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KRX:000660 28 August 2025 - 2 January 2026

TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

The U.S. granted TSMC’s Nanjing plant a new annual export licence for U.S. chipmaking tools, replacing an expired waiver. Sources said Nvidia has asked TSMC to ramp up H200 AI chip production for China in 2026, with work starting in Q2. TSMC’s ADRs last closed at $303.89, with analyst targets above that level. TSMC began 2-nanometre chip production in late 2025, with an enhanced version set for mass production in late 2026.
1 January 2026
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KOSPI’s next test: exports jump ahead of Korea Exchange’s Jan. 2 reopen

KOSPI’s next test: exports jump ahead of Korea Exchange’s Jan. 2 reopen

South Korea’s exports jumped 13.4% in December, pushing 2025 shipments to a record $709.7 billion, government data showed. The KOSPI ended 2025 at 4,214.17, up 75.6% for the year, its biggest gain since 1999. Regular trading on the Korea Exchange resumes at 10 a.m. local time on Jan. 2 after year-end holidays. The Bank of Korea’s first 2026 rate meeting is set for Jan. 15.
1 January 2026
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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

Moore Threads surged over 400% in its Shanghai STAR Market debut, raising about $1.1 billion as China pushes for GPU self-sufficiency. AMD agreed to pay a 15% U.S. tax on certain AI chip exports to China. A global memory chip shortage is worsening, driving up HBM prices and threatening delays for AI data centers. U.S. senators introduced a bill to tighten export controls on advanced AI chips to China and other countries.
5 December 2025
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Shutdown Drags On But Wall Street Hits Records – Here’s What’s Driving Markets

Asian Stocks Rebound on Tech Surge: Nikkei and Kospi Jump as U.S. Shutdown Breakthrough Lifts Sentiment—China Lags Despite CPI Tick-Up (Nov. 10, 2025)

Japan’s Nikkei 225 rose 1.3% to 50,911.76 and South Korea’s Kospi jumped 3.0% to 4,073.24, led by gains in chipmakers like Tokyo Electron and SK Hynix. The rally followed progress in Washington toward ending the U.S. government shutdown and upbeat comments from Nvidia on AI chip demand. Chinese shares lagged despite positive inflation data.
10 November 2025
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Investors Beware: 7 Stocks to Avoid on October 22, 2025 Amid Alarming Warnings

Stocks Plunge on AI Bubble Fears as Wall Street Warns of a 20% Correction

The Nasdaq fell over 2% Tuesday, marking the sharpest U.S. stock drop in nearly a month as tech shares tumbled. Wall Street CEOs warned of a likely correction, fueling a global sell-off that sent Japan’s Nikkei down nearly 5% and South Korea’s Kospi off 6% at one point. Bitcoin also slid below $100,000 amid the broader retreat from risk. Uncertainty over Federal Reserve policy and a prolonged U.S. government shutdown added to market jitters.
5 November 2025
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Crypto Mayhem: Bitcoin & Ethereum Dive as Global Regulators, DeFi Hacks and Bullish Prophets Shake Up Markets (Sept 27–28, 2025)

Stock Market Mania: Global Indices Break Records on AI & Stimulus – Fed’s Next Move Uncertain

The Nasdaq fell 1.6% on Oct. 30 as Meta plunged 11% and Microsoft dropped 3%, while Alphabet hit a record high after topping $100 billion in revenue. European stocks set new records, led by Germany’s DAX and Britain’s FTSE 100, with financials and oil majors rallying. Tokyo’s Nikkei 225 closed above 51,000 for the first time, up 2.2% in a day. Hong Kong’s Hang Seng surged roughly 35% year-to-date on Chinese stimulus.
31 October 2025
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Tech Frenzy Oct 1–2, 2025: AI Hits $500B, Apple’s Vision Pivot, Space Milestones & More

Tech Frenzy Oct 1–2, 2025: AI Hits $500B, Apple’s Vision Pivot, Space Milestones & More

OpenAI’s valuation hit $500 billion after a major share sale, Reuters reports. Microsoft raised Xbox Game Pass to $29.99 per month and is shifting focus to AI. Qualcomm adopted ARM’s new v9 chip architecture, sending ARM shares up 5%. NASA’s NISAR satellite released its first radar images, while Blue Origin set mid-October for a Mars probe launch.
2 October 2025
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Exposing AI Bias: 10 Powerful Ways to Fight Algorithmic Discrimination

AI Megatrends 2025: The Next Wave Is Here—Why Data‑Center Power, AI Agents & Edge Devices Could Reshape Markets (and Portfolios) Now

OpenAI, Oracle, and SoftBank announced five new U.S. AI data center sites, aiming for 7 GW capacity in a $500 billion program, with Nvidia joining as supplier and investor. PJM warned AI data center power demand is outpacing grid additions; the White House moved to fast-track power projects. Samsung passed Nvidia’s HBM3E memory qualification, intensifying competition with SK hynix and Micron. Microsoft and Meta raised capex guidance as data center spending surges.
28 September 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 revealed new Ascend AI chips and Atlas SuperPod supercomputers, claiming it will double computing power each year and rival Nvidia’s top systems by 2026. The company announced in-house high-bandwidth memory, ending reliance on SK Hynix and Samsung. The launch comes as China orders tech firms to stop buying Nvidia chips amid regulatory probes. Huawei says domestic chipmaking is no longer a major constraint.
18 September 2025
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Tech Turmoil: iPhone 17 ‘Awe Dropping’ Hype, Chip Wars & Crypto Windfalls Rock Sept 7–8

Tech Turmoil: iPhone 17 ‘Awe Dropping’ Hype, Chip Wars & Crypto Windfalls Rock Sept 7–8

Apple will unveil the iPhone 17 series, Apple Watch Series 11, and AirPods Pro 3 at its Sept. 9 event. The U.S. plans new chip export rules for Samsung and SK Hynix in China, ending indefinite waivers. U.S. officials are probing a July malware attack linked to Chinese group APT41 that targeted trade talks. Telefonica’s new CEO outlined acquisition plans and called for EU telecom mergers as cable cuts disrupted internet in Asia and the Middle East.
8 September 2025
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AI Stocks’ Wild Start to September: Mega-Rallies, Billion-Dollar Deals & Hype Under Fire

AI Stocks’ Wild Start to September: Mega-Rallies, Billion-Dollar Deals & Hype Under Fire

Nvidia fell 3.5% Tuesday, its sharpest drop in four months, as AI stocks led a tech sell-off and the Nasdaq and S&P 500 declined. Microsoft secured a $6 billion AI and cloud deal with the U.S. government, offering free Copilot access to federal users. Alibaba’s Hong Kong shares jumped 19% after strong AI revenue growth. Washington tightened chip export rules, affecting TSMC, Samsung, and SK Hynix.
3 September 2025
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Tech Turbulence: Big Antitrust Wins, Spy Satellites & Cyber Scares – Sept 2–3, 2025 Roundup

Tech Turbulence: Big Antitrust Wins, Spy Satellites & Cyber Scares – Sept 2–3, 2025 Roundup

A U.S. judge ruled Google will not have to sell Chrome or halt payments to Apple but must share search data with rivals. Washington revoked TSMC’s special export license for its China plant, tightening chip restrictions. Israel launched the “Ofek 19” spy satellite. TransUnion reported a hack exposing data of over 4 million consumers.
3 September 2025
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AI’s Weekend Whirlwind: Global Crackdowns, Tech Giants’ Bold Moves & Market Shocks

AI’s Weekend Whirlwind: Global Crackdowns, Tech Giants’ Bold Moves & Market Shocks

China’s mandatory AI content labeling rules take effect Sept. 1, while the U.S. revoked chip export waivers to China, hitting Samsung and SK Hynix shares. EU officials rejected calls to delay the AI Act. OpenAI is planning a massive India data center; Alibaba’s new AI chip fueled a 26% cloud revenue jump. Meta faces scrutiny after its chatbots impersonated celebrities without consent, prompting new guardrails and U.S. investigations.
1 September 2025
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Tech Shockwaves: Fusion Funding, Space Triumphs & More (Aug 30–31, 2025)

Tech Shockwaves: Fusion Funding, Space Triumphs & More (Aug 30–31, 2025)

Google launched the Pixel 10 series in New York, keeping prices at $799 and focusing on new AI features. TikTok suspended its LIVE streaming in Indonesia after violent protests in Jakarta. The U.S. revoked export waivers for Samsung and SK Hynix, tightening chip equipment sales to China. SpaceX’s Starship completed its first intact re-entry and splashdown in a test flight over the Indian Ocean.
31 August 2025
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Tech Turbulence: Billion-Dollar Deals, Cyber Strikes & Space Feats – Global Tech Roundup (Aug 29–30, 2025)

Tech Turbulence: Billion-Dollar Deals, Cyber Strikes & Space Feats – Global Tech Roundup (Aug 29–30, 2025)

The U.S. revoked special export authorizations for Samsung and SK Hynix, requiring new licenses for chipmaking equipment in China and blocking tech upgrades at their Chinese plants. AT&T agreed to buy $23 billion in wireless spectrum from EchoStar, expanding its 5G network. A Chinese hacking group breached at least eight U.S. telecoms. TransUnion disclosed a data breach affecting 4.4 million people.
30 August 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

HBM revenues are projected to double from $17–18 billion in 2024 to $34–35 billion in 2025, driven by AI demand. NVIDIA consumes over half of all HBM output, with nearly all 2025 supply already sold under contract. SK hynix, Samsung, and Micron are expanding production, but spot HBM remains scarce and expensive. HBM prices have risen up to 10% in 2024–25, sharply increasing AI system costs.
28 August 2025
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