Samsung Biologics led this week’s winners, up 24.2% after a court barred strikes and the company raised 2026 revenue growth guidance to 20%.
A contract drug maker sells steady capacity, and less strike risk and full plants make it worth more.
Tesla is reportedly putting $830M into a dedicated line at Samsung Electro-Mechanics in South Korea.
It would make substrates, the boards that link an AI chip to its system, for Tesla's car and Optimus chips.
Paying now reserves a part Tesla's chips can't ship without.
DeepSeek reportedly raised $15B after lifting its goal from $7.5B to $12B along the way. CATL and Tencent are among the biggest investors.
The bet is that DeepSeek's low cost models can stay competitive on a fraction of its US rivals' capital.
Samsung’s share of HBM revenue rose from 21% to 33% in one quarter while SK hynix’s fell from 58% to 50%, according to Counterpoint Research.
That shift turns HBM, the memory beside Nvidia’s chips, from a trade on SK hynix alone into a choice between it and Samsung.
Elice jumped 30% on Wednesday, the most KOSDAQ allows in a day, and hit it 10 minutes after the open. The AI cloud company fell 32% on its debut the day before.
Retail investors deposited over $7.5B for its IPO, a sign of how much Korean money wants AI infrastructure.
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Chipmaker CXMT rose 466% on its July debut, and robot maker Unitree followed in August, up 460%. Mainland China's IPOs this year averaged 270% on day one.
Both trade on Shanghai's STAR Market, which overseas individuals can't buy directly.
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China’s chip exports passed $300B in the first 9 months of 2026, and September’s $45B was up 136% on just 1% more chips shipped.
A memory chip shortage tied to the AI buildout is lifting prices far faster than shipments, and the memory makers are the ones getting paid.
Exotic.
Empyrean led this week’s winners, up 16.7% after announcing plans to invest $22M in X-Epic.
Simulation and verification are already part of Empyrean’s toolkit, while X-Epic specializes in chip layout. The aim is a more complete domestic design workflow.
Exotic.