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Gold Looks Better as Semiconductor Mania Mirrors January Precious Metals Risk
Risk in gold, the miners and especially silver was nosebleed high back in January. But now, with the Semiconductor mania (I’ve released my final two positions, ASML and ALAB) in full swing
blog.naver.com · 2026.06.26
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S. Korea's KOSPI slides on profit-taking after Al rally; trade briefly halted
South Korean shares slumped on Tuesday, with the benchmark KOSPI falling over 5% as investors locked in gains following a record-breaking rally driven by semiconductor stocks and foreign inflows.
blog.naver.com · 2026.06.23
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2026년 7월 8일
Samsung Electronics is also stepping up its game in Yongin to fund future tech infrastructure. Though the designated site is currently empty, the area will soon transform into Samsung's mega-semiconductor
blog.naver.com · 2026.07.08
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[ETF] 반도체 ETF PSI, TSMC를 배제하고도 올해 100% 이상 상승한 이유
이 글은 24/7 Wall St.의 "Up 102% in 2026, this chip ETF mysteriously avoids Taiwan Semiconductor"을 번역해 옮긴
blog.naver.com · 2026.07.10
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[모스] 26.07.09(목) 유럽여행정보시스템(ETIAS내년으로 연기
Korea's current account surplus reached a record 38.6 billion dollars in May, driven by strong semiconductor
blog.naver.com · 2026.07.09
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외신이 본 한국과 주요 뉴스(260709)
LG이노텍, 베트남 하이퐁에 10억 달러 규모 '반도체 기판 공장' 신설 확정 https://theinvestor.vn/lg-innotek-to-build-1-bln-semiconductor-substrate-plant-in-northern-vietnam-d19480
blog.naver.com · 2026.07.08
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Al in focus, Iran talks advance - What's moving markets
U.S. stock futures recover some early losses on Monday, after Iran signals progress in peace talks with Washington, helping ease fears of a renewed escalation in the Middle East.
blog.naver.com · 2026.06.22
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앰코코리아 기업 분석
앰코코리아(Amkor Technology Korea)는 세계적인 반도체 후공정 (OSAT: Outsourced Semiconductor Assembly and Test) 기업인 앰코테크놀로지의 차세대 패키징 기술 선도: 미세화되는 반도체 트렌드에 발맞춰 3D Integration, SiP(System in Package), 고성능 로직 및 RF 테스트 등 첨단 패키징 솔루션을
blog.naver.com · 2026.07.03
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양자컴퓨팅 대장주 IBM 지난 50년간 칩 및 반도체 기술과 양자컴 기술 연결 포인트
IBM’s chip and semiconductor history began with POWER and IBM Z, which were designed for enterprise performance After IBM transferred its semiconductor manufactu.......
blog.naver.com · 2026.06.02
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INTC, AMD, AVGO, Other Chip Stocks Rebound Premarket: Cathie Wood Trims AMD Holding Further
Stocktwits sentiment for the iShares Semiconductor ETF (SOXX) flipped to 'bearish' from 'bullish.' -Iran peace deal, despite a brief pause in momentum the previous session.
blog.naver.com · 2026.06.17
