SAMSUNG SEMICON(03132.HK)

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03132.HK
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EXCLUSIVE-China mandates 50% domestic equipment rule for chipmakers, sources say

China has mandated that chipmakers use at least 50% domestically made equipment for new capacity, aiming for self-sufficiency in semiconductor production. This rule, not publicly documented, is a response to U.S. export restrictions and is pushing Chinese manufacturers to rely on local suppliers. The initiative is part of a broader effort led by President Xi Jinping to build a self-sufficient semiconductor supply chain. The policy has already shown results, with domestic companies like Naura Technology advancing rapidly in chip manufacturing technologies.

Reuters·
US
TOELY
-2.54%
HK
00981
-1.33%
SH
688981
-0.80%
Reuters·
US
TOELY
-2.54%
HK
00981
-1.33%
SH
688981
-0.80%

AMD, Intel Stocks Jump After KeyBanc Upgrades On Strong AI Server Demand

AMD and Intel stocks rose after KeyBanc upgraded both companies, citing strong demand for AI servers. Despite a 2% month-over-month decline in traditional server instances, year-over-year growth remains positive. KeyBanc analyst John Vinh favored Intel for near-term momentum, upgrading its rating to Overweight with a $60 price target, while AMD was also upgraded to Overweight with a $270 target. AMD shares increased by 6.14% to $220.30, and Intel shares rose by 3.15%.

benzinga_article·
US
INTC
-2.81%
US
AMD
+1.72%
US
AMDL
+3.28%
benzinga_article·
US
INTC
-2.81%
US
AMD
+1.72%
US
AMDL
+3.28%

Sequoia will invest heavily, Anthropic's financing exceeds $25 billion, with a valuation of up to $350 billion

According to reports, Anthropic's current financing target is as high as $25 billion or even more, with GIC and Coatue each leading with $1.5 billion, and Microsoft and NVIDIA committing a total investment of $15 billion. The remaining funding gap of over $10 billion will be filled by venture capital firms and other investors, including Sequoia Capital. Sequoia Capital's significant investment in this OpenAI competitor marks a strategic shift in its AI track to "full coverage."

Wallstreetcn·
US
NVDA
-0.44%
US
NVDL
-0.84%
HK
07788
-4.20%
Wallstreetcn·
US
NVDA
-0.44%
US
NVDL
-0.84%
HK
07788
-4.20%

U.S. stock night market volatility: Analyst "buy" rating boosts Lam Research by 3.57%, AI strategic positioning favored by the market

Lam Research rose 3.57% in the night session; ASML rose 1.46% in the night session, with a transaction volume of USD 3.49 million; Applied Materials rose 2.19% in the night session, with a transaction volume of USD 1.7 million; Teradyne rose 2.79% in the night session, with a transaction volume of USD 665,700

Tracking Unusual Activity·
US
LRCX
+2.52%
Tracking Unusual Activity·
US
LRCX
+2.52%

Micron Stock More Than Tripled in 2025 -- Analyst Sees More Upside Ahead

Micron Technology's stock surged over 240% in 2025, with analysts predicting further gains in 2026. Lynx Equity Strategy raised its price target to $550, suggesting a 60% upside, driven by rising AI demand and improving industry fundamentals. The firm anticipates a doubling of Micron's earnings per share to $62 by fiscal 2028 and revenue doubling between fiscal 2026 and 2028, despite potential near-term volatility. Micron is expected to benefit from a shift in data-center demand towards high-bandwidth memory products.

GuruFocus·
US
MU
+7.76%
GuruFocus·
US
MU
+7.76%
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