Today: 7 February 2026
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KRX:005930 News 2 January 2026 - 6 February 2026

Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Micron shares fell 0.5% in premarket trading Friday after Semianalysis cut its forecast for Micron’s Nvidia HBM4 memory supply share to zero. The firm now expects Nvidia’s HBM4 orders to go 70% to SK Hynix and 30% to Samsung. DigiTimes reported Nvidia is seeking early HBM4 deliveries from Samsung as memory shortages loom. Micron stock had been up earlier on Amazon’s $200 billion capex plan.
6 February 2026
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Samsung stock in focus as Korea chip exports double; Monday open looms

Samsung stock in focus as Korea chip exports double; Monday open looms

South Korea’s January exports jumped 33.9% to $65.85 billion, fueled by a 102.7% surge in semiconductor shipments. Samsung Electronics closed at 160,500 won, down 0.12%, despite reporting a record 20 trillion won quarterly operating profit. The company warned of ongoing memory shortages and rising costs. U.S. tariff discussions and high chip prices are adding uncertainty for tech firms.
1 February 2026
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Samsung stock price in focus: What to watch after earnings as memory-chip squeeze hits phones

Samsung stock price in focus: What to watch after earnings as memory-chip squeeze hits phones

Samsung Electronics closed Friday at 160,500 won, down 0.1%, after posting record quarterly revenue of 93.8 trillion won and operating profit of 20.1 trillion won. The chip division drove results, but investors weighed rising memory costs and weaker demand for phones and PCs. Samsung plans to ship HBM4 memory and launch the Galaxy S26 this quarter. Shares remain about 1% below their 52-week high.
31 January 2026
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Micron stock price today: MU rises as Samsung and Apple highlight memory-chip squeeze

Micron stock price today: MU rises as Samsung and Apple highlight memory-chip squeeze

Micron shares rose 2.9% to $448.64 in early Friday trading, extending a rally even as the Nasdaq slipped. Apple and Samsung warned of rising memory chip prices due to AI server demand and tight supply. Micron disclosed insider selling by its chief legal officer. The company also began building a $24 billion wafer fab in Singapore, targeting production in 2028.
30 January 2026
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Micron stock slides on Samsung’s Nvidia HBM4 push — what MU investors watch next

Micron stock slides on Samsung’s Nvidia HBM4 push — what MU investors watch next

Micron shares fell 2.6% to $389.09 Monday after reports that Samsung will soon supply Nvidia with next-generation HBM4 memory chips. Samsung reportedly passed HBM4 qualification for both Nvidia and AMD and will begin shipments next month. Nvidia shares slipped 0.7%, AMD dropped 3.3%. Investors await Samsung and SK Hynix earnings for more on HBM4 demand.
26 January 2026
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KOSPI Breaks 5,000 as Samsung, SK Hynix Jump and Trump’s Greenland Retreat Eases Jitters

KOSPI Breaks 5,000 as Samsung, SK Hynix Jump and Trump’s Greenland Retreat Eases Jitters

South Korea’s KOSPI index broke above 5,000 for the first time Thursday, reaching 5,019.54 in early trade. Samsung Electronics and SK Hynix led gains as investors bet on strong AI-driven demand. The rally came despite data showing South Korea’s GDP shrank 0.3% in the fourth quarter. Regional markets steadied after President Trump withdrew a tariff threat linked to Greenland.
22 January 2026
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Samsung Electronics stock price hits record close near 150,000 won as heir sale and tariffs loom

Samsung Electronics stock price hits record close near 150,000 won as heir sale and tariffs loom

Samsung Electronics closed Monday at a record 149,300 won, up 0.27%, after briefly reaching 150,600. Regulatory filings show Hong Ra-hee, widow of the late chairman, agreed to a trust deal to sell 15 million shares by June 30. The Kospi finished at a record 4,904.66, up 1.32%. Investors are watching U.S. chip tariff risks and Samsung’s Jan. 29 earnings call.
19 January 2026
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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

Micron Technology shares fell 2.2% in after-hours trading Tuesday after SK Hynix announced a $12.9 billion investment in a new chip-packaging plant in South Korea. Construction will begin in April and finish by late 2027. SK Hynix controlled 61% of last year’s high-bandwidth memory market, compared to Micron’s 20%. Analysts raised price targets but warned of limited clean room space and possible future oversupply.
13 January 2026
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Samsung stock in focus: Record retail buying, rising margin debt and India’s source-code push

Samsung stock in focus: Record retail buying, rising margin debt and India’s source-code push

South Korean retail investors bought 2.915 trillion won of Samsung Electronics shares last week, while foreign investors sold 2.05 trillion won, Korea Exchange and Korea Herald data showed. Margin loans tied to Samsung hit a record 1.977 trillion won. Samsung closed Friday at 139,000 won, up 0.14%. The company plans a 2.5 trillion won share buyback for employee compensation by April.
11 January 2026
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Samsung Electronics stock clings to 139,000 won after record profit guide — what matters before Jan 29

Samsung Electronics stock clings to 139,000 won after record profit guide — what matters before Jan 29

Samsung Electronics shares closed Friday at 139,000 won, up 0.1%. The company forecast Q4 operating profit near 20 trillion won, a sharp jump from 12.17 trillion won in Q3. Investors await the Jan. 29 earnings call for details on memory and margin pressures. DRAM prices surged over 30% quarter-on-quarter, fueling expectations for further gains.
10 January 2026
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Why Qualcomm stock moved: Volkswagen’s 2027 chip plan and Samsung 2nm talks

Why Qualcomm stock moved: Volkswagen’s 2027 chip plan and Samsung 2nm talks

Qualcomm shares rose 0.9% to $181.87 Thursday after Volkswagen named it main chip supplier for a new software platform launching in 2027. The stock traded between $176.51 and $184.29. Qualcomm is also in talks with Samsung to manufacture chips using a two-nanometre process. Investors await Friday’s U.S. jobs report and Qualcomm’s Feb. 4 earnings.
9 January 2026
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Dow, S&P 500 futures dip as Trump policy headlines bite and jobs report looms; Samsung flags record AI-chip profit

Dow, S&P 500 futures dip as Trump policy headlines bite and jobs report looms; Samsung flags record AI-chip profit

U.S. stock futures slipped early Thursday, with Dow futures down 0.30% and S&P 500 futures off 0.22%, as investors awaited Friday’s jobs report. Defense stocks surged after President Trump called for a $1.5 trillion military budget; Lockheed Martin jumped 7.2% premarket. Homebuilders fell after Trump’s comments on limiting investor access to single-family homes. Oil steadied above $60 a barrel amid U.S.-Venezuela developments.
8 January 2026
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Synopsys stock rises after CES automotive push as AI trade returns to tech

Synopsys stock rises after CES automotive push as AI trade returns to tech

Synopsys shares rose 2.2% to $519.70 in after-hours trading Wednesday after unveiling new automotive engineering tools and partnerships at CES 2026. The company highlighted updates to sensor simulation and virtual developer kits, plus work with Samsung and the FIA. A securities class action remains pending in federal court. Synopsys will present next at the Needham Growth Conference on Jan. 15.
8 January 2026
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Sandisk stock jumps 24% as AI storage demand and memory-price surge lift chip names

Sandisk stock jumps 24% as AI storage demand and memory-price surge lift chip names

Sandisk shares surged 24% to $339.20 Tuesday, hitting a record $342.81 amid heavy trading tied to AI-driven demand for memory and storage. The move followed Sandisk’s launch of its Optimus SSD brand and comes ahead of key earnings updates from Samsung on Thursday and Sandisk on Jan. 29. Western Digital, Micron, and Seagate also posted strong gains.
6 January 2026
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Korea Exchange today: KOSPI breaks 4,300 record as Samsung HBM4 talk lifts chip stocks

Korea Exchange today: KOSPI breaks 4,300 record as Samsung HBM4 talk lifts chip stocks

NEW YORK, January 4, 2026, 08:51 ET — Market closed South Korean shares on the Korea Exchange ended Friday at fresh highs, with the benchmark KOSPI jumping 95.46 points, or 2.27%, to a record 4,309.63. The tech-heavy KOSDAQ rose 2.17%, while the won was last quoted at 1,441.8 per dollar near the close. KBS World The surge was powered by heavyweight chip names after Samsung Electronics’ co-CEO and chip chief Jun Young-hyun said customers had praised the competitiveness of its next-generation HBM4 chips, adding that “Samsung is back.” Samsung shares rose 7.2% and SK Hynix gained 4%, both hitting record
4 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

Nvidia shares climbed 2.9% after reports it asked TSMC to boost H200 chip production, with Chinese firms ordering over 2 million units for 2026, far above current inventory. Chip stocks surged, with AMD up 5.5%, Micron 7.8%, and TSMC 4.7%. Baidu’s AI chip unit confidentially filed for a Hong Kong listing; Baidu shares jumped 12.5%. China has not yet approved H200 shipments.
2 January 2026
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Stock Market Today

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

Semiconductor stocks surge as AI capex stays high; Nvidia and AMD lead into next week

7 February 2026
The Philadelphia Semiconductor Index jumped 5.7% to 8,048.6 on Friday, with Nvidia up 7.87% and AMD rising 8.28%. The surge followed new forecasts showing global chip sales could hit $1 trillion in 2026. Amazon expects a 50% increase in capital spending this year, fueling demand for chips. The Dow Jones crossed 50,000, helped by gains in chipmakers.
Oil stocks jump on Iran risk lift for crude — what to watch before Monday

Oil stocks jump on Iran risk lift for crude — what to watch before Monday

7 February 2026
U.S. oil stocks surged Friday as crude prices rose on renewed Middle East tensions. Exxon Mobil gained 2.0%, ConocoPhillips 2.5%, and Occidental Petroleum 2.7%. Refiners rallied after a national union deal eased strike risk, though BP’s Whiting plant faces a local dispute. Brent settled at $68.05 a barrel, up 0.74%.
Silver price rebound masks fresh stress after CME lifts margins again

Silver price rebound masks fresh stress after CME lifts margins again

7 February 2026
Spot silver surged 8.6% to $77.33 an ounce Friday after dropping below $65, but still lost over 8.7% for the week. CME Group raised margin requirements for COMEX silver futures to 18% from 15%, effective after Feb. 6. China’s UBS SDIC Silver Futures Fund hit its 10% down limit for a fifth session. Traders await key U.S. jobs and inflation data next week.
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