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15.10.26 - 11:12
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Tech market sell-off deepens amid fears over US inflation and AI debt (The Guardian)
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Chip makers and tech investors such as Samsung and SoftBank plunge as global investors fret over potential interest rate hikesBusiness news – live updatesLarry Elliott: the global economy is muddling through. But a storm is comingAn accelerating sell-off of AI-linked shares has hit global markets, as fears over rising inflation and future interest rate hikes spooked traders already wary of the heavily indebted sector.South Korea's benchmark Kospi 200 index, which is heavily skewed towards the companies that make memory chips, fell more than 8% overnight to a six-month closing low, triggering circuit breakers that brought trading to a halt at various points. Continue reading......
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15.10.26 - 10:30
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CoreWeave-Aktie -15,5%: Wird der Schuldenberg zur Gefahr? (Sharedeals)
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Der Ausverkauf bei Halbleiteraktien hat am heutigen Donnerstag Asien erfasst: In Seoul verloren die Papiere von SK Hynix fast 12%, jene von Samsung fast 11%. Ausgelöst hatten die Bewegung überraschend hohe US-Inflationsdaten vom Vortag, die die Furcht vor höheren Zinsen neu entfacht haben. Damit stellt sich die Frage: Handelt es sich um eine Korrektur in […]
The post CoreWeave-Aktie -15,5%: Wird der Schuldenberg zur Gefahr? first appeared on sharedeals.de....
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15.10.26 - 10:07
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Samsung reportedly completes 4F² DRAM development as China′s CXMT targets year-end launch (Digitimes)
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Samsung Electronics has reportedly completed development of next-generation 4F² DRAM technology and is aligning commercialization with customer requirements, even as China's ChangXin Memory Technologies (CXMT) prepares to introduce server memory using the architecture by the end of 2026. The competing timelines have raised questions about whether China's memory industry is closing the technology gap with South Korean manufacturers....
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15.10.26 - 10:01
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KI-Crash in Asien: Kospi verliert bis zu 8 Prozent ? Südkoreas Börse unterbricht den Handel (Ariva)
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Zinsangst und Sorgen um die KI-Finanzierung erschüttern Südkoreas Börse: Der Kospi verliert zeitweise acht Prozent, der Handel wird unterbrochen. Samsung und SK Hynix stehen massiv unter Druck. Am Donnerstag erlitt Südkoreas Aktienmarkt massive Verluste: Der Kospi rutschte zeitweise um acht Prozent ab. Wie Bloomberg berichtet, wurde der Handel für 20 Minuten unterbrochen. Samsung Electronics und SK Hynix verloren jeweils über neun Prozent. Bei SK Hynix zeigt sich besonders ......
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15.10.26 - 07:00
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Samsung, Applied Materials back startup targeting chip packaging warpage (Digitimes)
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Samsung Ventures and Applied Ventures, the venture capital arm of Applied Materials, have invested in US-based Flexcompute, backing simulation technology designed to predict semiconductor packaging deformation before manufacturing. The investment comes as increasingly complex AI chips create new challenges in managing thermal stress, warpage, and manufacturing yields....
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15.10.26 - 06:06
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Memory crisis drives global smartphone shipments down 20%, deepening premium-budget divide (Digitimes)
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Global smartphone shipments fell 20% year-on-year in the third quarter of 2026, their lowest 3Q level since 2012, as persistent DRAM and NAND shortages inflated production costs, constrained supply, and weakened demand. Samsung led with a 23% market share, while Apple reached a record third-quarter share of 22%, highlighting a widening divide between premium and price-sensitive segments....
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15.10.26 - 05:06
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Premium PC demand fuels tandem OLED race between Samsung Display, LG Display (Digitimes)
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Competition in the global PC market is shifting from a focus on shipment volumes of low-cost models towards premium, high-performance devices, intensifying the race in OLED display technology. Tandem OLED, which combines higher brightness, longer lifespan, and lower power consumption, is emerging as a key technology for premium PCs, sharpening competition between South Korea's two leading panel makers, Samsung Display (SDC) and LG Display (LGD)....
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15.10.26 - 04:06
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Nvidia′s Rubin expected to use mostly 12-layer HBM4 despite reported 8-layer shift (Digitimes)
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Nvidia's next-generation Rubin AI accelerators are expected to rely predominantly on 12-layer HBM4 high-bandwidth memory, despite reports that the chipmaker has asked Samsung Electronics and SK hynix to increase supplies of 8-layer products. The differing assessments suggest that changes in memory configurations do not necessarily signal weaker HBM demand, as manufacturing constraints and supply shortages are expected to support memory prices in 2027....
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