Arm Holdings Launches Chip Training Program in South Korea to Educate 1,400 AI Specialists
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 05 2025
0mins
Should l Buy AMZN?
Source: Benzinga
South Korea and Arm Holdings Partnership: South Korea's industry ministry and Arm Holdings signed an agreement to enhance the country's semiconductor and AI sectors, including the establishment of a chip design school to train 1,400 specialists.
AI Demand and Chip Requirements: SoftBank CEO Masayoshi Son emphasized the increasing demand for AI will drive chip requirements, urging a shift towards coexistence with AI rather than control.
U.S. Tariff Reductions: The U.S. has cut its general tariff rate on imports from South Korea to 15%, aligning it with Japan and the EU, which strengthens economic ties and supports mutual investments.
Amazon's Investment in AI Infrastructure: Amazon Web Services announced a $5 billion investment in South Korea to build AI data centers, part of a broader $40 billion plan to enhance AI infrastructure across APEC economies.
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Analyst Views on AMZN
Wall Street analysts forecast AMZN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for AMZN is 294.69 USD with a low forecast of 250.00 USD and a high forecast of 340.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
47 Analyst Rating
46 Buy
1 Hold
0 Sell
Strong Buy
Current: 222.690
Low
250.00
Averages
294.69
High
340.00
Current: 222.690
Low
250.00
Averages
294.69
High
340.00
About AMZN
Amazon.com, Inc. provides a range of products and services to customers. The products offered through its stores include merchandise and content it has purchased for resale and products offered by third-party sellers. The Company’s segments include North America, International and Amazon Web Services (AWS). It serves consumers through its online and physical stores and focuses on selection, price, and convenience. Customers access its offerings through its websites, mobile apps, Alexa, devices, streaming, and physically visiting its stores. It also manufactures and sells electronic devices, including Kindle, Fire tablet, Fire TV, Echo, Ring, Blink, and eero, and develops and produces media content. It serves developers and enterprises of all sizes, including start-ups, government agencies, and academic institutions, through AWS, which offers a set of on-demand technology services, including compute, storage, database, analytics, and machine learning, and other services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Reaction: The stock price of Amazon plummeted 12% over the past week due to worries about future spending, reflecting a cautious investor sentiment despite robust demand in AI and cloud computing sectors.
- Investor Confidence Shaken: Although Amazon enjoys strong demand across various sectors, the aggressive expansion plans have unsettled investors, leading to a decline in market confidence that could impact short-term stock performance.
See More
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- Warrant Issuance: The collaboration includes the issuance of warrants for up to 24.8 million ST shares to AWS, with vesting tied to payments for ST products and services, thereby strengthening the partnership and aligning interests between the two companies.
- Long-Term Outlook: AWS may exercise the warrants over a seven-year period at an initial exercise price of $28.38 per share, providing STMicroelectronics with a stable revenue stream while offering AWS robust technological support for its computing infrastructure.
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- Cloud Computing Market Expansion: Major cloud providers such as Amazon, Google, and Microsoft are heavily investing in data centers to meet the demand for computing power from AI developers, with Microsoft Azure achieving a growth rate of 39% in Q2 FY 2026, showcasing its competitive edge in the market.
- Recurring Revenue Stream: The rental model of cloud computing provides these companies with a continuous revenue stream; while they need to regularly replace computing units, the initial investment in infrastructure is already covered, leading to a substantial increase in future profitability.
- Intensifying Market Competition: As AI hardware and cloud computing rapidly evolve, competition among related companies will intensify, prompting investors to monitor these firms' performance in technological innovation and market share.
See More
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- Hardware Investment Opportunities: Companies like Nvidia, Broadcom, and Taiwan Semiconductor are excelling in the AI hardware space, with Nvidia's GPUs widely used for AI workloads, known for their high performance despite higher costs, while Broadcom's ASIC designs offer more cost-effective solutions, with AI semiconductor revenue expected to double by Q1 2026.
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- Long-Term Investment Potential: With AI spending projected to reach $3 trillion to $4 trillion by 2030, the combination of cloud computing and AI hardware presents enormous long-term return potential for investors, especially as infrastructure builds out, significantly enhancing profitability.
See More
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