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美股
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Temasek investment plans lift Samsung, SK Hynix and KOSPI (SKHY:NASDAQ)
Shares of Samsung Electronics (SSNLF) and SK Hynix (SKHY) rallied about 8% in South Korea on Wednesday after a local media report said Singapore
美股
Samsung P/E premium over SK Hynix set to rise on HBM share gains (SSNLF:OTCMKTS)
Samsungâs P/E premium vs SK Hynix may rebound as it regains HBM market share, UBS says.
美股
Micron signals HBM TAM crossing $100B in 2027 as it lifts FY26 CapEx to around $27B (NASDAQ:MU)
Micron MU Q3 FY2026 earnings call highlights: HBM demand, tight DRAM/NAND supply, $22B SCAs, higher CapEx, and buybacksâread now.
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美股
Micron projects fiscal Q4 revenue of $50B ± $1B as it outlines $100B in SCA RPO (NASDAQ:MU)
Micron (MU) Q3 FY2026 earnings call highlights: record revenue/EPS, $100B SCA backlog and $22B deposits, plus Q4 guidance.
美股
Taiwan launches combat readiness drill as military adapts to rising China tensions (PPA:NYSEARCA)
Taiwan launches a 5-day combat readiness drill as China steps up activityâwhat it means for markets, defense spending and semiconductor supply chains.
