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SK Hynix shares fell 15% in Seoul on Monday after its $26.5 billion U.S. ADR debut. The selloff spread to other memory stocks and triggered a market-wide halt on the KOSPI.
South China Morning PostAn all-optical interconnect developed at Peking University links standard electronic chips and raises AI distributed inference speeds by more than 100 times while cutting resource use to one-ninth. The work was published July 13 in National Science Review.
YonhapPresident Lee Jae Myung and industry leaders unveiled mega projects on June 29 targeting semiconductors, AI data centers and physical AI. The plans include a new cluster in Gwangju and existing construction in Yongin.
koreatimes.co.krThe central bank stated that AI-driven demand continues to outpace supply expansion. It submitted the assessment to Rep. Park Sung-hoon on July 13, 2026.
YonhapAmerican depositary receipts issued by SK hynix began trading on the Nasdaq last week. The offering raised $26.5 billion, the largest by any foreign company in U.S. market history, Yonhap reported. The inflow exceeds prior currency swap support and recent foreign exchange interve…
forbes.comSamsung and SK hynix will build four new memory fabs and an HBM hub in South Korea's Southwest Region. SK hynix is also constructing a $4 billion HBM facility in Indiana while Sandisk, Kioxia and Micron expand NAND and wafer production.
yna.co.krThe South Korean chipmaker completed the U.S. listing this week. Proceeds will support domestic semiconductor investments and are expected to add dollar liquidity to local markets.
YonhapSamsung Electronics plans to begin operations at its first Yongin semiconductor fabrication plant in 2029, one to two years ahead of the prior schedule. The company will invest 2,030 trillion won in its Pyeongtaek and Yongin clusters and 400 trillion won in two Gwangju plants.
teslarati.comSamsung Foundry completed tape-out of a Tesla AI5 chip designed for the Taylor, Texas fab. Volume production remains months away.
prnewswire.comThe South Korean chipmaker sold 177.9 million American depositary receipts at $149 each. Demand reached roughly seven times the shares offered, and trading began at a 14 percent premium.
focustaiwan.twChipMOS TECHNOLOGIES INC. posted its highest monthly and quarterly revenue since 2014. June revenue reached NT$2,538.4 million, up 37.2 percent from a year earlier.
The Philadelphia Stock Exchange Semiconductor Index posted extreme volatility through Thursday while remaining above its 200-day moving average. SK Hynix shares are scheduled to begin trading on the Nasdaq on Friday as the company seeks nearly $30 billion in new capital.
SemaforSouth Korean chipmaker SK Hynix completed a $26.5 billion share sale on the New York market. The offering marked the largest first-time public raise by any foreign company in the United States. It occurred on July 8-9 and drew more than seven times the available shares in demand.
YonhapSouth Korea's benchmark index rose for a second straight session as semiconductor shares advanced after Wall Street gains. Trading volume reached 449.53 million shares worth 31.16 trillion won. Foreign investors switched to net sellers after two days of buying.
YonhapThe U.S. military said July 10 it holds important interests at the Gwangju military airport, which South Korea plans to relocate for a semiconductor production cluster. Samsung Electronics and SK hynix intend to invest 800 trillion won in the southwestern Honam area.
bloombergquint.comSouth Korean chip maker SK hynix priced its U.S. listing at $149 per American depositary share to raise $26.5 billion. The offering is more than seven times oversubscribed.
cnbc.comMicron Technology increased its planned U.S. investments to more than $250 billion by 2035. The projects are expected to create over 90,000 jobs while boosting domestic semiconductor production.
memeburn.comMicron announced an additional $50 billion in capital spending on Thursday. The increase supports a goal of producing 40 percent of its DRAM in the United States. Shares of Micron and peer memory companies rose after the announcement.
japantimes.co.jpKioxia shares closed 8.3 percent higher Thursday after rising more than 4,000 percent since its December 2024 listing. Bain Capital has exited its stake in the former Toshiba Memory unit.
9to5mac.comApple has started testing memory chips from ChangXin Memory Technologies for products sold in China. The company is seeking U.S. government approval after the firm was added to a Defense Department blacklist in June.
Sjoerd Sjoerdsma met Chinese Commerce Minister Wang Wentao in Beijing on July 7 during the first such Dutch visit since 2018. The talks focused on ending frictions over the chipmaker Nexperia and semiconductor export controls.
zerohedge.comMajor U.S. indexes declined as semiconductor shares fell and energy prices climbed. Traders also reacted to reports of an attack on a tanker near the Strait of Hormuz.
en.globes.co.ilMicron, AMD, and Intel shares declined following reports that a Chinese AI firm is developing its own chip. The move comes even as Samsung reported a sharp profit increase.
theinformation.comChina's DeepSeek has spent the past year building its own inference-focused AI chip and hiring design engineers while holding talks with foundries. Nvidia shares slipped 1.6 percent in premarket trading after the reports surfaced. Huawei already holds half of China's $50 billion…
americanbanker.comThe company posted stronger quarterly earnings driven by demand for artificial intelligence components. Shares declined after the results fell short of some investor forecasts.
americanbanker.comSamsung Electronics posted quarterly profit that exceeded Nvidia and Apple yet still triggered an 8% drop in its shares. Broader chip stocks and the Kospi index declined in tandem on Tuesday.
forbes.comDeepSeek is building an inference-focused chip to reduce reliance on Nvidia and Huawei hardware. The effort began about a year ago and remains at an early stage.
flipboard.comSamsung Electronics projected a second-quarter operating profit of 89.4 trillion South Korean won, nearly 19 times higher than a year earlier. The forecast exceeded expectations yet prompted sharp declines in its shares and the Kospi index.
cnbc.comShares of Naura Technology Group rose more than 70 per cent in 2026 while several peers more than doubled. A group of 14 firms posted 32 per cent revenue growth and 61 per cent profit growth in the first quarter. South China Morning Post reported the sector now faces scrutiny ove…
businesstoday.inSamsung Electronics projected 89 trillion won in operating profit and 171 trillion won in sales for the April-June quarter. The guidance reflects strong demand for AI memory chips. Full results are due later in July.
koreaherald.comSouth Korean chipmaker SK Hynix will offer nearly 17.8 million American depositary receipts on U.S. markets. The sale is expected to price Thursday and begin trading Friday.
stockspinoffs.comSolstice Advanced Materials announced it will buy Element Solutions in a cash-and-stock transaction valued at roughly $14.5 billion. Shares of Solstice fell about 15 percent after the announcement while Element Solutions shares declined 3 percent.
americanbanker.comIBM has created a fingernail-sized prototype chip containing nearly 100 billion transistors. The design uses stacked silicon layers to achieve higher density.
The cash-and-stock deal announced July 6 would combine the Honeywell spinoff with a supplier of semiconductor and electronics chemicals. The transaction is expected to close in the first half of 2027.
cnet.comSouth Korean chipmaker SK Hynix will sell 17.79 million new shares in a depository receipt offering on Nasdaq. The listing is valued at about $28 billion and is set to begin trading on Friday.
airedale.futurecdn.netNvidia's Kyber NVL144 AI server rack architecture has been pushed back to 2028. The delay results from difficulties producing a key printed circuit board. Asian technology stocks fell after the report.
YonhapThe defense ministry said Monday it has not finalized a relocation plan for the Gwangju military airport after the site was chosen for a semiconductor production cluster. The government selected the airport earlier the same day as part of its three mega projects initiative.
YonhapA military airport in the southwestern city of Gwangju was chosen Monday as the site for a government semiconductor cluster project. Samsung Electronics and SK hynix pledged a combined 800 trillion won investment during a meeting with officials. President Lee will hold monthly re…
yna.co.krSouth Korea-based chipmaker SK Hynix plans a $29 billion listing on US markets that could occur as early as this week. The move is intended to strengthen its position against competitors Samsung and Micron.
South Korea-based chipmaker SK Hynix is conducting a $29 billion U.S. ADR offering. The Nasdaq listing is set for July 10. The move aims to give U.S. investors direct access to the AI memory chip producer.
YonhapSouth Korea will create a new fund financed by extra tax revenue from its semiconductor industry to back three technology initiatives. Presidential chief of staff Kang Hoon-sik announced the plan on July 5 during a meeting with government and ruling party leaders.
zerohedge.comYicai reported Samsung Electronics will raise average DRAM selling prices by 20% in Q3 2026. Industry executives confirmed verbal notifications to customers began in June. Tight inventories are expected to persist through year-end.
thehindubusinessline.comA new semiconductor manufacturing unit operated by CG Power & Industrial Solutions Ltd. has started production. The facility has an annual capacity of 200 million chips.
The Japan TimesMicron Technology began construction on an expansion of its factory in Hiroshima, Japan, on Saturday. The project is valued at ¥1.5 trillion and will produce high-bandwidth memory chips for AI processors, with shipments scheduled to begin around the summer of 2028.
YonhapPresident Lee Jae Myung will chair a meeting next week to assess progress on a large semiconductor production base in the southwestern region. The session follows recent investment announcements by major chipmakers.
A reported options trade shows a bearish position against Micron Technology shares. The move follows earlier public skepticism toward parts of the artificial intelligence sector. MarketWatch reported the details of the transaction.
A Tokyo-based chipmaker has started sending samples of its 332-layer flash memory chips to AI data center operators. The chips store 59% more data than the previous generation and will be produced at a plant in Iwate Prefecture.
focustaiwan.twCopper Sky Capital is raising a second fund of $300 million. The firm previously invested in Etched, a chip designer now preparing to ship its first product.
YonhapThe Organization for Economic Cooperation and Development lifted its outlook for South Korea this year, citing semiconductor export strength. The report also flagged risks from sector concentration and outlined fiscal and labor policy steps.
en.globes.co.ilSemiconductor shares declined after OpenAI disclosed efficiency improvements in its systems. The Philadelphia Semiconductor Index dropped 3.6 percent in early trading.
benzinga.comBaidu's semiconductor subsidiary Kunlunxin is preparing a Hong Kong listing valued at $50 billion. The offering includes a requirement that strategic investors commit to purchasing chips worth up to seven times their subscription amount.
asiaone.comMajor South Korean companies will invest at least 1,350 trillion won on semiconductor production and data centers. The spending aims to preserve the country's position in artificial intelligence technology.
Abc NewsThe two companies will each build two fabrication plants in South Korea's southwest region. The project aims to meet rising global demand for memory chips used in artificial intelligence systems.
koreaherald.comThe government announced 800 trillion won in corporate investment to create a new memory chip cluster in Gwangju and Jeolla provinces. Samsung Electronics and SK hynix each committed to two new fabrication plants. The project aims to complement the existing Yongin cluster.
South Korea announced a $520 billion initiative to build the world's largest chipmaking cluster. The project partners with Samsung Electronics and SK Hynix to expand fabrication plants and research facilities.
washingtonpost.comCXMT will supply memory chips worth $3 billion to Tencent under a new agreement. The deal covers high-bandwidth memory products used in data centers and consumer devices.
cnbc.comSK Group Chairman Chey Tae-won announced the investments on June 29 during a briefing on the government's three mega projects. The plans include 400 trillion won for the southwestern region and 1,000 trillion won for AI data centers.
Samsung Electronics is evaluating the southwestern city of Gwangju for a new semiconductor facility. The announcement came during a government briefing on industrial strategy.
U.S. export controls and Beijing's push for domestic chips have reduced Nvidia's share of China's AI chip market. Local rival Huawei has expanded its position while demand for advanced chips still exceeds supply.
nypost.comApple increased prices on several MacBook and iPad models last week by $200 or more. The company attributed the changes to a memory chip shortage, while Rep. Alexandria Ocasio-Cortez linked them to AI data center demand.