Asian stocks advance following a rally on Wall Street and oil prices fall Asian stocks are mostly higher, with benchmarks in Tokyo and Seoul lifted by buying of AI-related stocks The Independent UK · 2h ago
Global Market: South Korean shares jump over 4% as AI chip rally lifts Samsung, SK Hynix South Korean shares surged 4.39% as AI investment optimism, strong semiconductor demand and better-than-expected third-quarter economic growth boosted investor sentiment. Samsung Electronics and SK Hynix led gains, while foreign investors purchased shares worth 597.3 billion won. The Korean won strengthened slightly, reflecting positive market momentum and improving confidence in technology-driven… The Economic Times · 5h ago
Global Market | SK Hynix weighs $12 billion special dividend ahead of Q3 Results: Reports SK Hynix said it would announce shareholder-return measures alongside its quarterly results amid reports that it was considering a special dividend funded by gains from its Kioxia stake sale. The review comes as investors push major chipmakers to distribute more cash generated by the AI memory boom through dividends and… The Economic Times · Oct 26
Global Market: South Korean shares fall over 1% as AI trade concerns weigh; won strengthens South Korean shares fell as AI-related concerns weighed on sentiment ahead of major US technology earnings. The won strengthened against the dollar, while government bond yields declined. The Economic Times · Oct 26
Global Market Today: Asian shares slip as AI jitters deepen ahead of big tech earnings MSCI Inc.’s Asia Pacific equities gauge fell 0.2% ahead of this season’s busiest earnings week in Asia. US equity-index futures erased earlier gains and traded little changed. The Economic Times · Oct 26
SKHY Stock Pops as SK Hynix Scraps Solidigm's U.S. IPO SK Hynix stock rallies as the company halts plans for a Solidigm IPO. SKHY shares are currently trading at an attractive valuation for an AI beneficiary. Barchart · Oct 23
Micron’s Taiwan Strike: A High-Stakes Fight Over AI Profits A one-day strike at Micron's Taoyuan plant centers on a 15% profit-sharing demand, but a $35 billion buyback, strong revenue growth, and limited production impact support the stock's fundamentals. MarketBeat · Oct 22
Korea’s KOSPI crashes another 5% as AI rout deepens; AI bellwether down over 40% from peak Chip heavyweight SK Hynix Inc. headed for its lowest close since April. Data-center infrastructure company Elice Inc. plunged as much as 32% in its trading debut in Seoul. Both AI bellwethers SK Hynix and Samsung have plunged 35% and 22%, respectively. The Economic Times · Oct 20
Global Market Today: Asian stocks decline in break from US chip rally Losses were led by a more than 2% drop in South Korea’s Kospi Index — a bellwether for artificial intelligence investments — as chip heavyweight SK Hynix Inc. headed for its lowest close since April. Data-center infrastructure company Elice Inc. plunged as much as 32% in its trading debut in… The Economic Times · Oct 20
5 Beaten-Down AI Names That Could Bounce If Fear Fades AI and memory stocks like Nebius, SK hynix, Intel, EWY, and DRAM have fallen sharply amid sector-wide selling, with each now testing key oversold support levels that could trigger a relief bounce. MarketBeat · Oct 19
SanDisk Stock Is Caught in the China Chip Selloff. Here’s What Investors Are Missing. SNDK stock is caught up in China’s memory-chip breakthrough, but the real challenge is more complex than it seems. Barchart · Oct 19
Global Market: South Korea regulator says Solidigm US listing may breach dual-listing rules South Korean regulators are examining whether a US listing of SK Hynix subsidiary Solidigm would breach dual-listing rules. The review raises questions about minority shareholder protections as the company reportedly considers an IPO valuing it at up to $150 billion. The Economic Times · Oct 19
Jefferies’ Chris Wood says it’s time to diversify beyond AI. Where should investors look now? Jefferies’ Chris Wood is urging investors to diversify beyond AI as earnings growth for global AI stocks is expected to slow sharply and valuations remain elevated. His Asia portfolio retains exposure to semiconductor companies while avoiding heavy AI capex spenders, with India, China and other Asian markets featuring prominently in… The Economic Times · Oct 18
With Cathie Wood Warning of a Vicious Cycle in Memory Chipmakers, Here’s How You Should Play SKHY Stock Now Cathie Wood warned memory chip cycles could get worse as China adds capacity, even after SK Hynix posted record Q2 revenue. Barchart · Oct 17
Barchart · Oct 16 SK hynix Sinks as AI Stocks Pullback Amid Rising Interest Rates. How to Play SKHY Here. SK hynix has dropped 57% from its summer peak as Fed rate hike fears and AI debt worries hit chip stocks. Here is what the selloff means for investors now.
The Economic Times · Oct 16 Global Market Today: Asian stocks advance as selloff in chips eases The MSCI Asia Pacific Index advanced 0.6%, led by stocks in South Korea. Chip stocks rose with Samsung Electronics Co. and SK Hynix Inc. both edging higher. Earlier, the S&P 500 erased losses and edged up to close 0.3% higher on Thursday.
The Economic Times · Oct 15 SK Hynix conditions new US factory on more US chip equipment exports to China The Trump administration is pressing SK Hynix, Samsung and other foreign chipmakers to build plants in the US in a drive to rebuild US manufacturing capacity and create jobs.
The Economic Times · Oct 15 South Korea triggers 'sidecar' trading halt, KOSPI slumps nearly 8% On Thursday, South Korea's KOSPI index plummeted, triggering a trading halt. This sharp decline was primarily driven by a tech-led selloff from the US market amidst rising inflation concerns. Prominent firms, including Samsung Electronics and SK Hynix, suffered considerable losses as foreign investors intensified their sell-offs, reflecting a broader struggle…
The Economic Times · Oct 15 SK Hynix seeks US nod to expand China chip output, ties approval to US plant: Report SK Hynix is attempting to obtain approval from the US to export chipmaking equipment to China. This export is intended to facilitate an increase in production at its Dalian facility. Solidigm, the US arm of SK Hynix, is considering a factory in the US contingent on this approval. The US…
The Economic Times · Oct 15 Global Market Today: Stock selloff extends to Asia as chip rout deepens MSCI Inc.’s Asia Pacific equities gauge dropped 1.5%, heading for a fourth straight decline, led by losses in South Korea, a bellwether for artificial intelligence investment. The Kospi Index slumped as much as 6.5% to its lowest since late July, with chip heavyweights Samsung Electronics Co. and SK Hynix Inc.…
The Economic Times · Oct 14 Global Market: Why China’s CXMT is putting global memory chip giants under pressure Global semiconductor stocks tumbled as Chinese chipmaker CXMT’s reported progress on a new memory chip design raised concerns about intensifying competition. Samsung, SK Hynix and Micron face potential pricing pressure as Chinese manufacturers seek to narrow the technology gap. The selloff also reflects growing scrutiny of AI valuations and whether…
The Economic Times · Oct 14 Global Market: South Korean shares rebound as chipmakers recover after five-day losing streak South Korea’s KOSPI rebounded 0.74% on Wednesday as investors bought semiconductor stocks after five consecutive sessions of losses. Samsung Electronics and SK Hynix advanced, supported by a recovery in US AI chipmakers. Despite positive market breadth, foreign investors remained net sellers, while the won strengthened slightly and bond yields mostly…
Fortune · Oct 13 The AI boom is sending Silicon Valley back to the future with a massive, $5 billion facility for advanced AI chips Applied Materials, the leading maker of chipmaking equipment, officially unveiled its EPIC chip R&D center with partner companies including Intel, Micron, SK Hynix, and Samsung Electronics.
International Business Times · Oct 13 China's CXMT Sparked a Global Chip Stock Rout. Why Samsung, Micron and SK Hynix Are Tumbling. The company rattled investors with news of a technological advance that could allow it to produce more efficient memory chips capable of storing greater amounts of data in smaller spaces.
MarketBeat · Oct 13 A Chinese Rival Just Spooked Memory Stocks—How Worried Should Micron Investors Be? Micron shares fell on Chinese memory competition and labor concerns, yet strong earnings, secured 2027 orders and a $35 billion buyback suggest the pullback may be overdone.