Jay Qian

TradingKey - Samsung Electronics showcased its eighth-generation High Bandwidth Memory (HBM5) prototype for the first time at Computex 2026 and announced that it has delivered 12-layer HBM4E samples to customers. SK Hynix unveiled its differentiated heat dissipation technology "iHBM" on the eve of the event, with mass production of HBM5 expected between 2029 and 2030. Micron Technology (MU) is also accelerating its catch-up efforts. The competition is evolving from a race for speed into a contest of heat dissipation and packaging capabilities, where the choice of Nvidia (NVDA), the primary customer, remains decisive.

TradingKey - On June 2nd, Eastern Time, the COMPUTEX conference boosted AI sentiment, leading to a rally in US tech stocks. All three major indices hit new closing highs: the Dow Jones Industrial Average rose 0.45% to 51,307.79 points, the S&P 500 rose 0.13% to 7,609.78 points, and the Nasdaq Compos

TradingKey — According to media reports on June 2, SK Group Chairman Chey Tae-won issued several major signals at the GTC conference in Taipei. He explicitly stated that SK Hynix plans to double its memory chip wafer capacity within the next five years, with the goal of becoming the primary HBM chip supplier for Nvidia’s next-generation AI computing platform, the Vera Rubin system. Furthermore, the company aims to further expand its diversified partnerships in Taiwan.

TradingKey - Japanese and South Korean stock markets closed mixed on Tuesday. The Nikkei 225 Index finished 0.30% lower at 66,734.02, while the KOSPI rose 0.15% to close at 8,801.49.

TradingKey - On June 1, Qualcomm (QCOM) CEO Cristiano Amon stated in his COMPUTEX 2026 keynote that 2026 will be the "Year of the AI Agent" and officially launched Dragonfly, a new brand for data center AI inference chips, marking Qualcomm's comprehensive entry into the data center computing market.

TradingKey - During the Asia trading session on June 2, Samsung Electronics' intraday market capitalization briefly exceeded $1.54 trillion, momentarily surpassing Meta Platforms (META) and Tesla (TSLA) to rank ninth globally before retracing. As of afternoon trading, Samsung's market cap stood at a

TradingKey - A fire broke out at South Korean semiconductor giant SK Hynix's core chip manufacturing facility at Campus 4 in Cheongju, North Chungcheong Province, at approximately 10:32 AM local time on June 1, accompanied by a minor leakage of hydrofluoric acid. The fire originated on the 6th floor of a gas room connecting the M15 and M15X production facilities and was quickly brought under control after the automatic sprinkler system was activated.

TradingKey - S&P 500 added 0.27% to finish near 7599.96, while the Nasdaq Composite climbed 0.42% to close around 27086.81. The Dow Jones Industrial Average closed at 51078.88 points, up 0.09%.

TradingKey - During the Asian trading session on June 1, TSMC (2330.TW) rose as much as 2.7% to an intraday record high of NT$2,415, with its market capitalization surpassing NT$62 trillion. However, the stock ultimately closed at NT$2,355, as gains narrowed to a flat finish, erasing all earlier advances.

TradingKey - On the first trading day of June, Japanese and South Korean stock markets extended the AI boom, both hitting record highs. The Nikkei 225 Index surpassed 67,000 points for the first time intraday, while the KOSPI Index briefly broke through the 8,800-point mark.

TradingKey - Nvidia (NVDA) CEO Jensen Huang delivered a keynote speech at the GTC Taipei 2026 conference. He stated that AI is evolving from Generative AI into a new phase of Agentic AI. During the event, he also unveiled the Vera Rubin AI computing platform, the first standalone data center CPU "Vera," and the RTX Spark chip, marking the company’s expansion into the AI PC market.

TradingKey - On May 31, Eastern Time, Berkshire Hathaway (BRK.A) agreed to acquire residential homebuilder Taylor Morrison Home (TMHC) in an all-cash deal at $72.50 per share. This represents a premium of approximately 24% over the stock's closing price last Friday, valuing the equity at approximately $6.8 billion and the total enterprise value at $8.5 billion including debt. Meanwhile, the company’s first-quarter position disclosure revealed that it reduced its holdings in Chevron (CVX) by approximately $8 billion.

TradingKey - During the Asian trading session on June 1, Samsung Electronics surged over 9.6% intraday to 347,500 KRW, hitting a record high. The stock's year-to-date gain has expanded to 189%, driving the Korea Composite Stock Price Index (KOSPI) up by more than 4.5% to break above 8,860 points, also marking a new record high.

TradingKey - US markets were closed on Monday, May 25, for Memorial Day. Geopolitical optimism surrounding US-Iran diplomatic talks continued to influence markets, with hopes for a ceasefire or deal regarding the Strait of Hormuz. Kevin Warsh, who was sworn in as Federal Reserve Chair on Friday, May

TradingKey - Amid the global memory supercycle fueled by the AI boom, Samsung Electronics and SK Hynix are shattering financial and market capitalization records at an unprecedented pace, collectively joining the trillion-dollar market cap club. While both compete in the same sector, their underlying logic, growth trajectories, and market narratives differ fundamentally. How should investors choose between them, and what is the optimal entry strategy?

TradingKey - According to Japanese media reports on May 28, approximately 30 Japanese companies are considering participating in an AI joint venture led by SoftBank, named "Japan AI Foundation Model Development Co." SoftBank, NEC, Honda, and Sony each hold stakes of over 10%. The first batch of about 10 companies is expected to complete their capital contributions in June, with individual investments reaching tens of millions of yen. The joint venture aims to develop a trillion-parameter model by 2027. By the early 2030s, it intends to integrate real-world data such as temperature and weight to create "Physical AI" capable of perceiving and controlling the physical world.

TradingKey - On May 28, Eastern Time, AI company Anthropic announced the completion of a $65 billion Series H funding round, reaching a post-money valuation of $965 billion. This surpasses the $852 billion valuation of rival OpenAI, making Anthropic the world’s most valuable private AI company. Notably, the world's three major memory chip manufacturers—Micron Technology (MU), Samsung Electronics, and SK Hynix—participated for the first time as "strategic infrastructure partners." The specific investment amounts from the three companies were not disclosed.

TradingKey - During the Asian session on May 29, both Japanese and South Korean stock markets closed higher, bolstered by overnight gains in U.S. equities and expectations of a ceasefire between the U.S. and Iran. In Japan, the Nikkei 225 Index opened higher and trended upward, closing up approximately 2.53%, while the TOPIX also rose. The upward momentum was almost entirely driven by the semiconductor and electronic components sectors.

TradingKey — During Asian trading hours on May 29, Samsung Electronics announced it has begun shipping samples of the industry's first 12-layer HBM4E to global customers. The news drove the company’s share price up nearly 6% intraday, as market expectations intensified regarding its ability to narrow the gap with SK Hynix in the AI memory market.

TradingKey - U.S. stocks edged higher on Thursday, with all three major indexes hitting record highs, buoyed by news of a breakthrough in a peace agreement following a second round of military strikes between U.S. and Iranian negotiators near the Strait of Hormuz.