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06.06.26 - 07:06
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Chinese memory makers step up challenge to Korea′s chip champions (SCMP)
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This article was first published by The Korea Times in a partnership with the South China Morning Post.
Two of China's leading memory-chip makers are moving closer to public listings, posing a significant long-term challenge to South Korean giants Samsung Electronics and SK Hynix, despite a limited immediate threat, according to analysts.
ChangXin Memory Technologies (CXMT), China's leading dynamic random-access memory (DRAM) producer, won approval last week for its nearly 30-billion-yuan......
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05.06.26 - 17:30
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$1k in ASML Smashed The S&P at Every Milestone (24/7 Wall St.)
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Ten years ago, ASML (NASDAQ:ASML) was a respected Dutch equipment maker quietly perfecting a technology most investors had never heard of: extreme ultraviolet lithography. Today, it is the sole supplier of EUV machines required to print transistors smaller than 7 nanometers, and every cutting-edge chip from TSMC, Samsung, and Intel runs through its tools. The ... $1k in ASML Smashed The S&P at Every Milestone...
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05.06.26 - 14:01
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AI Trade Falters; Chinese Investors Banned from SpaceX IPO; Jobs Report | Bloomberg Brief 6/5/2026 (Bloomberg)
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US stocks head for its first weekly drop since March as the AI-fueled rally loses steam ahead of the May Jobs Report. Jensen Huang confirms that Nvidia has certified Samsung, SK Hynix, and Micron to supply the most advanced high-bandwidth products for its AI accelerators. Underwriters on SpaceX's IPO have been told not to accept orders from investors in Hong Kong and China, citing US restrictions around the export of critical technology. Veronica Clark of Citi looks ahead to the May Payrolls Report. (Source: Bloomberg)...
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05.06.26 - 12:06
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Samsung′s biggest union loses majority status after bonus talks (Digitimes)
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Samsung Electronics is facing a new shift in labor relations after the Samsung Electronics branch of the Samsung Group Super-Enterprise Union reportedly lost its status as a majority union following a sharp drop in membership after bonus negotiations. The move weakens the union's representation and could further fragment future labor talks and union power at Samsung Electronics....
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05.06.26 - 05:06
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CXMT′s South Korean hiring spree puts Samsung, SK Hynix memory lead on alert (Digitimes)
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More than 200 South Korean engineers are conservatively estimated to be working at CXMT, China's leading DRAM maker, according to industry sources. Chinese semiconductor companies are stepping up talent acquisition, moving from broad outreach to targeted recruitment of core semiconductor R&D personnel in South Korea and the US. Observers say the shift could accelerate the narrowing of the semiconductor technology gap between China and South Korea....
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