Overnight Asia
Taiwan supply chain, Korea memory, Japan equipment, and China component updates before the U.S. open.
New daily brief
TickerStar Semi Daily In Case You Missed It
A pre-market semiconductor brief with overnight Asia news, official company updates, trade press highlights, and memory pricing before the U.S. open.
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Overnight AsiaTrade pressOfficial company updatesMemory pricing
Stay ahead of the semiconductor tape
Start the morning with the company updates, supply-chain headlines, trade press, and memory pricing that matter for semiconductor investors.
Company Sources
SEC filings, official releases, earnings, webcasts, transcripts, and TickerStar call follow-ups.
Trade Press
Semi-focused sources including DigiTimes, EE Times, TrendForce, TheElec, IDC, Gartner, WSTS, and more.
Memory Pricing
Representative DRAM, NAND, and SSD pricing rows with spot, contract, and per-GB context where available.
See what lands in your inbox
Each edition starts with linked headlines for quick scanning, then includes source-backed summaries and a memory pricing section.
1
Micron Q3 blowout: $41.5B revenue, $50B Q4 guide, DRAM and NAND extend
Micron's official release, filing, call follow-up, and transcript summarized into one investor-readable item.
2
Qualcomm targets $40B non-handset by FY2029, with $15B data center roadmap
Investor Day and Meta CPU roadmap read-through for AI infrastructure investors.
3
SK hynix files Nasdaq ADR registration to help fund a 55.92T won capex plan
Memory capex, advanced packaging, and geographic expansion in one source-backed summary.
4
TSMC 3nm lead times top one year as advanced packaging tightens
Foundry and packaging constraints pulled from trade press and official source checks.
5
Memory pricing: DRAM spot holds firm; NAND wafer spot eases but remains elevated
Representative DRAM and NAND rows with price, change, and approximate price per GB.
What is included
Useful context for the semiconductor names investors follow most closely.
Before the market opens
A quick read designed for the morning check-in: what changed, why it matters, and where to click for the source.
Not every headline makes it
Target around 10 useful items, but run shorter when the tape is quiet rather than forcing filler.
Company, supply chain, and pricing together
The value is the combined view: official events plus Taiwan supply chain and memory price context.
Memory pricing watch
Track representative DRAM, NAND, and SSD pricing signals with enough detail to understand the direction of the memory cycle.
| Basket | Example metric | Why it matters |
|---|---|---|
| DRAM spot | DDR5 16Gb spot, daily average, change, approx. $/GB | Fastest public chip-level pricing signal. |
| NAND wafer | 512Gb TLC wafer average, change, approx. $/GB | Component-level read for NAND cycle direction. |
| SSD contract/channel | PC-client SSD contract and selected street checks | Downstream pricing read-through for OEMs and consumer storage. |
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