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Netlist (OTCMKTS:NLST) reported second-quarter revenue of $109.8 million, up 163% from the second quarter of 2025, as demand for difficult-to-source DRAM products and the company’s memory product portfolio supported growth. Chief Executive Officer Chuck Hong said first-half revenue exceeded $200 mi
Memory-chip shipments led the overall export growth, as the country’s top chip makers, Samsung Electronics and SK Hynix maintain an upbeat outlook for the rest of the year after posting record revenue and earnings for the June quarter. Imports expanded 26.5% to $68.56 billion in July, resulting in a trade surplus of $30.32 billion. In June, the country’s trade surplus was a revised $36.09 billion.
By Anna Szymanski July 31 (Reuters) - From the Editor Hello Morning Bid readers. Three of this year's biggest market worries were on full display this week.
SK Hynix shares leaped 30% on Friday, by far their biggest daily rise since the South Korean memory-chip manufacturer and AI darling went public in the 1990s. Not far behind was fellow chip producer Samsung Electronics, which rose 27%. News that hedge fund Situational Awareness has offloaded troubled AI-related investments to Citadel is contributing to Friday's blockbuster gains in tech stocks, hedge-fund managers said.
(Bloomberg) -- Apple Inc. led a 7% increase in global smartphone revenue over the June quarter, showing how rising prices are offsetting shrinking shipments, according to Counterpoint Research.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450 Billion Jump Is Bigg
(Bloomberg) -- Billionaire Ken Griffin’s rescue of hedge fund Situational Awareness helped trigger a relief rally in global AI stocks, leaving traders debating if the worst is over or more blowouts are on the way.Most Read from BloombergSingapore's Gated Island for the Rich Is Marred by Decayed HomesChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastAnthropic AI Models Hacked Three Organizations During TestsMicrosoft’s $450
The country’s regulators have imposed increasingly stringent restrictions on single-stock leveraged exchange-traded funds tracking SK Hynix and Samsung Electronics.
(Bloomberg) -- Retail investors have cut their margin loans in South Korea, Taiwan and mainland China, underscoring how a collapse in technology stocks in recent weeks has forced them to close out positions.Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Billion
South Korea’s Kospi index jumped more than 16% on Friday, tracking gains on Wall Street as artificial intelligence-related stocks bounced back after losses earlier this week. U.S. futures edged higher and oil prices rose. In early Asian trading, the Kospi surged at the open and ratcheted up, trading 16.5% higher at 6,515.40.
(Bloomberg) -- Aggressive AI spending plans by Amazon.com Inc., Microsoft Corp. and Alphabet Inc. provided fresh evidence that demand for chips and related equipment will remain strong, offering relief to a sector that’s been battered in recent days. Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the El
(Bloomberg) -- South Korean stocks climbed Friday, rebounding from steep losses earlier this week, as major technology firms’ spending plans refueled optimism on the artificial intelligence trade.Most Read from BloombergChip Stocks Post Biggest Advance Since April 2025: Markets WrapUS Strikes Iran Again as Conflict Spreads Across Middle EastBond Yields at 19-Year High Send Warsh Credibility WarningWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionMicrosoft’s $450 Billion Jump Is Big
Lam Research forecast quarterly revenue and earnings substantially above expectations as AI investment increased chip-equipment demand.
Samsung Electronics (SSNLF) may have discovered a huge new growth market for its priciest smartphones, and it's not just in the biggest cities of India. The company said its Galaxy Z Fold8 Ultra, Galaxy Z Fold8, and Galaxy Z Flip8 received more than 271,000 pre-orders in India within 72 hours of ...
The South Korean tech giant's memory chip division hit all-time highs on AI server demand, while elevated component costs pushed its mobile unit into the red
By Summer Zhen HONG KONG, July 30 (Reuters) - Asia-focused equity hedge funds are heading for their biggest monthly drawdown on record, a Goldman Sachs note showed, as a broad AI stock rout wiped out
That would be slower than the 70.7% surge in June, which was the biggest jump since 1978, but still the second-strongest annual growth rate in the current streak that started in June 2025. The export gains continue to be driven by chipmakers Samsung Electronics and SK Hynix, as memory chip prices climb amid a global surge in AI investment, analysts said. In the first 20 days of July, exports rose 52.3% from a year earlier, as semiconductor shipments jumped 180.6%.
South Korean stocks enjoyed a much-needed rally Thursday after a two-day rout as chip giant Samsung reported an eye-watering profit surge thanks to AI-driven demand, though the rest of Asia was mixed and oil held steep gains on fresh Middle East worries. Optimism got a boost Thursday as Samsung posted a 1,813 percent jump in second-quarter operating profit, buoyed by sustained AI-driven demand for memory chips.
Samsung Electronics Co.'s semiconductor arm reported a more than 250-fold jump in profit, with an operating income of 89.2 trillion won in the June quarter. Bloomberg's Anthony Stephens reports on the latest data.
(Bloomberg) -- South Korea’s stock market is displaying what would appear to be clear dip‑buying signs: July’s record 33% plunge that has left the benchmark Kospi at its cheapest valuation ever.Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapTrump Says US Will Strike Iran Hard as War Escalates AgainWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionUS Intercepts Iran Attack on Bases, Puncturing Days of CalmApple Set to Make Big Smart Home Push
South Korean technology giant Samsung Electronics on Thursday reported a record operating profit of 89.5 trillion won ($62 billion) for the April-June period, a day after crosstown rival SK Hynix also reported record earnings, as the world’s two largest memory chipmakers continue to ride the global artificial intelligence boom. Despite their soaring profits, the companies’ shares have fallen sharply this week in South Korea’s volatile stock market, where retail investors often drive sharp swings in share prices, as concerns grow over their plans to spend massively on increasing manufacturing capacity and the prospects of intensifying competition from China. Samsung’s second-quarter operating profit was a more than 19-fold increase from a year earlier, and nearly all of it came from its semiconductor business, which benefited from rising chip prices driven by demand for AI servers and increased shipments of advanced high-bandwidth memory chips used to power AI applications.
Samsung Electronics’ net profit surged 14-fold in the second quarter, as a stellar performance by its core semiconductor division, helped the technology titan extend its streak of record earnings.
(Bloomberg) -- Samsung Electronics Co.’s semiconductor arm reported a more than 250-fold jump in profit after AI’s reliance on memory delivered hefty margins. Most Read from BloombergStocks Fall as 30-Year Bond Yields Surge After Fed: Markets WrapWarner Bros. Deal Collapse Would Cost the Ellisons $9.8 BillionTrump Says US Will Strike Iran Hard as War Escalates AgainUS Intercepts Iran Attack on Bases, Puncturing Days of CalmApple Set to Make Big Smart Home Push With Siri AI at CenterThe unit, whi
Samsung Electronics said on Thursday its operating profit jumped 19-fold to a record in the second quarter, as solid demand for AI chips offset weaker earnings at its mobile business. "In H2 2026, the Memory Business expects robust demand centered on servers stemming from continued AI infrastructure capex and broader adoption of agentic AI," Samsung said in a statement. The world's top memory chipmaker reported operating profit of 89.5 trillion won ($61.98 billion) for the April-to-June period, in line with its estimate of 89.4 trillion won and up from 4.68 trillion won a year earlier.
If stock prices are your go-to economic barometer then you could be forgiven for ignoring the original “China Shock” a quarter-century ago. Manufacturing job losses in machinery, textiles, electronics and furniture slammed parts of the U.S. after China joined the World Trade Organization in 2001. There’s even a strong case that China’s industrial rise was a major tailwind for stocks overall.
By Gregor Stuart Hunter SINGAPORE, July 29 (Reuters) - Single-stock leveraged ETFs, launched in the United States in 2022, have boomed in Asia as a way to juice bets on South Korean chipmakers Samsung
SK Hynix reported a record operating profit of 60.54 trillion won (about $41.66 billion) in the second quarter, up 557% from the a year earlier. Its operating margin was 76%, up from 41% a year earlier. Analyst expectations for operating profit were even higher, and the miss fueled investors' concerns that SK Hynix's rival Samsung is pricing its products more aggressively, Jefferies wrote.
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