Investors cut back bets on Asian chipmakers after blistering rally

TSMC, SK Hynix and Samsung Electronics together account for 29% of MSCI Emerging Markets index

Kospi dream rally fumbles: World's best-performing stock plunges 7%

South Korea's Kospi index experienced a significant 7% decline on Monday. Rising Middle East tensions and oil price spikes rattled global investors worldwide. Technology stocks, including SK Hynix and Samsung Electronics, led the sharp fall. The market correction intensified concerns over AI-linked semiconductor company valuations. Despite the recent drop, the Kospi remains a top global performer this year.

By TOI BUSINESS DESK

Samsung Electronics to advance start of chip factory in Yongin to 2029

Peak or supercycle? Chip outlook faces crucial test

Samsung Electronics and SK hynix are entering a critical stretch as investors split over whether the memory boom is nearing a peak or developing into a prolonged AI-driven supercycle. Results from ASML and TSMC this week, followed by big tech firm earnings and capital expenditure plans later this month, are expected to shape the outlook for both Korean chipmakers after a sharp selloff fueled by profit-taking and peak-cycle concerns. The Bank of Korea on Monday backed the more bullish view, sayin

By The Korea Herald

Samsung Electronics to move up start of chip factory in Yongin to 2029, source says

Samsung to speed up Yongin chip plant launch to 2029: Reuters