NVIDIA Corporation

A spike in memory chip prices will further complicate the economics of building infrastructure for artificial intelligence

Counterpoint warned of the risk of prices doubling for memory for Nvidia's AI servers

Taiwan Semiconductor Manufacturing Company Limited

SK hynix Inc.

Samsung Electronics Co., Ltd.

Lasertec Corporation

Advantest Corporation

Ibiden Co.,Ltd.

Companies in Asia related to artificial intelligence may be a cheaper and more promising option for investors to capitalize on the AI boom than U.S. companies, according to Saxo Bank. Asia is the "AI backbone" because most chips and memory modules are manufactured there, and that's where the capital investment flows from market leaders: "Factories continue to operate regardless of which U.S. platform wins the software race," Saxo said.

"US sells the dream, Asia builds the machines": Saxo names the best markets for AI investors

Comfort Systems USA, Inc.

The founder of hedge fund Third Point summarizes the quarter's results and describes the main risks of investing in artificial intelligence in a letter to investors 

Daniel Leb is looking for AI stocks outside of the US. What has he recently added to his portfolio?

SoftBank Group Corp.

Shares of artificial intelligence-related companies from Japan and South Korea were particularly hard hit  

"The answer is to run": Asian stocks collapse on fears of overvalued AI race leaders

The South Korean stock exchange issued a warning "on caution when investing" in the shares of SK Hynix, which supplies high-speed memory (HBM) including for Nvidia, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-04/sk-hynix-s-240-rally-prompts-korea-exchange-to-warn-investors?embedded-checkout=true">writes</a>. The platform felt that these securities might be overheated, the agency explains. On Monday, November 3, the value of SK Hynix increased by almost 11%, and since the beginning of the year - by 240% amid a global rally in stocks related to artificial intelligence.

Investors in supplier Nvidia get a signal from the stock exchange - after shares surge 240%

The company reported its highest quarterly profit in more than three years

'No one expected these profits'. How the AI boom drove Samsung's stock to a record high

The papers of South Korean SK Hynix and Samsung - two of the largest memory chip manufacturers - set new records at the first trading in South Korea after a week of holidays. Recent large deals in the field of artificial intelligence contributed to the jump in quotations.

Shares of Samsung and Hynix soared to a record after a trading halt. What's the reason?

OpenAI promises to supply two South Korean companies with demand for memory chips at twice the current global capacity 

Samsung shares hit 4-year high, SK Hynix hits record after OpenAI deal

Fermi Inc.

Elon Musk became the first whose fortune reached $500 billion. At the same time, his company SpaceX lost to OpenAI, which received a valuation of a similar amount - $500 billion - after the secondary sale of employee shares for $6.6 billion. Now the ChatGPT developer is the most expensive private company in the world. Thanks to the partnership with OpenAI, the quotes of South Korean Samsung and SK Hynix jumped up. These and other topics are in our review of the key events for the morning of October 2.

Top story for the morning: Musk's fortune hits $500 billion, OpenAI beats SpaceX in valuation

LG Electronics Inc.

Among the leaders in the global AI race, the United States and China are most often named. American language models - ChatGPT, Grok, Claude - are recognized as the best (according to <a href="https://crfm.stanford.edu/helm/capabilities/latest/">Stanford</a>, for example, and <a href="https://lmarena.ai/leaderboard">LMArena</a>), the key AI chip supplier, Nvidia, also comes from the United States. The most famous projects from China are DeepSeek and Alibaba's Qwen model; in France, Mistral; in the Middle East, government investments have allowed the launch of their own models - <a href="https://www.capacitymedia.com/article/2ednrsm6eglrmfzs429ds/long-reads/article-inside-falcon-the-uaes-open-source-model-challenging-ai-giants?utm_source=chatgpt.com">Falcon LLM</a> in the UAE and <a href="https://www.g42.ai/resources/news/meet-jais-worlds-most-advanced-arabic-llm-open-sourced-g42s-inception?utm_source=chatgpt.com">Jais</a> in Saudi Arabia.

South Korea is staging its own AI revolution: which companies are on board

KLA Corporation

Applied Materials, Inc.

Lam Research Corporation

The ban would limit Samsung and SK Hynix's ability to manufacture chips in China and jeopardize Beijing's access to a range of technologies

The US has banned shipments of chipmaker equipment to China. Who will lose from this?

Investors are undervaluing Samsung, says Ninety One Global Strategy, manager of one of the most profitable Asian equities funds in the world