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THE TRUTH ABOUT: 9 - Caught on Camera

How memory chipmaker CXMT became the most valuable company in mainland China

CXMT becomes China's most valuable listed company after blockbuster Shanghai debut

The Independent UK

Chipmaker CXMT vaults to top of China's valuation with 466% surge in Shanghai debut

China's leading memory chipmaker CXMT became the most valuable company in the mainland after soaring 500 percent on its market debut Monday, underscoring the impact of AI-driven demand on the semiconductor sector. The firm's shares rocketed more than 500 percent by mid-morning, taking its market capitalisation to 3.5 trillion yuan…

The Economic Times

South Korean shares turn lower as chipmakers fall ahead of earnings

South Korean shares turned lower on Monday as chipmakers fell. Samsung Electronics and SK Hynix declined ahead of their earnings reports. New AI initiatives were announced involving major South Korean and US tech firms. E-commerce firm Naver jumped significantly on an investment partnership with Nvidia. Foreign investors were net sellers…

The Economic Times

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Kospi index and U.S. stock futures jump as new Hormuz talks send oil prices plunging amid Iran war pause while Wall Street awaits Fed meeting

Iran and Oman are also in talks that center around having Iran run vessel transit through the Strait of Hormuz with fewer restrictions on ships.

Fortune

Chinese CXMT DRAM doesn't look like the budget savior many were expecting — new modules enter the market, but prices still track the big three

Chinese retail listings indicate that CXMT-based memory modules are priced similarly to those featuring chips from the big three, despite expectations that they must be cheaper.

Tom’s Hardware

Billionaire Who Left His Wife For A Younger Woman Ordered To Pay Her Insane Amount In The ‘Divorce Of The Century’

A South Korean billionaire was ordered to pay his ex-wife $645 million after a years-long divorce battle.

Bored Panda

Nvidia and SK Group enter $500 billion AI partnership — plan to supercharge AI infrastructure with next-gen memory and massive AI factories

Nvidia and SK Group enter $500 billion strategic partnership focused on long-term memory supply, 2 GW AI data center, and future AI infrastructure

Tom’s Hardware

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South Korea's SK Hynix, Samsung Electronics sign $950 billion partnership with US big tech

The partnership includes the long-term supply of $750 billion in memory chips to US companies by SK Hynix ‌and $200 billion in chips by Samsung Electronics ⁠to Broadcom, the presidential adviser, Kim Yong-beom, said at a briefing.

The Economic Times

Wall Street's New ETF Strategy? Copy, Paste, Repeat—and Hope for the Next DRAM

The U.S. ETF industry’s hottest product is no longer just a blockbuster fund, it’s the copycat.

Benzinga

South Korean memory giants Samsung and SK Hynix are set to announce massive deals with leading U.S. tech firms, report claims — Korean president arrives in Silicon Valley for meetings and high-profile AI summit

Samsung and SK Hynix are expected to unveil multibillion-dollar memory-chip partnerships with major U.S. technology companies during South Korean President Lee Jae Myung’s visit to San Francisco

Tom’s Hardware

Samsung, SK Hynix to announce major chip deals with US tech companies, Seoul says

Samsung Electronics and SK Hynix are set to announce major long-term memory chip supply deals with US technology companies during South Korean President Lee Jae Myung’s visit to San Francisco. The visit is also expected to bring strategic AI data centre investments and deepen US-South Korea technology ties.

The Economic Times

Investors Keep Buying the DRAM ETF Despite the Selloff. They Might Be Right About Memory Stocks.

Despite a recent selloff, investors continue pouring money into the DRAM ETF, betting that robust AI-driven demand will fuel another leg higher in memory chip stocks.

Barchart

South Korea's 'Divorce of the Century': Why SK Group chairman's divorce bill fell from $940 million to $644 million

A South Korean court ordered an AI chip-manufacturing tycoon on Friday to make a trimmed-down $644 million divorce payment to his former wife. The Supreme Court had already separately ordered Chey to make an alimony payment to Roh of 2 billion won. cdl-sjh/jts/djw

The Economic Times

Global Market: South Korea accelerates tougher ETF trading rules to curb market volatility

South Korea has advanced stricter trading rules for retail investors in single-stock leveraged ETFs, requiring a 30 million won cash deposit from July 31. The move comes amid heightened market volatility following the launch of leveraged ETFs tied to Samsung Electronics and SK Hynix, aiming to curb speculative trading.

The Economic Times

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The Economic Times

China's memory chip makers ride AI boom to new power, US scrutiny

Chinese chipmakers CXMT and YMTC are now dictating memory chip prices globally. These companies are securing significant deals with major Chinese tech firms. Both firms are preparing for blockbuster initial public offerings soon. They face scrutiny from the United States over military ties and market power. Expanded manufacturing capacity aims…

The Economic Times

South Korean shares fall over 5% on AI spending concerns and oil spike

South Korean shares declined significantly on Friday due to AI spending concerns. Mega US tech firms' moderation in AI outlays impacted Asian chipmakers' outlook. Oil prices exceeding $100 a barrel also contributed to the negative market sentiment. Major chipmakers like Samsung Electronics and SK Hynix experienced substantial losses. The benchmark…

MarketBeat

Thematic Memory ETFs Give Investors a New Way to Play AI’s Hidden Bottleneck

Memory chip stocks face volatility from stretched valuations and Chinese competition, but supply shortages persist through 2027-2028. DRAM, KMEM, and DISK ETFs offer differing exposure to HBM and NAND makers.

The Economic Times

Kospi jumps 9% in 3 days after big crash. Is South Korea's stock market heading for another rally?

South Korea's Kospi surged 4% on Thursday, extending gains for a third straight session, as stronger-than-expected economic growth and robust AI spending plans from US tech giants boosted chip stocks. Samsung Electronics and SK Hynix climbed up to 6%, driving the benchmark higher after GDP expanded 0.6% in the April-June…

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Fortune

Meet ‘Memi,’ the $3 trillion memory boom powering small-caps, emerging markets, and Japan

Micron Technology, SK Hynix, and Samsung hit $1 trillion or more in market cap this year due to surging demand for memory chips.

Tom’s Hardware

Adata chairman says DRAM shortage will last another 10 years — dismisses AI bubble talk until '2040 or 2050'

Electricity, particularly green power, and memory will be the world's two scarcest resources over the next decade, Chen said.

Benzinga

SK Hynix Dismisses Intel Ohio Buyout Report: 'We Have No Plans for an Acquisition' (UPDATED)

Editor’s Note: This story has been updated to include a response from an Intel spokesperson.

Barchart

Wedbush Believes Increased Guidance From ASML Bodes Well for SK Hynix. How to Play SKHY Stock Here.

Analysts believe the raised revenue outlook is good news for memory chipmakers.

MarketBeat

2 ETFs to Access the World's Best-Performing Stock Markets In 2026

Taiwan and South Korea ETFs EWT and EWY have surged over 50% and 70% in 2026, fueled by AI-driven gains in TSMC, MediaTek, SK hynix, and Samsung amid the memory chip shortage.

The Economic Times

South Korea’s Kospi jumps 4% after 31% crash from June peak. What’s ahead?

South Korea's Kospi index saw a significant jump, recovering some losses after a sharp decline. Shares of chipmakers like Samsung Electronics and SK Hynix drove this recent market recovery. However, the index remains in a bear market, reflecting investor caution and wild swings. Authorities have intervened to cool speculative fever…

PC Gamer

'There are limits to how much prices can be raised' says SK hynix chairman about memory crisis but I'm not sure the market will care

Will more supply be enough?

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