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Korea’s 2027 Budget Hits Record $597 Billion as Semiconductor Taxes Drive AI Investment","url":"https://stock-news.laohu8.com/highlight/detail?id=2664194836","media":"TradingKey","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664194836?lang=en_us&edition=fundamental","pubTime":"2026-09-01 14:53","pubTimestamp":1788245587,"startTime":"0","endTime":"0","summary":"TradingKey - On September 1, Asia-Pacific time, the South Korean government unveiled its 2027 budget proposal, with total expenditure reaching 820.9 trillion won (approximately $597 billion), up 12.8% year-on-year. 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The research firm says revenue for the world's top five suppliers of enterprise SSDs, the high-performance storage drives used in AI servers and data centers, more than doubled from the previous quarter in 2Q. Demand is expected to remain strong in 3Q, driven by wider adoption of generative AI services, continued cloud infrastructure spending and shipments of certain Nvidia AI server racks. Samsung remains the market leader, followed by SK Hynix and Micron, which posted the fastest growth among the top five suppliers, TrendForce 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E2E Networks Gains on $105 Million AI Cloud Deal","url":"https://stock-news.laohu8.com/highlight/detail?id=2664356078","media":"Reuters","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664356078?lang=en_us&edition=fundamental","pubTime":"2026-09-01 14:15","pubTimestamp":1788243321,"startTime":"0","endTime":"0","summary":"BUZZ-India's E2E Networks gains on $105 million AI cloud deal** Artificial intelligence and cloud infrastructure company E2E Networks's sharesEENE.NSrise as much as 5% to 649.65 rupees apiece; last up about 2%** Uptick after EENEsignsa binding term sheet with a domestic sovereign AI company for Nvidia Blackwell cloud graphics processing units  and allied services** Arrangement carries an aggregate contract value of 10 billion rupees  and continues through June 2029, says EENE** \"The engagement provides greater revenue visibility over a multi-year horizon,\" says Nitin Jain, chief financial officer of EENE** EENE shares have 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Ministry OKs NT$9.8 Billion Investment by Lam Research","url":"https://stock-news.laohu8.com/highlight/detail?id=2664807978","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664807978?lang=en_us&edition=fundamental","pubTime":"2026-09-01 12:15","pubTimestamp":1788236132,"startTime":"0","endTime":"0","summary":"Taiwan's Ministry of Economic Affairs' Investment Commission on Monday approved six major investment cases, including a NT$9.84 billion investment by U.S. semiconductor equipment supplier Lam Research to increase capital in Taiwan Kolin Technology.Lam Research's investment will support research and development and design of key manufacturing equipment required for advanced semiconductor chip manufacturing processes, according to the commission.The commission also approved two overseas and foreign investment cases totaling about NT$12.8 billion, it 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Secures $3.5 Billion Investment from Nvidia; Shares Jump 10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2664880976","media":"MT Newswires Live","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2664880976?lang=en_us&edition=fundamental","pubTime":"2026-09-01 11:58","pubTimestamp":1788235087,"startTime":"0","endTime":"0","summary":"Semiconductor giant Nvidia agreed to invest $3.5 billion in Taiwanese chipmaker MediaTek  through the subscription of convertible bonds, according to a Monday statement.MediaTek shares jumped 10% in Tuesday's trade.The move is aimed at deepening a partnership between Nvidia and MediaTek. Under the expanded agreement, MediaTek will adopt Nvidia's NVLink Fusion platform, designed to help hyperscalers, cloud providers, and AI model developers build custom accelerator chips that connect into Nvidia's rack-scale data center systems.The pact also entails enhancing existing collaboration on Nvidia RTX Spark and DGX Spark chips for consumer and enterprise PCs, as well as AI-powered automotive platforms built around MediaTek's Dimensity Auto 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