KIOXIA
Global Market | SK Hynix weighs $12 billion special dividend ahead of Q3 Results: Reports
SK Hynix said it would announce shareholder-return measures alongside its quarterly results amid reports that it was considering a special dividend funded by gains from its Kioxia stake sale. The review comes as investors push major chipmakers to distribute more cash generated by the AI memory boom through dividends and share buybacks.
Global Market Today: Asian shares slip as AI jitters deepen ahead of big tech earnings
MSCI Inc.’s Asia Pacific equities gauge fell 0.2% ahead of this season’s busiest earnings week in Asia. US equity-index futures erased earlier gains and traded little changed.
Christopher Wood swapped Nvidia for a Greek infrastructure stock. The bet is paying off
Jefferies’ Christopher Wood replaced Nvidia with Greek infrastructure company GEK TERNA in his global long-only equity portfolio in October 2025. Since then, GEK TERNA has gained 65% in US-dollar terms, compared with Nvidia’s 15%. The shift reflects Wood’s preference for infrastructure, fiscal reform and improving economic fundamentals over crowded AI trades.
Japan’s $21 billion US chip bet raises questions over its own semiconductor revival
Japan has committed to investing $21 billion to establish two semiconductor factories in New York. This deal comes as Japan seeks to support US semiconductor industry growth and strengthen bilateral relations. Experts indicate that these investments may yield limited advantages for Japan's domestic chip manufacturing capabilities. As Japan's debt concerns mount, it plans further investments across various strategic sectors, including AI and chips.
Japan’s $21 billion US chip bet raises questions over its own semiconductor revival
Japan will invest up to $21 billion to build two chip factories in New York state, under a deal announced last week by GlobalFoundries, which is majority-owned by Abu Dhabi's sovereign wealth fund, Mubadala Investment Co.
Global Market: Japan's Nikkei rebounds after six-session losing streak; weekly loss nears 5%
Japan’s Nikkei rebounded 1.75% after six consecutive sessions of losses, supported by bargain hunting and gains in technology and banking stocks. However, the index remained on track for a weekly decline as investors awaited corporate earnings and US midterm elections.
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Hitachi Energy, E2E Networks, Anant Raj, other AI-linked stocks slide up to 5% as global AI rout hits Indian markets
Indian AI- and energy-linked stocks decline as a global technology sell-off deepens, with South Korea’s KOSPI plunging amid intensifying competition in the AI sector. Investors reassess AI valuations following sharp losses in Asian semiconductor stocks.
Global Market: AI trade faces biggest test yet as chip stocks tumble across Asia
Asian AI stocks tumbled as rising bond yields, higher financing costs, and concerns over excessive infrastructure spending weakened investor confidence. South Korea’s Kospi and Japan’s chipmakers suffered sharp losses, while AI-related funding faced tougher scrutiny. Investors increasingly demand sustainable revenues and profits, questioning whether massive AI investments will deliver expected returns.
Global Market: Japan’s Nikkei slides over 2% as AI stock selloff deepens on US chip weakness
Japan’s Nikkei 225 fell 2.64%, extending losses to four sessions as AI-related and semiconductor stocks declined amid Wall Street weakness. Geopolitical tensions and inflation concerns added pressure, with wholesale prices rising 6.8% year-on-year in September. Kioxia Holdings plunged 13.02%, while shipping stocks gained despite broader market weakness.
Global Market: Japan stocks fall for second day as profit-taking, rate fears weigh
Japanese shares trade lower for a second straight session as investors book profits after a recent rally, while uncertainty over US rates, rising oil prices and geopolitical tensions weigh on sentiment.
Global Market: Japanese shares fall as AI stocks retreat after sharp rally
Japanese shares slipped on Wednesday as investors booked profits after a sharp recent rally, with technology and semiconductor stocks leading the decline. The Nikkei fell 0.86%, while the Topix dropped 0.59% by the midday break.
Global Market: Japan’s Nikkei jumps 2.5% to 3-month high as AI stocks rally
Japan’s Nikkei surged 2.53% to a three-month high, led by AI and chip stocks following Wall Street gains. Advantest and Tokyo Electron rallied, while SoftBank also advanced. Easing expectations for a Federal Reserve rate hike supported sentiment, though investors remained selective amid a more cautious outlook for the AI-led rally.
Global Market: Japan’s Nikkei hits six-week high as chip stocks rally on AI optimism
Japan's Nikkei share average soared to a six-week peak, buoyed by chip sector stocks after favorable earnings guidance from Micron Technology. The Nikkei 225 surged 2.28%, while the broader Topix remained relatively stable. Nevertheless, various stocks within the Nikkei faced downturns, particularly in finance. Analysts are wary about the durability of AI stock gains amid Micron's forecasts, with monetary policy talks suggesting possible interest rate hikes, creating market uncertainty.
Global Market: Japan’s Nikkei slips after early gains as Nasdaq futures weaken
Japan’s Nikkei slipped after giving up early gains as weaker Nasdaq futures pressured technology stocks ahead of Micron’s quarterly results, while banking stocks provided support and the broader Topix edged higher.
Global Market: Japan’s Nikkei rises 1% as SoftBank rebounds from AI selloff
Japan’s Nikkei recovered from early losses to rise around 1%, driven by a 9.13% rebound in SoftBank as investors reassessed concerns over slowing AI investment. Technology and semiconductor shares advanced, while banking stocks kept the broader Topix subdued.
Should AI companies slow down development? Leaders debate safety, cost
OpenAI chief executive Sam Altman, xAI chief Elon Musk and other technology leaders have since joined the discussion, as concerns over AI safety meet questions around the cost of building frontier models, the rise of open source AI, and the US-China AI race. ET’s Tanya Pandey tries to answer whether calls to pace development are genuinely about greater oversight or a cover for other motives.
Global AI stocks slide as tech leaders call for a slower development of superintelligence
Shares of SoftBank, which owns about 13 per cent of OpenAI, fell over 11 per cent on Monday. South Korea's benchmark index Kospi, home to major suppliers of AI chip stocks, dropped nearly 4 per cent, while Japan's Nikkei 225 index declined 1 per cent. The Nasdaq 100 futures index pointed to a 1.3 per cent lower opening for the US tech-heavy index.
AI-linked Asian stocks slump after top lab CEOs call for slowing down technology's development
Anthropic CEO Dario Amodei called on AI companies to slow the rate at which they advance model capabilities amid mounting fears of misuse of artificial intelligence. Both Elon Musk, who runs xAI, and Sam Altman, CEO of OpenAI, said that they agree with Amodei.
Anthropic's AI warning may weigh on chips, but trade seen intact
AI executives are calling for a deliberate slowdown in the pace of advanced model development. This plea may lead to short-term pressure on stocks of chipmakers and supply chains. However, experts suggest that the long-term repercussions will be minimal. The surging demand for computing resources and semiconductors remains robust, surpassing available supply. Investors are closely monitoring the expanding landscape of AI technology and its possibilities for monetization.
US listing could put Japan's Kioxia in global AI spotlight, Voya's Thomas says
Kioxia's plan for a US stock listing could attract global investors. This move aims to expand the Japanese chipmaker's investor base significantly. A US listing may improve liquidity for Japanese tech firms like Kioxia. This is important for large AI-focused funds seeking investment opportunities. Such listings make it easier for funds to invest in promising companies.
Global Market: Japan's Nikkei falls 3% as oil surge, US rate hike fears weigh
Japan’s Nikkei fell over 3% in early trade as surging oil prices and rising US Treasury yields revived inflation and rate-hike concerns. Japanese equities came under broad pressure, with 201 Nikkei 225 stocks declining against just 23 gainers.
Global Market: Japan’s Nikkei rallies on semiconductor strength as market volatility eases
Japan's Nikkei share average took a leap of over two percent on Monday, propelled by robust performance in chip-related stocks reflecting U.S. semiconductor advances. Investors demonstrated a healthier risk appetite, encouraged by steady bond yields and a firm yen. Both Advantest and Tokyo Electron saw an uptick of more than four percent, while Kokusai Electric impressively skyrocketed eight percent due to its new status in the Nikkei 225 index.
Global Market: Japan stocks rebound on Wall Street boost, SoftBank rally
Japan’s Nikkei rebounded on Friday, snapping a four-session losing streak, as a rally in SoftBank Group and gains on Wall Street lifted sentiment. However, the benchmark remained on track for a third straight weekly decline amid expectations of further Bank of Japan rate hikes and continued pressure on Japanese equities.
Global Market: Japan’s Nikkei struggles for direction as chip stocks weigh, bond yields fall
Japan’s Nikkei traded in a narrow range as lower bond yields and softer oil prices offset weakness in semiconductor stocks following a drop in Broadcom shares. Energy stocks underperformed, while investors awaited Japan’s 30-year government bond auction for further cues on interest rates and technology stocks.
SK hynix open to US investment, sees memory shortage through 2030
SK hynix CEO Kwak Noh-jung said SK hynix was looking globally for potential sites that could support its development and testing needs, citing power, water and government incentives among key considerations. Kwak also said the company's newly established AI Co. would serve as an investment vehicle for startups and companies that could support its next businesses.
Kioxia, Sandisk plan $31.4 billion Japan investment to boost AI chip output
Kioxia and Sandisk will invest over $31.4 billion to increase chip production. This significant investment will occur over the next six years in Japan. A new facility in Kitakami will produce high-density 3D flash memory chips. These chips are essential for managing massive artificial intelligence workloads. The move aims to ease global shortages and reduce electronics costs.
Global Market: Japan’s Nikkei reverses gains as Advantest shares drag
Japan’s Nikkei slipped 0.14% as Advantest and SoftBank declined, despite Nvidia’s strong AI outlook. The Topix gained 0.19% as investors rotated towards value stocks. Financial shares advanced, while Fujikura and Kioxia gained. Market sentiment remained cautious toward chip stocks following their sharp gains earlier this year.
Global Market: Nikkei drops as Japanese chip stocks track US tech selloff
Japan's Nikkei share average saw a dip as tech stocks tracked declines in the US, particularly in the semiconductor sector. Investor caution grew ahead of Nvidia's anticipated quarterly earnings, with significant losses for companies like Advantest and Tokyo Electron. However, strength in the shipping industry helped mitigate some of the downward pressure, as more stocks advanced than declined on the exchange.
Global Market: Japan shares slide as chip stocks tumble on global tech rout
Japan’s Nikkei plunged 2.97%, tracking Wall Street’s technology sell-off as rising global bond yields and renewed Middle East uncertainty dampened risk appetite. Semiconductor stocks led declines, with Kioxia and Furukawa Electric falling over 10%. SoftBank also dropped sharply, while Mercari, Shiseido and Otsuka Holdings gained despite the broad market decline.
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