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Qualcomm (QCOM.O) shares rose 11% in early trading, marking their biggest gain since May 22.

2026-06-25

Qualcomm (QCOM.O) shares rose 11% in early trading, marking their biggest gain since May 22.

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2026-06-26

Samsung will unveil on the 29th at the Blue House a KRW 1,000 trillion (about $650 billion) investment blueprint over the next decade for semiconductors, AI data centers, secondary batteries and displays — a package Samsung says consolidates planned

Samsung will unveil on the 29th at the Blue House a KRW 1,000 trillion (about $650 billion) investment blueprint over the next decade for semiconductors, AI data centers, secondary batteries and displays — a package Samsung says consolidates planned capex across its core businesses and equals roughly half of South Korea’s GDP. Samsung is considering about KRW 300 trillion for semiconductor fabs in the Gwangju–Jeollanam‑do area, aligned with the government’s plan for a second southwestern semiconductor cluster; Samsung Electronics chairman Lee Jae‑yong conveyed the proposal to President Lee after a meeting on the 25th.
2026-06-26

Galaxy Securities says H2 2026 investment opportunities in the machinery equipment sector center on three market themes: prioritise AI-related tech growth — e.g., optical-module test instruments, AI PCB equipment and consumables, and AI power-generat

Galaxy Securities says H2 2026 investment opportunities in the machinery equipment sector center on three market themes: prioritise AI-related tech growth — e.g., optical-module test instruments, AI PCB equipment and consumables, and AI power-generation equipment; target strategic and emerging industries highlighted in China’s 15th Five-Year Plan, such as humanoid robotics and controlled nuclear fusion; and favor low-valuation, high-quality stocks with rising industry beta in cyclical subsectors, including construction/engineering machinery and machine tools.
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