QUICK SPARK: South Korea’s KOSPI Logs Worst Week Since 2008’s Lehman Brothers Collapse

SK Hynix Stock Falls Below 200-Day Average: A Chinese Rival’s IPO Filing May Explain Why

SK Hynix closed below its 200-day average for the first time since May 2025. Counterpoint ranks China’s YMTC No. 3 in NAND.

Shares of memory- and storage-related chip companies are trading lower amid continued weakness as investors weigh intensifying Chinese competition and concerns over possible market oversupply. Rising inflation concerns and elevated energy prices are fueling expectations for further Fed rate hikes, which could increase borrowing costs and weigh on demand across the sector.

Micron, SK Hynix Have an AI Boom Problem — China Could Make It Worse

China's CXMT is advancing DRAM technology, raising questions about memory pricing, competition and Micron's and SK Hynix's AI investments.

EXCLUSIVE: Is AI Growth Slowing Down? Memory Industry Expert Says It's 'Too Early' To Tell

Counterpoint’s MS Hwang tells Benzinga the memory chip sell-off reflects financing fears, not supply, as SK Hynix drops 24% in a week.

S. Korean Publication MTN Reports Samsung Foundry Eyes Silicon Photonics Technology Company Called 'Optical (Light) Semiconductor' To Close Advanced Packaging Gap With TSMC

https://news.mtn.co.kr/article/2026101610575063847

Taiwan Semiconductor Holds the Cards As NVIDIA, Apple and AMD Battle for Limited AI Chip Capacity

Taiwan Semiconductor (TSMC) capacity battles heat up as NVIDIA, Apple, and AMD scramble for AI chips. Q3 revenue reaches $46.7 billion.