Antfeed

Your go-to source for Korean memory & Asian chip news ⚡ The biggest stories in AI, tech & markets. Straight from LOCAL sources. $SKHY $005930 | ENG/KOR

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So P Equity Research picks up a screenshot from Antfeed, and an hour later Elon Musk is talking about Chinese RAM. 👏👏👏

source via @antfeedapp

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NVIDIA'S CHINA CHIP SCANDAL MAY BE JUST THE TIP OF THE ICEBERG

The controversy surrounding Jensen Huang is becoming a much bigger political battle in Washington.

According to Taiwan's TechNews, short seller Culper Research has flagged at least six additional Southeast Asian companies over suspicious Nvidia chip transactions, beyond Megaspeed.

The allegations remain unverified.

Meanwhile, Huang's push to preserve Nvidia's access to China is increasingly at odds with Washington's national security hawks, who want tighter export controls.

Could the chip diversion controversy be much bigger than initially reported?

And could Huang's political influence in Washington now be at risk?

More global AI and semiconductor coverage on Antfeed. Free on iOS and Android!

#Nvidia #JensenHuang #NVDA #China #AI #Semiconductors #ExportControls #Geopolitics

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BREAKING: KOSPI HOVERS AT FLATLINE AS FOREIGN BUYERS PARRY $466M INSTITUTIONAL EXIT

KOSPI: 5,374.90 ▼ 0.46 (-0.01%)

Investor Trading Activity (Net, KRW 100M):
Retail: -243 (-$18.3M)
Foreign: +2,494 (+$187.5M)
Institutional: -6,198 (-$465.9M)

Market Breadth:
Advancing: 184 (1 hitting the upper limit)
Unchanged: 31
Declining: 695 (0 hitting the lower limit)

#KOSPI #StockMarket #AsiaMarkets #SouthKorea #Equities

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XI JINPING SAYS TAIWAN REUNIFICATION IS INEVITABLE, WALL STREET ADDS 'INEVITABLE' TO LIST OF RISKS 🙃

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XI JINPING: TAIWAN'S REUNIFICATION WITH CHINA IS INEVITABLE

Chinese President Xi Jinping declared Thursday that Taiwan's "reunification" with China must happen, saying the tide of history cannot be stopped.

Speaking on the 160th anniversary of Sun Yat-sen's birth, Xi pledged to pursue peaceful reunification under Beijing's "one country, two systems" framework.

But Taiwan rejects Beijing's sovereignty claims, and China has never ruled out the use of force.

Is Beijing preparing to increase pressure on Taiwan?

And what could rising tensions mean for the global semiconductor industry?

More global tech and geopolitical news on Antfeed. Free on iOS and Android!

#China #Taiwan #XiJinping #Geopolitics #TSMC #Semiconductors #USChina

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XI JINPING: TAIWAN'S REUNIFICATION WITH CHINA IS INEVITABLE

Chinese President Xi Jinping declared Thursday that Taiwan's "reunification" with China must happen, saying the tide of history cannot be stopped.

Speaking on the 160th anniversary of Sun Yat-sen's birth, Xi pledged to pursue peaceful reunification under Beijing's "one country, two systems" framework.

But Taiwan rejects Beijing's sovereignty claims, and China has never ruled out the use of force.

Is Beijing preparing to increase pressure on Taiwan?

And what could rising tensions mean for the global semiconductor industry?

More global tech and geopolitical news on Antfeed. Free on iOS and Android!

#China #Taiwan #XiJinping #Geopolitics #TSMC #Semiconductors #USChina

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MEMORY LEADERS GAIN GROUND: SAMSUNG PREFERRED SURGES 3.6% WHILE SK HYNIX NEARS ₩1.3M

SK Hynix ₩1,289,000 ($968.48)
▲ 12,000 (+0.94%)

Samsung Electronics ₩210,500 ($158.16)
▲ 4,500 (+2.18%)

Samsung Electronics (Pref) ₩171,000 ($128.48)
▲ 6,000 (+3.64%)

Samsung Electro-Mechanics ₩919,000 ($690.49)
▼ 4,000 (-0.43%)

SK Square ₩798,000 ($599.57)
▲ 2,000 (+0.25%)

#StockMarket #Semiconductors #AsiaMarkets #SouthKorea #Equities

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SEOUL ROLLER COASTER RIDE: KOSPI SWINGS WILDLY BEFORE CLAWING BACK INTO THE RED

KOSPI: 5,387.37 ▲ 12.01 (+0.22%)

Investor Trading Activity (Net, KRW 100M):
Retail: +56 (+$4.2M)
Foreign: +2,160 (+$162.3M)
Institutional: -5,819 (-$437.3M)

Market Breadth:
Advancing: 176 (1 hitting the upper limit)
Unchanged: 41
Declining: 693 (0 hitting the lower limit)

#KOSPI #StockMarket #AsiaMarkets #SouthKorea #Equities

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REUTERS: JENSEN HUANG'S CHINA SCANDAL — U.S. SENATORS DEMAND ANSWERS

The Nvidia controversy is escalating in Washington.

Democratic Senators Elizabeth Warren and Chris Coons are demanding that the Trump administration preserve all records related to Nvidia's chip exports to China.

The request follows allegations involving Huang's relationship with a suspected Chinese intelligence operative and billions of dollars in chip shipments to China.

The allegations remain unproven, but the senators are now seeking a congressional briefing on the national security risks.

What did Washington know about the alleged intelligence operation?

And could this lead to tougher restrictions on Nvidia's chip exports to China?

More AI and semiconductor news on Antfeed. Free on iOS and Android!

#Nvidia #JensenHuang #NVDA #China #Semiconductors #AI #ExportControls #USChina

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Microsoft Explores Tapping Gamers' Spare GPU Power for AI Training

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ICYMI: JENSEN HUANG'S SECOND AFFAIR SCANDAL — THIS TIME, INSIDE NVIDIA

The Jensen Huang scandal just took another turn.

The New York Times reports that Huang allegedly had a relationship with Kimberly Powell, Nvidia's VP of healthcare, who reports directly to him.

Bloomberg's Michael Shepard says the latest allegations raise potential violations of company policies and serious questions about corporate governance.

All this comes as Nvidia prepares to report earnings next week, while Huang faces congressional scrutiny over his earlier China-related controversy.

How much did Nvidia's board know?

And could this second scandal threaten Huang's future as CEO?

We recapped Bloomberg's analysis on Antfeed.

Read the recap on Antfeed. Free on iOS and Android!

#Nvidia #JensenHuang #NVDA #AI #CorporateGovernance #WallStreet #Semiconductors

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TECH RALLY BROADENS: SAMSUNG EXTENDS GAINS PAST 3% AS SK HYNIX CLEARS ₩1.3M MILESTONE

SK Hynix ₩1,301,000 ($975.27)
▲ 24,000 (+1.88%)

Samsung Electronics ₩212,500 ($159.30)
▲ 6,500 (+3.16%)

Samsung Electronics (Pref) ₩172,100 ($129.01)
▲ 7,100 (+4.30%)

Samsung Electro-Mechanics ₩938,000 ($703.16)
▲ 15,000 (+1.63%)

SK Square ₩806,000 ($604.20)
▲ 10,000 (+1.26%)

#StockMarket #Semiconductors #AsiaMarkets #SouthKorea #Equities

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BREAKING: FOREIGN BUYING LIFTS KOSPI ABOVE 5,430 DESPITE HEAVY INSTITUTIONAL SELLING

KOSPI: 5,439.78 ▲ 64.42 (+1.20%)

Investor Trading Activity (Net, KRW 100M):
Retail: +607 (+$45.5M)
Foreign: +2,266 (+$169.9M)
Institutional: -5,052 (-$378.8M)

Market Breadth:
Advancing: 290 (1 hitting the upper limit)
Unchanged: 42
Declining: 576 (0 hitting the lower limit)

#KOSPI #StockMarket #AsiaMarkets #SouthKorea #Equities

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now look at the bottom chart.

hana's model shows hbm demand from ai accelerators exceeding supply from samsung, sk hynix and micron by roughly 11%.

given how much hbm capacity is expected to come online by 2027, you'd think the gap would close. but will it actually be ENOUGH?

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source: hana securities

something interesting in the top chart.

samsung and sk hynix are both projected to reach 260,000 hbm wafers per month in 2027, BUT hana expects sk hynix to ship around 2.3b gb of hbm, compared with samsung's 2b gb.

despite lower shipments, hana ACTUALLY expects samsung to generate MORE hbm revenue, mostly thanks to HIGHER hbm4 pricing.

so equal wafer capacity doesn't mean equal shipments, and higher volumes don't always translate into higher REV.

[Antfeed @antfeedapp]

source: hana securities

something interesting in the top chart.

samsung and sk hynix are both projected to reach 260,000 hbm wafers per month in 2027, BUT hana expects sk hynix to ship around 2.3b gb of hbm, compared with samsung's 2b gb.

despite lower shipments, hana ACTUALLY expects samsung to generate MORE hbm revenue, mostly thanks to HIGHER hbm4 pricing.

so equal wafer capacity doesn't mean equal shipments, and higher volumes don't always translate into higher REV.

[Antfeed @antfeedapp]

BBG: US Congress May Subpoena Nvidia CEO Jensen Huang Over Chip Security Protocols

Republican Rep. John Moolenaar said Huang could face a subpoena unless he agrees to a closed-door briefing or proposes another date, following a request from three Republican committee leaders.

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source: hana securities

look at how far into the future some of these projects stretch.

microsoft's prometheus is a 1GW supercluster that's already underway for 2026, while its much larger hyperion project is designed to eventually reach 5GW, with phased operations beginning in 2028.

these aren't all data centers suddenly coming online in the same year. and that's important because the timing of actual deployments matters much MORE for chip demand than the SIZE of the final project.

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🤖🌊🔜💊?

still thinking thru, but i wouldn't be surprised if biotech turns out to be the next big thing in AI 👀

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GOOGLE DEEPMIND ANNOUNCES GENETICS BREAKTHROUGH, WALL STREET BEGINS LOOKING FOR NEXT AI TRADE 🙃

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GOOGLE DEEPMIND ANNOUNCES GENETICS BREAKTHROUGH, WALL STREET BEGINS LOOKING FOR NEXT AI TRADE 🙃

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CONFIRMED

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RUSSIAN AMBASSADOR TO U.S. DIES, LEAVING BEHIND ONE OF WORLD'S LEAST DESIRABLE DIPLOMATIC JOB OPENINGS 🙃

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RUSSIAN AMBASSADOR TO U.S. DIES, LEAVING BEHIND ONE OF WORLD'S LEAST DESIRABLE DIPLOMATIC JOB OPENINGS 🙃

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MAN WHO ASKED BRITAIN WHETHER TO LEAVE EU URGES CAUTION ABOUT ASKING WHETHER TO RETURN