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A global semiconductor-stock selloff intensified, sending Samsung and SK Hynix shares down more than 7% in Seoul. The decline followed a 5% drop in the Philadelphia Semiconductor Index as investors pulled back from high-performing chip stocks.
The Association for Advancing Automation says non-automotive industries accounted for 54.8% of North American robot orders in the first half of 2026. The shift is being driven by applications in semiconductors, life sciences, pharmaceuticals, food, and consumer products, while AI, collaborative robots, and mobile robots expand the market.
Korean semiconductor equipment makers Wonik Engineering and PSK reportedly saw their China revenue fall by more than 40% in 2025. The decline is linked to CXMT’s slower investment pace and the acceleration of domestic semiconductor equipment substitution in China.
SK hynix, Samsung Electronics, and other memory leaders are using share buybacks and shareholder returns to strengthen market confidence. The article analyzes what these moves indicate about the current stage of the memory industry's potential supercycle.
KPMG UK Chief Economist Yael Selfin says rising chip and AI model costs are filtering through the UK economy. However, higher household energy costs remain a much larger inflation concern for the Bank of England.
The U.S. government and major AI companies are competing for bond-market capital as federal debt approaches $40 trillion and AI infrastructure financing accelerates. Rising long-term Treasury yields could increase data-center funding costs, pressure AI investment returns, and force a repricing of high-growth technology stocks.
Xiaomi CEO Lei Jun said the company’s next-generation self-developed chip is nearing release. He provided no launch date, product name, or technical specifications, while noting that Xiaomi’s R&D spending rose 18.9% year over year to RMB9.2 billion.
Chinese compound-semiconductor foundry Haiwei Huaxin said its second-largest shareholder, Haite Gaoxin, organized more than 100 people to enter the company by force. The group allegedly opened a safe and took four company seals, including the official company seal and contract seal.
Anthropic reportedly expects its IPO to match or exceed SpaceX's record $75 billion raise and could file publicly as soon as the end of this month. The company reportedly recorded an almost $42 billion net loss in 2025, about five times the previous year's figure.
Anthropic plans to let business customers retain data for its most capable AI models on their own cloud infrastructure. The planned safety system, expected later this year, would still require a 30-day retention period while moving storage control to customers.