Tag
#Samsung Electronics
Samsung's record quarter tests faith in the AI memory boom
Samsung Q2 profit hit a record on AI memory demand, but the share sell-off showed investors are already testing how long pricing power can last.
South Korea stocks tumble 6% as AI jitters hit chipmakers
South Korea stocks tumbled more than 6% after Meta's compute-resale plan fuelled AI overcapacity fears, dragging Samsung and SK Hynix lower.
Samsung, SK Hynix shares fall on $1.3tn capex plan
Samsung and SK Hynix shares fell as reports of a decade-long 2,000 trillion won chip-investment push raised fresh questions about returns in the AI boom.
Korean stocks tumble 9% as chip rout forces second halt
South Korean stocks slid as much as 9%, forcing another 20-minute halt as Samsung and SK Hynix sank and AI-chip nerves spread across Asia.
SK Hynix Nasdaq listing lifts shares 11% in AI memory race
SK Hynix Nasdaq listing plans sent the stock up 11% as the chipmaker sought up to $29.4 billion to fund AI-memory expansion.
AI stock sell-off spreads from Korea chips to SpaceX
AI stock sell-off pressure spread from South Korean chip names into SpaceX and U.S. futures, turning a local pullback into a global reset.
South Korea chip boom raises property-market risk
South Korea's chip boom is raising property-market risk as policymakers warn export windfalls and stock gains could spill into real estate.
Kioxia market cap tops Toyota as AI trade reshapes Japan
Kioxia market cap briefly topped Toyota's as investors priced AI memory demand into Japan's hierarchy, but the memory cycle still matters.
South Korea stock market tops India as chip rally hits $5tn
South Korea stock market value reached $5.01 trillion as chip heavyweights lifted Korea past India in the global equity rankings.
Korea's 100% stock rally is now testing the dotcom analogy
Korean stocks have doubled in 2026, but the Kospi's AI-fuelled surge now hinges on two chip names, labour tensions and a fragile memory cycle.
Memory chip rally puts SK Hynix, Micron in $1tn club
Memory chip rally sent SK Hynix and Micron above $1 trillion as AI demand made HBM supply look more like infrastructure scarcity than a commodity cycle.
AI momentum stocks hit record run as global trade narrows
AI momentum stocks are on a record run, beating world benchmarks by 17 points as investors crowd into chip leaders and brace for an IPO wave.
Samsung union deal averts chip strike as Kospi rallies 7.5%
Samsung Electronics reached an 11th-hour wage deal with its labour union late Wednesday, averting an 18-day strike that had already begun throttling chip output at the world's largest memory chipmaker. The Kospi surged 7.5% on the news.
Korea Exchange turns stock volatility into a weekly trade
Korea Exchange weekly options would deepen hedging in Seoul, but in a retail-heavy market they could also make single-stock volatility the product.
AI stock-market leadership shifts to Taiwan and South Korea
AI stock-market leadership is shifting toward Taiwan and South Korea as chip demand lifts benchmark weights, while concentration risk keeps the trade narrow.
Samsung (005930.KS) winds down chip output before 18-day strike
Samsung has started winding down chip production ahead of a planned 18-day strike, sharpening concerns over AI-memory supply, margins and the shares.
Samsung shares slide as union sticks to strike, chip output slows
Samsung shares fell after its main South Korean union held to an 18-day strike plan and management prepared for lower chip output ahead of May 21.
