Wednesday, August 26, 2026
We collect and summarize the messages from stock Telegram channels every day.
HBM Value Expected to Rise 50% in 2027
The story about memory prices, which started last week, has taken another turn today.
Market research firms believe that Nvidia's plan to raise the price of next-generation servers by more than 15% in early 2027 will open up room for high-bandwidth memory prices to rise. The forecast is that contract prices in 2027 will increase by more than 50% compared to 2026.
The story goes that those who raise the price and those who receive it are connected. If the company selling the server raises the price, the memory inside it also has a chance to raise its price.
There was also news circulating tonight that Nvidia entrusted Samsung Foundry with mass production of inference accelerators.
Direction Changed in One Day
Overnight, the Russian state news agency reported that the United States and Iran had agreed on a ceasefire, including free navigation in the Strait of Hormuz, citing Pakistani military sources and Iranian security sources.
However, there is no official announcement yet. The channel also said, "We need to wait for the official confirmation."
The market moved first. International oil prices plummeted, with WTI down 3.12%, and US Treasury bond yields also fell. The New York Stock Exchange closed higher across the board as semiconductor stocks rose and interest rates fell.
The words that came out of the channel also changed accordingly. Yesterday, the most frequent words were 'semiconductor weakness' and 'Iran sanctions', but today, 'interest rate decline' is at the top, followed by 'oil price decline', 'Strait of Hormuz', and 'semiconductor rebound'. It's completely opposite in just one day.
Government Considering Acquisition of Westinghouse Stake
Following yesterday's exclusive report that the United States proposed to Korea to acquire a stake in Westinghouse, today there is a follow-up report that the government and Korea Electric Power Corporation are considering acquiring a stake while helping with US nuclear power plant construction. It has moved from the stage where the proposal was made to the stage where we are actually looking into it.
If categorized by theme, nuclear power rose 12 steps to fifth place. 'Nuclear power' has been a top keyword both yesterday and today.
Samsung Electronics Buying Own Shares for Employee Compensation
We've been dealing with the own shares of the two companies since last week, and today a distinction has emerged.
The own shares that Samsung Electronics is currently buying are part of a 15 trillion won program publicly disclosed for employee stock compensation. As of yesterday, 0.97 trillion won had been spent, with a progress rate of 6.5%, and it is purchasing 2 million shares per day. This is separate from the 90 trillion won share buyback plan announced last week.
SK Hynix's situation is different. It has announced that it will incinerate all 40 trillion won worth of repurchases, and this point continues to be raised in connection with the defense of its stake ratio in the holding company.
The same phrase 'own share repurchase' contains different purposes.
Others
There was analysis that the US Treasury Secretary's expansion of bond buybacks could trigger a short squeeze. The 30-year Treasury yield rose to 5.34%, and there are still large short positions held by trend-following funds, so forced liquidation could lead to a sharp drop in yields.
Domestically, Hyundai Motor reached an agreement on wage negotiations and announced a share buyback plan. It has been only one week since the full strike that occurred for the first time in 10 years. Simtek unveiled a new facility investment plan to meet demand for AI boards, and SK Innovation announced its acquisition of a subsidiary specializing in membranes.
Among US stocks, Nvidia was overwhelmingly mentioned, followed by Micron, Alphabet, and SpaceX.
Data Included in This Article
Item | Quantity |
|---|
Number of Channels Collected | 317 |
Number of Messages Collected | 11,305 (5,999 on August 25th · 5,306 on August 26th) |
Among them, nighttime section | 2,264 |
Domestic Issue Keywords | 2,624 types (collected on August 26th) |
Domestic Theme Collection | 26 themes |
US Theme Collection | 16 themes |
Source: hatzze.fun/kadera
※ The amount and collection are expressions that indicate how much something is mentioned, and they are for reference only and not buy or sell signals. We do not verify the truth of rumors.
▶ Original Source: https://hatzze.fun/
