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531 articles
Kospi Drops 7.89 Percent As Samsung And SK hynix Lead Chip Sell-Off
Chips & SemiconductorsAnalysis
CAPACITY TEST:

Kospi Drops 7.89 Percent As Samsung And SK hynix Lead Chip Sell-Off

The Korea Herald reported that the Kospi fell 7.89 percent on Thursday as Samsung Electronics and SK hynix came under selling pressure from renewed AI-capacity and chip-competition concerns. The article cited a sell-side sidecar, heavy foreign and institutional selling and 48.86 trillion won in trading value, but did not report confirmed order cuts, revised chipmaker forecasts or measured AI capacity utilisation.

July 4, 2026Read More →
GM Battery Pilot Line Puts Lower-Cost EV Chemistry on a 2028 Clock
Devices & Consumer TechNews
MARKET SIGNAL:

GM Battery Pilot Line Puts Lower-Cost EV Chemistry on a 2028 Clock

General Motors is using a new Battery Cell Development Center near Detroit to move lower-cost EV battery chemistry from research into production planning. The 500,000-square-foot facility supports GM’s $900 million EV battery push and is tied to a plan to cut EV costs by nearly 10%. The practical question is whether LMR battery cells can scale through the pilot line before GM targets vehicles on the road by 2028.

June 6, 2026Read More →