Are Emerging Markets Now An AI Trade? TSMC, Samsung, SK Hynix Drive More Than Half The Gains
The South Korean market has run sharply thanks to AI-driven gains in Samsung and SK Hynix.
Stocktwits
More News
After Samsung, SK Hynix Reportedly Reaches Tentative Wage Deal With Union: SKHY Stock Pops Premarket
The tentative agreement caps weeks of negotiations as SK Hynix workers seek a larger share of record high-bandwidth memory sales.
Stocktwits
After TSMC, Samsung Is Also Reportedly Planning To Hike Chip Prices Amid Demand Surge Fueled By Nvidia, Apple, Tesla And Others
According to a Reuters report, Samsung Electronics is raising prices on some advanced foundry services by up to 15% amid strong demand for AI chips.
Stocktwits
MU, SNDK, SKHY: Memory Stocks Rise As Report Of Temasek’s Planned Investments In Samsung, SK Hynix Boosts KOSPI
The proposed investment is another bullish signal for semiconductors, suggesting investors see further upside in chip stocks.
Stocktwits
SKHY Stock Slips Premarket After Korean Memory Giant Reveals $38B Expansion Plan Amid AI Hyperscaler Capex Frenzy
Last month, South Korea announced an investment of $880 billion, mostly anchored by SK Hynix and Samsung, to expand the country’s chip manufacturing and AI capabilities.
Stocktwits
MU, SNDK, DRAM Stocks Advance Premarket: Samsung Reclaims DRAM Lead, Micron Narrows Gap With SK Hynix
Samsung had a 39% share of DRAM shipments in the second quarter, according to Counterpoint.
Stocktwits
KORU ETF Rips Higher Even As KOSPI Slides: Economist Says South Korea’s Benchmark Is More Volatile Than Bitcoin
The KOSPI has fluctuated sharply in 2026 amid investor concerns over AI’s sustainability, even as capital expenditures among top hyperscalers have been growing rapidly.
Stocktwits
MU, SNDK, SKHY, DRAM In Focus: Korean Stocks Dip Again, But Morgan Stanley Sees Sharp Growth Ahead
U.S. chip stocks and the Korean market have become increasingly intertwined lately, and the latest moves suggest that volatility remains.
Stocktwits
MU, SNDK, WDC, DRAM: US Memory Stocks Stay Choppy Even As Samsung Sees Chip Crunch Lasting Through 2028
Samsung said it expects the global chip shortage to persist through 2028, a bullish signal for memory producers.
Stocktwits
SKHY, MU, Samsung's Memory Technology Lead Over China’s CXMT Unlikely To Narrow Soon, Says Futurum Analyst
During an interview with CNBC, Futurum analyst Rolf Bulk cited the performance edge that SK Hynix, Micron, and Samsung have over CXMT chips.
