It sure looks like the AI bubble is rapidly popping...
New post/newsletter: Harms of the AI ecosystem – infographic A visual aid for discussions and learnings about the impact of AI development on everything from individual to global to planetary wellbeing.
South Korea's KOSPI index experienced a steep decline as investor enthusiasm for chipmakers wanes following the fading of the AI-driven market boom. The sell-off reflects declining interest in the semiconductor sector that had benefited from AI demand.
Samsung Electronics narrowed its market share gap with SK hynix in high-bandwidth memory (HBM) during Q2 2026, while both South Korean chipmakers retained top positions in the global NAND flash memory market.
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On September 21, Romanian prosecutors detained former presidential candidate Georgescu and two associates and opened investigations into fraud charges. Prosecutors alleged the group persuaded a Romanian businessman to transfer €1.1 million by falsely claiming access to millions in foreign funds.
Despite Nvidia posting blockbuster earnings on 2026-08-27, broader chipmakers failed to achieve meaningful gains by 2026-08-28. The enthusiasm from Nvidia's strong results did not translate into sector-wide momentum.
South Korean chipmaker SK Hynix shares fell 10–15% in Seoul on Tuesday as a broader semiconductor sector selloff extended to US companies including Micron and Nvidia. Market analysts suggest the decline reflects investor concerns about sustained AI profit growth.
Major chipmakers AMD, Arm, and Nvidia have released new security advisories to address various vulnerabilities in their hardware and software products. These updates mitigate risks including system crashes, unauthorized information disclosure, and denial-of-service conditions.
Kioxia Holdings dismissed prospects of closer ties with shareholder and rival SK Hynix on September 10, 2026, while pledging to increase memory chip production capacity to ease surging prices driven by AI service provider demand. Both companies are expanding output to meet record orders.
google/InHISPA2w6i6... President Trump stunned many in the tech world after announcing a controversial deal with chipmakers Nvidia and AMD, allowing them to sell advanced artificial intelligence chips to China in exchange f...
South Korea's leveraged exchange-traded funds tied to chipmakers experienced approximately $1 billion in outflows in August 2026 as investor enthusiasm for artificial intelligence-related trades cooled. Regulators have also stepped up measures to curb demand for these high-risk financial instruments.
South Korea's two leading chipmaking giants have announced unprecedented shareholder-return programs that analysts expect could drive a significant rally in the Korean won currency. The cash payout plans represent a key economic variable affecting currency movements.
Advanced Micro Devices stock surged on September 21, 2026, putting the chipmaker on track to reach a $1 trillion market valuation for the first time amid renewed investor optimism for semiconductor companies. The gains reflected broader strength in the chip sector.
On September 2, 2026, Shanghai Enflame Technology's initial public offering, backed by Tencent Holdings, drew exceptional demand from retail investors with subscription rates ranging from 4,073 to 6,109 times the available shares.
Tencent-backed Shanghai Enflame Technology Co. is seeking to raise approximately 6.12 billion yuan ($911 million) in an initial public offering on Shanghai's Star Market as of September 2, 2026. The IPO tests investor appetite for Chinese artificial intelligence chip manufacturers.
Shanghai Enflame Technology Co., backed by Tencent Holdings, raised approximately 6.12 billion yuan ($911 million) in its Shanghai IPO on September 11, 2026, positioning itself as a major challenger to Nvidia in artificial intelligence chips. The stock surged 188% on its first day of trading as investors showed strong appetite for AI semiconductor alternatives.
President Donald Trump proposed a $5,000 "Trump dividend" payout to voters in exchange for electing Republicans, though passage is unlikely. Separately, as of September 11, Iran signaled readiness to escalate military conflict.