SK Group Chairman Chey Tae-won: Ulsan AI data center capacity expanded to nearly 900 megawatts
Gelonghui, September 13 | SK Group Chairman Choi Tae-won stated that the AI data center the group is building in Ulsan has expanded its capacity to nearly 900 megawatts. He added that, as the
SK Group Chairman Chey Tae-won calls for efforts to build sustainable AI business models
Gelonghui, September 13 — At the "2026 Ulsan Forum" held on Friday, SK Group Chairman Choi Tae-won called for concerted efforts to build sustainable business models for artificial intelligence (AI).
U.S. Tells South Korea: Stop Leaking Technology to China
European Semiconductor Industry Weekly Report: Analysis of High-NA EUV Progress and the Impact of Apple's New Product Launch
Main pointsASML's High-NA EUV system has received confirmation from several industry giants regarding its adoption timeline, driving the 12-inch reticle initiative. ASML and Taiwan Semiconductor (
JPMorgan Cut off Lending to Situational Awareness After AI Debacle - FT
A triumphant return! AI investment star Aschenbrenner re-enters the market, placing bets on SK Hynix, AMD, and others.
According to media reports, Situational Awareness, the hedge fund managed by Leopold Aschenbrenner, has returned to the options market, purchasing hundreds of millions of dollars worth of options
SK Hynix Options Spot-On: On September 11th, 157.84K Contracts Were Traded, With 1.01 Million Open Interest
On September 11th ET, $SK hynix(SKHY.US)$ had active options trading, with a total trading volume of 157.84K options for the day, of which put options accounted for 41.42% of the total transactions,
RMB 6 billion investment platform established; Wuxi ramps up semiconductor capacity expansion
① Recently, Wuxi Xihong Guoxin Phase II Investment Co., Ltd. was established with a registered capital of RMB 6 billion. It is jointly held by shareholders including Wuxi State-United Industrial Investment Group Co., Ltd. and Wuxi Industrial Development Group Co., Ltd. ② According to disclosures on the Wuxi Municipal Government website, in the first half of 2026, the city's 376 integrated circuit enterprises above designated size achieved operating revenue of RMB 130.8 billion, representing a year-on-year increase of 16.3%.
Just one month after reporting massive losses, hedge fund Situational Awareness has aggressively re-entered the market by purchasing significant call options, betting on AI-related supply chain companies such as SanDisk (SNDK.US).
Situational Awareness, the hedge fund that suffered massive losses in late July due to heavy AI exposure and high leverage, narrowly avoiding collapse, is now making a comeback in the market.
Express News | AI hedge fund Situational Awareness purchases hundreds of millions of dollars in options
Leopold Aschenbrenner of the AI hedge fund Situational Awareness has purchased hundreds of millions of dollars worth of options in the options market, with underlying assets including SK Hynix, SanDisk, Advanced Micro Devices, Bloom Energy, and CoreWeave. (Sina Finance)
Sharp Divergence in Capital Flows! Net Outflows from US Equity Funds Hit Year-to-Date High, While Tech Themes Defy Trend to Attract Capital Amid Astra Frenzy
Amid the war in Iran, U.S. equity funds faced significant selling pressure in the week ended September 9, driving up oil prices and exacerbating concerns over inflation and elevated borrowing costs.
Express News | Following the release of CPI data, the three major U.S. stock indices opened higher.
At the open, the Dow Jones Industrial Average rose more than 1%, the S&P 500 Index gained 0.8%, and the Nasdaq Composite Index increased by 0.8%. Oracle (ORCL.N) surged over 7% as its first-quarter revenue and profit exceeded expectations. Intel (INTC.O) rose more than 1%, and SK Hynix (SKHY.O) advanced 1.5%.
Has the Korean media lost its composure over claims that CXMT discards three out of every four chips produced?
Why Are Memory Chip Stocks Micron, SanDisk, and SK Hynix Rising in Pre-Market Today, Sept. 11?
Top U.S. Stock Performers This Week | Roivant Sciences surged more than 17% this week as Phase II data for mosliciguat, developed by its subsidiary, met endpoints in treating PH-ILD; Cloudflare rose nearly 12%, indirectly benefiting as an edge computing p
This week, the Dow Jones Industrial Average fell by a cumulative 2.53% to close at 52,064.1 points; over the same period, the S&P 500 Index declined by 1.64% to 7,591.7 points; and the Nasdaq Composite Index dropped by 1.6% to 26,081.72 points.
AM Markets Need to Know: Diesel Tops $6, DeepSeek Pressures Chips, and More
Can Kioxia's U.S. IPO unlock new funding channels? Surging 456% year-to-date, it aims to become the focal point of global NAND allocation.
Thomas of Voya stated that Kioxia's potential listing in the United States could position it as a focal point in the global artificial intelligence sector. Kioxia, whose share price has surged 456% year-to-date, has been a top performer in the Nikkei 225 Index. In May, the company announced it was preparing for a U.S. initial public offering to broaden its investor base.
Morgan Stanley pushes back against the view that AI capital expenditure has peaked, forecasting that AI semiconductor capex will continue to outpace expectations through 2028, with 2.5D packaging capacity set to increase by another 50%.
In a research report, Morgan Stanley stated that the growth rate of capital expenditure for cloud service providers may decline to 12%, but demand for CoWoS/CoPoS/EMIB-T capacity expansion, ASICs, and HBM remains robust, with MediaTek, Taiwan Semiconductor, and Intel expected to be in the spotlight.
Micron Offers Up To 68 Months of Pay as Rewards to Taiwan Workers After 'Extraordinary Year' — But Strike Threat Remains: Report
Micron Technology, Inc. (NASDAQ:MU) reportedly said direct-labor employees in Taiwan will receive fiscal 2026 rewards worth 35 to 68 months of pay after what it called an "extraordinary year," but
Hanwha Investment & Securities Launches New Equity-Linked ELBs Tied to Global and Korean Chip Stocks