Semiconductors

Seoul stocks opened lower on Thursday amid prospects for U.S.-Iran peace talks. The KOSPI fell 80.19 points, or 1.42 percent, to 5,562.02.

24. mars 2026 Rapportert av AI

SK hynix Inc. said on Wednesday it has begun taking steps for a US stock market listing to improve access to global investors amid its AI drive. The chipmaker filed a confidential submission with the US Securities and Exchange Commission the previous day, aiming to list American depositary receipts on a US exchange within the year.

Analysts maintain a buy rating on TSMC amid a recent correction in Asian semiconductor stocks. The company faces capacity constraints and geopolitical risks but benefits from strong demand in AI chips. Competitive pressures from Samsung and Intel are noted, yet TSMC's technological edge persists.

7. mars 2026 Rapportert av AI

Shares of Japanese chip parts maker Rohm surged 18% on Friday, marking the largest daily gain in 26 years, after receiving an acquisition proposal from auto parts supplier Denso. The stock hit its daily upper limit of ¥3,243 at close in Tokyo. Rohm has not made any specific decisions on the bid, the company stated.

Meta has announced a multi-year partnership with AMD to purchase up to six gigawatts of custom AI chips, potentially gaining a 10% stake in the chipmaker through performance-based shares. The deal, valued in double-digit billions per gigawatt, aims to support Meta's expanding AI infrastructure across its platforms. This arrangement mirrors a similar agreement AMD made with OpenAI last year.

22. februar 2026 Rapportert av AI

South Korea's exports expanded 23.5 percent year-on-year in the first 20 days of February, driven by strong semiconductor demand. Outbound shipments reached $43.5 billion, resulting in a trade surplus of $4.9 billion. The growth reflects a boom in chip exports fueled by artificial intelligence demand.