Thursday, September 3, 2026
We collect and organize daily conversations from the stock telegram channel.
Broadcom Set Its Revenue Four Times Higher Two Years Out
Broadcom presented its AI semiconductor revenue targets by fiscal year. For fiscal year 2026, approximately $58 billion; 2027, approximately $115 billion; 2028, approximately $230 billion. Doubling year-over-year for two consecutive years, it quadruples in two years. For fiscal year 2028, the company set a target for earnings per share of $30 or more.
More notable than the numbers was the supply-side explanation. The company stated that volumes for 2027 and 2028 are already fully secured, and current demand exceeds the 2027 forecast.
Even if the full 30 gigawatt-scale demand cannot be fully built due to site, power, and data center constraints, the company said it has a high level of confidence that it can ship $350 billion worth over the next two years. It also noted that for every 1 gigawatt built by OpenAI or Anthropic, it can support approximately $3 billion in annual revenue.
Korea Electric Power Asked Samsung and SK Hynix to Pay 25 Trillion Won in Advance
Korea Electric Power (KEPCO) has proposed that Samsung Electronics and SK Hynix pay 25 trillion won in electricity bills for the next five years in advance, and is in discussions over interest rates and other detailed terms. Samsung Electronics would pay 20 trillion won and SK Hynix would pay 5 trillion won.
The plan is to use future electricity payments now to invest in building power grids for semiconductor clusters in Yongin and Honam. KEPCO, with debt exceeding 210 trillion won, would secure investment funds without increasing bond issuance, while the two companies would receive timely power supply to their new plants and earn interest higher than government bonds.
The U.S. Said It Will Reduce Tariffs for Domestic Production
U.S. Commerce Secretary Raimondo announced a policy to reduce tariff burden for companies producing within the United States. She stated that selective tariffs would be implemented by product, and that semiconductor tariff measures are currently under review. On the same day, statements were made again that construction of U.S. factories by Samsung Electronics and SK Hynix is essential.
At a semiconductor exhibition held in Taiwan, TSMC's Co-Chief Operating Officer announced that quarterly semiconductor equipment purchase forecasts have been raised to approximately 1.9 times the December forecast of last year. At the same venue, Hanmi Semiconductor unveiled five types of packaging equipment for next-generation high-bandwidth memory, and Hanwha SemiTec showcased physical equipment for 600-millimeter large-area panel equipment for the first time.
Alteogen Signed a 4 Trillion Won Contract with Novartis
Alteogen signed an exclusive option and license agreement with Novartis for hyaluronidase products. If all options are exercised and development and commercialization conditions are met, the total value would be up to $322.3 million, or approximately 4.4165 trillion won. After commercialization, the company will receive royalties linked to net product sales.
Novartis secured the option rights to develop and commercialize multiple biopharmaceuticals in subcutaneous injection form. Which products will be applied to has not been disclosed.
This is the fourth technology export of this year. Reports indicate cumulative contract value of 16 trillion won, 10 partner companies, and 31 products to date.
Yesterday's Oil Price Spike Reversed in One Day
Oil prices that had surged due to the day before's strike on tankers in the Strait of Hormuz returned to normal levels. West Texas Crude fell to $90.7 per barrel, with no major new developments between the U.S. and Iran. Secretary of Energy Wright said that strategic petroleum reserves could be filled with Venezuelan oil, and reports also indicated that Saudi Arabia is taking protective measures with neighboring countries for safe navigation in the Red Sea.
Interest rates also eased. The U.S. 10-year Treasury yield, which had exceeded 4.8% at one point, fell to the 4.7% range. This was influenced by New York Federal Reserve President John Williams noting that while Middle East geopolitics raise inflation pressures, recent indicators show positive signals for inflation.
U.S. private employment in August increased by 38,000, falling short of the 47,000 expected. This was the slowest pace since January. Base wages rose 3.2% from a year ago.
Despite weak employment, the New York stock market rebounded after four days. The halt in rising interest rates was seen as a relief, and Dell rose 15.8% following earnings, boosting expectations for AI server demand.
Other News
Reports indicate that a carcinogenic substance was detected in a product from APR's cosmetics brand, prompting Singapore's health authorities to initiate a recall. The company stated that the lot number product has no history of distribution through Singapore's official sales channels, and the retailer where the substance was detected is not an official business partner, so it is investigating the distribution path including the possibility of counterfeits. According to the company, Singapore authorities directly tested the official distribution product and did not find the substance, resulting in notification to resume sales with no separate administrative action.
An announcement was released regarding Medytox's strain-related lawsuit against Daewoo Pharma, with the claimed amount listed as 500.1 billion won. The case name is an action for injunction against trade secret misappropriation and others, and jurisdiction is with the Seoul High Court. Interpretations in the channel suggested that the damages claim had increased tenfold.
Hanwha Ocean won a 477.8 billion won order for three large gas carriers from an Oceania shipowner. Korea Zinc announced that it will increase its sulfuric acid production capacity, which is used in semiconductor processes, to 320,000 tons. Green Cross Well-being discussed the launch of a new botulinum toxin product and plans to operate a skin booster factory.
In the US stock market, Nvidia was mentioned the most, followed by Broadcom, Alphabet, and Dell.
Data included in this article
Item | Quantity |
|---|
Collection Channels | 317 |
Collected Messages | 10,623 (5,980 on September 2nd · 4,643 on September 3rd) |
Among them, nighttime section | 1,879 |
Domestic Issue Keywords | 2,161 types (September 3rd count) |
Domestic Theme Count | 26 themes |
US Theme Count | 16 themes |
Source: hatzze.fun/kadera
※ The mention volume and count are expressions that indicate how much something is mentioned, and are for entertainment and reference purposes only, and are not buy or sell signals. This does not guarantee the truth of rumors.
▶ Original source: https://hatzze.fun/
