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June 22 turned out to be the all-time high on both the iShares semiconductor exchange-traded fund and SK Hynix, perhaps the sector bellwether after its meteoric rally of the previous year.Michael Cembalest examines what he got right and what he got wrong in his latest note.Within five weeks, the SOXX ETF SOXX tumbled almost 30%, SK Hynix  more than halved and other chip companies like Taiwan Semiconductor Manufacturing Company  and Micron Technology  dropped sharply in value.How did Cembalest, the chairman of market and investment strategy at JPMorgan Asset Management, manage to time the peak of the memory trade so 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All the signs are that shortages are only getting worse ahead of Micron's earnings later 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SanDisk, Micron, SK Hynix, and Western Digital Stocks Are Falling in Premarket Trading, 9/2/26?","url":"https://stock-news.laohu8.com/highlight/detail?id=2664815144","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664815144?lang=en_us&edition=fundamental","pubTime":"2026-09-02 18:48","pubTimestamp":1788346080,"startTime":"0","endTime":"0","summary":"Shares of major memory-chip companies are under pressure in premarket trading on Wednesday, September 2, as a broader risk-off move weighs on 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They are demanding an additional bonus for fiscal 2026 and a new profit-sharing scheme from fiscal 2027 that will direct 15% of operating profit to employees, according to the report.The unions argue Micron Technology's current incentive plan does not adequately reflect the company's profitability and leaves workers behind their counterparts. The dispute arose after the company posted record fiscal third-quarter revenue of $41.5 billion and net income of $28.2 billion, driven by strong AI-related memory demand, the news agency said.Micron Technology did not immediately respond to MT Newswires' request for a comment.","market":"nz","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://www.mtnewswires.com/","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":"mtnewswires_news","symbols":["LU1323610961.USD","LU0082616367.USD","LU0096364046.USD","LU2756315318.SGD","LU2023250330.USD","JGRO","IE00B19Z3B42.SGD","BK4527","LU0210536198.USD","LU0320765059.SGD","MU","LU0889565833.HKD","PSI","LU0157215616.USD","LU2211815571.USD","BK4543","LU1868837136.USD","LU0256863902.USD","BK4532","LU0203347892.USD","LU0708995401.HKD","LU1551013425.SGD","XLK","LU1852331112.SGD","MUU","LU1914381329.SGD","LU2168564065.EUR","AIQ","WUGI","LU2089985449.USD","BK4533","LU2931357623.SGD","LU2168564222.USD","IE000M9KFDE8.USD","PTF","MUG","AIFD","VGT","LU1868836914.USD","BOBP","SGXZ99366536.SGD","LU2286300806.USD","LU0274383776.USD","LU2471134879.HKD","EFIV","BK4512","LU1720051108.HKD","LU2054465674.USD","BK4605","LU0889566641.SGD","LU1316542783.SGD","IE00B19Z3581.USD","RULE","LU2403377893.USD","FTEC","LU0859254822.USD","LU1803068979.SGD","LU2896262040.SGD","LU0109392836.USD","AIS","LU1868837300.USD","LU0642271901.SGD","LU0061475181.USD","LU0683600562.USD","LU2250418816.HKD","LU2543165471.USD","LU0127658192.USD","LU0133085943.USD","LU2102340556.USD","SG9999001424.SGD","MIC","IE00B5949003.HKD","SMU00main","IE00B1XK9C88.USD","LU1267930730.SGD","LU0964807845.USD","LU2168564495.EUR","LU0081259029.USD","LU1551013342.USD","LU1366333091.USD","SHOC","LU0787776722.HKD","LU2360106780.USD","LU1548497426.USD","LU0417517546.SGD","LU2458330243.SGD","IE00BJLML261.HKD","LU2357627491.SGD","BK4566","LU2471134523.USD","MUZ","DISK","LU2756315664.SGD","LU0820561909.HKD","LU2458330169.SGD","FDTX","EMSF","IE00BSNM7G36.USD","LU1280957306.USD","CGGO","LU1989764664.SGD","LU2750360997.AUD","LU1145028129.USD","LU2471134952.CNY","DRMY","IETC","LU0056508442.USD","LU0820561818.USD","LU1778281490.HKD","LU0820562030.AUD","LU1720051017.SGD","LU2290526834.HKD","LU0109391861.USD","BK4141","GB00BDT5M118.USD","IXN","LU2168564149.EUR","BK4575","LU1868836591.USD","LU1989764748.USD","LU1861220033.SGD","LU1629891620.HKD","BAI","BK4554","EGGY","LU0719512351.SGD","LU0689472784.USD","IE0009356076.USD","LU0323591593.USD","LU2168563687.JPY","LU2360107168.USD","CHPS","LU0238689110.USD","LU0672654240.SGD","LU2048586759.USD","SGXZ51526630.SGD","IE00B7SZLL34.SGD","USXF","SGXZ81514606.USD","LU2750360641.GBP","IE00BKDWB100.SGD","LU2357305700.SGD","LU0256863811.USD","XNTK","MUYY","SOXX","BK4588","MUD","IE0002270589.USD","LU0640476718.USD","BK4553","FAI","LU0792757196.USD","LU0203345920.USD","LU1868836757.USD","LU0154236417.USD","CHAT","ARTY","LEGR","SMH","IE00BK4W5M84.HKD","TRFK","FTXL","BK4585","IE0034235303.USD","IE00BK4W5L77.USD","MULL","WLDR","FXL","LU1267930813.SGD","HBMX","LU1674673428.USD","LU1674673691.USD","LU0943347566.SGD","LU2213496289.HKD","CHPX","LU1861215975.USD","LU2471134796.USD","SOXQ","TTXU","BK4579","IE00BWXC8680.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1173594983","title":"Profits Soar 346%! 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The bank expects 3-D stacking to emerge as the next major memory architecture beyond today's 2.5-D HBM designs, increasing the importance of technologies such as hybrid bonding and wafer-on-wafer integration. Meanwhile, NAND flash is taking on a larger role in AI systems, supporting tasks such as model storage and inference processing rather than serving only as storage. 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Largest Companies by Market Cap (August 2026): Nvidia Retains Top Spot, SpaceX Rebounds 32%, Semiconductor Sector Diverges","url":"https://stock-news.laohu8.com/highlight/detail?id=2664866364","media":"TradingKey","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664866364?lang=en_us&edition=fundamental","pubTime":"2026-09-02 03:09","pubTimestamp":1788289773,"startTime":"0","endTime":"0","summary":"As of August 2026, Nvidia retained its top spot globally with a market capitalization of $5.32 trillion, closely followed by Apple, Microsoft, and Alphabet. The biggest change in the global market cap rankings in August was SpaceX, whose market cap rose to $1.89 trillion with a monthly gain of 32.59%, while Tesla, SK Hynix, and Micron Technology also recorded sizable gains. The Philadelphia Semiconductor Index rose 1.98% in August, staging a modest recovery from a sharp 20.61% correction in 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Chatter: Micron Proposes High Performance Bonuses Amid Strike Plans at Taiwan Plant","url":"https://stock-news.laohu8.com/highlight/detail?id=2664868873","media":"MT Newswires Live","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664868873?lang=en_us&edition=fundamental","pubTime":"2026-09-02 00:06","pubTimestamp":1788278767,"startTime":"0","endTime":"0","summary":"Micron Technology  has proposed that it will distribute high performance bonuses this year, amid plans of a strike at its Taiwanese facility, Liberty Times reported Tuesday, according to a Google translation.The bonuses are expected to be announced in October and until then, the company aims to maintain talks with team members, the report said, as per a Google translation.The report further stated that strike plans have garnered support from as many as 80% of union members.Micron Technology did not immediately respond to MT Newswires' request for comment.Price: 957.05, Change: -1.68, Percent 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Coming,’ Says Top Investor About Micron Stock","url":"https://stock-news.laohu8.com/highlight/detail?id=2664850462","media":"TIPRANKS","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664850462?lang=en_us&edition=fundamental","pubTime":"2026-09-01 23:30","pubTimestamp":1788276607,"startTime":"0","endTime":"0","summary":"September is now upon us, and most of the chipmakers have already reported their latest quarterly reports. However, later this month, investors 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