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South Korea's tech-heavy benchmark index closed 5.5% lower today. Yawn. It was only the sixth-worst day of 2026. The Kospi Composite is still up 94% this year, powered by a handful of AI-related stocks.

(Bloomberg) -- Nvidia Corp. has certified the three biggest memory chipmakers to supply their most advanced high-bandwidth products for the US company’s AI accelerators, Chief Executive Officer Jensen Huang confirmed for the first time.Most Read from BloombergSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSaylor’s Bitcoin Machine Is Misfiring on Every CylinderGlazer Family Members Study Manchester United Stake Sale‘Sell Indonesia’ Sweeps Trading Desks as Prabowo Tightens GripRepublican-Le

Nvidia CEO Jensen Huang said on Friday that ‌he sees robotics as the next ‌major sector in South Korea. He was talking to reporters ​after arriving at Gimpo airport in South Korea on a flight from Taiwan. Huang said he had meetings scheduled ⁠with Hyundai, LG, SK, Samsung and Naver during his trip.

Shares have fallen in Asia, with South Korea’s benchmark dropping more than 5%, after sharp declines for some big artificial intelligence-related stocks in the U.S. On Wall Street on Thursday, computer chipmaker Broadcom’s shares sank 12.6% when it gave a forecast that fell short of investors’ expectations, raising concerns over the wider AI and technology sector. U.S. memory chip maker Micron Technology dropped 7.7%, and cybersecurity company CrowdStrike Holdings fell 3.8%.

GIMPO, South Korea, June 5 (Reuters) - Nvidia CEO Jensen Huang said on Friday that he sees robotics as the next major sector in South Korea.

A look at the day ahead in European and global markets from Tom Westbrook The drawdown in tech stocks that has followed a narrow earnings miss at U.S. chipmaker Broadcom deepened in Asia on Friday,

(Bloomberg) -- Trump officials have spent the past week embroiled in a remarkable argument — over what, exactly, their China tech policy has been for the past year.Most Read from BloombergSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSaylor’s Bitcoin Machine Is Misfiring on Every CylinderGlazer Family Members Study Manchester United Stake SaleRepublican-Led House Votes to Stop Iran War, Rebuking TrumpBloomberg Retracts Incorrect Story on RBI GoldThe debate concerns whether the Trump admi

(Bloomberg) -- Trump officials have spent the past week embroiled in a remarkable argument — over what, exactly, their China tech policy has been for the past year.Most Read from BloombergSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PGlazer Family Members Study Manchester United Stake SaleSaylor's Bitcoin Machine Is Misfiring on Every CylinderRepublican-Led House Votes to Stop Iran War, Rebuking TrumpDow Average Hits Peak as Old-School Stocks Beat AI: Markets WrapThe debate concerns whet

(Bloomberg) -- Trump officials have spent the past week embroiled in a remarkable argument — over what, exactly, their China tech policy has been for the past year.Most Read from BloombergGlazer Family Members Study Manchester United Stake SaleSpaceX, Other Mega IPOs Denied Fast Index Entry by S&PSaylor’s Bitcoin Machine Is Misfiring on Every CylinderRepublican-Led House Votes to Stop Iran War, Rebuking TrumpDow Average Hits Peak as Old-School Stocks Beat AI: Markets WrapThe debate concerns whet

South Korea's labour minister called on the country's major tech firms to share the spoils of their massive windfall profits, warning that unprecedented chip-sector gains stemming from the AI boom risked widening a gap in inequality. In an interview, Kim Young-hoon told Reuters that companies like Samsung Electronics that outperform ‌profit targets should consider sharing excess gains with suppliers, subcontractors and their workers, after deducting taxes, given their contributions to corporate growth. The South Korean government, businesses, unions and suppliers should engage ‌in a public dialogue on how to share such "excess profits" and narrow the gap between large conglomerates and smaller suppliers, he said.

When Nvidia CEO Jensen Huang makes his second visit to South Korea in just seven months this week, it won't be only to meet top memory chip and robotics executives, but ‌to throw the first pitch at a baseball game and appear on a TV talk show. Samsung Electronics and SK Hynix between them make about 70% of the ​memory needed for AI chips like Nvidia's. And the country's strength in manufacturing and robotics sets it up to be a key player in physical AI, where AI is embedded in robots, cars and factories. "Nvidia's dependence on South Korean suppliers is rising," Jeff Kim, an analyst at Seoul-based KB Securities, wrote in a research note.

SK Hynix told investors this week it received "tremendously positive" feedback on its proposed U.S. listing as the chipmaker benefits from strong demand for advanced ‌memory semiconductors needed to run AI data centers, a source familiar with the matter said on ‌Thursday. SK Hynix told some investors this week that it had "tremendously positive" feedback ‌from stockholders to its U.S. listing ⁠plan given AI demand and the company's competitive position in the memory-chip market, the person said. The company, a major supplier to Nvidia, expects a U.S. listing to broaden ⁠its investor base, as some U.S.-based institutional investors invest in U.S.-listed stocks only due to internal mandates, the person said.

Earnings are the principal driver behind the breathtaking rallies achieved by Korean and Taiwanese benchmark indices in 2026, and Goldman Sachs thinks the market is still underestimating the longevity of the chip cycle.

AI Optimism Sends Broadcom Stock Higher Ahead of Key Results

The world's most valuable technology companies with the exception of Alphabet added billions ‌of dollars in market value in May, ‌as upbeat earnings outlooks and strong demand for AI chips fuelled ​a rally in their shares. Apple, memory chipmakers Micron Technology, Samsung Electronics and SK Hynix led the gains, adding $598 billion, $512 billion, $481 billion and $377 billion, respectively, in market value. Their ‌valuations rose to $4.58 ⁠trillion, $1.09 trillion, $1.10 trillion and $1.34 trillion, respectively.

Marvell stock jumped after Nvidia CEO Jensen Huang called the custom chip maker 'the next trillion-dollar company.'

By Stephen Nellis SAN FRANCISCO, June 2 (Reuters) - Micron Technology's march toward a $1 trillion valuation is nothing if not dramatic: a year ago it was a little over $100 billion.

By Stephen Nellis SAN FRANCISCO, June 2 (Reuters) - Micron Technology's march toward a $1 trillion valuation is nothing if not dramatic: a year ago it was a little over $100 billion.

In 2019, while researching a book on the U.S.-China competition, I visited Huawei’s sprawling new R&D campus in Dongguan, a city about an hour’s drive from the company’s Shenzhen headquarters. A Huawei executive explained the design to me with a straight face: “We’re doing well in Europe.” In a Wall Street Journal interview that November, founder Ren Zhengfei invited President Trump to come visit and brushed off U.S. sanctions with characteristic bravado.

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The chairman of South Korea's SK Group said on Tuesday its memory chip ‌unit SK Hynix aims to double wafer capacity ‌over the next five years. Chey Tae-won was speaking at the Computex conference ​in Taipei, where executives from some of the world's top technology companies, including Nvidia, are gathering. He added that he hopes his company can be a major high-bandwidth memory (HBM) supplier for Nvidia's Vera Rubin system.

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Nvidia CEO Jensen Huang hosted top South Korean tech executives including the boss of chipmaker SK Hynix at ‌a boisterous dinner on Monday, as he looks to deepen ties with key partners ‌ahead of what he called an "incredibly busy" stretch for the AI boom. SK Hynix CEO Kwak Noh-Jung, executives from Samsung ​Electronics, LG Electronics and Naver were among those at the "Korean Partner Night", held at a traditional Taiwanese restaurant in Taipei on the sidelines of the Computex trade show. "Korea is a critical part of our ecosystem."

A jump in oil prices is doing little to take the shine off of U.S. stocks this morning. Brent crude futures are up more than 3% to trade above $94 a barrel after a weekend exchange of fire between the U.S. and Iran, even as both countries continue to hammer out a peace deal. Adding to the fervor this morning was Nvidia’s unveiling of its new superchip, which it described as “the most efficient PC chip ever built.”

Shares in Samsung Electronics, LG Electronics and other South Korean tech firms ‌rallied on Monday, as expected meetings between Nvidia CEO Jensen Huang and Korean ‌executives boosted hopes of tie-ups in AI and robotics. Chipmaker Samsung Electronics was also buoyed by data that ​South Korea's semiconductor exports surged to a record high in May on the AI boom, helping the country's total exports post their biggest rise in over four decades. Huang is expected to visit South Korea later this week and meet LG Group Chairman Koo Kwang-mo and ‌other Korean executives, a person ⁠with knowledge of the matter said.

South Korea’s exports grew at the fastest pace in more than four decades in May, as artificial intelligence-driven demand for chips pushed the value of shipments to a record.

Shares in Samsung Electronics, LG Electronics and other South Korean tech firms rallied on Monday, as expected meetings between ‌Nvidia CEO Jensen Huang and Korean executives boosted hopes of tie-ups ‌in AI and robotics. Chipmaker Samsung Electronics was also buoyed by data that South Korea's semiconductor exports ​surged to a record high in June on the AI boom, helping the country's total exports post their biggest rise in over four decades. Huang is expected to visit South Korea later this week and meet LG Group Chairman Koo Kwang-mo and ‌other Korean executives, a person ⁠with knowledge of the matter said.

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(Bloomberg) -- The hunt is on for companies that could benefit from the tailwinds of an unprecedented wave of stock offerings in the US, and investors are increasingly honing in on the Asian supply chain.Most Read from BloombergUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAmericans Injured in Iranian Missile Strike on Kuwaiti Air BaseStrait of Hormuz Ship Transits Are Rising Thanks to US HelpAmericans Hurt in Kuwait as Trump Sends Mixed Signals on WarCVS Returns Zepbound to Drug