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From HBM Leader to Nasdaq Rising Star: How SK Hynix’s U.S. Listing Could Redefine Global Memory Chip Valuations

From HBM Leader to Nasdaq Rising Star: How SK Hynix’s U.S. Listing Could Redefine Global Memory Chip Valuations

SK Hynix’s US IPO sees sevenfold oversubscription, raising $24.5 billion—aiming for the second-largest offering in history.

Blog Team07/09/2026

Philadelphia Semiconductor Index Drops Nearly 5% in a Single Day as AI Chip Stocks Plunge: Correction or Trend Reversal?

Philadelphia Semiconductor Index Drops Nearly 5% in a Single Day as AI Chip Stocks Plunge: Correction or Trend Reversal?

On July 8, 2026, all three major U.S. stock indexes closed lower. The Philadelphia Semiconductor Index plunged 4.65%, with AI chip stocks suffering a major sell-off.

AI Chip Craze Cools Down? Three Major Shocks Behind the Plunge of the Philadelphia Semiconductor Index

AI Chip Craze Cools Down? Three Major Shocks Behind the Plunge of the Philadelphia Semiconductor Index

The Philadelphia Semiconductor Index plunged 4.65% on July 8, marking the sharpest sell-off in AI chip stocks since 2026.

Blog Team07/08/2026

How AI Is Reshaping KOSPI: Investment Strategies for Semiconductor Giants Samsung Electronics and SK Hynix

How AI Is Reshaping KOSPI: Investment Strategies for Semiconductor Giants Samsung Electronics and SK Hynix

This article provides an in-depth analysis of how the AI chip cycle drives the South Korean stock market (KOSPI). By examining the latest financial reports and stock performance of Samsung Electronics and SK Hynix, it explores the investment value and potential risks of South Korean AI-related stocks.

Blog Team07/08/2026

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Intensifying Divergence in Tech Stocks: Tesla Leads the Rally, Chip Stocks Rebound—Who’s Driving the New Highs in U.S. Markets?

Intensifying Divergence in Tech Stocks: Tesla Leads the Rally, Chip Stocks Rebound—Who’s Driving the New Highs in U.S. Markets?

On July 6, most major US tech stocks rose. Tesla surged more than 6%. Chip stocks led the Nasdaq to rebound over 1%, and the Philadelphia Semiconductor Index climbed more than 2%.

Samsung Posts Record-Breaking Earnings but Drags Down KOSPI: How Far Are We Into the Memory Chip Supercycle?

Samsung Posts Record-Breaking Earnings but Drags Down KOSPI: How Far Are We Into the Memory Chip Supercycle?

Samsung Electronics Reports Record Q2 Operating Profit of 89.4 Trillion KRW, But Shares Plunge Over 8%, Triggering KOSPI Circuit Breaker. Is the "All the Good News Is Priced In" Phenomenon for Memory Chips Signaling the Return of the Market Cycle Curse?

The Dow Jones Surges Past 53,000 to a Record High: How Will the Fed’s Rate Decision Impact Risk Assets?

The Dow Jones Surges Past 53,000 to a Record High: How Will the Fed’s Rate Decision Impact Risk Assets?

The Dow Jones Industrial Average broke through 53,000 points for the first time ever, setting a new all-time high, while chip stocks led a rebound in the Nasdaq. With the Federal Reserve holding a 74.3% probability of keeping rates unchanged in July, we analyze the pricing logic of risk assets and the outlook for the US stock market.

Broadcom–Apple Deal to 2031: How Custom ASIC Chips Reshape AI Infrastructure

Broadcom–Apple Deal to 2031: How Custom ASIC Chips Reshape AI Infrastructure

Broadcom and Apple have extended their custom ASIC chip partnership through 2031, securing approximately 20% of Broadcoms annual revenue base.

Blog Team07/07/2026

Goldman Sachs Raises AMD Price Target to $640: Rethinking Valuations and Market Logic in the AI Chip Sector

Goldman Sachs Raises AMD Price Target to $640: Rethinking Valuations and Market Logic in the AI Chip Sector

This article examines the rationale behind the upward revision, Goldman Sachs’ historical accuracy, the competitive landscape between AMD’s MI series and NVIDIA’s Blackwell, and key beneficiaries across the industry chain. It offers in-depth insights into the AI chip sector for investors.

Blog Team07/07/2026