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Last week, BYD unveiled what it called China’s first 4nm intelligent driving chip, the Xuanji A3.

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.

Companies should pay workers "as much as possible", Nvidia boss Jensen Huang said Tuesday ahead of a trip to South Korea, where Samsung Electronics recently averted a strike by making an agreement on bonuses with its union.Huang is due to arrive in South Korea on Friday and will reportedly meet with companies including SK Group and Hyundai to discuss robotics and so-called "physical AI".

(Bloomberg) -- Nvidia Corp. Chief Executive Officer Jensen Huang said he pays his workers as much as possible, weighing in on a growing global debate about how profits from the AI infrastructure boom should be shared.Most Read from BloombergRussia Finance Officials Tell Putin War Spending Is UnaffordableCanada Dips Into Technical Recession for First Time Since 2020Alphabet to Raise $80 Billion in Equity for AI SpendingUS Says Deals With Iran for Safe Hormuz Transit Are ProhibitedAndrew Left Foun

In late May 2026, Broadcom and partners including Samsung, FuriosaAI, Applied Materials, LSEG, and telecom operators announced new Wi‑Fi 8, 50G PON, FWA, and AI accelerator platforms that tie Broadcom’s chips deeper into both AI data centers and next‑generation broadband networks. These moves highlight how Broadcom is trying to link its fast‑growing AI semiconductor franchise with “edge AI” in homes and enterprises, potentially widening the company’s role across the full path from cloud to...

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."

Korea has gone mad for AI. Capital-M Mad, the kind that turns a niche 3x leveraged country fund into the most-watched ticker on Korean retail brokerage screens. Direxion Daily MSCI South Korea Bull 3X Shares (NYSEARCA:KORU) opened 2026 at $181.55 and closed today at $1,014.98, a year-to-date move of 459.06% in under five months. Today ... This Niche 3X Korea Fund Rode the Memory Chip Boom to a 2,108% One-Year Gain, but Don’t Expect a Repeat

The AI trade is hot, and it could stay hot for quite some time. Undoubtedly, much of the strength has been concentrated in the storage and memory stocks. The AI revolution is moving into that leftmost fast lane, and it feels like there’s not enough DRAM, NAND, or SSDs to go around. Just because the ... The Hidden AI Trade Already up 31% in Just One Month

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.”

The artificial intelligence bottleneck is the most important theme in the stock market, right now, according to J.P.Morgan analysts.

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.

Broadcom (NasdaqGS:AVGO) and Samsung have introduced a broadband focused fixed wireless access reference platform that integrates Broadcom's Wi-Fi 8 SoC with Samsung's 5G modem technology. The companies describe this as an industry first solution designed to help mobile operators deliver high-speed, low-power broadband over wireless networks. Broadcom has also expanded its Wi-Fi 8 SoC portfolio for Ethernet routers and mesh Wi-Fi systems aimed at residential networking equipment. For...

<body><p>STORY: :: SK Hynix</p><p>The global AI investment boom is showing up in South Korea’s economy.</p><p>Figures out Monday showed the country’s exports rising at their fastest pace in over four decades.</p><p>They were up over 53% on the year in May.</p><p>That was ahead of forecasts and the biggest rise since January 1984.</p><p>It comes as tech firms spend giant sums on AI data centers, with much of that money flowing to South Korean chipmakers Samsung and SK Hynix.</p><p>Monday’s data showed exports of chips jumped nearly 170% in May, hitting a record monthly high of over $37 billion.</p><p>Sales of computers jumped over 290%, driven by demand for AI servers.</p><p>With Samsung and Hynix both now paying huge bonuses to their chip workers, market watchers say some of that money is showing up in rising retail sales and government tax receipts.&nbsp;</p><p>Last week, the country's central bank raised its growth forecast for the year on the back of it all.&nbsp;</p><p>The boom is also showing up on markets, with South Korea's benchmark Kospi index up over 100% just this year.&nbsp;</p><p>It's emerged as the world's best performer in an AI-driven rally.&nbsp;</p></body>

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.

We just covered From Fired Researcher to $13.7 Billion King: How Leopold Aschenbrenner Broke the Hedge Fund World and ASML Holding N.V. (NASDAQ:ASML) ranks 11th on this list. ASML Holding N.V. (NASDAQ:ASML) is a new addition to the 13F portfolio of Situational Awareness LP. The fund declared a new stake in the company in filings […]

Investing.com -- South Korea’s booming technology sector and rising consumer wealth are emerging as a bright spot for the global luxury industry, with UBS identifying several high-end brands that could benefit from stronger spending by Korean shoppers.

(Bloomberg) -- Chipmakers are by far the hottest stocks in the market, but their recent surge is lending urgency to the debate over whether investors are buying into an artificial-intelligence bubble that’s due to burst.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

Matthews Asia CIO Sean Taylor anticipates further gains for South Korean stocks. He is less interested in Baidu and other Chinese tech giants.

Investing.com -- Investors are increasingly turning to Asian technology suppliers and infrastructure companies as potential beneficiaries of the next phase of artificial intelligence spending, Bloomberg reported on Sunday.

(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

SK Hynix has been one of the hottest memory stocks, but it does not yet trade in the U.S.

Just over three years ago, you wouldn’t have thought that the South Korean stock market would be such a source of profound strength as the AI boom took off and things like storage and memory chips started seeing demand overwhelm supply. If anything, DRAM, NAND, and other pieces of hardware are supposed to be commodities, ... Meet the Tiny Market Already 5Xing the S&P 500 in 30 Days

ASML's lithography machines are needed to manufacture advanced AI processing and memory chips.

Micron has been on a tear lately. Will its upcoming earnings report send the stock higher?

Investing.com -- Massive bonus payments tied to the artificial intelligence-driven chip boom are fueling debate in South Korea over how the benefits of the technology surge should be distributed, Bloomberg reported on Friday.

Nvidia on Friday posted a cryptic social media post that seemed to give credence to rumors that the company will make a chip for Windows PCs and announce it at the chipmaker’s GTC Taipei convention next week. The post read “A new era of PC,” and then listed two numbers which appear to be the coordinates of the Taipei Music Center. Huang’s presentation is slated to begin on Monday at 11 a.m. Taipei time, which is Sunday at 11 p.m. U.S. Eastern Time.

Synopsys and Samsung Foundry expanded their collaboration, introducing AI-powered design and test technologies. The new flows are validated on Samsung's advanced 2nm process nodes and include production-ready EDA and multiphysics analysis. The partnership also broadens the IP portfolio for both cutting edge and automotive chip applications. For investors watching NasdaqGS:SNPS, this deeper tie-up with Samsung Foundry highlights Synopsys's role at the core of advanced chip design tools. The...

The company is sending 12-layer HBM4E samples to major customers as demand for AI chips grows.

The round nearly triples Anthropic's February valuation as chip partners and hyperscalers join the round.