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UBS strategist Gerry Fowler said that the market has underestimated the duration of the AI cycle, and that massive AI spending may begin to show returns in 2027.
BlockBeats, citing Bloomberg, reported that Applied Materials has increased its stake in Besi to approximately 20% and plans to strengthen collaboration on AI computing-related products and technologies. The company described the investment as long-term and has no intention of acquiring Besi or seeking a board seat.
South Korean media reported that SK some of Hynix's back-end equipment orders originally scheduled for delivery this year HBM4 may be deferred until next year. Available information is insufficient to prove that the delay is related to HBM4 quality issues or comprehensive project delays.
Citing Korean media, BlockBeats reported that ASML has notified Samsung Electronics and SK SK hynix that, in the South Korean market,EUV、DUV prices for lithography machine components will be raised 10%, with the changes expected to take effect next year January.
Serenity said it has built positions in multiple small listed South Korean semiconductor-related companies and believes some may reach an earnings inflection point driven by AI demand, but did not disclose the specific targets.