Samsung

Samsung is modernizing its Xi'an plant to the ninth generation V-NAND with 286 layers and plans to produce 40,000 wafers per month by December 2027. At the same time, SK hynix aims to bring its Dalian plant to around 240 layers to catch up in the Chinese NAND market, where YMTC is gaining market share and advanced products. Both companies stress coordination with US rules, while US export controls remain a key risk for the planned upgrades. Investors reacted positively: Samsung and SK shares rose sharply. » Mere på finanzen.net

Concerns about rising spending on AI infrastructure triggered heavy losses in Asian markets, with the South Korean KOSPI falling at times by almost 8 percent. Samsung shares plunged about 9.5 percent, while rival SK Hynix lost more than 11 percent. The sell-off was driven by fears of high debt from AI expansion, signs of slowing revenue growth at AI companies, and higher US government bond yields. European and US markets largely stabilized, by contrast. » Mere på heise.de

Samsung Electronics fell about 9.5% as a tech-driven rout pushed South Korea’s Kospi down over 8%, triggering circuit breakers. The sell-off was sparked by a hotter-than-expected US CPI print and renewed concerns about interest rate hikes, hitting AI-linked and semiconductor stocks globally. Other major falls included SK Hynix, SoftBank and Kioxia, while the IMF warned an AI share-price correction could threaten financial stability. » Mere på theguardian.com