WISDOMTREE EMERGING MARKETS EFFICIENT CORE FUND (NTSE) News

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

Benzinga00:00

Coverage, Accuracy, and Experience: The Three Strategic High Grounds in the Corporate AI Context War

The gradual ramp-up process

wallstreetcnSep 10 19:18

JPMorgan initiates coverage on SK Hynix ADRs: Trading at a 20% discount to U.S. peers, current valuation is highly attractive

JPMorgan believes that SK Hynix ADRs trade at a significant valuation discount compared to Micron. This discount is expected to narrow as ADRs enhance global investor access, liquidity, and information disclosure. Meanwhile, the upcycle in AI memory demand may extend beyond 2028. Leading position in HBM, capacity secured through long-term agreements, and improved shareholder returns are expected to jointly drive earnings growth and valuation re-rating.

wallstreetcnSep 10 19:14

AI lending boom blurs risk boundaries as Asian and US tech bond premiums converge

The debt surge driven by artificial intelligence is reshaping the risk profiles of emerging market bonds.

Zhitong FinanceSep 10 14:56

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.

cls.cnSep 10 13:17

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.

wallstreetcnSep 10 10:57

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. (

BenzingaSep 10 00:21

Why Is SK Hynix Stock Surging on Wednesday?

SK Hynix Inc. (NASDAQ:SKHY) stock experienced upward momentum on Wednesday, propelled by a sector-wide rally in artificial intelligence memory chipmakers. Increasing AI demand continues to tighten

BenzingaSep 9 23:53

Why is DeepSeek reducing prices at this juncture?

Amid intensifying competitive pressure and on the eve of new product launches, DeepSeek was compelled to reduce prices for its flagship lightweight model; however, this move did not alter its pricing disadvantage in niche markets.

wallstreetcnSep 9 22:24

S&P anticipates that SK Hynix will launch another share buyback program of up to KRW 40 trillion in the fourth quarter. Combined with substantial dividends, this provides fresh catalysts for the "Korea Value-up" market rally.

S&P Global Market Intelligence forecasts that SK Hynix is likely to announce a new share buyback plan ranging from KRW 20 trillion to KRW 40 trillion in the fourth quarter of this year. Buoyed by this news, its ADRs surged more than 6% on Tuesday, while its shares listed in South Korea rose by as much as 5% on Wednesday. S&P noted that, together with Samsung Electronics' cancellation of treasury shares and massive dividend payouts, these two giants are poised to set new benchmarks for corporate governance in the South Korean capital market, helping to resolve the long-standing "Korea discount" dilemma.

wallstreetcnSep 9 21:43

Alibaba Announces Major Strategic Adjustment in B2B Sector: Zhang Kuang to Lead Integrated Operations of 1688 and Alibaba.com

① Alibaba has explicitly stated that the core strategic focus of its new organizational structure is to fully unleash the synergistic value between domestic and cross-border e-commerce, thereby tapping into the potential of its end-to-end supply chain. ② Alibaba’s B2B businesses, 1688 and Alibaba.com, will be integrated for unified operations under the leadership of Zhang Kuo. Yu Yong, the former head of 1688, will assume a different role within the Alibaba Group.

cls.cnSep 9 21:15

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.

wallstreetcnSep 9 20:38

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.

cls.cnSep 9 16:50

Morgan Stanley Explains the True Significance of GPT-6 Astra: Shifting the “AI Narrative” from “Demand Debates” Back to “Physical Bottlenecks”

Morgan Stanley believes that the release of GPT-6 Astra will shift the focus of the AI narrative from “whether demand is excessive” to “whether physical supply can keep pace.” The leap in capabilities brought by Astra will trigger more AI revenue scenarios. However, shortages of ABF substrates, manufacturing bottlenecks for HBM4E, and a 38-gigawatt power gap are the hard constraints truly limiting the realization of AI dividends. The firm recommends the following priority order: AI computing power as the top priority, followed by networking; selective allocation for memory; and analog chips as an early-cycle hedge.

wallstreetcnSep 9 16:33

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.

Tencent TechnologySep 9 15:48

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.

cls.cnSep 8 16:05

ASML Wins Commitments From Samsung, TSMC for New Chipmaking Gear

Seeking AlphaSep 8 15:59

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.

cls.cnSep 8 11:34

Tencent CFO: The company prepaid RMB 50 billion in the second quarter to secure memory chip supplies. The gross margin for Harness paying users has reached parity with MaaS, and their consumption rate is more than double that of free-tier users.

Tencent spent over RMB 50 billion in the second quarter on prepayments to secure memory chips, a move management characterized as a "once-in-five-years" strategic procurement, indicating that capital expenditure levels seen in the second quarter may have become the new normal. Meanwhile, AI monetization is accelerating: the gross margin from inference for paying users of Harness has caught up with that of Model-as-a-Service (MaaS), and their token consumption is more than double that of free users, demonstrating strong tiered monetization capabilities.

wallstreetcnSep 8 09:51

As AI Models Grow More Powerful, Does Storage Demand Surge? OpenAI’s Astra Reignites the “Memory Chip Trade”

The release of OpenAI’s flagship model, Astra, has reignited market enthusiasm for AI computing infrastructure. Memory chips are among the first to benefit, with U.S. semiconductor stocks and leading Asian memory manufacturers rallying collectively. Institutions believe that as the capabilities of frontier models continue to improve, the gap between AI computing demand and memory bottlenecks will widen further, making HBM and DRAM key themes in AI infrastructure investment.

wallstreetcnSep 7 21:26