomberg.com

19:001 report

• MBHB Launches Quantum and Semiconductor IP Practice The Quantum Insider

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17:003 reports

• Murata raises full-year outlook as AI demand drives 41% profit growth Yahoo Finance
• Murata Manufacturing stock: profit jumps as AI demand lifts outlook ad-hoc-news.de
• Murata Plans 1 Trillion Yen for Capacitors, 1.9x Its Profit FourWeekMBA

16:006 reports

• 6-DOF MagLev Systems for Advanced Packaging Introduced at SEMICON West 2026, New From PI AZoNano
• Murata Manufacturing : Second Quarter of FY2026 www.marketscreener.com
• Why did Murata Mfg shares trim losses today? By Investing.com Investing.com India
• Murata raises full-year outlook as AI demand drives 41% profit growth By Investing.com Investing.com India
• Murata Manufacturing : to Expand Production Capacity of Multilayer Ceramic Capacitors Going Forward www.marketscreener.com
• Murata Manufacturing to Invest 1 Trillion Yen in MLCC Production Expansion; Shares Fall 8% marketscreener.com

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14:005 reports

• AI boom sparks circuit board crunch across global tech supply chain Nikkei Asia
• AI Server MLCC Shortage to Last Into Early 2027, TrendForce Says, as Murata's Expansion Lags Demand XenoSpectrum
• AI demand triggers massive PCB shortage for PC makers as order books full until 2030 — lead times stretch to 30 months as material costs surge 12x Tom's Hardware
• Motherboard and GPU Prices Could Rise Further as PCB Shortages Extend to 2030 TechPowerUp
• Murata Boosts MLCC Output Investment to Keep Pace With AI Demand Bloomberg.com

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10:002 reports

• Kioxia Rides SK Hynix's Record Quarter Toward Its Own October 30 Verdict ad-hoc-news.de
• Kioxia Faces Test to Impress With Earnings After 60% Stock Slump Bloomberg.com

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05:001 report

• Machine learning helps track semiconductor defects under more realistic temperature conditions Phys.org

23:001 report

• Nordic Semiconductor proves Bluetooth High Data Throughput feature in silicon – Company Announcement Financial Times

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20:002 reports

• EARNINGS_CALL_TRANSCRIPT_TITLE_FORMATTED Yahoo Finance
• STMicroelectronics nearly doubles quarterly operating profit UA.NEWS

19:001 report

• EARNINGS_CALL_TRANSCRIPT_TITLE_FORMATTED Yahoo Finance

18:003 reports

• STMicroelectronics Rises as Investors Position Ahead of Earnings Quiver Quantitative
• STMicro lifts data centre revenue forecast after Q3 profit beat Reuters
• STMicro lifts data centre revenue forecast after Q3 profit beat Central Oregon Daily

17:003 reports

• STMicroelectronics: Q3 Earnings Snapshot KTVB
• STMicroelectronics: Q3 Earnings Snapshot KVUE
• ST forecasts $4bn Q4 Electronics Weekly

16:008 reports

• STMicroelectronics records 17.9% Q3 revenue increase to $3.76B grafa.com
• STMicroelectronics N.V. Reports Earnings Results for the Third Quarter and Nine Months Ended September 26, 2026 marketscreener.com
• Key facts: NYSE:STM Guides Q4 ~$4.15B; FY2026 Rev +24.7% TradingView
• SpaceX Supplier STMicroelectronics Forecasts Strong Sales on AI, Satellite Boost WSJ
• STMicroelectronics Finds Extra Demand In AI Data Centers Finimize
• Netherlands' STMicroelectronics slightly beats Q3 revenue estimates on strength in CECP and personal electronics segments TradingView
• What we want to see when this data center stock reports earnings next week CNBC
• STMicro Forecasts Growth As Chip Demand Recovery Continues Bloomberg

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12:003 reports

• Breakingviews - COMMENTARY: Samsung's returns conservatism is self-defeating Reuters
• Samsung reports record quarterly profits on AI boom ABS-CBN
• Samsung Chip Profit Misses Estimates Lifted by Resurgent AI Hope Bloomberg

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10:002 reports

• Samsung Electronics Announces Third Quarter 2026 Results Samsung Global Newsroom
• Samsung Electronics approves W30tr dividend on record Q3 profit The Korea Herald

21:001 report

• Melexis CEO says China now beats Europe in new design wins Reuters

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17:002 reports

• Micron Stock Pops as Rival SK Hynix Fuels AI Frenzy With Two Bombshells Barron's
• Goldman Sachs Memory Expert Conference: Capacity expansion offers little immediate relief; DRAM price hikes may persist until 2028, with HBM average prices projected to surge 122% next year. 富途牛牛

16:001 report

• AI chip giant SK hynix posts seven-fold surge in quarterly operating profit AFP.com

15:003 reports

• SK hynix pledges to return $75 bil. to shareholders The Korea Times
• Console and PC Price Pressures to Continue... SK Hynix Warns "Memory Shortage Until 2030" Inven Global
• Console and PC Price Pressure to Continue... SK Hynix Sees "Memory Shortage Until 2030" Inven Global

14:004 reports

• Is the AI memory shortage stifling enterprise adoption? TechTarget
• SK hynix smashes records in Q3 revenue, profit amid global AI boom Xinhua
• Tech stocks soar as SK hynix adds to rising AI confidence Euronews.com
• Asian stocks rise after a rally on Wall Street, while oil prices edge higher Union-Bulletin

13:006 reports

• Asia-Pacific mostly higher after earnings, data Breakingthenews.net
• AJP Factbox: SK hynix record earnings streak in 2026 Aju Press
• ASMPT Announces 2026 Third Quarter Results Record Group Bookings and Strong Earnings Across SEMI & SMT markets.businessinsider.com
• SK Hynix Stock Jumps Nearly 6% After First 100 Trillion Won Quarter BeInCrypto
• SK Hynix says memory shortages to persist until 2030 The Register
• SK Hynix’s Profit Surge, $45 Billion Payout Fuel AI Rally Bloomberg.com

12:008 reports

• Why Is SKHY Stock Surging Over 6% In Overnight Trading? Yahoo Finance
• EARNINGS_CALL_TRANSCRIPT_TITLE_FORMATTED Yahoo Finance
• The AI trade is roaring back in South Korea, where the profits are getting harder to ignore Business Insider
• SK Hynix’s $75B investment in AI chips shows a growing trend TechTarget
• SK Hynix profits soar amid roaring AI chip demand Financial Times
• Why Is SKHY Stock Surging Over 6% In Overnight Trading? TradingView
• Tech stocks soar as SK hynix adds to rising AI confidence AFP.com
• [News] SK hynix 3Q26 OPM Hits Record 80%; Says DRAM, HBM Effectively Sold Out to 2029, 14 LTA Customers Signed TrendForce

11:007 reports

• Global stock markets rise as investors continue to bet on AI Al Jazeera
• KLEVV UNVEILS ALL-NEW CRAS V RGB PRIME DDR5 GAMING/OC MEMORY The Manila Times
• SK Hynix quarterly profit soars sevenfold to $63bn on strong memory demand Nikkei Asia
• Earnings call transcript: ASMPT posts record bookings in Q3 2026 on AI demand By Investing.com Investing.com India
• ASMPT Swings to Profit in Q3 with HK$533 Million Gain; New Orders Hit Record HK$8.845 Billion, Up 1.38-Fold Year-on-Year BigGo Finance
• ASMPT Limited Reports Earnings Results for the Third Quarter Ended September 30, 2026 www.marketscreener.com
• ASMPT Sales Jump 49% on AI Demand as Chip Unit Misses Estimate Bloomberg

10:003 reports

• Dear SK hynix Stock Fans, Mark Your Calendars for October 28 Yahoo Finance
• KRX activates buy-side sidecar for KOSPI on sharp rise The Korea Herald
• [Breaking] SK hynix President Noh-Jung Kwak: “We will secure stable profitability through long-term contracts and build sustainable competitiveness” 파이낸셜뉴스

09:008 reports

• SSD prices explode by 303 % in a year as AI fuels NAND flash shortage Notebookcheck
• DRAM price gains fall short as supply shrinks up to 50% digitimes
• $63 billion marks the largest AI infrastructure financing in history! Broadcom's CEO takes direct action, with Wall Street closely watching the "mega debt issuance" scheduled for Q1 next year. 富途牛牛
• SK Hynix (SKHY) Is Considering a Special Dividend in the First Half of 2026 Yahoo Finance
• SK hynix: Record Q3 revenue and operating profit meet AI-led demand as net profit absorbs large non-operating losses TradingView
• HBM explained: the AI memory behind SK Hynix’s record profits and rising chip prices investingLive
• [BREAKING] SK hynix logs record Q3 operating profit of $62.8 bil. The Korea Times
• SK Hynix's record quarter shows AI demand turning memory into a contracted, supply-limited business digitimes

08:009 reports

• Banks eye $21 billion of bonds for Broadcom chip-financing deal - Bloomberg News TradingView
• Alexander Stahel: Shell company borrows $63 billion to buy Broadcom and Google-designed chips Traders Union
• SK Hynix 3Q 2026 Earnings Preview Smartkarma
• SK Hynix (NasdaqGS:SKHY) Weighs 16 Trillion Won Special Dividend Simply Wall Street
• Samsung Electronics Stocks Decline Before 107.4 Trillion Won Profit Test TradingView
• SK hynix posts record Q3 profit, plans W100tr in shareholder returns this year The Korea Herald
• SK Hynix shares jump 11% after record quarterly profit, outperforming broader market CNBC
• Fitch affirms Broadcom at ’A-’ with positive outlook despite AI backstop risks Investing.com
• NXP (NXPI) Q3 2026 Earnings Call: Record Revenue, SDV Growth and $5 Billion Buyback TradingKey

07:004 reports

• Bank of America coordinates $63B financing for Anthropic AI chips with with Blackstone, Citi, Morgan Stanley The Business Journals
• NXPI: SDV, industrial AI and data centers drive strong growth and expanded capital returns TradingView
• ASM International expects Q4 sales above forecasts, to hit 2030 goal three years early Central Oregon Daily
• 4 Firms Steer Landmark $63B AI Financing Structure Law360

06:0015 reports

• ASM International expects Q4 sales above forecasts, to hit 2030 goal three years early KFGO
• Is NXP Semiconductors NV (NXPI) Overvalued After 3.1% Rally? GF GuruFocus
• Bank of America, Blackstone, Citi and Morgan Stanley arrange $63b AI compute financing Institutional Real Estate, Inc.
• The Story of the Market Is Access to Capital, Not Its Cost RealMoney Pro
• Google TPUs Are Cheaper Than NVIDIA GPUs, Yet Anthropic’s $63 Billion TPU Financing Hit A Roadblock Until Broadcom Sweetened Terms For Banks Wccftech
• Banks Eye $21 Billion of Bonds for Broadcom Chip-Financing Deal Bloomberg.com
• NXP Semiconductors Slides as Investors Brace for Earnings and Chip-Sector Pressure Quiver Quantitative
• NXP (NXPI) Reports Q3 Earnings: What Key Metrics Have to Say Yahoo Finance
• ASM International NV Reports Earnings Results for the Third Quarter Ended September 30, 2026 marketscreener.com
• ASM International Pulls 2030 Revenue Target Into 2027 After Record AI Chip Quarter Tech Times
• NXP Q3 Revenue Rises 19% to $3.79 Billion Quiver Quantitative
• NXP Semiconductors earnings in focus as auto, AI bets converge By Investing.com Investing.com Nigeria
• NXP Semiconductors N.V. stock outperforms competitors on strong trading day MarketWatch
• NXP Semiconductors (NXPI) Q3 Earnings and Revenues Top Estimates Yahoo Finance
• NXP Shares Slide After Chipmaker Gives Tepid Revenue Forecast Bloomberg.com

05:002 reports

• ASM International Q4 Sales Beat Forecasts, To Hit 2030 Target Early Global Banking & Finance Review
• ASM International Raises 2027 Revenue Target to €5.7 Billion, Launches €300 Million Buyback BigGo Finance

04:0011 reports

• ASM International posts Q3 net income of €308.1m, raises 2027 revenue target Yahoo Finance
• ASM International posts Q3 net income of €308.1m, raises 2027 revenue target Investing.com
• ASM reports third quarter 2026 results The Manila Times
• Netherlands' ASM International Q3 revenue jumps on strong growth in memory sales TradingView
• ASM lifts its 2027 sales forecast by a quarter as AI chipmakers spend The Next Web
• ASM International Q3 2026 earnings show record revenue, raised outlook Quartz
• ASM International raises 2027 sales forecast over €5.7bn amid AI NewsBytes
• ASM reports third quarter 2026 results GlobeNewswire
• ASM International expects Q4 sales above forecasts, to hit 2030 goal three years early The Olympian
• Chip-Equipment Supplier ASM International Lifts Guidance Again Amid AI Spending Frenzy WSJ
• ASM Lifts 2027 Outlook as AI Buildout Fuels Demand For Tools Bloomberg.com

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02:005 reports

• See photos of the Marcy Nanocenter site Utica Observer Dispatch
• Solidigm Is In Talks With The US Commerce Department To Invest $45 Billion In A New US Chip Plant- Bloomberg News TradingView
• A Silicon Valley in NY? Hochul recycles a cynical re-election con New York Post
• Lewis Co. officials preparing as computer chip plant is proposed near Utica WWNY
• Solidigm Dangles New $45 Billion US Plant to Upgrade China Site Bloomberg.com

23:004 reports

• Applied Materials Boosts Investment in BE Semiconductor Industries Yahoo Finance
• Applied Materials to Increase its Strategic Investment in BE Semiconductor Industries StreetInsider
• Correction to BE Semiconductor Headline, Article marketscreener.com
• Dutch chip firm Besi's shares jump as Applied Materials moves to double stake Euronews.com

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20:003 reports

• Infineon to invest €1.1 billion in Europe's first 300mm GaN power fab electronics.economictimes.indiatimes.com
• Infineon to establish the world’s first high-volume manufacturing facility for gallium nitride power semiconductors in Europe Saur Energy
• Infineon Puts €1.1 Billion Into a GaN Chip Factory in Austria www.trendingtopics.eu

19:003 reports

• AMD Zen 6 (6c) delivers huge single-threaded gains in Geekbench 7 OC3D
• Leaked 256-core Zen 6c EPYC CPU destroys Zen 5 in early single-threaded benchmarks hints at 24% IPC gain — early single-threaded benchmarks point to huge AMD Zen 6 improvements Tom's Hardware
• AMD Zen 6c Beats Zen 5 by up to 26% in Early Testing ExtremeTech

18:005 reports

• Infineon to Invest €1.1 Billion in Austria Power Chip Production Global Banking & Finance Review
• Infineon to invest €1.1 billion in Austria chip site AOL.com
• Infineon to Invest €1.1bn in Austria marketscreener.com
• Germany's Infineon to invest €1.1 billion in Austrian chip plant Yahoo Finance
• Infineon to Invest €1.1 Billion in Key Austrian Chip Factory Bloomberg.com

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13:001 report

• Rapidus Partners with Indian Tech Giant on Chip Development nippon.com

12:002 reports

• Bank of Korea warns country's chip exports could fall by up to $100 billion if AI spending slows Yahoo Finance
• Bank of Korea warns country's chip exports could fall by up to $100 billion if AI spending slows Reuters

11:003 reports

• HCLTech opens Bengaluru and Hubballi development centres for Rapidus semiconductor requirements Deccan Herald
• Rapidus and HCLTech announce partnership for next-generation semiconductor technologies Rapidus株式会社
• Rapidus Partners with Indian Tech Giant on Chip Development nippon.com

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09:001 report

• Exclusive | Broadcom CEO Intervened to Seal $63 Billion Anthropic Debt Deal WSJ

08:004 reports

• Applied Materials to raise BESI stake to about 20% By Reuters Investing.com
• ASEAN should unite to spur jobs, investments—Recto Daily Tribune
• Recto rallies Southeast Asian nations to strengthen regional alliance on semiconductor, electronics Manila Bulletin
• Applied Materials to raise BESI stake to about 20% Reuters

07:002 reports

• AI-Driven Memory Price Surge Seen Reversing to 20-30% Decline by 2028 BigGo Finance
• Applied Materials to Increase its Strategic Investment in BE Semiconductor Industries GlobeNewswire

06:008 reports

• Applied Materials increases investment in BE Semiconductor Industries to 20% TipRanks
• Applied Materials Boosts Investment in BE Semiconductor Industries marketscreener.com
• Applied Materials To Increase Its Strategic Investment In Be Semiconductor Industries TradingView
• Applied Materials to Increase its Strategic Investment in BE Semiconductor Industries Yahoo Finance
• Applied Materials to raise its Besi stake to about 20 percent StreetInsider
• Applied Materials Grows BE Semiconductor Investment to 20% of Shares marketscreener.com
• Applied Materials boosts investment in chip assembly equipment manufacturer Besi Seeking Alpha
• Applied Materials Boosts BE Semiconductor Stake to About 20% Bloomberg.com

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04:001 report

• 28-Core Intel Nova Lake-S CPU Shows Promising Performance Boost in Leaked Benchmark TechPowerUp

03:001 report

• The AI supply chain: South-east Asia next gold rush? The Straits Times

21:005 reports

• Vietnam’s First Chip Plant Timeline Looks Like It’s Slipping Finimize
• Semiconductor training brought closer to industrial practice Nhan Dan Online
• Key facts: ASML warns AI could outstrip top tools; Hanoi talks stalled TradingView
• AI Boom Creates Surge in Semiconductor and Digital Infrastructure Supply Chains Across Asia Pacific including China, New FedEx Report Reveals FedEx newsroom
• EXCLUSIVE: Vietnam's first chip plant unlikely to meet 2027 target, sources say no deal yet with ASML Reuters

20:006 reports

• HCLTech Partners With Rapidus for Semiconductor R&D HDFC Sky
• HCLTech Opens India Dev Centers for Rapidus Chip Engineering Rediff MoneyWiz
• New semiconductor partnership between HCLTech and Rapidus Digital Watch Observatory
• Rapidus Partners with India's HCL Technologies, Seeking Design Outsourcing and Talent BigGo Finance
• Rapidus and HCLTech announce partnership for next-generation semiconductor technologies The Asian Banker
• Nikon to Launch World's 1st Submicron Lithography System nippon.com

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16:002 reports

• Electronics exports hit record US$64B SunStar Publishing Inc.
• PH eyes higher-value electronics investments amid export growth Philippine News Agency