Nvidia CEO Vows to Double Chip Shipments, Lifting HBM Hopes
Nvidia CEO Jensen Huang said the company will double chip sales next year, raising expectations for HBM output expansion at Samsung Electronics and SK…
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Fed Rate Hike Widens Korea-U.S. Gap, Squeezing Bond Issuers
The Fed's 0.25-point rate hike pushed the won to 1,382.2 and AA- corporate bond yields to 4.716%, the highest since November 2023.
Server DRAM Prices Jump 5.5-Fold in a Year as AI Demand Defies Slowdown Talk
Server DRAM contract prices rose 5.5-fold in a year, lifting Samsung Electronics' third-quarter operating profit forecast to 107.4 trillion won.
U.S. 10-Year Yield Tops 5% as Fed, BOJ Near Simultaneous Hikes
The U.S. 10-year Treasury yield topped 5.039%, lifting September Fed hike odds to 94.5%, as the KOSPI fell a fourth straight session.
KOSPI Plunges 3% as Rates, Oil and AI Doubts Converge
The KOSPI fell 3.26% to 6,684.37 on the 14th as U.S. inflation data, an oil price surge and AI investment doubts hit chip stocks.
Korea Faces Triple Shock as Bond Yields Top 4%, Oil Passes $100
Korea's three-year treasury yield topped 4% and oil passed $100 as the KOSPI fell 1.76% to 6,909.91, surrendering the 7,000 level.
Brent Tops $105 as U.S. Yields Near 5%, Squeezing Markets
Brent crude topped $105 and the U.S. 10-year Treasury yield hit 4.902% as the KOSPI fought to hold 7,000.
KOSPI Retakes 7,000 as Chip Rally Gains Momentum
The KOSPI closed at 7,051.64, retaking 7,000 for the first time in 33 sessions as chip stocks rallied and SK hynix jumped 3.51%.
Chemicals, Construction, Insurance Earnings Outlooks Jump
Net profit forecasts rose for 14 of 22 KOSPI sectors, with insurance up 13.30% in a month, as the index again failed to hold 7,000.
KOSPI Nears 7,000 on Chip Rally; Goldman Sees 12,000
The KOSPI closed at 6,995.39, up 4.61%, as Samsung Electronics and SK hynix surged on AI memory demand. Goldman Sachs kept its 12,000-point target.
Apple Foldable Debut Lifts Samsung, LG Component Makers
Samsung Display, LG Innotek and SK hynix lead component supply for Apple's first foldable iPhone as prices rise 20%.
U.S. August Jobs Surprise Revives Talk of September Fed Hike
U.S. August payrolls rose 162,000, triple forecasts, pushing September Fed hike odds above 50% and stirring Korean stock market volatility.
China's CXMT Tops 10% of DRAM Market, Set to Near SK hynix Capacity by 2028
China's CXMT has topped 10% of the global DRAM market and plans to lift monthly capacity to 600,000 wafers by 2028, nearing SK hynix.
Foreign, Institutional Selling Tops 13.9 Trillion Won as KOSPI Sinks 4%
The KOSPI fell 3.99% to 6,562.72 as foreign and institutional investors net sold 13.9 trillion won since SK hynix began share buybacks.
Rate-Hike Odds Near 60% in U.S., Hitting Biotech and Brokerage Stocks
September U.S. rate-hike odds jumped to 59.7%, hitting Korean biotech and brokerage stocks as KOSPI trading value halved from June levels.
Memory Prices Surge as Long-Term Deals Tighten DRAM Supply
HBM export prices topped $70 for the first time at $76.13 as long-term supply deals tightened memory, while commodity DRAM jumped 24.3%.
Samsung, SK hynix Corporate Tax Payments May Top 100 Trillion Won
Samsung Electronics and SK hynix paid a combined 11.2 trillion won in corporate tax in the first half, up 167%, with annual payments seen topping 100…
Fed Chair Warsh Warns on Inflation, Says Conditions Not Tight
Fed Chair Warsh said inflation remains a concern and financial conditions are not restrictive, while the KOSPI fell 1.79% to 6788.88.
Bank of Korea Raises Key Rate to 3%, Tightening Market Liquidity
The Bank of Korea raised its base rate to 3% in a second straight hike, tightening stock market liquidity as Nvidia posted record revenue.
Korean Autos, Beauty May Gain as U.S.-Canada Trade War Escalates
U.S.-Canada 50% tariffs may benefit Korean autos and K-beauty, while YMTC's NAND top-spot bid raises oversupply concerns for Samsung and SK hynix.
KOSPI Rebounds on Rotation Despite YMTC IPO, Nvidia Jitters
The KOSPI recovered from a 4% intraday drop to close at 6,742.74 as retail and institutional buying offset 3.95 trillion won in foreign net selling.
Samsung Shares Sink 8.7% as Financial Law Curbs Buyback Plan
Samsung Electronics shares plunged 8.70% as its 90-110 trillion won shareholder return plan leaned on dividends rather than buybacks, curbed by a…
SK hynix Buyback Ushers In 'Other Corporations' Era, Reshaping KOSPI Flows
SK hynix's share buyback is injecting 1 trillion won of daily buying into the KOSPI, with "other corporations" emerging as a new force offsetting selling…
Samsung Confirms Record 110 Trillion Won in Shareholder Returns
Samsung Electronics confirmed up to 110 trillion won in shareholder returns, with next year's funds potentially reaching 188 trillion won.
Korean Won Breaks Below 1,390 Per Dollar for First Time in 11 Months
The won-dollar rate hit an 11-month low of 1,392.6 as foreigners net bought 1.71 trillion won on the KOSPI, driven by SK hynix's shareholder returns.
SK hynix Bets on Record $28 Billion Buyback to Lift Shares
SK hynix will cancel a record 40 trillion won in shares and signal over 100 trillion won in returns, as chip stocks plunge on super cycle fears.
KOSPI Fails to Hold 7,000 as U.S. Long-Term Yields Surge
The KOSPI fell 1.55% to close at 6,869.83 as U.S. 30-year Treasury yields surged to 5.32% and oil prices rose, erasing early gains.
Japan's Bond Yields Hit 30-Year High as GDP Growth Misses Forecast
Japan's 10-year bond yield hit 2.930%, a 30-year high, as Q2 GDP grew just 1.1%, missing forecasts, while Korea faces fiscal risks and a mezzanine boom.
Foreign Investors Buy for 4th Straight Day, Lifting KOSPI Back Above 7,000
Foreign investors net bought 8 trillion won this week, lifting the KOSPI back above 7,000, as SK's Chey warned of a memory shortage and LS Group's profit…
Samsung, SK hynix Cash Piles Swell by 117 Trillion Won on Memory Boom
Samsung Electronics and SK hynix cash reserves jumped 117 trillion won this year on the memory chip supercycle, as the KOSPI rose for a fourth straight…
"AI Chip Demand Reaffirmed": Foreigners Buy $2 Billion, KOSPI Rises for 3rd Day
Foreign investors bought a net 2.84 trillion won as the KOSPI rose 3.68% to 6,579 on renewed AI chip demand, extending gains to a third straight session.
SK hynix Bets 19 Trillion Won to Expand NAND Supply Chain
SK hynix will invest 19.1 trillion won to expand its NAND supply chain in Dalian and Cheongju, targeting 550,000 wafers a month for the AI memory market.
KOSDAQ Jumps 7% as Institutions Pour $1.1 Billion Into Chip Materials, Biotech
KOSDAQ surged 6.97% on the 10th as institutions net-bought 1.5 trillion won in chip materials and biotech, while U.S. 30-year yields hit a 19-year high.
Samsung HBM4 Yield Nears 80%, Challenging SK hynix
Samsung Electronics' HBM4 yield nears 80% within half a year of mass production, fueling plans to triple HBM4 revenue in Q3 and challenge SK hynix's…
Amid Memory Shortage, Nvidia Weighs Cutting HBM4E Capacity
Nvidia is considering cutting HBM4E capacity for its Rubin Ultra GPU amid a memory shortage, while SK hynix commits 54 trillion won to new Yongin and Cheongju fabs.
Chinese Memory Makers Infiltrate Global PC Supply Chain Amid Chip Shortage
China's CXMT DRAM share jumped to 7% in Q2 while SK hynix fell to 26%, entering the global PC supply chain amid a chip shortage as the won hit a 10-month low.
Musk Says Memory Shortage to Persist, Rebutting Chip Peak Theory
Elon Musk rebutted the memory chip peak theory, saying demand surges 200% while production grows 20%. Samsung unveiled zHBM with 8x performance and Korea is seen as top memory powerhouse through 2031.
Samsung Reclaims DRAM Throne, Tops SK hynix in Market Share
Samsung Electronics reclaimed the top DRAM market share at 39% in Q2, overtaking SK hynix, as commodity DRAM prices rose while HBM prices stagnated.
KOSPI Seen Reaching 9,000 Despite Samsung, SK Hynix Plunge
KOSPI plunged 5.12% as Samsung Electronics and SK hynix tumbled over 8%, but Morgan Stanley says the index has room to reach 9,000 points on deleveraging.
LG Affiliates Draw Mixed Ratings; LG H&H Emerges as Winner
LG Group affiliates all beat Q2 expectations, but target prices diverged—LG H&H raised, LG Electronics and LG Innotek lowered. The won appreciated 8.8% in a month, the strongest since the financial crisis.
AI Tailwind Fuels KOSPI Rebound; Samsung, SK Hit Daily Limit
The KOSPI surged 17.91% in a single day on the 31st to close at 6,595.45, its largest gain on record, as Samsung Electronics and SK hynix hit daily upper limits on AI tailwinds.
SK hynix Delays Shareholder Returns Amid ADR Constraints, Undervaluation Fears Grow
SK hynix cannot announce shareholder returns until next month due to U.S. ADR listing constraints, as Samsung posts a record 89.4 trillion won Q2 operating profit amid a memory super cycle.
SK hynix Posts Record Earnings Again on HBM4, Kioxia Gains
SK hynix posted record Q2 operating profit of 60.5 trillion won with a 76% margin, boosted by AI-driven memory demand and Kioxia stake gains, as the KOSPI shed 864 trillion won in two days.
Bigger Than 2008 Crisis: CXMT Variable Triggers KOSPI Plunge
KOSPI plunged 28.9% in July, exceeding 2008 financial crisis losses, as concerns over China's CXMT chip rise and Nvidia's $50 billion data center lease shook markets.
Naver Becomes Nvidia's Third-Largest Shareholder in 1.5 Trillion Won Capital Raise
Naver executed a $1 billion rights offering to Nvidia, making Nvidia its third-largest shareholder with a 4.5% stake, in its first capital raise in 22 years.
Samsung, SK Sign $950 Billion AI Chip Deals, Cement Grip on Big Tech Supply Chains
Samsung Electronics and SK hynix signed $950 billion in AI chip and infrastructure deals with Broadcom, Nvidia, and Microsoft, converting memory contracts into 5-year long-term agreements.
President Lee Meets Nvidia, OpenAI CEOs: Semiconductor Big Deal Ahead?
President Lee Jae-myung meets CEOs of Nvidia, OpenAI, Anthropic, and Broadcom in San Francisco, with potential GW-scale semiconductor and AI data center deals for Samsung and SK hynix.
Samsung Bets on Three Galaxy Z8 Models, Targets Record Foldable Sales
Samsung expands its Galaxy Z8 foldable lineup to three models, targeting record foldable sales, while dividend ETFs draw 323.6 billion won and Google Cloud surges 82%.
Margin Calls Surge as KOSPI Wobbles; Deposits Fall Below 110 Trillion Won
KOSPI margin calls hit 50 billion won for a second day as investor deposits fall below 110 trillion won, while Wall Street banks call a bottom and MSCI weighs an August reshuffle.
Leverage ETF Rules Loom as Korean Investors Pile into '3x ETFs'
Ahead of Korea's single-stock leverage ETF regulation, investors are piling into 3x ETFs like SOXL and TQQQ, while Oracle's CDS premium hits a record high amid AI investment jitters.