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29.03.26 - 01:00
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South Korean chip giants step up China investments to combat global AI memory shortage (SCMP)
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Samsung Electronics and SK Hynix are stepping up investments in their China wafer fabs as they race to boost supply amid a tightening memory chip market driven by demand for artificial intelligence computing, underscoring China's continued role in semiconductor production despite US restrictions.
Samsung Electronics invested 465.4 billion won (US$308.8 million) in its Xian chip plant in 2025, a 67.5 per cent increase from a year earlier, according to an annual report filed with South Korea's......
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23.03.26 - 04:48
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South Korean AI Contender Upstage on AMD Talks (Bloomberg)
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South Korean AI startup Upstage says it's in talks with its investor, AMD, for the potential purchase of 10,000 AI chips. Upstage CEO Sung Kim discusses his recent meeting with AMD chief Lisa Su in Seoul, as well as his company's edge in competing in South Korea's AI 'squid game'. He speaks with Minmin Low at the Milken Institute's "Global Investors' Symposium" in Hong Kong. (Source: Bloomberg)...
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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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25.02.26 - 23:06
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South Korean investors pour millions into MiniMax, other Chinese AI and chip stocks (SCMP)
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South Korean retail investors, known for their aggressive trading style, are ramping up exposure to Chinese artificial intelligence-related stocks, even as their home market ranks among the world's top performers.
Data from SEIBro, a portal operated by the Korea Securities Depository, showed that South Korean retail investors bought US$507 million worth of Hong Kong-listed shares and US$154 million of mainland-listed shares between January 2 and Monday.
The data showed that total purchases had......
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19.02.26 - 09:12
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Aktien Asien: Samsung treibt südkoreanische Börse an (DPA-AFX)
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TOKIO/SHANGHAI/HONGKONG/SYDNEY (dpa-AFX) - Die asiatischen Aktienmärkte haben am Donnerstag weiter zugelegt. Während an den Börsen Chinas und Taiwans feiertagsbedingt erneut kein Handel stattfand, startete das Geschäft in Südkorea wieder....
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06.02.26 - 14:24
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House Launches Investigation Into ′Discriminatory′ South Korean Regulators After Trump Hits Seoul With 25% Tariff (ZeroHedge)
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House Launches Investigation Into 'Discriminatory' South Korean Regulators After Trump Hits Seoul With 25% Tariff
The House Judiciary Committee has opened a formal investigation into whether South Korean regulators are unfairly targeting American technology companies, as the two allies with a long history of economic and security cooperation find themselves embroiled in a heated dispute over trade, technology, and regulatory oversight - with government accusing the other of unfair practices.
Last October we highlighted that South Korea has effectively been extracting money from US tech firms in the form of fines and other punitive measures via the Korea Fair Trade Commission (KFTC). While the commission's stated goal is to enforce antitrust laws, they've essentially morphed into bridge trolls, according to US officials.
In 2016, Qualcomm was hit with an $854 million penalty for what it called unfair business practices. In 2021, Google was hit with a $177 million fine for dominat...
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