How HBM became the AI memory behind SK Hynix's profit jump and rising DRAM prices
SK Hynix's record profit underscores HBM's market-wide impact: high wafer usage lifts DRAM prices, and HBM4 competition is heating up.
28/10/2026 00:1318 min read
Semiconductors
Chinese tech shares tumble as AI worries spread; will Wall Street follow?
Chinese tech stocks tumbled as AI concerns deepened, and investors now wonder whether US big-tech earnings will face similar pressure this week.
27/10/2026 08:129 min read
Seoul pauses program buying after KOSPI surges 4.5% ahead of earnings
KOSPI rose 4.53% on Tuesday, triggering a five-minute program buying halt. Gains rest on SK Hynix and Samsung earnings.
27/10/2026 03:2710 min read
AI chip exports drive South Korea's above-forecast Q3 GDP growth of 1.0%
South Korea's Q3 GDP rose 1.0%, beating forecasts, on AI chip export strength, but private consumption fell for the first time in nearly four years.
27/10/2026 02:1214 min read
Dan Niles Warns AI Market Drawdown Echoes Internet's 1998 Cycle
Dan Niles sees the AI market repricing like the 1998 internet drawdown, urging cash and caution ahead of Big Tech earnings this week.
26/10/2026 09:5812 min read
Goldman slashes Kospi forecast 25% but still predicts >60% rise
Goldman lowered its 12-month Kospi target by 25% to 9,000 but still expects a 60% gain from current levels, arguing the market is pricing in an excessively…
25/10/2026 21:1213 min read
Goldman slashes KOSPI target 25% to 9,000 from 12,000
Goldman Sachs lowered its 12-month KOSPI target by 25% to 9,000, while chip-sector earnings and other signals weigh on the index.
25/10/2026 19:429 min read
Tech selloff puts buyers on defensive after Wednesday's slide
Technology stocks fell sharply on Wednesday, leaving buyers cautious as futures point lower and the dollar trades mixed.
23/10/2026 13:1131 min read
SK Hynix Pauses Solidigm IPO, Balancing Shareholder Payouts and Growth Spending
SK Hynix halts a Solidigm IPO review, weighing shareholder returns against growth spending. Shares ended 4% higher.
23/10/2026 08:119 min read
Asia stocks slide as US chip rout spreads; gold slips below $4,000
Asian stocks mostly fell as a US chip rout spread, gold dropped below $4,000, and Japan's core CPI returned above the BoJ target.
23/10/2026 04:1319 min read
AI listings and valuations fall as funding market toughens
AI-related listings and valuations are under pressure, with three IPOs pulled or delayed and OpenAI's round repriced, reflecting a more cautious fundraising…
23/10/2026 03:1324 min read
Western Digital CEO: data, not compute, is AI's durable bet as revenue leaps 55%
Western Digital beat fiscal first-quarter forecasts and guided higher, but shares fell after hours as investors took profits during an AI-stock sell-off.
23/10/2026 00:1217 min read
South Korea Holds Rate Steady as Chip Boom Clouds Outlook
South Korea's central bank held its key rate at 3.00% as expected, but a surge in chip exports keeps a November hike possible.
22/10/2026 01:449 min read
Citadel's Ken Griffin Warns AI Chip Glut Could Match Airline Seat Pricing Plunge
Ken Griffin said an AI chip glut could send GPU prices into freefall, comparing them to airline seats. He also questioned AI hardware returns.
21/10/2026 03:589 min read
Firmus in funding talks with Nvidia after pulling its IPO
Nvidia is negotiating a multi-hundred-million-dollar investment in AI cloud firm Firmus after it scrapped its IPO, showing vendor support for the neocloud…
21/10/2026 03:1212 min read