RPRNA
Foundries, nodes, equipment, and the chips inside everything
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Latest posts
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Samsung Biologics Revenue Climbs 18.5%, but Margins Slip as Plant 5 Ramps Up
Samsung Biologics saw a jump in sales during the third quarter, but its profit barely changed. This has put Samsung Biologics under pressure to start using its factory. Samsung Biologics announced revenue of KRW 1,490 billion and operating profit of KRW 640 billion. Revenue grew…
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Apple Posts Record September Quarter as iPhone Demand Climbs, but Memory Costs Squeeze Margins
Apple shared that during the September quarter it made $114.5 billion in revenue, which is 12 percent more than the same time last year. The iPhone had a record performance during the September quarter. The Services division hit a new high. This was the earnings report with CEO…
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Goldman Sachs Limits Claude Code and GitHub AI Coding Tools to Engineers
Goldman Sachs has now limited access to advanced AI coding tools, such as Anthropic’s Claude Code and Microsoft’s GitHub offerings, to engineers only, a source who wants to remain anonymous says. In October, the bank updated its guidelines, ending a period when bankers and…
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TSMC ADR Slips Below $400 as Chip Selloff Deepens, Pulling Taiwan Stocks Lower
U.S. Chip stocks sold off again Monday, with the Philadelphia Semiconductor Index falling 3.37%, Intel dropping 8.80%, and TSMC’s ADR closing at $398.63 below the $400 mark. The drop extends Friday’s rout. The semiconductor index fell 7.20% that day. TSMC’s ADR fell 5.95%. Intel…
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POSCO Holdings Q3 Operating Profit Jumps 48% as Steel Recovers, but Net Income Falls
POSCO Holdings, a Korean steel and materials group, announced third‑quarter operating profit of about 940 billion won, which is 47.9 percent higher than the same period last year and 15.3 percent higher than the second quarter, according to its provisional earnings filing.…
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Samsung Electronics to Buy Samsung Display’s 10.16% Stake in TCL CSOT for About $900 Million
Samsung Electronics has agreed to buy the 10.16% stake in Chinese panel maker TCL CSOT that Samsung Display currently owns. The deal is worth about 1.27 trillion won according to media reports. Samsung Display says the transaction will bring in around 1.3 trillion won in cash.…
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Samsung Hits No. 1 in Africa and Courts OpenAI’s Sam Altman as the HBM Race with SK hynix Heats Up
Samsung Electronics began November with a start experiencing developments on two very different fronts. In Africa, TechInsights data shows Samsung became the leader in smartphone shipments during the quarter, marking Samsung’s first time at the top since Samsung entered the…
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TSMC’s $265 Billion Arizona Bet Is Reshaping Phoenix’s Property Market
TSMC’s Arizona buildout is now reshaping both estate and chip production. On July 16, TSMC announced another $100 billion for the state, bringing the planned investment to $265 billion and adding four fabs that use 2‑nanometer or more advanced technology. Property data shows the…
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Goldman Sachs Raises December Brent Forecast to $105 as Middle East Supply Risks Grow
Goldman Sachs has significantly lifted its oil price outlook, pointing out the danger of a supply break in the Middle East. In a Nov. 1 note, Goldman Sachs lifted its December Brent forecast to $105 a barrel from $90. Goldman Sachs ‘ West Texas Intermediate forecast rose to $94…
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TSMC Confirms Talks Over Elon Musk’s Texas “Terafab,” but Says It Must Run Any Plant
TSMC is talking about a role in Elon Musk’s planned “Terafab” chip complex in Texas, CEO C.C. Wei said during the company’s third‑quarter earnings call. Wei made it clear that any Texas plant involving TSMC must be run by TSMC. Wei said TSMC has sent teams to Texas to look at…
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Samsung Chairman Lee Jae-yong Visits Yokohama Packaging Lab as Samsung and TSMC Compete for Japan’s Chip Supply Chain
Samsung Electronics Chairman Lee Jae-yong is said to have visited the company’s advanced packaging research site in Yokohama, Japan, according to a report from a Taiwanese news outlet called Digitimes. The main purpose of this visit is to improve relationships with companies…
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Japanese Chip Stocks Slide as Intel’s Plunge and Kioxia’s Flat Outlook Rattle Asian Markets
Japanese stocks opened lower on Monday as the chip sector sell-off that started on Wall Street spread to Asia. In trading in Tokyo, the Nikkei 225 fell about 0.7 percent while the broader TOPIX index dropped roughly 0.8 percent. Semiconductor materials and components makers,…
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KOSPI Rebounds From Chip Selloff as Intel’s Plunge Rattles Global Semiconductor Stocks
South Korea’s KOSPI recovered from a drop on Monday. The index opened down 1.62% at 5,637.77. Turned positive around 9:36 a.m. Local time. By 10 a.m. It stood at 5,750.68, up 0.35% after briefly touching the 5,800 level. Institutional investors bought 421.7 billion won (about…
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Chip Stocks Lose $5 Trillion in October as Bulls and Bears Fight Over the July Low
Five trillion dollars in market value has disappeared from AI and semiconductor stocks since October 6, according to market data, while most other U.S. Large caps moved higher. Nvidia and Alphabet each lost eight hundred thirty-five billion dollars and Intel’s market value…
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SK Square Pledges at Least $3.2 Billion in Shareholder Returns as SK Hynix Reruns Hackathon Round After Outage
SK Square plans to return 4.3 trillion won (about $3.2 billion) to shareholders. This will be the payout SK Square has made since its 2021 spin-off, according to a regulatory filing dated November 2. SK Square expects SK Hynix to pay more than 30 trillion won, about $22.4…
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South Korean Analyst Calls Chip Selloff a “Historic Bargain” as KOSPI Eyes 7,000
Cha Young-joo, leader of the Wise Economic Research Institute, says the drop in Korean chip stocks is a chance to buy. He spoke on the YouTube channel “Economy One Top”. Called the market a “historic bargain zone.” His best-case prediction is that the KOSPI will reach around…
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Kioxia’s Flat Profit Outlook Rattles Memory Stocks as NAND Price Surge Cools
Memory chip stocks steadied Sunday after a tough week, but investors still wonder if the AI‑driven price boom is slowing down. Kioxia Holdings caused the sharp move in the market. The NAND maker guided December‑quarter operating profit to about ¥2 trillion ($12.7 billion), well…
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Intel Stock Suffers Worst Day Since 1974 as Memory Shortage Squeezes PC Demand
Intel closed at $65.76 on Friday, October 30, down 28.58%. It was the stock’s worst day in more than half a century, erasing nearly $140 billion in market value. The drop came not because of a quarter but because of a weak outlook. Third-quarter revenue rose 21% to $16.5…
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Samsung and SK Hynix Stocks Diverge as Top Korean Traders Rotate Into Samsung
South Korean retail investors purchased Samsung Electronics shares and reduced their positions in SK Hynix last week. This reversal came after both companies released their third-quarter earnings. Kiwoom Securities data on its 25,000 customers by three-month return reveal that…
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LG Appears in All Six Categories of Consumer Reports’ Top Picks 2026
LG Electronics is the brand that shows up in every one of the six appliance categories listed in Consumer Reports Top Picks 2026. Those categories are refrigerators, dishwashers, gas ranges, front‑load washers, electric dryers, and televisions. LG captured two of the three…