SK Hynix Miss Triggers $2 Trillion Sell-Off in South Korea Stocks
Leveraged selling and SK Hynix’s earnings miss wiped $2 trillion from South Korean stocks in two days of record market declines.
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$200 Billion Deal: Samsung Becomes Key AI Chip Supplier for Broadcom Through 2030
Samsung locks in a $200 billion multi-year deal with Broadcom for AI chips, HBM memory & foundry through 2030—boosting its race against TSMC.
TSMC Announces Up to 10% Price Hike for Advanced Chips Starting 2027
Analyst forecasts show Intel and Samsung struggling to close the gap on A16 and N2 technology.
"AI Megatrend" Fuels TSMC’s Record Quarter; Shares Dip on Capex Jump
TSMC boosted its 2026 capital expenditure to $60–64 billion and announced an extra $100 billion investment in Arizona fabs amid record AI-driven Q2 results.
TSMC Q2 Results Signal Continued AI Strength as Revenue Jumps 36%
June sales set a new monthly record. Full earnings expected July 16.
BofA Sees Meta’s AI Chip Breakthrough as Major Turning Point for Cost Control
Bank of America calls Meta’s custom AI chip progress and faster, cheaper 14GW infrastructure buildout a “big positive.” Iris production starts September 2026.