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Kospi opens at fresh high on chip rally amid us-iran woes
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South Korean stocks opened at a fresh record high on Monday, boosted by semiconductor gains even as concerns mounted over a potential breakdown in the US-Iran peace deal.
De sydkoreanska chiptillverkarna Samsung och SK Hynix rapporterade en sammanlagd vinst på 59,7 miljarder dollar för kvartalet som avslutades i mars 2026. Siffran överstiger de samlade vinsterna för alla noterade indiska företag under något tidigare kvartal. Den starka efterfrågan på minneschips kopplade till artificiell intelligens drev resultaten.
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Advanced Micro Devices redovisade resultat för första kvartalet som överträffade förväntningarna, där intäkterna steg med 38 procent tack vare en stark försäljning av serverchip kopplade till artificiell intelligens.
Samsung Electronics confirmed record Q1 sales of 133.87 trillion won and operating profit of 57.23 trillion won on April 30, slightly beating its earlier guidance of 133 trillion won in sales and 57.2 trillion won in OP. The results, up 69% and 756% year-on-year, were fueled by AI-driven memory chip demand, with net profit jumping over fivefold to 47.22 trillion won.
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China's GPU leaders Cambricon and MetaX reported strong first-quarter results driven by demand for local AI chips. Cambricon's revenue jumped 160 per cent year-on-year to 2.89 billion yuan (US$423 million), with profit soaring 185 per cent to 1 billion yuan. The Beijing-based firm attributed the growth to a 'sustained surge in the AI industry’s computing power demand'.
Semiconductor programs tied to Samsung Electronics and SK hynix posted an average competition rate of 7.16 to 1 in the 2026 regular admissions cycle, surpassing the 6 to 1 average across 39 medical schools nationwide, Jongro Academy reported. Top programs like Hanyang University's Department of Semiconductor Engineering reached 11.8 to 1. The shift reflects growing appeal amid strong industry compensation, including SK hynix's record bonuses.
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Hong Kong's Innovation, Technology and Industry Bureau aims to secure half of the HK$440 million (US$56.2 million) investment for a planned national innovation centre from the private sector. The centre in Yuen Long InnoPark sets ambitious targets to become self-sufficient in three years and profitable by its fifth year. It will be the first national manufacturing innovation centre outside mainland China, advancing artificial intelligence development.
Samsung electronics union to hold wage talks next week
7 maj 2026 17:08Microchip Technology håller telefonkonferens för kvartalsrapporten för fjärde kvartalet 2026
6 maj 2026 20:33TSMC möter växande konkurrens inom tillverkningsindustrin mitt i AI-efterfrågan
5 maj 2026 09:56Apple i samtal med Samsung och Intel mitt i halvledarbrist
4 maj 2026 16:40Lattice Semiconductor håller telefonkonferens för första kvartalet 2026
28 april 2026 17:46Denso withdraws Rohm takeover bid after failing to win support
28 april 2026 02:24Seoul stocks open lower on renewed AI concerns and rising oil prices
27 april 2026 08:56Yuanjie Semiconductor’s Q1 profit soars 1,153% on AI demand
22 april 2026 13:05SK hynix posts record Q1 operating profit of 37.61 trillion won
20 april 2026 19:55South Korea's exports jump 49.4% in first 20 days of April