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UNCOVERED: Sk hynix - Caught on Camera

AI Chip Rally Leaves Asia's Fund Managers Struggling To Keep Pace

The dominance of Taiwan and South Korean chipmakers has intensified concentration risks across Asian equity markets and altered how professional investors build portfolios.

International Business Times

Explained: How AI mania has thrown India Inc out of MSCI EM's top 10 and world's top 100 list

Indian companies are no longer in the top 10 of the MSCI Emerging Markets Index. A surge in AI stocks has shifted global capital. Taiwan and South Korea's chipmakers now dominate the index. Reliance Industries and HDFC Bank have fallen in global rankings. India's market weight has hit a six-year…

The Economic Times

Chip stocks bounce back as AI rally resumes; CMA launches inquiry into Paramount-Warner Bros deal – business live

Rolling coverage of the latest economic and financial news, as the AI trade bounces back

The Guardian - UK

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Ghayal hoon isiliye ghatak hoon! Why a global tech crash could be the right medicine for wounded Nifty bulls

Global capital flows are shifting away from semiconductor-heavy markets like South Korea and Taiwan. This tech-led meltdown presents an opportunity for India. Foreign investors may return to Indian markets, which are seen as a diversified domestic-economy-led alternative. This shift could lead to an explosive rally for Indian stocks.

The Economic Times

Kospi surges 5% after 15% rout in 3 sessions. What’s fuelling 2026’s top market?

South Korean technology stocks rebounded sharply on Tuesday as investors returned to AI-linked shares after a steep three-day selloff that had pushed the KOSPI down more than 15%. Semiconductor stocks led the recovery, with SK Hynix jumping 8%, Samsung Electronics rising 4%.

The Economic Times

Nvidia and SK hynix ink multi-year memory co-development and supply agreement — seeks to address extended development cycles

Nvidia and SK hynix have inked a multi-year collaboration agreement under which the companies will co-develop next-generation memory technologies for Nvidia's upcoming platforms and SK hynix will supply them to Nvidia.

Tom’s Hardware

Sterlite Tech shares slide 5% after rallying 56% in one month. Here's why

Sterlite Technologies shares hit the lower circuit on Monday as a sharp global selloff in AI and technology stocks dented investor sentiment. The decline comes after the stock's stellar 474% rally in 2026 and a 56% gain over the past month, with shares locked at Rs 588.30 on the NSE…

The Economic Times

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The AI trade trap: Why successful tech stocks are triggering a trillion-dollar market meltdown in Korea, Taiwan

A sharp tech selloff exposed concentration risks in Asian markets, where chip giants such as TSMC, Samsung and SK Hynix dominate benchmarks. As their rapid gains pushed portfolio weights beyond risk limits, active fund managers were forced to sell despite strong fundamentals. The unwind triggered market volatility, accelerated fund outflows…

The Economic Times

South Korea's KOSPI dives nearly 9% as Fed fears hammer tech stocks

South Korea's KOSPI index plummeted nearly 9% on Monday, triggering circuit breakers, as strong U.S. jobs data fueled expectations of Federal Reserve rate hikes. Tech giants Samsung Electronics and SK Hynix saw significant drops, impacting the AI-driven rally. Despite the sharp decline, the KOSPI remains up substantially year-to-date.

The Economic Times

Kospi ends 8% lower as chip rout deepens; Samsung, SK Hynix crash up to 10%

South Korea's KOSPI index experienced a significant selloff, plunging 8.23% as investors cashed in on the AI rally, revealing the market's heavy reliance on semiconductor stocks. This sharp reversal, exacerbated by geopolitical tensions, saw major chipmakers like Samsung and SK Hynix tumble, highlighting the index's concentration risk.

The Economic Times

Nvidia clinches deals with South Korean giants include SK Group to advance AI boom

Speaking to reporters in Seoul, Huang's remarks underscored Nvidia's continued cooperation with SK Hynix, ‌a leading supplier of high-bandwidth memory (HBM) chips used ⁠in AI servers.

The Economic Times

World’s hottest market has Korea bulls reaching for protection

South Korean stocks are seeing a shift from optimism to caution as investors trim positions and add protection. While chip giants Samsung Electronics and SK Hynix powered a significant rally, concerns about the market running too hot are leading to a more selective approach and a search for opportunities lower…

The Economic Times

Industry coalition urges Trump administration to take urgent action as AI data centers' extreme memory consumption threatens other industries — AI-driven memory chip shortage could raise prices in automotive, medical, telecommunications sectors

A coalition of nine U.S. trade associations has urged the Trump administration to address an AI-driven memory chip shortage, warning that soaring DRAM prices and constrained supply could raise costs for consumer electronics, automobiles, medical devices, and broadband infrastructure while disrupting supply chains through at least 2027.

Tom’s Hardware

Nvidia CEO Jensen Huang says robotics is South Korea's next big sector, points to 'some suprises'

He was talking to reporters after arriving at Gimpo airport in ⁠South Korea ‌on a flight from ⁠Taiwan.He was talking to reporters after arriving at Gimpo airport in ⁠South Korea ‌on a flight from ⁠Taiwan.

The Economic Times

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The Economic Times

South Korea labour minister calls on tech firms to share excess AI profits with suppliers, staff

In an interview, Kim Young-hoon told Reuters that companies like Samsung Electronics that outperform profit targets should consider sharing excess gains with suppliers, subcontractors and their workers, after deducting taxes, given their contributions to corporate growth.

The Economic Times

Nvidia CEO mounts charm push in South Korea with TV talk show, baseball appearances

While a celebrity in his own right, the charm push by the Taiwan-born 63-year-old highlights South Korea's critical position in the AI landscape. Samsung Electronics and SK Hynix between them make about 70% of the memory needed for AI chips like Nvidia's.

Tom’s Hardware

Samsung shows first HBM5 mockup with Heat Path Block cooling — thermal race with SK hynix shaping up

Samsung displayed its first physical mockup of HBM5 memory at Computex 2026 in Taipei, pairing the eighth-generation AI memory with a new in-package cooling structure.

Tom’s Hardware

Korean tech workers splash cash on luxury brands after bumper bonus payouts — luxury goods sales rocket nearly 150% in Gyeonggi Province semiconductor belt

South Korean media has noted a surge in spending on luxury goods following big bonus payouts to semiconductor workers.

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AAP

Air Liquide announces milestone investment in South Korea to support SK hynix's advanced AI memory chip project

PARIS and SEOUL, South Korea, June 3, 2026 /PRNewswire/ -- Air Liquide has signed a major long-term contract with SK hynix, a global leader in memory semiconductors. The Group will bring its pioneering solutions to SK hynix's massive industrial project dedicated to advanced packaging of HBM (High-Bandwidth Memory), the backbone…

The Guardian - AU

Chip, chip ... boom? South Korea tech makers join the trillion-dollar club but some fear a short-circuit looms

South Korea’s Kospi stock market has hit record highs thanks to AI, but experts urge caution over boom-bust cycles and a heavy reliance on two chipmakers

Bangkok Post

The economic windfall of AI chips

Investors are piling into South Korea and Taiwan for semiconductor stocks, but the AI boom isn't just fattening profits at North Asia's chip champions. It is powering a broader economic resurgence, driven by stronger household consumption, rising investment and widening tax coffers.

TechRadar

'We ⁠have supply for very, very robust growth, but we're still supply constrained': Jensen Huang says Nvidia has enough CPU and GPU supply to grow AI

Nvidia's supply chain is looking relatively strong, despite constrained supply and pressure from Vera Rubin, RTX Spark

Tom’s Hardware

SK hynix to double memory wafer capacity within five years, chairman says — AI-driven shortage will persist until at least 2030

SK hynix will double its memory wafer capacity within five years, SK Group chairman Chey Tae-won told reporters at Computex in Taipei on June 2nd.

MarketBeat

Why 1 Little-Known ETF Is Riding the AI Chip Shortage

The Economic Times

South Korea, Taiwan leapfrog India, but the race was lost decades ago

South Korea and Taiwan have surged ahead of India in global stock markets, driven by AI-powered semiconductor booms. Their success stems from decades of strategic state investment and industrial policy, creating market leaders like Samsung, SK Hynix, and TSMC. India, despite recent efforts, faces a long road to catch up…

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