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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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05.06.26 - 00:30
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Korean Officials Are "Paying Close Attention" As Foreign Outflows Trigger Bond/Won Collapse (ZeroHedge)
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Korean Officials Are "Paying Close Attention" As Foreign Outflows Trigger Bond/Won Collapse
Unless you have been living under a rock, you'll know that South Korea's stock market has been rocketing higher on the back of the AI/Semi speculation as SK Hynix and Samsung have dominated (accounting for over 40% of the KOSPI market cap)...
But, as the following chart from Goldman Sachs shows, this surge in Korean stocks has been driven by domestic Retail investors as Foreign investors have fled that market en masse...
These outflows have sparked a collapse in the Korean Won (exacerbated by pressure some Asian currencies face as the Iran war drags on), now at its weakest versus the USDollar since 2009...
...and pushed yields for South Korean bonds to their highest in almost 3 years...
With all that in mind, Bloomberg reported earlier in the week that South Korean officials have intensified monitoring of the government bond market through daily phone calls and a private messaging group wit...
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04.06.26 - 20:24
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Samsung Sponsor Spotlight (Bloomberg)
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Federico Casalegno, Executive Vice President of Design at Samsung Electronics speaks with Bloomberg's Kate Moriarty about design innovation and AI-enabled experiences at Bloomberg Tech 2026 in San Francisco. (Source: Bloomberg)...
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04.06.26 - 15:25
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Taiwan Semiconductor Delivers 2,095% Gain Over 10 Years. Will It Continue To Outperform? (24/7 Wall St.)
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A decade ago, Taiwan Semiconductor Manufacturing (NYSE: TSM) was respected but boring. It made chips for Apple, Qualcomm, and a long list of fabless designers, and the market valued it like a cyclical industrial. Then the node race got serious. TSMC pulled away from Samsung and Intel at 7nm, then 5nm, then 3nm, and the ... Taiwan Semiconductor Delivers 2,095% Gain Over 10 Years. Will It Continue To Outperform?...
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