In Q2 2026, the Baron Emerging Markets Fund gained 19.61%, underperforming its benchmark, the MSCI Emerging Markets Index, which rose 24.05%. Key contributors to the fund's performance included SK hynix, Taiwan Semiconductor, Samsung Electronics, Montage Technology, and Delta Electronics. Major detractors were Alibaba Group, ISC Co., BYD Company, Tencent Holdings, and GDS Holdings. This performance reflects the fund's active growth investment strategy focused on emerging markets technology and electronics sectors.
Shares of SK Hynix, SanDisk, and Micron each dropped about 3% amid concerns over China's CXMT advancing in memory chip technology. Goldman Sachs, however, told clients that fears about CXMT's threat to advanced memory chips are exaggerated and highli...
Micron, Samsung, and SK hynix are earning record profits from high DRAM prices driven by a global memory shortage and AI demand. However, China's CXMT is rapidly expanding its DRAM manufacturing capacity by 83% from 2025 to 2028 and advancing technol...
Asian chipmakers, including SK Hynix and Samsung Electronics, saw significant stock declines amid worries over further Federal Reserve interest rate hikes and the high costs of financing AI infrastructure. The sell-off followed a drop in U.S. tech st...
SK Hynix's shares have fallen for seven consecutive days amid reports that the company is delaying orders for HBM4 memory packaging equipment, potentially pushing production into next year. This delay could signal either technical challenges or a str...
SK Hynix shares fell 6% following a five-day selloff in Seoul sparked by ChangXin Memory Technologies' announcement of a new memory-cell design with higher capacity. This news also caused Western Digital and Seagate shares to drop 7%, despite their f...
