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KRX:000660 News 28 August 2025 - 30 December 2025

Samsung and SK Hynix get U.S. 2026 license to ship chipmaking tools to China as key waiver expires

Samsung and SK Hynix get U.S. 2026 license to ship chipmaking tools to China as key waiver expires

The U.S. has granted Samsung Electronics and SK Hynix annual licences to import chipmaking equipment into their China plants for 2026, sources said. The approvals come just before “validated end user” exemptions expire on Dec. 31, averting immediate disruption to memory chip production. Samsung and SK Hynix declined to comment. The U.S. Commerce Department was not immediately available for comment.
30 December 2025
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Korea Exchange (KRX) Week Ahead: KOSPI’s Global-Leading 2025 Run Meets New Warning Rules, KOSDAQ Delisting Push

Korea Exchange (KRX) Week Ahead: KOSPI’s Global-Leading 2025 Run Meets New Warning Rules, KOSDAQ Delisting Push

South Korea’s KOSPI ended Friday at 4,129.68, up 0.51%, capping a 72% gain for 2025—the top performance among major global stock markets. Samsung Electronics surged 5.31% to a record, while the won strengthened to 1,440.3 per U.S. dollar. Foreign investors were net buyers. KRX revised its “investment warning” rules, easing thresholds for large-cap stocks.
28 December 2025
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Korea Exchange (KRX) Weekend Briefing: KOSPI Rallies on Chip Surge as KRX Rewrites Market-Warning Rules and Eyes 12-Hour Trading

Korea Exchange (KRX) Weekend Briefing: KOSPI Rallies on Chip Surge as KRX Rewrites Market-Warning Rules and Eyes 12-Hour Trading

The KOSPI closed up 0.51% at 4,129.68 on Dec. 26, driven by strong foreign buying in semiconductor shares. Samsung Electronics hit a record high, surging 5.31% after GPU development news. KRX announced rule changes excluding the top 100 large-cap stocks from certain trading warnings, effective Dec. 29. Trading volume reached 16 trillion won.
27 December 2025
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Semiconductor News Today, December 5, 2025: China’s Moore Threads IPO Explodes, AMD’s China Strategy, and a Deepening AI Memory Crunch

Semiconductor News Today, December 5, 2025: China’s Moore Threads IPO Explodes, AMD’s China Strategy, and a Deepening AI Memory Crunch

The semiconductor industry is closing out the first week of December 2025 with a mix of frothy IPOs, tougher export‑control politics, supply‑chain stress around AI memory chips, and some quietly huge moves in materials and metrology tech. Below is a roundup of the most important semiconductor news as of December 5, 2025, curated and explained for readers following chips, AI hardware, and related stocks. Top semiconductor headlines on December 5, 2025 Let’s unpack what all of this means. China’s Moore Threads IPO: a 400%+ surge and a GPU sovereignty play In Shanghai, Moore Threads Technology Co. — a GPU startup widely nicknamed “China’s
5 December 2025
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Huawei’s AI Superchip Power Play Shakes Up Nvidia’s Throne

Huawei’s AI Superchip Power Play Shakes Up Nvidia’s Throne

Huawei’s New AI Chip Offensive: Technical Breakthroughs Huawei’s latest moves mark its boldest bid yet to break free from foreign semiconductors and establish itself as a leader in artificial intelligence computing. At its annual Huawei Connect conference in Shanghai, the company outlined a sweeping long-term chip strategy, openly detailing plans that had been shrouded in secrecy since U.S. sanctions hit in 2019 reuters.com reuters.com. The headline announcement: Huawei will rapidly iterate its Ascend AI chips and accompanying systems, doubling computing power every year in an aggressive cadence aimed at catching up to (and even surpassing) global rivals reuters.com. Central to
18 September 2025
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HBM Memory Gold Rush: Why High-Bandwidth Memory Prices Are Soaring in the AI Era

HBM Memory Gold Rush: Why High-Bandwidth Memory Prices Are Soaring in the AI Era

Key Facts HBM Node Transition: From HBM3 to HBM4 High-Bandwidth Memory has evolved rapidly to keep pace with AI needs. HBM3 – introduced around 2022 – brought huge leaps in bandwidth and capacity per stack, and became the workhorse memory for top-tier AI accelerators like NVIDIA’s A100/H100 and Google TPUs. By 2023, attention shifted to HBM3E, an enhanced generation offering even higher performance. In early 2024, SK hynix became the first to mass-produce HBM3E (sometimes dubbed the 5th-generation HBM) trendforce.com, supplying 12-Hi 36GB stacks to NVIDIA and others. This HBM3E delivers ~1.2 TB/s per stack (versus ~0.8–1.0 TB/s for HBM3),
28 August 2025
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Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

Chiplets & Advanced Packaging Market Report 2025: AI Demand Fuels 2.5D/3D Integration Boom

Key Facts Introduction: Chiplets and 3D Integration Come of Age Semiconductor design is undergoing a paradigm shift from giant monolithic chips toward chiplet-based and multi-die architectures. In a chiplet approach, a processor is disaggregated into multiple smaller dies (chiplets) that are later integrated in a package, rather than one large die. This strategy improves manufacturing yield and cost – smaller dies are easier to produce without defects – and allows mixing different process nodes and functions in one package astutegroup.com astutegroup.com. As traditional 2D scaling hits physical and economic limits, chiplets offer a practical path to keep improving performance and
28 August 2025
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Stock Market Today

MediaTek stock price drops 3.4% as Taiwan market shuts; what investors watch next week

MediaTek stock price drops 3.4% as Taiwan market shuts; what investors watch next week

8 February 2026
Taipei, Feb 8, 2026, 08:36 (GMT+8) — Market closed MediaTek Inc shares closed down 3.4% at NT$1,710 on Friday, with the Taiwan market shut over the weekend. The stock traded between NT$1,690 and NT$1,755, with about 11.8 million shares changing hands. (Investing.com) The drop leaves investors heading into next week with two competing stories in play: a fast-growing data-center push and a shakier mood for tech stocks. A long Lunar New Year trading break later this month is also compressing the timeline for fresh signals. Why it matters now is simple. MediaTek still leans heavily on chips for phones and
Arm Holdings stock rallies into weekend on AI spending hopes — Monday’s next test

Arm Holdings stock rallies into weekend on AI spending hopes — Monday’s next test

8 February 2026
Arm Holdings’ U.S. shares jumped 11.6% Friday to $123.70, capping an 18% two-day rebound amid a rally in chip stocks tied to AI data-center spending. The gains followed Arm’s fiscal Q3 revenue beat, but executives warned memory shortages could cut royalty revenue by up to 2% as smartphone chip shipments are expected to fall 7% in 2026. Investors now await Arm’s “Arm Everywhere” event on March 24.
Zhongji Innolight stock slides nearly 4% into China’s Monday open — what traders watch next

Zhongji Innolight stock slides nearly 4% into China’s Monday open — what traders watch next

8 February 2026
Zhongji Innolight closed down 3.9% at 540.01 yuan in Shenzhen on Friday, with turnover at 17.91 billion yuan. The company forecast 2025 net profit of 9.8–11.8 billion yuan, up as much as 128%, citing strong demand for high-speed products. Executives said most customer orders are booked through late 2026, but flagged tight supply of some optical chips. Zhongji reports earnings March 31 after shares dropped 12% from December highs.
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