Japanese memory-chip maker, spun from Toshiba, inventor of flash memory
Fujifilm has opened a new fabrication building in Japan to triple production of post-CMP cleaners used in semiconductor wafer processing, addressing supply bottlenecks triggered by global data-center expansion.
Global markets waver as AI-linked stocks retreat after OpenAI signals a potential year-end stock sale delay. SoftBank jumps on OpenAI ties; oil prices rise amid Middle East tensions. Wall Street edges lower as investors weigh safety over growth.
Global markets are volatile as AI-linked shares retreat amid funding risks. SK Hynix’s Solidigm reviews have been halted due to market conditions, while other AI infra players face investor scrutiny. The Kospi, Nasdaq, and European indices are all showing declines as inflation and rate expectations fuel selling.
South Korea’s SK Hynix has reported record Q3 earnings, with operating profit up 632% year on year to 83.33 trillion won and revenue up 328% to 104.62 trillion won, driven by demand for AI memory chips. The results have sparked a broader tech rally, with Samsung, Nvidia and related memory ETFs rising as markets reassess AI infrastructure demand. Investors are watching next week’s reports from Samsung and others for further clarity on memory demand.
China’s authorities have expanded liquidity support and signalled measures to stabilise the stock market after October’s sell-off. The PBOC has introduced a one-year swap facility for institutional investors to exchange illiquid assets for liquid ones, with about 100 billion yuan sought by 31 institutions. Regulators are also cutting costs for share buybacks and contemplating more stimulus to restore confidence.
Taiwanese memory makers Winbond and Macronix see record earnings as demand grows for specialized chips. Yet supply constraints persist, with lead times for critical tools exceeding two years and new capacity not online until 2029-2030. China’s CXMT advances its DRAM roadmap as US restrictions bite, while global tungsten supply disruptions ripple through AI hardware chains.
Palantir has reported $2.31 billion in Q3 revenue, with US commercial revenue eclipsing government revenue for the first time. The company has raised full-year guidance as enterprise AI adoption accelerates, while indicating shorter-term, renewable contracts in the enterprise segment.
World markets have seen heavy tech losses after US midterms shift political power, signaling a potential AI investment slowdown. Tech giants and chipmakers lead declines while some observers warn of broader economic implications. Investors are watching policy signals and next moves as futures react to the changing landscape.
Global AI-driven tech shares retreat after a recent rally, with SK Hynix, Samsung, and TSMC among steeper fallers; analysts cite renewed concerns over AI infrastructure spending and potential tightening of data-center regulations following the US midterm results.
The Nasdaq 100 has fallen sharply, erasing trillions in value as AI-heavy tech leads the sell-off. Nasdaq down for the session; Nvidia and Tesla are among the hardest hit as regional and global markets wobble amid regulatory and growth concerns.