Today: 29 June 2026
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KRX:000660 8 September 2025 - 14 January 2026

Micron Technology stock drops after hours as SK Hynix launches $13B AI-memory buildout

Micron Technology stock drops after hours as SK Hynix launches $13B AI-memory buildout

NEW YORK, Jan 13, 2026, 16:15 EST — After-hours Micron Technology, Inc. shares dipped in after-hours trading Tuesday following news that SK Hynix plans to pour 19 trillion won into a new advanced chip-packaging plant in South Korea. Construction is expected to kick off in April and finish by the end of 2027. Micron dropped $7.76, or roughly 2.2%, to $338.11 from a prior close of $345.87; the stock opened at $346.24 and moved between $335.23 and $351.11 during the session. Macquarie Equity Research noted SK Hynix held 61% of last year’s high-bandwidth memory market, well ahead of Samsung Electronics at 19% and Micron at 20%.
13 January 2026
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Sandisk stock surges 22% on AI data-center SSD boom — but valuation doubts grow

Sandisk stock surges 22% on AI data-center SSD boom — but valuation doubts grow

Sandisk Corp shares were up about 22% at $335 on Tuesday after touching an intraday high of $337.51, extending a sharp rally in flash-memory and storage stocks tied to artificial intelligence data centers. The move follows fresh forecasts that memory pricing will keep rising as suppliers steer output toward server and AI hardware. TrendForce said NAND flash contract prices are expected to rise 33% to 38% from the prior quarter, while conventional DRAM contract prices are forecast to climb 55% to 60%. Source
6 January 2026
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AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

NEW YORK, January 2, 2026, 10:13 ET — Regular session Nvidia shares rose 2.9% to $191.93 on Friday after Reuters reported the AI chipmaker had approached Taiwan Semiconductor Manufacturing Co about ramping up production of its H200 graphics processing units, chips used to train and run AI models. Sources told Reuters Chinese technology companies have ordered more than 2 million H200 chips for delivery in 2026, far above Nvidia's current inventory of about 700,000 units. The report said TSMC was expected to start work on expanded output in the second quarter, but Chinese authorities have yet to greenlight any H200 shipments. Reuters
2 January 2026
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International stocks beat Wall Street in 2025 — and the funds that outperformed in both the drop and the rebound

International stocks beat Wall Street in 2025 — and the funds that outperformed in both the drop and the rebound

Non-U.S. stocks were on track to finish 2025 up about 29%, their strongest performance since 2009, with the MSCI ACWI ex-U.S. index — which tracks shares outside the United States across more than 40 markets — leading the way. That compared with a more than 17% return for Wall Street’s benchmark S&P 500, Al Jazeera reported. The year-end split matters as 2026 begins because it challenges a long stretch in which U.S. stocks dominated many global portfolios, and it is reshaping how investors think about geographic diversification.
2 January 2026
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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

Taiwan Semiconductor Manufacturing Co said the U.S. Department of Commerce granted its Nanjing unit an annual export licence that allows U.S. export-controlled items to be supplied without the need for individual vendor licences. The approval replaces a waiver known as validated end-user status — which let designated plants receive some controlled items with fewer approvals — that expired on Dec. 31, and Samsung Electronics and SK Hynix have received similar licences. TSMC said the Nanjing fab makes 16-nanometre and other mature-node chips and generated about 2.4% of the company’s 2024 revenue. Reuters The policy shift lands as investors build a 2026 outlook for TSMC stock, balancing the AI boom against tighter U.S.-China technology rules. Even small disruptions to tools and servicing can ripple through chip output, and the market has treated compliance risk as a valuation variable.
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. government has granted Samsung Electronics and SK Hynix annual licences to bring chip manufacturing equipment to their facilities in China for 2026, two people familiar with the matter said on Tuesday. Reuters The decision lands days before a broader privilege known as “validated end user” status expires on Dec. 31. The status allowed certain foreign-owned plants in China to receive some U.S.-origin chipmaking tools under sweeping exemptions rather than applying shipment by shipment.
30 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

NEW YORK, Dec. 27, 2025, 8:47 a.m. ET — Market closed. The Korea Exchange heads into the final full week of 2025 with two big narratives colliding: a powerful, semiconductor-led equity run that has pulled foreign capital back into Seoul—and a fast-moving regulatory and market-structure response from the bourse itself, aimed at keeping the rally liquid without letting surveillance slip.
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.
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)

Dateline: Tokyo/Seoul — November 10, 2025 Asian equities kicked off the week higher, led by a broad rebound in technology shares that powered gains in Japan and South Korea. The positive tone followed signs of progress in Washington toward ending a record U.S. government shutdown, a development that lifted global risk appetite and U.S. equity futures. Meanwhile, Chinese markets trailed despite fresh data showing inflation turning positive. ABC News+1
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

After a year of spectacular gains, stocks have abruptly stumbled, raising the question of whether the market got ahead of itself. The S&P 500 and Nasdaq Composite just suffered their biggest one-day percentage drops since early Octoberchannelnewsasia.com, a sign that the gravity-defying surge in tech shares is meeting some pushback. On Tuesday, the Nasdaq sank over 2% while the S&P 500 fell around 1.2%, and the Dow – which is less tech-centric – dipped 0.5%channelnewsasia.com. What triggered the abrupt shift in sentiment? Valuations. Investors are increasingly nervous that the price tags on many technology and AI-focused companies have become unsustainably high. “Investors seem a little more worried about valuation than they have in a while,” observed analyst Chuck Carlson, noting that a lot of companies’ stock prices were “pretty stretched” relative to their earnings, which were good “but not great” – a classic recipe for profit-takingchannelnewsasia.com. In other words, even solid earnings may not be enough to justify stocks that have run up so far, so fast.
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

Sources: Latest market and financial news from Reuters, TS2.tech, Investopedia and others, including detailed reports and expert analysisinvestopedia.comreuters.comreuters.comreuters.comreuters.comts2.techinvestopedia.comreuters.comreuters.comreuters.comreuters.com. These capture market moves, key stock events, economic indicators and analysts’ commentary through Oct 30–31, 2025.
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

Below we dive into each story in detail. OpenAI continued to dominate headlines. Reuters reports that after a share sale to investors, OpenAI is now valued at roughly $500 billion reuters.com. This latest round far eclipses its previous $300B valuation and highlights continued investor enthusiasm for AI. The infusion of capital will presumably help OpenAI expand data-center capacity and accelerate research. Analyst and investor interest remains sky-high. For context, Microsoft’s CEO Satya Nadella framed the industry’s direction as a “tectonic AI platform shift”, restructuring his company so he can focus on new AI frontiers reuters.com.
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

What’s happening. Frontier models, agents and video‑native AI are pushing demand from chips to power, cooling, memory and networking. The Stargate program alone is racing toward multi‑gigawatt campuses; Nvidia committed up to $100B in supply/investment to OpenAI, underscoring how intertwined vendors and model labs have become. Reuters+1 Power & water constraints. PJM’s service area is straining under data‑center load, prompting demand‑response pacts and federal fast‑track permitting for plants and transmission. Expect siting to follow available gigawatts and interconnects as much as tax incentives. Reuters+2Reuters+2
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’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 global rivals reuters.com. Central to this strategy is Huawei’s Ascend AI processor lineup – its answer to Nvidia’s GPU chips reuters.com. The company revealed a roadmap for three new Ascend generations in the next three years: the Ascend 950, Ascend 960, and Ascend 970 reuters.com reuters.com. The Ascend 950 will even come in two specialized variants tuned for different AI tasks like recommendation inference versus training and decoding reuters.com reuters.com. Each new chip generation is expected to deliver a two-fold jump in performance and memory capacity over the previous, a leapfrog pace that Huawei says will keep it on the cutting edge reuters.com.
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

Anticipation reached fever pitch in the consumer tech world as Apple’s fall launch event loomed. Slated for Tuesday, Sept. 9, the “Awe Dropping” event was widely expected to debut the iPhone 17 lineup alongside a new Apple Watch and AirPods indianexpress.com indianexpress.com. Rumors swirling in the lead-up indicated four iPhone 17 models and significant design changes like a full-width “camera island” on the Pro models indianexpress.com. Leaked dummy units on the IFA tech show floor in Berlin showed case makers already displaying accessories for the unannounced iPhone 17 Pro and Air, revealing a Pixel-like camera bar spanning the back of the Pro devices theverge.com theverge.com. Under the hood, Apple is expected to upgrade to an A19 chip and possibly bring ProMotion high-refresh displays to non-Pro iPhones indianexpress.com indianexpress.com. On the wearables front, the Apple Watch Series 11 is believed to have only minor tweaks, while a more significant Watch Ultra 3 update is rumored to feature a larger display and even satellite texting capability for emergencies indianexpress.com indianexpress.com. Even the long-neglected AirPods Pro are due for a refresh: Bloomberg’s Mark Gurman has reported prototypes with built-in heart-rate monitoring and a revamped, smaller case indianexpress.com. Apple is also developing new software
8 September 2025
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Stock Market Today

  • Charter Jumps on Word of Possible SpaceX Deal as Sector Drops
    June 29, 2026, 2:30 PM EDT. Charter Communications shares jumped after reports it could team up with SpaceX, which is planning to push its Starlink internet into wireless. The prospect of a deal had investors buying Charter, even as the broader telecom sector fell with rivals facing the threat of SpaceX. Bulls see a SpaceX tie-up letting Charter use Starlink tech and counter competition. Others in the sector traded down, hit by the news of Starlink's expansion. The updates show how telecoms are weighing working with new tech players like SpaceX to stay in the game and hold market share.
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