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KRX:005930.KS News 22 June 2025 - 27 June 2025

Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global Semiconductor Industry Trends and 2025 Outlook: AI Boom, Advanced Nodes, and Geopolitics (Report: June 27th, 2025)

Global semiconductor revenue reached $626 billion in 2024, up 18.1% from 2023, with Gartner projecting about $705 billion in 2025. Data-center AI chip sales rose to $112 billion in 2024, up from $64.8 billion in 2023, making generative AI workloads the second-largest semiconductor market after smartphones. Memory revenue jumped about 72% in 2024 and accounted for roughly 25% of total market, with HBM revenues expected to grow 66% in 2025 to $19.8 billion. TSMC’s 2nm node (N2) is in pilot production with high-volume manufacturing planned for 2H 2025, aiming for about 50,000 wafer starts per month by end-2025, with Apple
27 June 2025
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100 Semiconductor Giants Powering the Modern World

100 Semiconductor Giants Powering the Modern World

TSMC is the world’s largest contract chip fab, handling about 61% of global foundry revenues. NVIDIA is the largest fabless chip company in 2024, with data-center GPUs and AI accelerators generating $124.3 billion in revenue. Samsung Electronics is the world’s largest memory chip maker and, in 2024, regained the #1 position in overall semiconductor revenue at US$66.5 billion, with its foundry division offering 5nm and 4nm processes. Intel Corporation is an IDM (logic, x86 CPUs) with $49.2 billion in 2024 revenue, pursuing a dual IDM and external-foundry strategy via Intel Foundry Services and advancing 3nm and 2nm process technology. Synopsys
22 June 2025
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Stock Market Today

Wall Street Feels the Heat (and Thrill): Fed Cuts, Tariffs & Mega-Mergers Set NYSE Buzz

Stock Market Today 08.02.2026

8 February 2026
LIVEMarkets rolling coverageStarted: February 8, 2026, 12:00 AM ESTUpdated: February 8, 2026, 12:41 AM EST BMO Monthly Income ETF (ZMI) Stock Analysis and Trading Signals – Feb 2026 February 8, 2026, 12:41 AM EST. The BMO Monthly Income ETF (ZMI:CA) shows a **strong near-term rating** but a **weak mid-term and neutral long-term outlook** as of February 8, 2026. Trading plans advise buying near $18.17 with a tight stop loss at $18.08. No short positions are recommended. These **AI-generated signals** offer updated insights for investors focusing on income ETFs. Investors should act on the near-term strength while watching for potential shifts
Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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