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KRX:005930 2 December 2025 - 8 January 2026

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.
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.
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.
Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

Nvidia stock: China’s H200 rush and Samsung HBM4 talks put 2026 AI rally in focus

Nvidia has asked TSMC to boost H200 chip production after Chinese firms ordered over 2 million units for 2026, sources said. Nvidia holds about 700,000 units in stock and set China-bound H200 prices near $27,000 each. Samsung confirmed talks to supply HBM4 memory to Nvidia. TSMC may begin expanded output in Q2 as Beijing weighs import approval.
Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

Nvidia’s China moat faces a new test as Biren pops 76% and Baidu chip unit files for Hong Kong IPO

Shanghai Biren Technology surged 76% in its Hong Kong debut Friday, raising HK$5.58 billion after its IPO was heavily oversubscribed. Baidu said its AI chip unit Kunlunxin confidentially filed for a Hong Kong listing on Jan. 1. Samsung reported positive customer feedback for its HBM4 memory and is in talks to supply Nvidia. The U.S. granted TSMC an annual license to import chipmaking equipment to its Nanjing plant.
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.
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.
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.
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
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.
Samsung Galaxy Z Fold 7 Update (December 8, 2025): $720 Price Cut, New Security Patch & TriFold Competition

Samsung Galaxy Z Fold 7 Update (December 8, 2025): $720 Price Cut, New Security Patch & TriFold Competition

Samsung’s Galaxy Z Fold 7 is now $720 off in the US during Cyber Week, dropping some models to $1,399 with a free 512GB upgrade. A December 2025 security patch is rolling out, fixing nearly 70 vulnerabilities. Samsung’s new TriFold model draws attention but remains pricier and less available. Fold 7 and Z Flip 7 drove Samsung’s foldable market share to about two-thirds in Q3 2025.
8 December 2025
Samsung Galaxy Z TriFold: Release Date, Price, Specs and Today’s News on Samsung’s First Tri‑Fold Phone

Samsung Galaxy Z TriFold: Release Date, Price, Specs and Today’s News on Samsung’s First Tri‑Fold Phone

Samsung launched its Galaxy Z TriFold in South Korea on December 12, 2025, marking its first tri-fold smartphone with a 6.5-inch cover display that unfolds into a 10-inch tablet. The device starts at 3,594,000 KRW (about $2,500) and will roll out to other Asian markets later in December, with a U.S. release expected in early 2026. Early reviews cite premium pricing and new AI features.
8 December 2025
Samsung Galaxy S26 Leak Roundup (Dec. 7, 2025): One UI 8.5 Renders Confirm Redesign, Qi2 Charging, and Big Galaxy AI Push

Samsung Galaxy S26 Leak Roundup (Dec. 7, 2025): One UI 8.5 Renders Confirm Redesign, Qi2 Charging, and Big Galaxy AI Push

Samsung’s own One UI 8.5 firmware has revealed 2D illustrations of the Galaxy S26, S26+, and S26 Ultra, confirming their design ahead of any official announcement. The images show all three models adopting a pill-shaped camera island similar to the Galaxy Z Fold 7, with the Ultra featuring three stacked cameras and two extra sensors. The S26 Ultra moves to rounder corners, while the base and Plus models become boxier.
7 December 2025
Samsung Odyssey G7 vs G8 vs OLED G50SF: Cyber Week Price Drops Make Premium Gaming Monitors More Affordable Than Ever (December 6, 2025)

Samsung Odyssey G7 vs G8 vs OLED G50SF: Cyber Week Price Drops Make Premium Gaming Monitors More Affordable Than Ever (December 6, 2025)

Tom’s Hardware published a review of the Samsung Odyssey G7 S40FG75, a 40-inch 21:9 ultrawide gaming monitor, noting aggressive new pricing below $1,000. The review cites strong contrast, high pixel density, and near-OLED performance. Mashable and PC Gamer also highlighted record-low deals on the Odyssey G8 and OLED G50SF models during Cyber Week.
6 December 2025
Global Smartphone Market Share in 2025: Who Leads, Who Lags, and What Comes Next

Global Smartphone Market Share in 2025: Who Leads, Who Lags, and What Comes Next

Global smartphone shipments rose 6.4% in 2024 to 1.24 billion units, ending two years of decline, according to IDC. In Q3 2025, Samsung led with about 61 million units shipped, just ahead of Apple’s 59 million. IDC forecasts Apple will overtake Samsung for full-year shipments in 2025, a first in 14 years. Emerging markets and demand for AI and foldable phones are driving growth.
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.
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