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11.06.26 - 10:06
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Commentary: TSMC′s pricing power stays intact as AI demand keeps fabs full (Digitimes)
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Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production could shift to Intel, and some AMD products could be made by Samsung Electronics. TSMC CFO Wendell Huang recently told the media that global inflation and overseas fab expansion have indeed pushed up operating costs, adding that TSMC does not rule out moderate price adjustments. Those comments have drawn close attention across the industry....
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11.06.26 - 02:39
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From FOMO To Oh No! Koreans Face Massive Forced Liquidations As AI Bubble Bursts (ZeroHedge)
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From FOMO To Oh No! Koreans Face Massive Forced Liquidations As AI Bubble Bursts
Korean retail investors' aggressive leveraged bets on the market's two dominant AI/Semi names - Samsung Electronics and SK Hynix - are now colliding with a sharp KOSPI correction, triggering the largest wave of forced stock sales in years and raising the specter of a self-reinforcing liquidation spiral.
At its peak last week, the benchmark KOSPI index was up 100% for 2026, rivaling the Nasdaq 100 Index's 102% surge in 1999 - right before the bubble burst...
Last week we warned, as levered bets soared to record highs... that 'the signal is clear: the cash buffer eroding while active leverage refuses to unwind'.
And the concentration was extremely clear with 'new lows' dominating even as KOSPI hit record-er and record-er highs...
Driven purely by retail momentum chasers, as foreigners were fleeing...
We specifically made the point that the rise of leveraged exchange-traded funds, designed to magnify daily m...
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10.06.26 - 09:06
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Commentary: Nvidia CEO visit spotlights Samsung in HBM supply race (Digitimes)
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Nvidia CEO Jensen Huang's multi-day trip to South Korea put the "triangle relationship" among Samsung Electronics, SK Hynix, and Nvidia over high-bandwidth memory (HBM) in the spotlight, even as he toured AI factories and sealed partnerships in robotics and physical AI. The visit underscored how HBM has become a strategic supply asset for Nvidia's expanding AI platform....
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09.06.26 - 17:03
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Element Biosciences Announces Upsized Series E to Accelerate Global Growth Across Ecosystem of Genomic, Multiomic, and Clinical Research Solutions (Business Wire)
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Funding accelerates Element's open ecosystem of genomic and multiomic technologies including VITARI™, and the upcoming launches of tissue profiling on AVITI24™, and AVITI Dx™SAN DIEGO--(BUSINESS WIRE)--Element Biosciences, Inc. today announced an upsized Series E round of financing, including $175 million from longstanding investor Samsung Electronics, and an undisclosed amount from other investors. The funding will accelerate commercialization of Element's growing ecosystem of genomic and multiomic solutions, expand its global presence, and advance its product roadmap across research, translational science, and diagnostic applications.
This new capital will support commercialization and adoption of Element's portfolio of genomic and multiomic technologies including AVITI™, the recently announced high-throughput benchtop system VITARI, and the forthcoming launches of AVITI Dx and tissue profiling on AVITI24, while advancing development of future innovations that make important biological insigh...
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