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Bloomberg11d agoneutral
Samsung Reveals New 3D-Memory Roadmap in Bid for AI Tech Lead

(Bloomberg) -- Samsung Electronics Co. offered a glimpse of its most advanced memory hardware, touting improved performance and power efficiency in a bid to overtake rivals SK Hynix Inc. and Micron Technology Inc. in the race for long-term dominance.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersTaco Bell Met With Michigan on Parasite Weeks Before RecallIran Weighs Allowing Europe to Clear Mines in S

SK hynix, Sandisk race to fix AI’s next chip bottleneck
TheStreet11d agoneutral
SK hynix, Sandisk race to fix AI’s next chip bottleneck

Anyone who bought a laptop or built a gaming PC this year already felt memory prices climb. DRAM and NAND flash have gotten steadily more expensive as AI data centers absorb nearly every chip factories can produce, according to a Bloomberg analysis. On August 3, SK hynix and Sandisk released the ...

Bloomberg11d agoneutral
A Quant and a Korean Dentist Push the Limits of Leveraged ETFs

(Bloomberg) -- A growing number of investors from the US to South Korea are using leveraged exchange-traded funds for long-term investing, a far cry from the day trading they were designed for. Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevTaco Bell Met With Michigan on Parasite Weeks Before RecallChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersApple’s New CEO Taps Retired Hardware Executive for Management TeamMamdani Dismisses Business Leaders A

Bloomberg11d agoneutral
Asia Hedge Funds Suffer Widespread Losses in July Market Rout

(Bloomberg) -- Asia-based hedge funds logged extensive losses in July, as the tech selloff led to what Goldman Sachs Group Inc. prime brokers said was the worst month for regional stockpickers on record.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’s Mayor’s FundS&P 500 Closes Near Record H

Bloomberg11d agoneutral
South Korea’s Leveraged ETF Trading Plummets Under New Curbs

(Bloomberg) -- Trading in leveraged exchange-traded funds tied to South Korea’s two chip giants has shrunk sharply, after authorities took steps to slow demand for the products that fueled recent market volatility.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevS&P 500 Closes Near Record High on US-Iran Hopes: Markets WrapAlibaba Adds to China AI Breakthroughs With New Qwen Model Iran Says Hormuz Talks Ongoing After Trump Calls Off StrikesTrump Says US to Hold Of

🎢The One Constant in Korean Stocks? Volatility
The Wall Street Journal12d agoneutral
🎢The One Constant in Korean Stocks? Volatility

A crisis of confidence in the AI trade has dogged the index of late, putting it in bear market. Big swings, driven by SK Hynix and Samsung, which make chips crucial to the AI buildout and which together make up most of the Kospi, have become practically routine.

Netlist Q2 Earnings Call Highlights
MarketBeat14d agoneutral
Netlist Q2 Earnings Call Highlights

Netlist (OTCMKTS:NLST) reported second-quarter revenue of $109.8 million, up 163% from the second quarter of 2025, as demand for difficult-to-source DRAM products and the company’s memory product portfolio supported growth. Chief Executive Officer Chuck Hong said first-half revenue exceeded $200 mi

South Korea’s Export Growth Moderates But Remains Solid on Chip Demand
The Wall Street Journal14d agoneutral
South Korea’s Export Growth Moderates But Remains Solid on Chip Demand

Memory-chip shipments led the overall export growth, as the country’s top chip makers, Samsung Electronics and SK Hynix maintain an upbeat outlook for the rest of the year after posting record revenue and earnings for the June quarter. Imports expanded 26.5% to $68.56 billion in July, resulting in a trade surplus of $30.32 billion. In June, the country’s trade surplus was a revised $36.09 billion.

Morning Bid: Failure to communicate
Reuters15d agoneutral
Morning Bid: Failure to communicate

By Anna Szymanski July 31 (Reuters) - From the Editor Hello Morning Bid readers. Three of this year's biggest market worries were on full display this week.

SK Hynix Leads Korean Pop
The Wall Street Journal15d agoneutral
SK Hynix Leads Korean Pop

SK Hynix shares leaped 30% on Friday, by far their biggest daily rise since the South Korean memory-chip manufacturer and AI darling went public in the 1990s. Not far behind was fellow chip producer Samsung Electronics, which rose 27%. News that hedge fund Situational Awareness has offloaded troubled AI-related investments to Citadel is contributing to Friday's blockbuster gains in tech stocks, hedge-fund managers said.

Bloomberg15d agoneutral
Apple Leads Phone Revenues and Prices Up, Counterpoint Says

(Bloomberg) -- Apple Inc. led a 7% increase in global smartphone revenue over the June quarter, showing how rising prices are offsetting shrinking shipments, according to Counterpoint Research.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450 Billion Jump Is Bigg

Bloomberg15d agoneutral
Griffin’s Move Offers AI Reprieve as Traders Eye More Blowouts

(Bloomberg) -- Billionaire Ken Griffin’s rescue of hedge fund Situational Awareness helped trigger a relief rally in global AI stocks, leaving traders debating if the worst is over or more blowouts are on the way.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450

Bloomberg15d agoneutral
Wild Tech Stock Swings Spur Retail Traders to Cut Margin Loans

(Bloomberg) -- Retail investors have cut their margin loans in South Korea, Taiwan and mainland China, underscoring how a collapse in technology stocks in recent weeks has forced them to close out positions.Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Billion

Bloomberg15d agoneutral
Amazon, Microsoft Results Show AI Spending Spree Remains Solid

(Bloomberg) -- Aggressive AI spending plans by Amazon.com Inc., Microsoft Corp. and Alphabet Inc. provided fresh evidence that demand for chips and related equipment will remain strong, offering relief to a sector that’s been battered in recent days. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the El

South Korea export growth seen easing but chip boom to hold
Reuters16d agoneutral
South Korea export growth seen easing but chip boom to hold

That would be slower than the 70.7% surge in June, which was the biggest jump since 1978, but still the second-strongest annual growth rate ‌in the current streak that started ⁠in June 2025. The export gains continue to be driven by chipmakers Samsung Electronics and SK Hynix, as memory chip prices climb amid a ⁠global surge in AI investment, analysts said. In ​the first 20 days of July, exports rose ​52.3% from a year earlier, as ‌semiconductor shipments jumped 180.6%.

South Korean stocks bounce after rout, oil holds gains on Mideast woes
AFP16d agoneutral
South Korean stocks bounce after rout, oil holds gains on Mideast woes

South Korean stocks enjoyed a much-needed rally Thursday after a two-day rout as chip giant Samsung reported an eye-watering profit surge thanks to AI-driven demand, though the rest of Asia was mixed and oil held steep gains on fresh Middle East worries. Optimism got a boost Thursday as Samsung posted a 1,813 percent jump in second-quarter operating profit, buoyed by sustained AI-driven demand for memory chips. 

Bloomberg16d agoneutral
Korean Stocks’ Record Rout Fails to Tempt Global Investors

(Bloomberg) -- South Korea’s stock market is displaying what would appear to be clear dip‑buying signs: July’s record 33% plunge that has left the benchmark Kospi at its cheapest valuation ever.Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapTrump Says US Will Strike Iran Hard as War Escalates AgainWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionUS Intercepts Iran Attack on Bases, Puncturing Days of CalmApple Set to Make Big Smart Home Push

Samsung reports record profit as South Korean chip giants benefit from global AI boom
Associated Press16d agoneutral
Samsung reports record profit as South Korean chip giants benefit from global AI boom

South Korean technology giant Samsung Electronics on Thursday reported a record operating profit of 89.5 trillion won ($62 billion) for the April-June period, a day after crosstown rival SK Hynix also reported record earnings, as the world’s two largest memory chipmakers continue to ride the global artificial intelligence boom. Despite their soaring profits, the companies’ shares have fallen sharply this week in South Korea’s volatile stock market, where retail investors often drive sharp swings in share prices, as concerns grow over their plans to spend massively on increasing manufacturing capacity and the prospects of intensifying competition from China. Samsung’s second-quarter operating profit was a more than 19-fold increase from a year earlier, and nearly all of it came from its semiconductor business, which benefited from rising chip prices driven by demand for AI servers and increased shipments of advanced high-bandwidth memory chips used to power AI applications.

China Shock Just Came for Your Portfolio
The Wall Street Journal17d agoneutral
China Shock Just Came for Your Portfolio

If stock prices are your go-to economic barometer then you could be forgiven for ignoring the original “China Shock” a quarter-century ago. Manufacturing job losses in machinery, textiles, electronics and furniture slammed parts of the U.S. after China joined the World Trade Organization in 2001. There’s even a strong case that China’s industrial rise was a major tailwind for stocks overall.

SK Hynix Proves That Sometimes a 76% Profit Margin Isn’t Enough
The Wall Street Journal17d agoneutral
SK Hynix Proves That Sometimes a 76% Profit Margin Isn’t Enough

SK Hynix reported a record operating profit of 60.54 trillion won (about $41.66 billion) in the second quarter, up 557% from the a year earlier. Its operating margin was 76%, up from 41% a year earlier. Analyst expectations for operating profit were even higher, and the miss fueled investors' concerns that SK Hynix's rival Samsung is pricing its products more aggressively, Jefferies wrote.

South Korea may cap leveraged ETF investments for retail investors, media reports say
Reuters18d agoneutral
South Korea may cap leveraged ETF investments for retail investors, media reports say

South Korea's top financial regulator said on Tuesday that authorities would ‌consider a cap on single-stock leveraged exchange-traded ‌funds (ETF) investments for retail investors if needed, local media reports ​said. Lee Eog-weon, chairman of the Financial Services Commission, told a meeting with local brokerages and asset managers in Seoul that the regulator would review and ‌prepare additional measures ⁠to curb the demand for the ETF products, such as putting a cap ⁠on total value of investments for each individual.

Samsung, SK Hynix slide amid Nvidia financing worries, China competition
Reuters18d agoneutral
Samsung, SK Hynix slide amid Nvidia financing worries, China competition

South Korean chip stocks slumped on Tuesday, with Samsung Electronics and SK Hynix falling as much as ‌9.5% and 10.9%, respectively, as investors dumped AI-related bets amid mounting concerns ‌over financing risks tied to AI infrastructure spending and intensifying competition from China. SK Hynix's U.S.-listed shares had ​already slumped overnight, closing at $143.02, below their initial public offering price of $149. The benchmark KOSPI was trading down 7.3% as of 0032 GMT.

Nikkei Falls 2.6%, Dragged by Chip, Metals Stocks
The Wall Street Journal18d agoneutral
Nikkei Falls 2.6%, Dragged by Chip, Metals Stocks

0014 GMT — Japanese stocks are lower in early trade following overnight drops in U.S. technology stocks. Uncertainty over the Iran conflict is also weighing on the market. Investors are closely watching crude oil prices and developments in the Middle East after Saudi Arabia said it had intercepted drones that Iran-backed militias in Iraq had launched at the kingdom’s oil facilities.