Today: 1 July 2026
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NYSE:TSM 26 May 2026 - 25 June 2026

SK hynix (KRX:000660) ADR math puts Micron (NASDAQ:MU) valuation gap in play

SK hynix (KRX:000660) ADR math puts Micron (NASDAQ:MU) valuation gap in play

SK hynix ended Thursday’s Seoul session up 13.06% at 2,917,000 won after its planned Nasdaq ADR sale turned a capital-raising story into a valuation trade. Korean cash trading had ended by the 17:20 KST dateline; market data showed the last Seoul trade at 15:30 KST. The memory-chip maker plans to issue up to 17.79 million new common shares behind American depositary receipts and raise up to 45.45 trillion won, or about $29.4 billion. Ten ADRs will equal one common share. Bookbuilding starts on July 6, the offer price is due on July 9, and Nasdaq trading is set for July 10, subject to approvals and market conditions.
25 June 2026
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Foreign investors pull $8.6 billion from Korean, Taiwanese stocks

Foreign investors pull $8.6 billion from Korean, Taiwanese stocks

Foreign investors dumped about $8.6 billion of Korean and Taiwan stocks on Wednesday, while the KOSPI jumped 3.3% in Seoul. The bounce was led by Korean buyers. Overseas investors offloaded a net 4.66 trillion won, about 8.7% of market turnover, with local retail and instituionals picking up 4.55 trillion won. In Taiwan, foreign investors sold a record NT$177.42 billion, 12.2% of turnover. TSMC slid 4.02%, dragging the Taiex down by about 76% of its 1,057-point loss. “TSMC just fell victim to such profit-taking,” Cathay Futures analyst Tsai Ming-han said. The foreign outflows show that Seoul’s pop wasn’t a sign of risk appetite coming back. KOSPI ended at 8,471.02 after plunging 9.99% on Tuesday. That puts the index 7.1% under Monday’s all-time high of 9,114.55. Samsung Electronics climbed 9.84% and SK Hynix tacked on 0.98%, but Samsung stayed about 3.7% beneath Monday’s close following Tuesday’s 12.3% drop. Patrick Munnelly, market strategist at Tickmill Group, said investors are starting to wonder if the semiconductor rally has “run too high.”
24 June 2026
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TSMC Drops 6%—Key Investor Trend Can’t Be Missed

TSMC Drops 6%—Key Investor Trend Can’t Be Missed

TSMC’s U.S. shares dropped almost 6% to $439.78 late Tuesday. Investors also slashed the premium for the shares in New York versus Taipei, closing the gap between the two listings. Each ADR is tied to five TSMC common shares. Based on Tuesday’s Taipei close at NT$2,490 and the NT$31.625 per dollar rate, the ADR finished about 11.7% higher than the shares in Taiwan. The gap was about 17.9% at Monday's U.S. close, so most of the U.S. drop Tuesday came from the shrinking premium.
23 June 2026
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SMH ETF flows point to AI chip trade moving away from Nvidia

SMH ETF flows point to AI chip trade moving away from Nvidia

The VanEck Semiconductor ETF saw nearly $7 billion pour in on Monday, the biggest sign yet of investors looking beyond just Nvidia and into a basket of chip suppliers. That flow is making its mark. Semiconductor stocks climbed on the day, while the big tech names dragged the Nasdaq lower. The timing is key. LSEG Lipper data said U.S. equity funds picked up $38.37 billion for the week ended June 17, the biggest since November 2024. Technology sector funds got a record $21.46 billion in the same period. SMH’s one-day creation made up about a third of those tech inflows, showing just how much the AI trade is passing through a handful of ETFs.
22 June 2026
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TSMC shares up as Street focuses on June revenue test

TSMC shares up as Street focuses on June revenue test

Taiwan Semiconductor Manufacturing Company’s U.S.-listed ADRs, which give Americans a way to trade the chipmaker’s shares, climbed 1.5% to $468.85 early Monday. TSM earlier hit $477.82. Buyers keep coming in for the stock that’s most tied to demand for AI chips. The QQQ ETF, which tracks the Nasdaq-100, added 0.3%, SPY rose 0.3%, and VanEck’s semiconductor ETF SMH increased 1.2%. NYSE:TSM action is getting new focus as traders shift from general AI themes to specifics about TSMC’s near-term sales. The question now is whether TSMC can deliver enough revenue to back a stock that's been standing in for tight advanced-chip supply. The company is forecasting second-quarter revenue in a range of $39.0 billion to $40.2 billion, assuming an exchange rate of NT$31.7 to the dollar.
22 June 2026
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Intel Beats AMD for Week After Trump Comments on Apple Chips

Intel stock enters week at record high after Apple chip report, Micron test ahead

Intel Corp. heads into the new week at a record closing high, with investors trying to judge whether a White House-touted Apple chip partnership is the start of a real foundry turn or another sharp move in a stock already priced for better days. The shares finished Thursday at $133.99, up 10.64%, on volume of about 234 million shares. U.S. markets were closed Friday for Juneteenth and remain shut Sunday. That matters now because Intel’s central problem is no longer just whether it can design chips. It is whether large outside customers will trust Intel Foundry, its contract-manufacturing arm, to make chips at scale. A customer such as Apple would give Intel a brand-name vote of confidence as it tries to close ground with Taiwan Semiconductor Manufacturing Co., whose capacity has been stretched by demand from Nvidia and AMD.
21 June 2026
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Tech Stocks Edge Higher in Holiday Trading; Micron Results on Deck

Tech Stocks Edge Higher in Holiday Trading; Micron Results on Deck

Chip stocks led tech shares higher in a short week for U.S. markets, putting attention on Micron Technology’s earnings for the coming days. The Nasdaq rose 2.43% over the week. Markets were shut Friday for Juneteenth and will reopen Monday. The rally is back to concentrating on artificial intelligence infrastructure. The Philadelphia Semiconductor Index hit a fresh record, closing up about 7% for the week. Andy Pratt, investment strategy director at Burney Company, called the AI trend “still a lot of juice.” Steve Kolano, chief investment officer at Integrated Partners, said chip demand is “just through the roof” compared to what’s available.
21 June 2026
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TSMC Leads Nvidia in Short Week Chip Gains

TSMC Leads Nvidia in Short Week Chip Gains

TSMC’s U.S. shares closed up 6.9% on Thursday, ahead of Nvidia, which added 3.0%, in the last trading day of a holiday-shortened week. The PHLX Semiconductor Index gained 6.4%, with a broad rally across chip names, but TSMC topped Nvidia. This comparison is important since Nvidia and TSMC are at different stages of the supply chain. Nvidia creates AI processors. TSMC acts as a foundry, making chips for other companies, including advanced chips for AMD and large cloud groups. The spread this week shows investors paid a premium for manufacturing exposure. But this wasn’t a direct victory over a rival.
20 June 2026
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Dow, S&P 500, Nasdaq Futures Gain; Oil Falls Ahead of Fed Decision

US Futures Edge Up in Holiday Session With Nasdaq Out Front

Nasdaq 100 futures pushed higher Friday in muted Juneteenth action, with U.S. equity futures firm even as the NYSE and Nasdaq cash markets stayed shut for the federal holiday. NYSE’s calendar shows Juneteenth National Independence Day as a 2026 market holiday, and Nasdaq’s schedule lists June 19 as closed too. Nasdaq 100 futures rose 1.18% to 30,620.50 and S&P 500 futures added 0.62% at 7,554.75 early, as of 05:31 a.m. ET. Dow Jones futures hovered just below flat, slipping 0.01% to 51,958. Futures contracts track expected moves for the indexes but can show thinner trading and less reliable signals during holidays. Markets Insider noted its premarket numbers are indicative and may not always match prices from the exchanges.
19 June 2026
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June 2026 semiconductor news roundup: U.S. chip controls, SandboxAQ funding and Intel 18A-P

June 2026 semiconductor news roundup: U.S. chip controls, SandboxAQ funding and Intel 18A-P

U.S. officials have held off adding China’s DeepSeek, memory chipmaker ChangXin Memory Technologies and more than 100 other firms to a trade blacklist despite their being flagged as security risks, two people familiar with the matter told Reuters. The delay puts a sharper edge on this week’s semiconductor news: Washington is trying to build more of the chip supply chain at home while keeping advanced technology away from China. That matters now because the contest is no longer just about who makes the fastest graphics processor. It now runs through materials used inside fabs, export licenses, memory chips and the processors that run AI services after a model has already been trained.
17 June 2026
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AMD Upgrade, SK Hynix Nasdaq Plan Push AI Chip Makers Higher

AMD Upgrade, SK Hynix Nasdaq Plan Push AI Chip Makers Higher

NEW YORK, June 13, 2026, 06:55 EDT. AI chip stocks were stronger after a bump from an AMD upgrade and news that SK Hynix is planning a Nasdaq listing, sending the market back to Nvidia’s supply chain. AI chip stocks finished the week mixed as buyers kept backing some big artificial-intelligence names but turned away from others seen as overvalued. The iShares Semiconductor ETF closed up 1.5% at $596.25 Friday. AMD jumped 4.7% to $511.57. Nvidia added 0.2% to $205.19. Taiwan Semiconductor Manufacturing was up 0.6%. Broadcom slipped 0.9%. Micron dropped 1.4%.
13 June 2026
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TSMC Shares Slip After Reporting Record May Sales, AI Strains Still in Focus

TSMC Shares Slip After Reporting Record May Sales, AI Strains Still in Focus

TSMC posted record monthly revenue on Wednesday, offering the firmest sign yet that sales are strong. Shares dropped anyway. It’s not about demand for AI chips—the market already gets that. Now investors want to know if TSMC can handle the load without pushing too hard on capacity, margins or their patience. TSMC reported May consolidated net revenue at NT$416.98 billion, a gain of 30.1% from May 2025 and 1.5% higher than April. For January through May, revenue hit NT$1.962 trillion, up 30.0% from a year earlier.
10 June 2026
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Intel Shares Face Early Test After Google-Driven Spike

Intel Shares Face Early Test After Google-Driven Spike

Intel shares slipped Tuesday, pulling back after a rally tied to Google news. Investors weighed the latest drop in tech stocks with a possible big win for Intel’s contract chip unit. The shares settled at $107.92, dropping 2.13%. They moved between $114.00 on the high end and $99.46 on the low. On the previous day, the stock had surged 11.19%, so across both sessions, the price remains up almost 9%.
10 June 2026
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TSMC Chip Bottleneck Turns Into Global Concern

TSMC Chip Bottleneck Turns Into Global Concern

Taipei, June 9, 2026, 00:05 UTC+8 TSMC’s supply pinch is pushing the chip business into new territory. Google is said to have picked Intel for its next batch of in-house AI chips, and Nvidia is testing if Intel can manufacture a separate advanced chip design, according to reports. “AI’s biggest players are racing to diversify a supply chain still heavily concentrated in TSMC,” eMarketer analyst Jacob Bourne said.
8 June 2026
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Asia Markets: Kospi Selloff Hits AI Shares in Region

Asia Markets: Kospi Selloff Hits AI Shares in Region

Asia stocks tumbled Monday. South Korea’s KOSPI slid 8.3% for the biggest loss in the region, as traders pulled back from AI chip names and oil climbed on new Middle East clashes. Japan’s Nikkei dropped close to 4%. Taiwan’s Taiex was off 3.5%. Hong Kong and Shanghai both ended lower. Timing is key. This year, most of Asia’s gains have come from a handful of AI hardware names. That’s left the region’s indexes more vulnerable as traders weigh rates, oil, and valuations together.
8 June 2026
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After The Bell: Dow Hits Record As Oil Slides, But Broadcom Sends A Warning On AI

After The Bell: Dow Hits Record As Oil Slides, But Broadcom Sends A Warning On AI

Wall Street rose on Thursday, and the Dow Jones Industrial Average touched a record high, as easing oil prices and hopes for progress toward ending the Iran war pulled buyers into healthcare and financial shares. The Dow rose 809.88 points, or 1.60%, to 51,496.83, the S&P 500 gained 39.74 points, or 0.53%, to 7,593.42, and the Nasdaq Composite added 60.69 points, or 0.23%, to 26,915.12; Oliver Pursche, senior vice president at Wealthspire Advisors, called the chip move “rational exuberance” after Broadcom fell while Nvidia and Taiwan Semiconductor rose. The rebound mattered because it came one day after Wall Street had pulled back from record highs as Middle East tensions and higher crude prices revived inflation worries. All three major indexes fell on Wednesday, with the Dow down 1.21%, the S&P 500 off 0.74% and the Nasdaq losing 0.89%, so Thursday’s trade was a test of whether investors still wanted risk after a sharp run-up.
4 June 2026
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TSMC Shares Up After Nvidia’s AI PC Push Brings Focus Back to Taiwan Chipmaker

TSMC Shares Up After Nvidia’s AI PC Push Brings Focus Back to Taiwan Chipmaker

TSMC’s U.S. shares picked up on Monday, up about 5.4% to $441.09 in late-morning New York trading after Nvidia’s new AI announcement in Taipei. Investors bought into the chip manufacturer, which builds chips for outside designers, sending its American depositary receipts higher. Nvidia rolled out its new RTX Spark chip Monday, aiming at running AI straight on laptops and desktops. The company called it an effort to “reinvent the PC” with a boost from Microsoft. Reuters said the chip was developed with Taiwan’s MediaTek and is set to hit computers from Dell, HP, Lenovo, Asus, Microsoft Surface, and MSI this fall. Counterpoint Research co-founder Neil Shah told Reuters this could shift the focus from apps to what he called an “Agentic AI personal computer”—hardware where software agents do more for the user.
1 June 2026
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India Shut for Market Holiday, Gift Nifty Flashes Friday Caution as Oil Jumps

India Shut for Market Holiday, Gift Nifty Flashes Friday Caution as Oil Jumps

Indian stocks took a holiday on Thursday for Bakri Id, with both the National Stock Exchange and BSE closed. In offshore action, Gift Nifty futures pointed to a softer start ahead of Friday trading, falling 0.79% to 23,655.50 at 12:34 p.m. IST. Traders follow the futures as an early read on the Nifty 50. India’s cash market slowed as traders watched two new risks: a sharp rise in Brent crude, up 3.6% to $97.71, and tension between the U.S. and Iran. Asian shares dropped after the U.S. hit an Iranian drone site and Tehran answered back. That pushed back hopes for a fast deal on the Strait of Hormuz.
28 May 2026
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Taiwan Market Rises Ahead of India as TSMC Gains

Taiwan Market Rises Ahead of India as TSMC Gains

TAIPEI, May 26, 2026, 19:03 Taiwan passed India in stock-market size, with most of the move coming from gains in Taiwan Semiconductor Manufacturing Co. The chipmaker’s strength in AI chips has helped push Taiwan into the group of top equity-market winners from the AI trade. The total value of listed Taiwan shares was $4.95 trillion as of May 25, ahead of India’s $4.92 trillion, Bloomberg data shows. Taiwan is now fifth in the world, trailing the U.S., China, Japan, and Hong Kong.
26 May 2026
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Stock Market Today

  • Swift TV (ASX:STV) gets 1,900 more device orders from Chevron, boosting presence at sites
    June 30, 2026, 10:33 PM EDT. Swift TV (ASX:STV) landed another order for 1,900 devices from Chevron, bringing the total at Chevron locations up to about 3,900 units. The latest deal covers Barrow Island and Wheatstone Offshore. Swift says the order will swap out old Swift systems and sees it as a key win for its commercial business. Chevron's repeat order puts Swift TV's platform past just certification and shows it is running at enterprise scale. The service, which went commercial in May 2026, has rolled out quickly in oil and gas camp settings. Chevron now uses Swift TV as its corporate standard, which Swift says could help attract more big resource firms.
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