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28.07.26 - 15:21
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Korea Barbeque′d: Kospi Crashes As Chip Stocks Tank, AI Token Index Spirals Lower (ZeroHedge)
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Korea Barbeque'd: Kospi Crashes As Chip Stocks Tank, AI Token Index Spirals Lower
South Korean stocks plunged on Tuesday as concerns over circular AI financing and China's expanding DUV lithography capabilities (read here) were top of mind among investors. Adding to the pressure, chipmakers may not have found a floor just yet because Silicon Data's LLM Token Expenditure Index continues to slide, suggesting that companies are shifting toward cheaper models, particularly open-source alternatives from China.
Top Overnight News
The Kospi index follows a weak US session lower, falling as much as 10.7% heading for the worst session since early March as both Samsung Electronics and SK Hynix slid more than 12%. Korea Exchange triggered a circuit breaker for the benchmark, marking its…
— zerohedge (@zerohedge) July 28, 2026
The Kospi tumbled nearly 11%, with Samsung Electronics and SK Hynix dropping more than 13% each, prompting the Korea Exchange to temporarily halt both cash and program tradin...
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28.07.26 - 13:54
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AI sell-off intensifies as investors ditch chip stocks (The Guardian)
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Samsung and SK Hynix fall by more than 10% amid renewed fears over AI spending and Chinese competitionBusiness live – latest updatesThe sell-off in AI stocks has intensified, driving South Korea's stock market down to its lowest level in three months.Investors continued to ditch chip stocks on Tuesday, amid rising concerns about the huge amount of borrowing among AI companies to fund their datacentre expansion plans. Continue reading......
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28.07.26 - 12:48
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Tradr Launches Two Leveraged ETFs on SK hynix (PR Newswire)
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SKHA and SKHN seek 2X long and short exposure to South Korea's memory chip leader NEW YORK, July 28, 2026 /PRNewswire/ -- Tradr ETFs, a provider of ETFs designed for sophisticated investors and professional traders, today launched two single-stock leveraged ETFs with long and short......
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28.07.26 - 10:42
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Boeing will wieder abheben (MarktEinblicke)
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Am Dienstag schauen Anleger auf die Zahlen bei Boeing, Coca-Cola, Ford, KLA Corp., Mondelez, NXP Semiconductors, SK Hynix, Teradyne und Visa.
The post Boeing will wieder abheben first appeared on marktEINBLICKE....
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28.07.26 - 07:06
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SK Hynix enters LPDDR6 production race with Xiaomi first in line (Digitimes)
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SK Hynix reportedly plans to begin mass production and shipments of LPDDR6 in the second half of 2026, with Xiaomi expected to become its first customer for mobile devices. Industry sources said an early LPDDR6 launch would strengthen SK Hynix's position in premium mobile DRAM and lay the groundwork for expansion into AI server memory....
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28.07.26 - 05:00
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Anthropic seeks SK Hynix supply for AI chips, SK chair says (Digitimes)
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Anthropic has asked SK Hynix to help supply chips for its own in-house AI chip production, SK Group chairman Chey Tae-won said. He made the remarks at a recent AI summit in San Francisco, where he also disclosed that South Korea's three new investment plans in semiconductor expansion, AI data centers and physical AI would total more than US$3 trillion....
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