$Taiwan Semiconductor Manufacturing(TSM)$’s latest August sales data came in well above market expectations, with revenue surging 53.3% year-over-year. The strong print fully reflects the persistent and robust demand for AI computing power. According to the official sales report, TSMC generated NT$514.8 billion in revenue in August, rising 53.3% YoY and 10.1% month-over-month, beating consensus estimates comfortably. Cumulative sales for the first eight months of 2026 grew 39.3% YoY, maintaining strong double-digit growth driven largely by booming AI chip orders. Metric Aug Jul Jun May Apr Mar Feb Monthly Sales (NT$ bn) 514.8 467.6 442.7 417.0 410.7 415.2 317.7 Monthly YoY +53.3% +44.7% +67.9% +30.1% +17.5% +45.2% +22.2% YTD Cumulat

US three major indexes closed lower on Tuesday, with broad market under pressure. Clear divergence emerged within the semiconductor sector: $Intel(INTC)$ surged 9%, adding roughly $45.5 billion in market cap.$Advanced Micro Devices(AMD)$ rose 5.9%, while$Qualcomm(QCOM)$, $Broadcom(AVGO)$ and $ASML Holding NV(ASML)$ gained around 3%. Driven by the sector’s bullish sentiment, semiconductor ETFs moved higher too. $VanEck Semiconductor ETF(SMH)$ an

SK Hynix just dropped a massive $40‑trillion‑won buyback plan, covering 3.3% of its total outstanding shares. News of the send sent its US‑listed stock ripping in after‑hours, swinging from a 3.5% dive to a 4% rally. $SK hynix(SKHY)$ Seoul, August 19, 2026 – SK hynix Inc. announced today that its Board of Directors has approved a resolution to repurchase and fully cancel 40 trillion won worth of its own shares. The Company also revealed plans to return “over 50% of cumulative Free Cash Flow(FCF)” generated during the program period(2025-2027), adopting a framework centered on the parallel execution of share repurchases and cancellations alongside cash dividends. Following the Board meeting held earlier today, the Company formally d

On Thursday, SK Hynix (SKHY) rallied 7.3%, hitting an intraday peak gain above 9%, pushing its market cap back above $1.2 trillion. $SK hynix(SKHY)$ Here are the key catalysts behind SK Hynix’s sharp rally: Cooling US inflation eases rate hike fears, lifting all tech stocks US July CPI data released on the evening of the 13th came in softer than market expectations. Investors priced in a much lower chance of a Federal Reserve rate hike in September. Treasury yields dropped, driving capital back into growth stocks like semiconductors and AI memory. The entire US memory sector rallied overnight, pulling SK Hynix higher alongside peers. Sandisk’s massive jump fuels bullish sentiment across the memory sector Memory leader Sandisk surge

U.S. semiconductor and memory sectors saw a notable pullback on Tuesday. $Philadelphia Semiconductor Index(SOX)$dropped 5%, with broad‑based declines across the sector. NVIDIA fell 2.3%; Super Micro Computer, TSMC and ASML slumped over 4%; Intel tumbled 6.6%. Memory chip stocks took an even harder hit: SanDisk ‑9%, SK Hynix ‑9.2%, Micron ‑7%, Western Digital ‑7.4%, Seagate ‑9.2%. What triggered last night’s sharp sell‑off in semiconductors & memory Surging U.S. Treasury Yields Long‑dated Treasury yields kept climbing as markets priced out Federal Reserve rate‑cut expectations. The 30‑year U.S. Treasury yield broke above 5.31%, the 10‑year rose to 4.72%, and the 2‑year stood at 4.18%, steepening the yield curve. A $25 billion 30‑

I. South Korea’s August Exports Jump Sharply on Robust External Demand On September 1, South Korea released its August trade figures, which once again reflect strong overseas demand driven by the global AI industry chain. Overall export growth picked up notably, and the trade surplus stayed elevated, lending solid support to South Korea’s economic recovery. Data shows South Korea’s August exports hit $98.25 billion, surging 68.7% year‑over‑year. The reading marks an acceleration from July’s 63% growth, underscoring red‑hot external demand. Following the trade release, the KOSPI closed 15.7 points higher, up 0.2%. SK Hynix rose 1.1%, while Samsung Electronics gained roughly 0.4%. II. Semiconductors — The Core Engine Behind Historic Export Gains Semiconductors are the main force behind South