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Valuation Looks Too Low if Chip-Supply Tightness Continues","url":"https://stock-news.laohu8.com/highlight/detail?id=2672375542","media":"Dow Jones","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672375542?lang=en_us&edition=fundamental","pubTime":"2026-10-01 17:40","pubTimestamp":1790847600,"startTime":"0","endTime":"0","summary":"0940 GMT - Micron Technology executives' expectation for chip supply to tighten in 2028 was the most important comment in the group's earnings call, Citrini analyst Jukan Choe says in a post on X. Market valuations of chip stocks suggest supply tightness for memory chips will be short lived, Choe says. \"What this comment tells us is that a substantial portion of 2028 volume is already contracted.\" If chip makers have guaranteed demand through 2028, their valuations should be higher, the analyst adds. Micron shares edge down 0.3% 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Chip Stocks Mixed After Micron Results","url":"https://stock-news.laohu8.com/highlight/detail?id=2672538887","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672538887?lang=en_us&edition=fundamental","pubTime":"2026-10-01 16:23","pubTimestamp":1790842980,"startTime":"0","endTime":"0","summary":"0822 GMT - Shares of European semiconductor companies are mixed despite better-than-expected results from Micron Technology. Shares in the memory chip maker are up 0.1% premarket. Chief Executive Sanjay Mehrotra said the shortage of memory chips that are key for artificial intelligence should continue in the coming years. In Europe, shares of Dutch semiconductor-equipment maker ASML Holding and smaller rival ASM International edge 0.3% and 0.4% lower, respectively. BE Semiconductor Industries, the Dutch supplier of semiconductor assembly equipment, is down 0.6%. German chip maker Infineon Technologies' stock gains 0.5%. STMicroelectronics shares are down 0.3%. In the U.S., the E-mini Nasdaq 100 futures contract edged 0.4% higher, indicating a positive opening for tech 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Markets-Asian Currencies Start October Lower on Rising US Yields","url":"https://stock-news.laohu8.com/highlight/detail?id=2672105734","media":"Reuters","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672105734?lang=en_us&edition=fundamental","pubTime":"2026-10-01 13:23","pubTimestamp":1790832203,"startTime":"0","endTime":"0","summary":"EMERGING MARKETS-Asian currencies start October lower on rising US yieldsOct 1 (Reuters)-Emerging Asian currencies made a tepid start to October on Thursday as investors remained cautious over rising 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Players Enter CPU Market Amid Surging Demand","url":"https://stock-news.laohu8.com/highlight/detail?id=2672734101","media":"Dow Jones","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2672734101?lang=en_us&edition=fundamental","pubTime":"2026-10-01 13:23","pubTimestamp":1790832180,"startTime":"0","endTime":"0","summary":"0523 GMT - Nontraditional players are entering the server CPU market amid resurging CPU demand, TrendForce says in a note. The explosion of agentic AI has driven a wave of demand for CPUs, which coordinate different tasks, route tool calls and pass data between subagents, it writes. As a result, the CPU-to-GPU ratio in AI data centers is expected to shift to between 1:1 and 1:2 from 1:8 currently, significantly boosting market demand for CPUs, it notes. This demand shift is reshaping the competitive landscape. Beyond traditional server CPU vendors Intel and AMD, a new wave of nontraditional players is entering the CPU market, such as GPU maker Nvidia, IP licensor Arm, and major cloud service providers including AWS and Google, it adds.","market":"other","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"en","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4535","LU1242518857.USD","IE00BMPRXN33.USD","FAI","LU1064131342.USD","SMH","HK0000304805.HKD","BK4579","LU2456880835.USD","LU2764263039.SGD","QQQA","LU0859254822.USD","AMDW","BK4575","WUGI","LU2236285917.USD","LU2361045086.USD","LU2860962120.EUR","SOXY","LU0081259029.USD","INTC","LU0823421416.USD","LU0274383776.USD","SMHX","AMUU","LU1852331112.SGD","LU2458330169.SGD","LU1880398554.USD","LU2148611432.USD","SGXZ51526630.SGD","ILDR","AIQ","LU1861559042.SGD","LU0672654240.SGD","LU2098885051.SGD","IE00BQXX3D17.EUR","LU2361044949.HKD","IETC","AMDL","BK4534","HK0000304797.USD","LU2361044865.SGD","LU2764262908.HKD","LU2357627491.SGD","LU0708995401.HKD","LU0082616367.USD","LU2244417387.USD","BAI","BK4533","LU1951200564.SGD","LU1861558580.USD","LU0198837287.USD","LU0109392836.USD","BK4532","LU0321505868.SGD","LU1267930813.SGD","LU0889565833.HKD","AIS","LU0390134368.USD","BK4527","INTW","LU2543165471.USD","WISE","IE0001KFT4U8.USD","SOXX","FTXL","TRFK","TTEQ","AMDC","LU2247934214.USD","IE0004445239.USD","BK4588","SGXZ81514606.USD","IE000SO60NU8.SGD","LU0642271901.SGD","SG9999001424.SGD","LU1880398471.USD","LU2360106780.USD","LU0320765059.SGD","LU2355687059.USD","LU0048573561.USD","INYY","04335","LU2461242641.AUD","SINTCmain","LU2896262040.SGD","LU0127658192.USD","LU2931357623.SGD","LU0348723411.USD","BK4573","LU2290526834.HKD","LU1989772840.SGD","IE00BQXX3F31.USD","BK4141","IE00BKVL7J92.USD","BK4614","LU2250418816.HKD","AMDG","LU1989764664.SGD","IE000MB6IJN5.SGD","LU0823434740.USD","LU2054465674.USD","LU2242649171.HKD","BK4529","LU1303367103.USD","LU0251131958.USD","XNTK","LU2264538146.SGD","LU2458330243.SGD","LU0210536198.USD","ARTY","INT","BK4512","IE000WAW04H5.SGD","LU0823421333.USD","BK4566","LU1803068979.SGD","CHPS","SGXZ99366536.SGD","BK4605","IE0009356076.USD","BK4612","LU0174119429.USD","LU0154236417.USD","IE00B5949003.HKD","IE00BZ1G4Q59.USD","BK4585","LU1232071149.USD","TEK","CNAV","IE000F7OJYX1.SGD","IE000M9KFDE8.USD","IE00BMPRXQ63.HKD","LU0097036916.USD","LU0823434583.USD","IE00BQXX3C00.GBP","LU0109391861.USD","LU0251142724.SGD","GAMR","IE000BZT7R73.USD","LU1951198990.SGD","LU0719512351.SGD","SAMD0main","LU2720916845.USD","PSI","LU1242518931.SGD","USXF","AMYY","BK4602","LU1923623000.USD","LU0056508442.USD","LU2417539215.USD","IE0000B7K699.USD","LU1267930730.SGD","LU0742534661.SGD","LU0149725797.USD","LU2265009873.SGD","AMDS","LINT","AMD","LU1316542783.SGD","LU2360107168.USD","LU2089985449.USD","LU0889566641.SGD","LEGR","LU0133085943.USD","LU2764263203.CNY","BK4515","CHAT","LU1988902786.USD","LU1989764748.USD","LU0251132253.USD","LU0321505439.SGD","LU0048584097.USD","LU0979878070.USD","LU2108987350.USD","DRIV","IE00B1BXHZ80.USD","BK4550","AMDD","LU0187121727.USD","DAMD","BK4543","LU1804176565.USD","LU0792757196.USD","LU2462591350.SGD","LU1861220033.SGD","AMDU","IE00BMPRXR70.SGD","BK4554","LU1989772923.USD","AMDY","LU0786609619.USD","LU1861215975.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1171744407","title":"Micron (MU.US) Q4 Earnings Call: Management Says 'No Point of Supply-Demand Balance in Sight,' Over 75% of Next Year's Shipments Already Locked In, 2028 Tighter Than 2027","url":"https://stock-news.laohu8.com/highlight/detail?id=1171744407","media":"Stock News","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1171744407?lang=en_us&edition=fundamental","pubTime":"2026-10-01 12:27","pubTimestamp":1790828856,"startTime":"0","endTime":"0","summary":"Micron Technology (MU.US) released its financial results for the fourth quarter of fiscal year 2026 after the U.S. market close on September 30, Eastern Time. 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