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KRX:000660 24 July 2025 - 30 August 2025

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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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

TSMC’s advanced CoWoS packaging is fully booked through 2025, despite doubling capacity yearly, as AI demand outpaces supply. Nvidia, AMD, Intel, Apple, and Amazon have adopted chiplet architectures, now generating over $40 billion in annual revenue. HBM chip lead times stretch up to a year, with prices up 20–30%. TSMC, Intel, ASE, and Amkor are racing to expand global advanced packaging capacity.
28 August 2025
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Apple’s $100B Surprise, Space Startup Soars, and Tech Glitches Galore – Tech News Roundup (Aug 6–7, 2025)

Apple’s $100B Surprise, Space Startup Soars, and Tech Glitches Galore – Tech News Roundup (Aug 6–7, 2025)

Apple will invest $100 billion in US manufacturing, expanding Corning’s Kentucky glass production and partnering with Samsung on new chipmaking at its Texas fab. Sony raised its annual profit forecast to ¥1.33 trillion and cut its expected tariff impact, with PlayStation network services driving growth; shares rose 5%.
7 August 2025
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Shockwaves in Silicon: Global Chip Industry’s Two-Day Upheaval (July 23–24, 2025)

Shockwaves in Silicon: Global Chip Industry’s Two-Day Upheaval (July 23–24, 2025)

SK Hynix posted record Q2 results, with operating income up 69% to ₩9.2 trillion and revenue up 35% to ₩22.2 trillion, overtaking Samsung as the world’s top memory chipmaker on HBM demand. Intel is shifting from the 18A to 14A process under new CEO Lip-Bu Tan and is expected to post its sixth straight quarterly net loss. Nvidia’s H20 AI chip sales to China resumed after U.S. approval, boosting TSMC demand.
24 July 2025
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Stock Market Today

  • Pfizer Ltd Stock Faces Challenges Amid Indian Pharma Market Shifts and Global Parent Pressures
    March 21, 2026, 1:21 AM EDT. Pfizer Ltd, the Indian arm of Pfizer Inc., is experiencing share price volatility on NSE and BSE due to sector-wide challenges and strategic shifts by its global parent. The stock trades near ?4,738, down 4% year-over-year, underperforming the Nifty Pharma index. Investor concerns include regulatory changes, supply chain issues, and premium valuations with a high price-to-earnings ratio over 177. Despite recent modest gains and vaccine launches like the 20-valent Pneumococcal vaccine, Pfizer Ltd faces execution risks within India's complex pharma landscape. Its market cap stands around ?24,300 crore. European investors, especially in Germany, Austria, and Switzerland, should monitor developments closely amid India's evolving healthcare market and regulatory environment.
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