Today: 9 June 2026
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KRX:000660 24 July 2025 - 5 December 2025

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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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%.
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.

Stock Market Today

  • Aker BP Share Price Surges Amid Valuation Debate
    June 9, 2026, 11:54 AM EDT. Aker BP (OB:AKRBP) shares climbed to NOK347.7, marking a 55.05% total shareholder return over one year, outperforming peers in Norway's energy sector. Despite this momentum, the stock trades at an 8.6% premium over a fair value of NOK320.11, raising questions about valuation. The company aims to sustain production above 500,000 barrels per day past 2030, backed by projects like Yggdrasil and Johan Sverdrup, supporting revenue growth. Yet, potential risks include higher emissions costs and delays in key developments. Analysts offer cautious pricing, but a discounted cash flow (DCF) model from Simply Wall St suggests a much higher intrinsic value of NOK1,769.75, indicating significant undervaluation. Investors face a valuation divide between conservative targets and optimistic cash flow projections.

Latest articles

Paranovus Stock Rockets 620% as $195 Million Share-Sale Filing Changes the Story

Paranovus Stock Rockets 620% as $195 Million Share-Sale Filing Changes the Story

9 June 2026
Paranovus Entertainment shares soared 620% to $6.76 after filing to potentially sell up to $195 million in new stock—an amount far exceeding its $7.14 million market cap—raising major dilution risks for investors as the company eyes acquisitions but warns that future share sales could pressure the stock price or threaten operations.
Coupang Stock Gains as Privacy Ruling Approaches

Coupang Stock Gains as Privacy Ruling Approaches

9 June 2026
Coupang shares jumped 2% to $15.49, outperforming a falling market, as investors braced for South Korea’s privacy regulator to decide June 10 on possible sanctions over a data breach exposing 33.6 million records—a ruling that could trigger fines up to 3% of sales and impact the stock’s recovery.
AEP’s $78 Billion Grid Plan Spurs Data Center Hopes

AEP’s $78 Billion Grid Plan Spurs Data Center Hopes

9 June 2026
AEP lifted its five-year capital plan to $78 billion after signing 7 gigawatts of new large-energy project agreements, with 90% of 63 gigawatts of expected incremental load by 2030 tied to data centers; shares recently traded at $127.27, up 26.9% over 52 weeks, with analysts’ mean price target at $142.76, as investors weigh execution risks and a new data-center rate structure.
Dow climbs in New York, but gains may stall

Dow climbs in New York, but gains may stall

9 June 2026
Dow jumps 154.87 points as tech rebounds and oil prices drop, with chipmakers like Intel and Broadcom up sharply; investors brace for Wednesday’s key inflation data and next week’s Fed meeting, which could sway rate expectations and market direction.
U.S. Stocks Hit Records This Week — Why the S&P 500 and Nasdaq Rally Survived the Oil Shock

Dow Up While Nasdaq Dips; AI Rally Meets Inflation Data

9 June 2026
Nuvalent soared after GSK agreed to buy the cancer drug developer for $10.6 billion in cash, valuing shares at $124—a 40% premium to Monday’s close—while investors awaited Wednesday’s key inflation data that could impact market direction and tech stock stability.
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