Express News | The Korea Exchange will launch after-hours stock trading on Monday.
Starting September 14, South Korea's major stock exchanges will extend trading hours to 8 p.m. on Mondays for nearly all domestic stocks, up from the previous regular closing time of 3:30 p.m. This is a first among Asia's major exchanges but aligns with the global trend toward round-the-clock markets. The new measure, which takes effect next Monday in South Korea, will test whether it can sustain adequate liquidity during longer trading days and demonstrate whether investors truly need extra time—even as interest in Korean stocks is waning. Lee Young-jae, a senior investment manager at Pictet Asset Management in London, said, "Longer trading windows typically provide investors with greater flexibility, making markets more efficient. Investors who are more trade‑oriented and have higher turnover rates, or hedge‑fund investors, may make more frequent use of them." Edward Kim, head of Korean equity sales at Bank of America, described it as "another step in the ongoing evolution of South Korea's capital markets and their accessibility to global investors."
Apple Is Coming for Samsung's Foldable Phone Crown: iPhone Duo Could Capture Nearly 25% of the Market With 5 Million Shipments in 2026, Says Report
Apple Inc.'s (NASDAQ:AAPL) latest iPhone Duo is set to capture 24.8% of the foldable smartphone market by 2026, making it the second-largest brand in the sector, TrendForce reported.The report,
The 15th Five-Year Plan for the automotive industry has been released! Under high penetration rate targets, intelligent vehicles are entering an era of comprehensive competition in computing power, data, and AI.
① On September 11, the Ministry of Industry and Information Technology (MIIT) and eight other departments jointly issued the "15th Five-Year Plan for the Development of the Intelligent Connected New Energy Vehicle Industry." ② The Plan outlines five key areas comprising a total of 17 priority tasks, including enhancing technological innovation capabilities, promoting the optimization and upgrading of the industrial system, fostering cross-sector integrated development, establishing a scientific and efficient industry governance framework, and pioneering new prospects for global industrial cooperation.
DeepSeek Efficiency Gain Sparks New Volatility for South Korean Chipmakers Samsung, SK Hynix
Micron, SK Hynix Are Top Bets in New NRAM ETF as AI Memory Demand Surges
The AI investment ideas are moving beyond GPUs as surging demand for high-bandwidth memory (HBM) turns memory into a critical part of the data-center buildout. That shift is creating a growing ETF
Is the surge in memory chip prices cooling down? It may dampen appetite for AI investment, as Kioxia CEO states that “prices have risen enough.”
1. The CEO of Kioxia stated that he has instructed the business team not to significantly raise quotes for data center customers, noting that even hyperscale data center operators face budget constraints; 2. In addition to pledging to curb surging memory prices, Hiroaki Ota also poured cold water on rumors of deepened cooperation between Kioxia and SK Hynix.
Memory chip stocks rally! SK Hynix hits record high on U.S. market; Goldman Sachs declares the worst is over
A research report from Goldman Sachs ignited the memory chip sector, sending SK Hynix’s U.S.-listed shares surging 7% in a single day to hit a record high. Micron and SanDisk also rose in tandem, outperforming the broader market. Goldman Sachs noted that a technical breakout in the memory sector, combined with low hedge fund positioning, has shifted the "pain trade" direction upward. However, Kioxia’s CEO dampened enthusiasm on the same day, stating outright that NAND prices have risen enough. Amid this tug-of-war between bulls and bears, Micron’s earnings report scheduled for September 30 will serve as a key arbiter.
SK Hynix Could Rally 88% More, And Micron Investors Are Paying Attention
A stock up more than 500% in twelve months is not usually where analysts go hunting for value. Mirae Asset Securities went anyway. The Korean brokerage raised its target price on SK Hynix Inc. (
OpenAI advances its in-house AI chip development! Expanded collaboration with Samsung may extend from HBM to foundry services.
The General Manager of OpenAI Korea stated that the company has made significant progress in the joint production and research of next-generation chips with Samsung Electronics. The collaboration between the two parties has expanded from the supply of HBM4 memory to exploring foundry and packaging services. Furthermore, the number of corporate users of ChatGPT Enterprise in South Korea has surged 28-fold over the past year, making Samsung one of its largest corporate deployments globally.
OpenAI Partners with Samsung to "Build Chips": Joint Development of Next-Generation Chips
1. OpenAI and Samsung Electronics are deepening their collaboration to explore self-developed chips, extending their partnership into the semiconductor and enterprise AI services sectors; 2. Currently, OpenAI is prioritizing South Korean semiconductor suppliers as key partners; 3. Furthermore, Samsung Electronics is one of the largest companies globally in terms of ChatGPT deployment.
DeepSeek accelerates its IPO on the STAR Market, with CITIC Securities likely serving as the sponsoring institution.
Industry insiders in the capital markets analyzed to Tencent Technology that, based on DeepSeek's current valuation of RMB 500 billion, the company's overall market capitalization is expected to range between RMB 1.5 trillion and RMB 2.5 trillion after its listing.
Xiaomi MiMo Desktop is here! It offers autonomous browser control and supports the generation of interactive preview interfaces.
Xiaomi’s large AI model continues to expand its boundaries—Xiaomi MiMo Desktop is now officially open for invite-only testing, upgrading AI capabilities from simple chat interfaces to a fully functional workspace. Documents, PowerPoint presentations, web pages, 3D models, and even apps can be generated directly within the conversation; preview interfaces are interactive and iterative; localized editing allows modifications to selected areas without starting over; and Smart Scheduling automatically matches the optimal model, achieving a session cache hit rate of up to 99%. The rules of AI-powered productivity are being quietly rewritten.
Samsung Electronics' U.S. plant to begin trial production of 2nm chips at month-end; orders fully booked, poised to challenge Taiwan Semiconductor
① Samsung Electronics' Taylor fab in Texas is scheduled to begin trial production of 2nm chips by the end of this month, with all current capacity fully booked and an initial monthly output of 50,000 wafers; ② The facility has secured orders from companies such as Tesla and Broadcom, and Samsung expects its 2nm order volume to more than double compared to last year; ③ Construction on Phase II of the Taylor fab is planned to commence by year-end, with mass production targeted for 2030.
ASML Wins Commitments From Samsung, TSMC for New Chipmaking Gear
Xiaomi and Qijing enter the market: Can they revitalize extended-range electric vehicles?
Vying for SUV customers.
Over 70% of automakers reported month-on-month sales growth in August, bottoming out during the off-season to build momentum for the "Golden September, Silver October" peak period.
① In August, retail sales of passenger vehicles in the national market reached 1.541 million units, a year-on-year decrease of 23.6% and a month-on-month increase of 5.5%; ② Passenger vehicle exports (including complete vehicles and CKD) totaled 888,000 units in August, representing a year-on-year increase of 77.8%; ③ BYD, SAIC Motor, and Geely Auto ranked as the top three sellers in August, with all three companies achieving significant growth in their overseas export businesses.
Samsung's 4nm process running at full capacity; over half of production allocated to HBM4
① According to reports, Samsung Electronics' 4-nanometer process node is operating at full capacity, with 50%-60% of its output dedicated to producing base dies for HBM4 memory chips, corresponding to a monthly capacity of 15,000 wafers; ② Surging demand for artificial intelligence is driving Samsung Electronics, SK Hynix, and Micron to accelerate HBM production expansion, thereby squeezing capacity for traditional DRAM.
Samsung to debut its self-developed robot in January 2027 as the robotics industry enters a phase of large-scale commercialization.
① Samsung Electronics is accelerating the development of its humanoid robot prototype, with the goal of publicly unveiling its self-developed humanoid robot for the first time at CES 2027, the world's largest consumer electronics exhibition, to be held in Las Vegas, United States, in January 2027. ② The Shi Jinman team at Yinhe Auto pointed out that the mass deployment of domestic humanoid robots is accelerating, accounting for 97% of global shipments in the first half of the year, indicating that the industry has entered a phase of large-scale commercial implementation.
Xiaomi Autumn Product Launch: Unveils First "Mid-Size Foldable" Flagship Smartphone, Discloses RMB 21 Billion Investment in Chip Development, and Reports Over 10,000 Locked Orders for the Pengcheng Extended-Range SUV Within Four Minutes
One of the key highlights of the launch event was the official unveiling of the Xiaomi 18 Fold foldable smartphone, priced starting at RMB 10,999. The limited-edition ceramic version is priced at RMB 15,999, with a production run limited to 1,500 units.
Xiaomi launches two extended-range SUV models with price cuts; locked orders exceed 10,000 units in four minutes. Lei Jun: Deliveries to begin within five weeks.
① Xiaomi Pengcheng N70 is offered in two versions: the Pro edition priced at RMB 209,900 and the MAX edition at RMB 239,900, representing a RMB 20,000 reduction from the pre-sale price of RMB 259,900. ② The Xiaomi Pengcheng N90 MAX edition is priced at RMB 269,900, a RMB 30,000 decrease from its pre-sale price of RMB 299,900. ③ Lei Jun shared on social media that the Xiaomi Pengcheng series secured over 10,000 locked orders within four minutes.