conductor

Meta has confirmed the acquisition of the AI programming startup Conductor, whose tools support multiple agents in parallel processing software projects.

Gate gStocks has shown active performance on the gainers list, with leveraged ETFs related to the semiconductor industry and technology and healthcare sectors leading the gains in U.S. stock tokens. According to the latest market data from Gate, the Direxion Semiconductor 3x Short ETF (SOXSG/USDT) has risen by 6.37% in the last 24 hours, currently priced at $59.25; the AMD Semiconductor tokenized stock (AMDG/USDT) has increased by 5.25% in the last 24 hours, currently priced at $500.96; and the UnitedHealth Group tokenized stock (UNHG/USDT) has risen by 2.10% in the last 24 hours, currently priced at $407.29.Gate gStocks adopts a 1:1 fully-backed native stock reserve mechanism, where each tokenized security corresponds to an equal number of native stocks as underlying asset support, and supports 24/7 trading, unified account management, and a minimum investment of 1 USDT with fractional trading. Users can participate more flexibly in global popular stock investments, achieving a one-stop allocation of digital assets and traditional securities. As the ecosystem of tokenized securities continues to enrich, Gate gStocks will keep expanding more quality stocks and ETF targets, providing users with a more diverse selection of global asset allocation options.

According to a report by Korean Electronic News on November 3, major global semiconductor equipment companies such as Applied Materials, ASML, Lam Research, Tokyo Electron, and KLA have entered the final stages of equipment supply contracts for 2028, with some companies also beginning discussions on procurement orders for equipment available in 2029. Industry insiders say that there is a surge in demand centered around front-end processes, with a desire to quickly move equipment into fabs. Core equipment partners of companies like TSMC, Micron, and Intel are formulating supply strategies for 2029, and some Korean equipment companies that directly trade with these overseas manufacturers are also reviewing supply plans for two to three years ahead.Discussions on wafer fab equipment supply contracts typically start 6 to 12 months before implementation, with delivery taking about 3 to 6 months after purchase orders are placed. Reports indicate that investment in artificial intelligence infrastructure continues, and semiconductor manufacturers are simultaneously advancing large-scale equipment investments, with equipment delivery times now more than doubled compared to usual, with some categories exceeding 2 years, and related contracts being pushed forward by 1 to 2 years compared to normal. ASML stated during its earnings announcement last month that it expects no interruptions in the supply of lithography equipment until 2028 and is also exploring plans to expand future capacity.An executive from a global equipment company stated that discussing equipment supply three years out at this point is unusual, and combined with the current state of fab investments, this trend is expected to continue until 2030. Another industry insider mentioned that global front-end and back-end investments are proceeding in parallel, and the trend of signing equipment import contracts earlier than competitors may spread to the back-end sector, prompting Samsung Electronics and SK Hynix to take measures to secure core process equipment in advance. Samsung Electronics and SK Hynix are currently continuing to advance their fab investments.

According to Gate market data, the Philadelphia Semiconductor Index is currently up 3.5%, Lattice Semiconductor is up 13.6%, Astera Labs is up 8.5%, and AMD is up nearly 6%.

According to a report by the Korean News Agency, South Korea's Minister of Trade, Industry and Energy, Kim Jong-hwan, stated on November 2 at a public forum of the National Economic Advisory Council held in Seoul that the country will link three major projects: semiconductors, AI data centers, and physical AI, to create a national growth platform. The total investment plan for these three major projects is approximately 160 trillion Korean won, which is about 60% of the annual GDP of South Korea at the project's launch year.The government will promote the semiconductor factory's production timeline by at least two years through measures such as one-stop processing for licensing approvals and the formulation of the "Super Wide Area Special Zone Act." Kim Jong-hwan also proposed the M·E·G·A four major promotion strategies, which are to consolidate national power, encourage participation from all economic entities, create new growth momentum, and expand the effects of the results.

According to Gate market data, NXP Semiconductors (NXPI.O) fell nearly 7% in pre-market trading after the company projected that fourth-quarter sales would be below market expectations.

The Science and Technology Innovation Board Daily cited Wind data stating that by 2026, 76 IPOs had terminated their review, with 13 from the Science and Technology Innovation Board, accounting for 17.1%. In 2025, a total of 50 IPOs were terminated, with only 3 from the Science and Technology Innovation Board, accounting for 6%. The total fundraising scale of terminated IPOs on the Science and Technology Innovation Board in 2026 was 18.248 billion yuan, nearly 5 times the 3.181 billion yuan in the same period of 2025. After entering the fourth quarter, Saikexis and Zhongke Innovation successively terminated their reviews.Among the 13 terminated projects on the Science and Technology Innovation Board, 5 were related to semiconductor and integrated circuit companies, including Wuhan Xinxin, Shanghai Xinyi, Beijing Tongmei, Taosheng Electronics, and Yadian Technology, accounting for approximately 38.5%. Beijing Tongmei was the only project that terminated during the registration phase, accepted on January 10, 2022, submitted for registration on August 1 of the same year, and terminated registration on July 2, 2026, lasting over 4 years. Wuhan Xinxin was accepted at the end of September 2024 and terminated in May 2026, queuing for nearly 600 days, intending to raise 4.8 billion yuan, accounting for about 26.3% of the total intended fundraising of the 13 terminated projects.The duration from acceptance to termination varied significantly. Huihe Medical was accepted on June 30, 2026, and terminated on September 24, taking 86 days, making it the first IPO to withdraw after being selected for on-site inspection this year. Saikexis voluntarily withdrew six months after acceptance, marking the third IPO failure in six years. Huandong Technology was accepted on November 25, 2024, and terminated on September 21, 2026, lasting about 22 months, being the first robot company to terminate an IPO this year, mainly engaged in robotic joint reducers, sponsored by GF Securities. According to the criteria of semiconductors, software equipment, hardware services, etc., there have been 37 IPO listing applications that have become invalid in the Hong Kong stock market this year, compared to 11 in the same period last year.

Goldman Sachs' latest research shows that over the past three weeks, semiconductor stock exposure has been able to explain about 54% of the return performance differences between different asset classes, while oil price exposure accounts for only 2%. As the influence of AI trading continues to expand, technology stocks are becoming an important factor driving global market risk appetite and asset performance differentiation.Goldman Sachs pointed out that recent investor risk appetite has been highly synchronized with the relative performance of large technology stocks. Last week, concerns about AI investment returns, financing costs, and capital expenditures intensified, leading to a sell-off in technology stocks and corporate bonds, with Goldman Sachs' risk appetite indicator falling to its lowest level since April 2025. The South Korean stock market has become a typical case of this impact, with the KOSPI rising 3.1% on Tuesday, and SK Hynix and Samsung Electronics increasing by 5.2% and 4.2%, respectively.Due to the high weight of semiconductor stocks in the Korea Composite Stock Price Index, changes in global AI investment expectations directly affect local market performance. Goldman Sachs emphasized that the 54% and 2% figures reflect a statistical relationship within a specific time window and do not imply that AI factors long-term determine global market fluctuations; the impact of high oil prices on inflation, monetary policy, and asset pricing cannot be ignored. Major technology companies such as Microsoft, Google, and Amazon are about to announce their earnings reports, and the market will focus on whether AI demand can continue to grow and whether massive capital expenditures can be converted into actual profits.

Gate platform data shows that on October 27, the stock market saw a significant rise in the AI, semiconductor, and data sectors, with several concept stocks leading the gains, becoming the focus of market attention.According to the latest market data from Gate, Data Section (3905) surged strongly, rising 14.50% in 24 hours; Yifei Electric (4062) jumped 11.14%; Rand (8918) increased by 11.11%; Advantest (6857) rose by 9.65%; QD Laser (6613) went up by 8.84%.As global AI infrastructure construction accelerates and semiconductor demand remains strong, market expectations for profitability in the technology and semiconductor supply chain are heating up again.

Morgan Stanley stated that the pressure faced by semiconductor stocks may ease next month. The strategist team expects that the adjustment in the semiconductor sector has entered the "final stage," which is anticipated to end in mid-November, but there may still be a further decline of 10% to 15%. The Philadelphia Semiconductor Index could potentially drop to around 9,500 points in the future.

According to Gate market data, the Philadelphia Semiconductor Index rose by 0.5% after a drop of 6.7% in the previous trading day.

According to Gate market data, U.S. semiconductor stocks rose broadly before the market opened, with SK Hynix up 5.5%, SanDisk up 2.8%, and Micron Technology up 2.62%.

NVIDIA expects that with the support of capacity expansion in the United States, Taiwan, and Singapore, the total semiconductor testing capacity in 2027 will double compared to 2026.

According to data from the Gate platform, the South Korean KOSPI index rose by about 3.83% in the early morning session today, quickly breaking through 5,750 points after the opening. The semiconductor and electronics giants performed strongly, leading the gains and becoming the main force driving the index rebound.Currently, Samsung Electronics (005930) is up 6.61%; SK Hynix (000660) is up 6.21%; Samsung Electro-Mechanics (009150) is up 3.03%. The main reasons for this round of increase are the capital replenishment after the sharp decline the day before and the positive driver of a 222.5% year-on-year increase in semiconductor exports in South Korea before October 20, with the market's expectations for AI server and storage demand rising again.

According to South Korean media THE ELEC, Tesla and SpaceX, under Elon Musk, are in contact with South Korean materials, components, and equipment companies for the semiconductor manufacturing project Terafab. Some companies have signed non-disclosure agreements and are discussing supply categories. From October 13 to 15, relevant personnel visited about 10 South Korean company booths at Semicon West 2026 in San Francisco to confirm products and capacities and propose follow-up discussions, many of which have been ongoing for several months.ENF Technology, Asflow, and G&G Intech are involved in this initial contact, focusing on process materials, piping parts and valves, and wastewater reuse equipment, respectively. Mico's cleaning subsidiary Komico signed a tripartite non-disclosure agreement with Tesla and SpaceX about a month ago to discuss cleaning services for the Texas R&D test line. Unisem signed a non-disclosure agreement regarding environmental protection equipment such as exhaust gas treatment, while Dongjin Semichem is discussing materials such as diluents and phosphoric acid related to the Texas plant. Hanmi Semiconductor is discussing thermal compression bonding equipment, HPSP will supply a high-pressure hydrogen annealing device to the R&D line, and testing socket company ISC is exchanging samples and design information.Terafab is located in Texas and was announced to be jointly promoted by Tesla, SpaceX, and xAI in March of this year. The independent legal entity and equity structure have not yet been disclosed. The goal is to reach a monthly production of 1 million wafers within 10 years, with an initial investment of $16.8 billion and the hiring of over 3,000 people. SpaceX signed a tax reduction contract with Texas earlier this month and has begun construction. The industry expects the initial facility, which will produce 100,000 wafers per month, to be completed before 2030. Initial uses include Tesla's autonomous driving and robotics chips, as well as SpaceX's satellite and space data center chips.

According to LatePost's LatePost Auto report, Li Auto's chip subsidiary Shanghai Mahexin Technology has completed a Series A equity financing of 1.625 billion yuan, with Li Auto contributing 1 billion yuan and external investors contributing a total of 625 million yuan. After the financing is completed, Li Auto holds 74.01% of the shares, making it the largest shareholder, while external investment institutions include Hangzhou Jingtou, BlueRun Ventures, Huaye Tiancheng Capital, and Qiji Chuangtan.Hangzhou Jingtou has also received an additional investment equity of 500 million yuan, bringing the company's valuation to 17.1 billion yuan, with 20% of the equity allocated for employee incentives. Insiders say the funds will be used for subsequent chip research and development and commercialization, and they hope to supply externally and expand into businesses outside of automotive. Li Auto co-founder Ma Donghui stated on September 21 that Mahe chips, silicon carbide modules, and other products can be sold externally, and Li Auto is developing the second generation of Mahe intelligent driving chips.

According to Gate market data, the Philadelphia Semiconductor Index is expected to evaporate more than 2 trillion USD in market value within seven trading days.

As chip stocks' market value evaporates by $1 trillion, ETF investors are pouring billions into the dip.The VanEck Semiconductor ETF attracted over $430 million in inflows over the past three days, while the Direxion Daily Semiconductor Bull 3X Shares ETF saw approximately $3.8 billion in inflows this week, setting a record. The Philadelphia Semiconductor Index has cumulatively dropped 12% over six days.

Navitas Semiconductor announced a collaboration with NVIDIA (NVDA.O) to develop an 800V to 12V power conversion board for next-generation AI infrastructure.

According to Gate market data, U.S. stocks in the semiconductor, storage, and optical communication sectors rose broadly before the market opened on Monday.In the semiconductor sector, Lam Research (LRCX) rose 0.21%, Applied Materials (AMAT) rose 0.21%, Arm (ARM) rose 0.7%; in the storage sector, Micron Technology (MU) rose 0.03%, Western Digital (WDC) rose 1.62%, SanDisk (SNDK) rose 0.87%, Seagate Technology (STX) rose 1.56%.In the optical communication concept stocks, Applied Optoelectronics (AAOI) rose 1.45%, Coherent (COHR) rose 0.88%, Credo (CRDO) rose 1.44%, Lumentum (LITE) rose 0.88%, Nokia (NOK) rose 0.19%, Astera (ALAB) rose 1.88%.