United States
US-listed memory-chip makers: Micron Technology and SanDisk.
- NAND Outlook Up, Shares Down: Sandisk and Kioxia Report October 29-30
Sandisk and Kioxia, the two NAND-only makers, report this week. TrendForce raised its Q4 NAND price outlook, yet both stocks sit far below their June highs.
- Nasdaq Down Two Weeks: Can Google, Microsoft and Amazon Stop It?
The Nasdaq Composite fell for a second straight week, losing 5.1% in two weeks. Next week's Microsoft, Alphabet and Amazon earnings may decide what comes next.
- SOXX vs SMH vs SOXQ: How Three Semiconductor ETFs Differ
SOXX, SMH and SOXQ follow three different chip indexes. How each caps Nvidia and TSMC, what they charge, and where SK hynix's US shares show up.
- How a Stock Gets Into the S&P 500 and the Nasdaq-100
A committee picks S&P 500 members; written rules pick the Nasdaq-100. How each decides, the 2026 rule changes and where Asian chipmakers stand.
- Dow, S&P 500 and Nasdaq: What Each US Stock Index Measures
The Dow weighs 30 stocks by share price, the S&P 500 weighs about 500 by market value, and the Nasdaq indexes track Nasdaq listings. Where the chipmakers sit.
- US Stock Futures Overnight: What Dow, S&P 500 and Nasdaq Futures Show
US index futures trade almost around the clock, so they move during Asian hours. What they are, when they trade in Seoul and Tokyo time, and their limits.
- Record Quarter, 12% Drop: Why Lam Research Stock Fell
Lam Research shares fell 11.76% on October 22, a day after it reported record revenue of $8.22 billion, up 54% from a year earlier.
- Micron leads chip recovery, Barron's says, after 20.3% slide
Barron's put Micron at the front of a chip-stock recovery on Oct. 23, after a 6.26% drop on Oct. 22 and a 20.32% fall since Oct. 2.
- Texas Instruments outlook tops estimates before Asia opens
Texas Instruments gave a sales outlook above analyst estimates after the Oct 21 US close. Bloomberg tied it to stronger demand.
- Musk targets 2028 for volume output at Terafab chip venture
Elon Musk said the SpaceX-Tesla Terafab project aims for volume chip production in 2028, with ASML speeding tool deliveries. Intel rose 1.39%.
- Micron moves toward a quarterly bonus linked to its profits
Micron plans a profit-linked bonus paid every quarter, Reuters and BusinessKorea reported, days after a Taiwan union planned a walkout over bonus pay.
- Micron backs indium processing in New York; shares barely move
MarketWatch reported Micron is investing in indium for critical-minerals processing in New York state. The size is undisclosed, and the stock slipped 0.98%.
- Flying Roadster, Grounded Profit: Tesla’s Q3 in 5 Numbers
Tesla's Q3 operating income fell 56% to $718 million, yet its gross margin rose to 19.6%, above both a year earlier and the previous quarter.
- Micron dips 0.98%, lagging chip index as October slide deepens
Micron closed at US$896.07 on Oct 20, down 0.98% versus a 0.29% fall in the PHLX Semiconductor Index, extending a 15.87% drop since Sept 30.
- Micron union in Taiwan plans one-day walkout over bonus pay
A union at Micron's Taiwan operations plans a one-day strike over bonuses and profit-sharing, set for Oct. 22 according to BusinessKorea.
- Chip Stock Heatmap Explained: How to Read the Asia-Pacific Chips Map
How to read Pacific Tape's chip stock heatmap: 41 chipmakers from Korea, Taiwan, Japan and the US, box sizes, colors, groups, periods, using October 20, 2026.
- Asia Chip Stocks From a US Account: SKHY, TSM, KXIAY and Other Tickers
What an ADR is, and which US tickers stand for SK hynix, TSMC, Kioxia, Samsung and other Asian chipmakers: ratios, fees, OTC vs listed, and price gaps.
- One Chip Day, Four Closes: Seoul, Taipei, Tokyo and New York
When Seoul, Taipei, Tokyo and New York open and close, in local, Singapore and New York time, how news passes between them, and what a close on the map means.
- Micron's Fiscal Calendar: Why Its Quarters Don't Match Samsung's
Micron's fiscal year ends on the Thursday closest to August 31, so its quarters end about a month earlier than Samsung's and SK hynix's calendar quarters.
- The Philadelphia Semiconductor Index (SOX) and Why Asia Watches It
The PHLX Semiconductor Index (SOX) tracks 30 US-listed chip stocks, TSMC's ADS among them. How Nasdaq picks and caps them, and how its close lines up with Asia.
- Report: SanDisk to supply all storage for Meta VR glasses
DigiTimes says SanDisk is Meta's only storage supplier for its VR glasses. The report came after a 5.53% gain in SanDisk shares on Oct 19.
- SanDisk shares bounce 5.5% after a three-week slide
SanDisk rose 5.53% to US$1,371.12 on Oct 19, outpacing the PHLX chip index, but the stock is still down 20.73% since Sept 29.
- SanDisk named among midday movers after a steep October slide
CNBC listed SanDisk among the biggest midday movers on Oct 19 without giving a direction, after the stock fell 24.15% from Sept. 28 to Oct 16.
- US Chip Stocks End an Eight-Day Slide, and Memory Came Back First
The US chip ETF SOXX rose 1.7% to $501.93 on Monday, October 19, ending an eight-session losing streak, with memory stocks leading the rebound.
- Micron rises after Chinese memory rival forecasts revenue jump
Barron's reported Micron shares rallying on Oct 19 after a Chinese memory-chip rival's revenue forecast, following a 16.62% slide since late September.