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06.03.26 - 16:42
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Samsung′s Galaxy S26 Ultra Is a Privacy-First Powerhouse (Bloomberg)
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You don't have to completely redesign a smartphone to make the latest version a solid upgrade over its predecessor. While Apple Inc. went with a bold new look for its Pro models last year and has enjoyed strong demand ever since, Samsung Electronics Co. refrained from a similar visual shakeup for its Galaxy S26 Ultra....
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06.03.26 - 02:48
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Tesla to reportedly double AI6 chip orders, boosting Samsung Texas plant utilization (Digitimes)
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The semiconductor industry had widely expected Samsung's Taylor fab to begin large-scale production before the end of 2026. However, the latest industry information obtained by The JoongAng suggests there may be discrepancies between expectations and the actual situation, prompting renewed attention to whether the project's progress is encountering new variables....
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05.03.26 - 21:24
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DRAM-Chips werden knapp: Der Iran-Krieg trifft die Tech-Branche ins Mark (Telepolis)
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Ein Stoff rückt besonders in den Fokus: Helium. Die Chipindustrie benötigt das Edelgas, um Siliziumwafer während der Fertigung zu kühlen. Einen Ersatz gibt es bislang nicht. Laut Teilnehmern der Krisensitzung in Seouls Nationalversammlung werden bis zu 90 Prozent des Bedarfs an einigen Materialien – darunter auch Helium – aus dem Nahen Osten geliefert.. --- Die Versorgungslage hat sich zuletzt deutlich zugespitzt: Nach einem Drohnenangriff auf die zentrale Erdgasanlage in Ras Laffan legte Qatar Energy die Produktion still und berief sich dabei auf höhere Gewalt, um nicht für Schäden in den Lieferketten aufkommen zu müssen. Das Unternehmen steht für rund 30 Prozent der globalen Heliumproduktion. Die Fachzeitschrift Gasworld rechnet laut Bericht mit einem Preisanstieg von bis zu 50 Prozent.. --- Neben dem Materialmangel belastet ein weiterer Faktor die Branche: Südkorea deckt etwa 70 Prozent seines Ölbedarfs über den Nahen Osten..
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04.03.26 - 19:18
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Karnage: Korea Kospi Suffers Biggest Crash In History - Is It A Buying Opportunity? (ZeroHedge)
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Karnage: Korea Kospi Suffers Biggest Crash In History - Is It A Buying Opportunity?
Yesterday we discussed the dramatic move in Korean stocks, which saw the Kospi tumble by 7.4%, its biggest drop since the August 2024 carry trade unwind, and which put a dramatic halt to the historic meltup in the country's stock market driven almost entirely by memory (Samsung and SK Hynix) and semiconductor stocks.
However, as we noted earlier this week when we pointed out the unprecedented pile up in the Korea ETF which was virtually identical to what happened in silver in January, just before the commodity crashed, the euphoric investor pile up in the main Korean index was screaming a "get me out of here" warning...
Korea ETF volume pic.twitter.com/9PSDyTXyHJ
— zerohedge (@zerohedge) March 2, 2026
... and one which suggested that the pain for Korean stocks was only starting.
That proved accurate because overnight the Kospi suffered its biggest drop in history, surpassing both the covid and Le...
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