Semiconductors

Companies in this sector published excellent reports, yet they suffered the largest sales by foreign investors this week. Behind the move lies a warning sign coming straight from Wall Street. What do the foreigners know about these stocks, and what does it mean for your portfolio?

In the second quarter, Camtek saw net profit growth driven by financial income despite an erosion in operating margins. CEO Yaakov Herschman highlighted concerns regarding the impact of the US-China trade war on the company's client base.

A technology company operating in the global chip market is launching a share buyback program. The board of directors determined that the move constitutes a sound business opportunity that serves the best interests of shareholders.

Globes presents the first update on the state of global markets. This morning: US Treasury measures support bonds and stocks against the backdrop of Trump's threats against Iran. Chip giants boost Asia, a green opening is expected on Wall Street. Fiscal pressure threatens the dollar. Also: JPMorgan recommends the communications sector.

A stormy trading day on Wall Street ended with sharp declines, with the semiconductor sector taking the hardest hit. Markets are under pressure due to rising bond yields, oil prices, and geopolitical tensions.

The company exceeded analysts' expectations for revenue and profit. It anticipates continued significant growth of 30% in the second half of the year. Rafi Amit: "We are experiencing a significant acceleration in the pace of order intake."

A court in South Korea upheld an 18-month prison sentence for a former SK Hynix employee convicted of leaking trade secrets in the chip sector to a Chinese company.

US President Donald Trump has signed an executive order imposing a 15% tariff on imported polysilicon, a vital material for semiconductors and solar panels. The order, which also sets minimum import prices, aims to protect American manufacturers and reduce reliance on Chinese supply chains.

Record results for Nova in the second quarter: it beat market revenue and profit forecasts, presented an optimistic outlook for the next quarter, and the stock is reacting with gains in pre-market trading on Wall Street. CEO: "Achievements derived from expanding market share and deepening collaborations."

The last trading week on the Tel Aviv Stock Exchange saw sharp contrasts as Teva jumped 13.47%, while chip manufacturers Tower and Nova suffered significant losses amid market volatility.

July in global stock markets was characterized by sharp declines led by technology stocks, particularly the chip sector, which plummeted by a double-digit rate. Concerns over an AI bubble were compounded by Middle East escalation and rising oil prices.

AI models may be grabbing headlines, but the hardware layer—chips, communication systems, and FPGA—is what makes it all possible. We’ve compiled 12 hot job openings for experienced hardware engineers.

The South Korean memory chip manufacturer reported a massive jump in revenue and operating profit, driven by demand for advanced AI chips. Despite this, results fell short of analyst forecasts, triggering a sharp decline in the company's stock.

The chip giant recorded price declines and lost its lead in the global market cap table to Apple, which reached an all-time high against the backdrop of a report on huge risks of hundreds of billions of dollars.

Investor Michael Burry has announced on his Substack blog that he is increasing short positions against Nvidia and the SOXX ETF. Burry has repeatedly warned about inflated valuations in the semiconductor and AI sectors.

Memory prices are soaring, demand for HBM is breaking records, and manufacturers are fighting for every engineer: the Chinese founder who is giving up about 40% of his wealth to close the gap with Samsung and SK Hynix.

Apple has asked the US administration to approve the purchase of memory chips from Chinese firms CXMT and YMT for devices sold outside the US. The initiative aims to mitigate the global chip shortage.

The AI summit in San Francisco has yielded agreements worth hundreds of billions of dollars, cementing South Korea's position as a critical link in the global technology supply chain.

Samsung Electronics has signed an agreement with Broadcom to expand cooperation in memory chips, contract manufacturing (Foundry), and advanced packaging. The deal is expected to reach $200 billion by 2030.