YieldMax Semiconductor Port Opt Inc ETF(CHPY.US)

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YieldMax Semiconductor Port Opt Inc ETF
CHPY.US
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Nvidia Dethrones Apple As Taiwan Semiconductor's Largest Customer

Nvidia has surpassed Apple as Taiwan Semiconductor's largest customer, driven by increasing demand for AI technology. Nvidia now accounts for approximately 13% of Taiwan Semiconductor's revenue, a significant shift from Apple's previous dominance. Analysts predict Nvidia's leadership in AI chips will continue to grow, with expectations of strong demand extending into 2026. Nvidia's market cap reached $4.5 trillion, reflecting its pivotal role in the semiconductor industry as companies like Microsoft and Amazon drive AI infrastructure spending. Nvidia shares rose 0.82% to $184.83 in premarket trading, while Taiwan Semiconductor's stock increased by 1.63%.

benzinga_article·
US
SOXL
-3.33%
US
SOXX
-1.14%
US
XSD
-2.75%
benzinga_article·
US
SOXL
-3.33%
US
SOXX
-1.14%
US
XSD
-2.75%

Barclays downgraded three semiconductor stocks including Lumentum ahead of earnings season, and upgraded KLA to "overweight."

Barclays adjusted the ratings of several semiconductor companies before the earnings season, downgrading Lumentum, Astera Labs, and Marvell Technology from "Overweight" to "Hold" due to their attractiveness declining compared to other AI-related companies. At the same time, Barclays is optimistic about the investment value of KLA, Coherent, and MACOM. Analysts pointed out that Lumentum's risk-reward profile is no longer advantageous, Astera Labs faces the risk of insufficient market penetration, and Marvell Technology's business performance is below expectations

Zhitong·
US
KLAC
+0.85%
Zhitong·
US
KLAC
+0.85%

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
-1.85%
HK
00981
-3.27%
SH
688981
-2.43%
Reuters·
US
TOELY
-1.85%
HK
00981
-3.27%
SH
688981
-2.43%

Top 5 US Stock Gainers/Losers (>100B) (10.8)

AMD(AMD) rose 11.37%, with a trading turnover 35.8 Billion USD, and a year-to-date rose 95%. Dell Tech(DELL) rose 9.05%, with a trading turnover 3.1 Billion USD, and a year-to-date rose 44.9%. Biodexa Pharmaceuticals(BDRX) fell 6.88%, with a trading turnover 670.1 Thousand USD, and a year-to-date fell 81%. Pfizer(PFE) fell 2.25%, with a trading turnover 1.3 Billion USD, and a year-to-date rose 2%.

LB Select·
US
AMD
+2.35%
US
DELL
-1.49%
US
ANET
-1.50%
LB Select·
US
AMD
+2.35%
US
DELL
-1.49%
US
ANET
-1.50%

Top 5 US Stock Gainers/Losers (>100B) (1.20)

Agnico Eagle Mines(AEM) rose 5.88%, with a trading turnover 683.0 Million USD, and a year-to-date rose 23.3%. Newmont(NEM) rose 4.22%, with a trading turnover 1.3 Billion USD, and a year-to-date rose 19.1%. Shopify (SHOP) fell 7.26%, with a trading turnover 1.9 Billion USD, and a year-to-date fell 10.2%. KKR(KKR) fell 6.48%, with a trading turnover 617.6 Million USD, and a year-to-date fell 3.6%.

Top Gainers & Losers·
US
AEM
+0.40%
US
NEM
+2.15%
US
BSX
+1.34%
Top Gainers & Losers·
US
AEM
+0.40%
US
NEM
+2.15%
US
BSX
+1.34%
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