Investor sentiment toward major tech stocks has rebounded noticeably, driven by expectations of growing demand for semiconductors and data center cooling solutions amid AI expansion. However, caution persists due to lingering U.S.-China policy differences and patent damages litigation facing major tech firms.
Samsung Electronics is expected to report strong third-quarter results, driven by favorable memory market conditions and a rising share in high-bandwidth memory (HBM).
Expectations for market penetration grew after LG Electronics was selected as an official partner for Nvidia's AI data center cooling solutions.
Legal risks surfaced for Apple after a court delivered a large damages verdict in a patent infringement lawsuit regarding haptic technology.
Despite progress in partial tariff cuts following the U.S.-China summit, both nations showed differing stances on key issues such as rare earths and AI.
Solidigm, a second-tier subsidiary of SK Hynix, is reportedly considering a U.S. stock market listing as early as next year.
Expectations for easing AI computing resource shortages and a recovery in semiconductor demand are rising as Chinese authorities consider allowing domestic tech giants to purchase Nvidia's new AI chips. On the other hand, investor sentiment remains cautious regarding governance and financial risks due to the intensifying management control dispute and concerns over surging debt at Korea Zinc.
China's Ministry of Industry and Information Technology considers allowing domestic big tech companies, including Alibaba and ByteDance, to purchase Nvidia's new AI chip (RTX PRO 5500)
MBK Partners issues a statement calling for the resignation of Korea Zinc Chairman Choi Yun-bum, raising concerns over surging debt (KRW 0.8tn to KRW 7.5tn) and legal and financial risks
Criticism raised over staff departures and inadequate compensation compared to private and overseas sectors at National Pension Service Investment Management, despite a surge in alternative investment assets (KRW 256.5tn)
