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Semiconductor Industry
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Korean stocks up 22% in 10 days on chip rallyThe Kospi has ripped 22% higher in barely two trading weeks as memory chip pricing and AI demand reignite Samsung and SK Hynix. That pace outstrips even the sharpest AI-driven rallies of the past t…Trump slaps 15% tariff on a chip material, and wants broader tariff powerTrump has imposed a 15% tariff on a key material used in chip manufacturing, aimed squarely at reducing US dependence on Chinese supply chains for semiconductor inputs. Separately, he's reportedly …Chip stocks stall, and Asia catches the coldA pause in the chipmaker rally is not a correction, but after eighteen months of Nvidia-led gains carrying entire regional indices, even a pause moves everything downstream. Asian markets opened lo…Palantir's forecast makes the AI bears look prematurePalantir raised guidance again and called its own US commercial demand pipeline 'otherworldly', a word choice that usually signals a company about to get mocked in six months but for now is backed …Samsung's chip division just printed a record profitSamsung's semiconductor unit posted its strongest quarterly profit on record, driven by memory chip prices that have been climbing all year on AI datacentre demand. Korean equities swung higher on …Qualcomm's profit fell on costs, not demandChip demand isn't the problem at Qualcomm, cost inflation is. The company's profit declined even as revenue held up, which points to margin pressure from input costs and R&D spend rather than any w…The AI chip boom just showed its first real cracksSK Hynix posted a sixfold profit jump on AI memory demand, NXP and ASM International both raised outlooks on the same wave, and yet chip stocks sold off hard enough to qualify as a proper unwind ra…Beijing's memory chipmaker just became China's biggest stock debutCXMT priced its Shanghai listing to raise capital and ended the day worth roughly $484 billion, a 466% pop that makes it the largest new listing in China's market history. Hefei, the Anhui province…The chip rally is cracking under its own financing structureJapanese and Korean chip stocks fell hard this week as investors started pricing two problems at once: circular financing between AI infrastructure players propping up demand that may not be real, …Nvidia puts $5 billion behind Ilya Sutskever's bet that scaling is overNvidia's $5 billion commitment to Sutskever's Safe Superintelligence values a company with no product and a research thesis that current large language model scaling has hit diminishing returns. Su…Intel's 25% sales surge is a rescue, not a recoveryA quarter of growth doesn't undo three years of losing ground to TSMC and Nvidia, but it buys Intel's board time it didn't have in June. Second-quarter sales rose 25%, the fastest pace in 15 years,…Google's AI burn hits $6bn a quarter, and Wall Street is now repackaging the debtAlphabet is spending faster than it can justify on an earnings call, and the banks financing the arms race are already looking to offload the risk. Google burned roughly $6bn in cash last quarter a…Texas Instruments and ServiceNow beat, Molina doesn't, and the split shows where margin pressure actually sitsServiceNow grew sales on higher contract values and Texas Instruments posted a stronger quarter on higher sales, both signs that enterprise software and semiconductors are still finding pricing pow…AI is coming for the industry that hates forecasting the mostCommodity trading has resisted automation for decades because prices swing on droughts, coups and OPEC whims that no model handles cleanly, and that resistance is now cracking. Trading houses are f…TSMC doubles down on America with another $100bnTaiwan's most important company keeps building its most important factories somewhere other than Taiwan, and that's the whole point of the exercise. This fresh $100bn pledge stacks on top of the $6…Chip stocks slide as oil climbs, and the two are connectedA semiconductor selloff landing on the same day as an oil spike isn't coincidence. Rising Brent raises input costs and inflation expectations, which pushes rate-cut odds down, which hits the long-d…China's growth number just told everyone the stimulus isn't workingBeijing's GDP print landed at one of the weakest readings in years, missing the government's own target and confirming that property drag and soft consumer demand aren't fixing themselves. Kospi an…Apple is reportedly eyeing China's CXMT for memory chips. If true, it breaks the entire logic of the chip export war.Reports that Apple has shown interest in sourcing DRAM from China's CXMT would, if confirmed, represent one of the most significant supply-chain decisions in the semiconductor sector this decade. C…South Korea's $880bn chip bet dwarfs anything Europe or the UK can deploySeoul has announced an 880 billion dollar investment programme in semiconductors and AI infrastructure, combining state incentives with commitments from Samsung and SK Hynix across advanced packagi…Supermicro's Taiwan offices raided in a chip smuggling probeTaiwanese authorities have raided Supermicro's Taiwan operations as part of a chip smuggling investigation, adding fresh legal exposure to a company that spent 2024 and 2025 clawing back credibilit…Samsung and SK Hynix's $1.3 trillion bet is a commitment to Korean semiconductor dominance that dwarfs any Western industrial policyA combined ten-year investment pledge of $1.3 trillion from Samsung and SK Hynix is the kind of number that makes the UK's semiconductor strategy look like a rounding error. The capital is targeted…Washington puts $250m into a billionaire's chip startup, and the strategic logic is obviousThe US government is committing $250 million to a chip manufacturing startup backed by a high-profile billionaire investor, continuing the CHIPS Act-era strategy of deploying public capital to acce…Tech sell-off spreads to Asia as Oracle layoff numbers circulateYesterday's global tech sell-off, which started in US sessions on 23 June, carried through Asian markets overnight with particular pressure on semiconductor and enterprise software names. The Oracl…China's AI stocks are pricing in chip-control failure. One short seller disagreesZhipu, the HSTECH index's standout performer this year, has rallied approximately 1,100% and attracted precisely one short call, which is either a sign of extraordinary conviction in Chinese AI's d…Hong Kong's SFC is pressing ahead with the PwC-Evergrande payout despite a live court challengeThe SFC is distributing a HK$1 billion compensation pool funded by PwC Hong Kong for Evergrande minority shareholders, and it has refused to pause despite a judicial review filed by Evergrande's ow…Zhipu has rallied 1,100% and just got its first short. Both facts matter.Hedgeye's Felix Wang has put a HK$407 fair value on Zhipu as a short, running directly against the momentum that has made it the hottest name on the HSTECH Index this year, and his core argument is…SK Hynix ETFs now drive the stock's trading as AI memory mania peaksETF flows are becoming a bigger driver of SK Hynix trading than the actual memory chip fundamentals. The Korean giant's share price has surged 230 percent year-to-date on AI memory demand, pushing …South Korea bets big on AI chips and defense boomThe country is capturing a rare convergence of AI infrastructure demand and geopolitical defense spending just as domestic policy support lags peers. Samsung pledged $228 billion for new semiconduc…Broadcom loses $300bn as AI guidance disappointsThe semiconductor giant's shares fell 15 percent in after-hours trading despite reporting 48 percent revenue growth and AI chip revenue that more than doubled to $10.8 billion. The sell-off came af…TSMC CEO promises 30% bonus hike as AI profits soarC.C. Wei just pledged to raise employee profit-sharing by more than 30% after internal complaints about compensation failing to match record AI-driven earnings. TSMC's 2025 revenue hit $122.4 billi…Investors broaden AI bets beyond TSMC as equipment makers surgeASML jumped 8% to a record $500 billion market value as AI optimism spreads beyond foundries to toolmakers and the broader semiconductor supply chain. While TSMC's guidance for 52-56 billion capex …Nvidia's record $81.6bn quarter driven by AI agents explosionNvidia posted record quarterly revenue of $81.6 billion, up 85% year-on-year, as data center sales hit $75.2 billion on explosive demand for AI agents and generative AI workloads. The company has c…Nvidia lifts token dividend as growth fears weigh on sharesNvidia raised its quarterly dividend to $0.01 per share, maintaining an annual yield around 0.02% that keeps the stock firmly in growth territory despite record earnings. The company returned $41.1…Korea's won weakens despite 150% Kospi surge on AI chip boomSouth Korea's Kospi surged over 150% in the past year on AI semiconductor demand, but the won hit 1,449 per dollar as Korean investors bought more US AI stocks than foreigners bought Korean chips. …Analog Devices eyes $1.5bn bet on AI power chipsAnalog Devices is in advanced talks to acquire AI power management startup Empower Semiconductor for about $1.5 billion, marking a massive premium for specialized data center voltage regulation tec…Malaysia's chip IPO hits 95x oversubscription as AI fever spreadsSkyeChip's IPO demand signals Asia wants its own NVIDIA proxies. The Penang-based chip designer drew 95x oversubscription for its public tranche, the largest retail demand since Petronas Chemicals …Memory shortage hands pricing power to Micron cartelThe three companies controlling 90% of global memory supply just discovered what monopoly pricing looks like. Micron's shares jumped 38% last week after executives said demand is "nowhere close" to…Samsung hits $1tn valuation then loses $110bn in daysSamsung became Korea's first trillion-dollar company on February 26, briefly ranking 12th globally before shedding $110 billion in market value within days of the milestone. The surge to 218,000 KR…Taiwan's stock market overtakes Canada to rank sixth globallyTSMC's AI boom just propelled Taiwan past Canada in global market rankings. The island's total market cap hit $3.41 trillion, driven by the chip giant's 45 percent weighting and Q1 profit surge of …KOSPI leads global rally with 52% gainSouth Korea's KOSPI jumped 51.59 percent year-to-date, driven by semiconductor rebounds after the Iran war ceasefire pulled markets from March lows.