EXCLUSIVE: Korea’s Next AI Winners May Be the ‘Picks and Shovels,’ xETFs CIO Says
Korea’s AI memory boom could last through 2030, says xETFs CIO Kenneth Wong. Here’s how KSMH targets the “picks and shovels."
Stocks · News reference
EXCLUSIVE: Trump-Xi Talks Put SK Hynix’s China Footprint in Focus. What It Means for Korea ETFs
SK Hynix makes up to 45% of its NAND in China. Here’s why Trump-Xi talks and US semiconductor export controls matter for Korea semiconductor ETFs.
Reference Details
Connected Markets
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
- Source
- benzinga
- Observed
- Checked
- Cadence
- Captured once, then retained as an archive reference
- Status
- fresh
Keep reading
Related Headlines
'China's CXMT Eyes Flash-Memory Push Amid Global Shortage; Firm To Take On Samsung, YMTC' - Reuters Exclusive
CXMT plans NAND flash research line in Beijing, sources sayMove opens new market beyond CXMT's core DRAM businessGlobal flash shortage has boosted prices, strained device makersCXMT would challenge Samsung, SK
Micron's Largest Production Base Faces Strike Threats as Bonus Falls 'Short of Expectations,' Workers Demand Bigger Cut of AI-Driven Profits: Report
Hundreds of Micron employees rallied in Taiwan Thursday, threatening to strike after rejecting the company's fiscal 2026 bonus offer.
Shares of chip companies are trading higher amid overall market strength, falling yields and declining oil prices. The industry may be boosted by recent talks between Intel and SK Hynix regarding U.S. chip manufacturing.