#semiconductors
33 articles tagged semiconductors. This tag now lifts the site in topic search.
Timeline
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Why the KOSPI broke 5,500 — closed at 5,469.47 on October 26, 2026 as foreigners sold ahead of a 'super week'
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PC shipments fell 21% in Q3 2026 — memory went from 15% to nearly 40% of a PC's parts cost
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KOSPI weekly October 12-16, 2026: down 14.46% to 5,668.05 — why it fell four days straight, and who came back Friday
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What a silicon interposer is — the 'bridge board' under AI chips, and why CoWoS became the bottleneck
All articles
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Economy · 3 min readWhy the KOSPI broke 5,500 — closed at 5,469.47 on October 26, 2026 as foreigners sold ahead of a 'super week'
Index — KOSPI 5,469.47 (−1.46%), KOSDAQ 727.21 (−3.26%); 792 decliners vs 101 gainers
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Tech · 2 min readPC shipments fell 21% in Q3 2026 — memory went from 15% to nearly 40% of a PC's parts cost
Scale — all four trackers show a 20%-plus fall; Counterpoint: 57M units, -21%
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Economy · 3 min readKOSPI weekly October 12-16, 2026: down 14.46% to 5,668.05 — why it fell four days straight, and who came back Friday
Numbers — 6,625.93 to 5,668.05, down 957.88 points (14.46%), circuit breaker on Oct 15
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Tech · 3 min readWhat a silicon interposer is — the 'bridge board' under AI chips, and why CoWoS became the bottleneck
Definition — thin silicon under the chips: fine wiring between dies on top, TSVs to the substrate below
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Economy · 2 min readWhy foreigners sold 1.75 trillion won of Korean stocks — U.S. yields at a 2002 high
Result — foreigners net sold 1.75T won; KOSPI 6,941.39 (−0.89%); SK Hynix −3.69%, Samsung Electronics −1.45%
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Economy · 2 min readSamsung Q3 2026 earnings date: October 8, with 108 trillion won expected
Schedule — preliminary results October 8 (two numbers only); division detail in late October
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Economy · 3 min readKorea tax windfall tops 50 trillion won — chip profits and a stock boom paid it
Size — more than 50 trillion won above the 415.4 trillion won forecast (some reports say 60+); January–July revenue 274 trillion won, up 17.8%
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Economy · 2 min readSouth Korea exports $71.4 billion in Sept 1–20 — up 78% with one fewer working day
Total — 71.4 billion dollars (+78.3%), a record; 15.5 working days, one fewer, so daily average +89.8%; the previous 20-day record was 61.7 billion in June 2026
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Tech · 2 min readAMD hits a 1 trillion dollar market cap — the new story is CPUs, not just GPUs
Record — first close above a 1 trillion dollar market cap on September 21 (US), shares up about 9.6% to near 614 dollars, over 180% in 2026
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Tech · 2 min readChina targets 9,800 exaflops of AI compute by 2030 — 4.5× today's level
Target — 9,800 exaflops of intelligent compute by 2030, about 4.5× the 2,185 exaflops recorded at end-June 2026
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Economy · 2 min readKOSPI closes at 6,954.52 on September 8, 2026 — 217 points given back from 7,171
Reversal — intraday high 7,171.52, the first break above 7,100; close 6,954.52 (−0.58%), giving back 217 points
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Tech · 3 min readWhat the reticle limit is — the 26×33mm ceiling stopping AI chips from growing
Definition — the largest area printed in a single exposure. On EUV that is 26×33mm (~858mm²), a ceiling on chip size
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Tech · 3 min readWhat an in-house application processor is — why Xiaomi dropped Qualcomm
Definition — the phone's main chip designed by the handset maker; CPU, GPU and AI engine in one package
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Economy · 3 min readGoldman keeps its KOSPI target at 12,000 (September 7) — the index trades at 5.3 times forward earnings
Target — KOSPI 12,000 maintained. Timothy Moe, Goldman's chief Asia-Pacific equity strategist, on Bloomberg TV, September 4
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Economy · 2 min readKorea's exports pass 709.4 billion dollars (September 5) — a full year's total, 117 days early
Record — 709.4 billion dollars cumulative as of 1 p.m. September 5, passing last year's full-year 709.3 billion with 117 days to spare
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Tech · 3 min readWhat AI capex is — how big tech spending turns into Korean export figures
Definition — capex is money for multi-year assets, distinct from operating cost. AI capex is the data-center share of it
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Economy · 3 min readKOSPI closes at 6,995.39 on September 7, 2026 — up 4.61%, and 4.61 points short of 7,000
Index — KOSPI 6,995.39 (+308.18, +4.61%), KOSDAQ 822.19 (+8.69, +1.07%); 4.61 points short of 7,000
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Economy · 3 min readKorea's August exports hit $98.25 billion — semiconductors alone were $46.65 billion, 47.5% of the total
Total — 98.25bn dollars (+68.7%), third-highest month on record. Imports 63.51bn (+22.5%), surplus 34.75bn
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Economy · 4 min readKOSPI closes at 6,687.21 on September 4, 2026 — retail sold 3.7 trillion won and it rose anyway
Close — KOSPI 6,687.21 (+107.73pt, +1.64%); KOSDAQ 813.50 (+2.95%), back above 800
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Economy · 2 min readSamsung Electronics and SK hynix fall 4% on September 2, 2026 — oil, rates and Chinese HBM3E
Move — Samsung Electronics and SK hynix each fell more than 4%, driving the KOSPI's 3.99% drop
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Economy · 3 min readSK hynix US revenue of 84.5648 trillion won — tripled in a year, 64.1% of the total
Number — first-half US revenue of ₩84.5648tn, 64.1% of the total, roughly tripled in a year
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Economy · 3 min readKOSPI closes at 6,912.37 on August 27, 2026 — a third straight gain, on the day rates rose
Index — KOSPI 6,912.37, up 104.16 points or 1.53 percent, a third straight advance
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Economy · 3 min readS&P 500 closes at 7,652.86 on August 24, 2026 — only the Dow rose
Indexes — S&P 500 7,652.86 (-0.28%), Nasdaq 25,980.19 (-0.76%), Dow 53,417.16 (+0.26%). They split
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Tech · 4 min readPax Silica letter — the US tells 35 countries to pick one AI bloc
Letter — a State Department draft addressed to the 35 signatories of the June 25 Joint Statement on AI Opportunity
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Tech · 4 min readWhat AI chip export controls are — three years of moving the line
Definition — US rules on which AI chips go where, enforced by the Bureau of Industry and Security
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Tech · 3 min readSK hynix to cancel 40 trillion won of shares — Korea's largest, and the stock fell 9.75%
Size — 40.0043tn won and 24.07m common shares, about 3.3% of shares outstanding, bought then cancelled
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Economy · 3 min readS&P 500 closes at 7,691.76 on August 18, 2026 — chips fall 5.5%
S&P 500 7,691.76 (-0.69%) · Nasdaq -1.33% · Dow -0.22% — all three lower
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Economy · 4 min readKOSPI closes at 6,579.04 on August 12, 2026 — foreigners buy 2.8tn won in one session
Close 6,579.04 — up 233.51 points (+3.68%). Open 6,438.50, intraday high 6,668.43
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Tech · 4 min readNvidia's $500bn compute financing platform — the moment GPUs became collateral
MOUs with six financial institutions, targeting over $500bn of third-party capital
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Economy · 3 min readKorean chip exports jump 155% — $9.95bn in ten days, 46.8% of everything the country sold
Exports $21.3bn (+45.3%) — working days were 7.0, identical to last year, so this is not a calendar effect
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Economy · 3 min readTrade balance explained — why a 45% export surge barely moves the surplus
Trade balance = exports − imports — the surplus comes from the gap in dollars, not the gap in growth rates
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Economy · 1 min readKOSPI closes at 6,634.55 on August 5, 2026 — up 4.33%, buy sidecar fires
KOSPI jumped 275.60 points (4.33%) to 6,634.55, reclaiming the 6,600 level
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Economy · 1 min readSeoul's split screen: KOSPI slips again, KOSDAQ jumps 5%
KOSPI surrendered its morning rebound to close around 6,180, down a second day