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SSNLF News30 articles
Asian Markets Rally on Chip Gains; Europe Awaits Rate Decisions
Asian markets rose Monday, with South Korea's KOSPI surpassing 7,000 on chip gains. Europe faces a busy week with PMI data and three rate decisions.
Markets
KOSPI Climbs Above 7,000 Before Retreating; Brokerage Targets Signal Modest Upside
KOSPI briefly reclaimed 7,000 on Samsung-led gains, but broker targets suggest limited upside. Samsung shares rose 3.26%, while SK hynix added 0.27%.
Markets
Solid Power Pivots to Electrolyte Supply as BMW Tests Real-World Cells
Solid Power's BMW i7 prototype proves solid-state integration, but the company's real bet is on electrolyte supply and licensing as it scales a continuous production line.
Technology
KOSPI Slides 3.3% as AI Selloff and Oil Spike Hit Chip Stocks
KOSPI fell 3.3% as AI-linked stocks like SK Hynix and Samsung dropped on safety calls and oil price spike. Index neared session low.
Markets
Apple's Foldable Debut: Higher Price, Later Launch, Big Ambitions
Apple's iPhone Duo hits stores Oct 23 at $1,999, $99 more than Samsung's Fold8, which launched Aug 7. TrendForce projects Apple to grab 24.8% of the foldable market in 2026, narrowing Samsung's lead.
Technology
KOSPI Drops 2.18% as Samsung, SK Hynix Lead Tech Selloff
KOSPI fell 2.18% as Samsung and SK Hynix dropped over 3%, pulling the tech-heavy index below 7,000. Rising U.S. yields and oil prices pressure Seoul's semiconductor leaders.
Markets
Samsung AI Push Gains Momentum with OpenAI and Mistral Partnerships
Samsung's AI chip efforts expand via OpenAI and Mistral, yet revenue impact remains unclear. Shares rose slightly.
Technology
Samsung Fold8 Sales Jump 50% in Europe—But Margins Remain Key
Samsung's Galaxy Z Fold8 and Fold8 Ultra sales in Europe are up 50% versus the Fold7, but shares closed flat. The growth is promising, yet discounts and margin concerns temper enthusiasm.
Analysis
Samsung Unveils High-NA EUV DRAM Roadmap with ASML, 2028 Target Set
Samsung's ASML deal outlines a 2028 DRAM scaling goal but doesn't alter near-term outlook. Stock closed at KRW 269,500.
Technology
KOSPI Breaches 7,000 Again, but Pullback Clouds Breakout
KOSPI reclaims 7,000, but a sharp retreat from highs tests the breakout. Samsung and SK hynix lead, yet breadth stays negative.
Markets
SK hynix Rally Persists, but Supply Discipline Looms as Key Test
SK hynix extends two-day rally to 11.7% as investors bet on tight memory supply. Focus shifts to capacity discipline and margin sustainability.
Analysis
KOSPI Nears 7,000 as Chip Stocks Fuel Late Surge
South Korea's KOSPI surged 4.61% to 6,995.39, just shy of 7,000, powered by chip giants Samsung and SK hynix. Late buying from foreign and institutional investors drove the rally, though market breadth remains narrow.
Markets
Samsung Rally Fueled by Memory Boom, Consumer Division Still Bleeding
Samsung's stock rose 3.9% on memory strength, but its device division remains unprofitable. HBM share gains offer hope, but the company's reliance on one segment is risky.
Markets
SK hynix ADS Soars 8% Yet Trades at 46% Premium to Seoul Shares
SK hynix ADS jumped 8.1% to $177, trading 46% above its Seoul equivalent, implying a $405B valuation gap. Solidigm strategic review adds uncertainty.
Markets
Korean Block Trading Commences Following Asian Equities Rebound
Korea's pre-market block trading is active after Asia's broad rebound. KOSPI recovered from a 4% drop, but foreign selling and Nvidia's earnings keep chip risk elevated.
Markets
Alibaba, Samsung Drag Asian Tech Lower as Capital Plans Disappoint
Asian markets closed lower as Alibaba's $10.2B AI placement and Samsung's buyback plan disappointed investors. BABA ADR fell 8.2% on KASE.
Markets
Seoul Chip Buybacks Counter Oil and Yield Pressures in Asia
Korea's top chipmakers launch ₩1.6tn buybacks to brace Seoul, but oil at $94 and a 4.73% US 10-year yield keep regional markets on edge.
Markets
Asia Stocks Split as Rising Yields and Oil Pressure Markets
Hong Kong shares advanced about 4% last week, while Japan's Nikkei fell a similar amount as rising yields and oil prices weighed on sentiment.
Markets
Asia Stocks Brace for Yield, Oil Pressure as Chip Rally Holds
Asian markets face renewed headwinds from higher yields and oil prices after Thursday's rebound. Korea's chip rally and shareholder return plans provide support, but Japan CPI and US data loom.
Markets
Micron Unveils $10B Boise R&D Hub, Stock Rises 2.1%
Micron (NASDAQ:MU) announces a $10 billion Boise research lab over ten years, funded by robust cash flow. Shares rose 2.1% to $956.74.
Technology
Samsung Stock Jumps 9.5% as Shareholder Return Plan Sparks Rally
Samsung Electronics' stock surged 9.5%, adding KRW 137.5 trillion to market value, as investors reacted to a proposed shareholder return package exceeding KRW 100 trillion.
Markets
Samsung Foundry Price Hike Highlights AI Chip Capacity Crunch
Samsung's foundry price hike of up to 15% signals tight AI chip capacity. TSMC shares remain flat despite strong July revenue growth of 44.7%.
Technology
CXMT's $586B Valuation Hinges on Tiny 6.7% Float
CXMT's $586B market cap is supported by only 6.7% tradable shares, amplifying volatility. The stock fell 2.77% to ¥57.55, but remains up 7.5% since Aug. 12.
IPO
Samsung Slips 2.2% as SK Hynix Gains, AI Rally Tests Korea Risk
Samsung Electronics fell 2.19% while SK Hynix gained 1.03%, a 3.22-point gap underscoring AI-driven divergence amid Korea risk and oil price pressures.
Markets
Premium Smartphone Sales Hit Record as Apple and Samsung Dominate
Premium phones priced above $600 reached a record 29% of global unit sales in H1 2026, with Apple and Samsung controlling 84% of the segment, according to Counterpoint.
Technology
Netlist Surges 46% on Samsung Deal, Settling IP Disputes
Netlist (NLST) shares surged 46% after a five-year Samsung agreement, including a $239M upfront payment, licensing its patent portfolio and settling disputes.
Technology
SK hynix ADR Premium Nears 38% as Wall Street Bets Big on AI Memory
SK hynix's US-listed shares jumped 6.4% to $151.84, implying a 37.5% premium over Seoul-listed shares. Brokerages initiate bullish coverage, but DRAM market share concerns loom.
Markets
SK hynix ADR Premium Narrows to 21% as Seoul Shares Rebound
SK hynix shares rebounded 29.95% in Seoul on Friday, yet the ADR premium persists at 20.7%. Robust chip export data and record Q2 earnings underpin the bullish demand narrative.
Markets
Samsung's Semiconductor Unit Drives 99.7% of Q2 Profit, Stock Jumps 27%
Samsung's Q2 profit soared, with chips making up 99.7% of operating earnings. The stock jumped 27% on Friday, but analysts warn of concentration risks.
Earnings
Micron Climbs Past $900 as Memory Shortage Worsens
Micron shares surged past $900 premarket as Samsung warned of memory shortages through 2028 and Apple flagged component constraints, underscoring strong supplier pricing power.
Markets