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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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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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04.03.26 - 10:24
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Handel kurrzeitig eingestellt: Asiens Börsen im freien Fall – Iran-Krieg treibt Verluste auf zwölf Prozent (Das Investment)
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Der eskalierte Konflikt im Nahen Osten setzt die asiatischen Aktienmärkte massiv unter Druck. Südkoreas Kospi bricht um bis zu zwölf Prozent ein. Auch Japans Börse fällt.Die asiatischen Aktienmärkte verzeichnen am Mittwoch massive Verluste. Fünf Tage nach Ausbruch des Iran-Kriegs greift die Nervosität unter Investoren weiter um sich. Den stärksten Einbruch erleidet Südkorea: Der Leitindex Kospi schließt mehr als zwölf Prozent im Minus und verzeichnet damit den größten Tagesverlust in der Geschichte des Index. Die Börse in Seoul verhing vorübergehend einen Handelsstopp, um eine weitere Panikwelle zu verhindern. Besonders hart trifft es die Chipriesen Samsung Electronics und SK Hynix, die beide rund zehn Prozent verloren. Auch der Technologieindex Kosdaq brach um bis zu......
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