Semiconductors

A landmark divorce settlement against SK Group's chairman has exposed a hidden fault line running through Korea's chaebol-dominated stockmarket.

24 July 2026

A bold expansion in advanced chip-packaging substrates signals that Daeduck Electronics is betting heavily on a structural shift in semiconductor demand.

21 July 2026

A leading Korean brokerage argues that market misunderstanding of memory chip supply agreements is stoking unwarranted fears of a sector peak.

20 July 2026

SK Hynix's triumphant arrival on the Nasdaq—priced at a 14% premium to its offer price—marks not merely a listing milestone but a strategic repositioning of South Korea's semiconductor champion at the heart of the global AI supply chain.

11 July 2026

TrendForce forecasts a sharp rise in server DRAM contract prices, yet the spread of multi-year supply agreements between chipmakers and cloud giants is structurally limiting how far prices can climb.

9 July 2026

Surging demand for AI servers and constrained supply, as chipmakers divert capacity to high-bandwidth memory, are pushing server DRAM contract prices sharply higher.

9 July 2026

A surge in AI infrastructure investment is pushing the market for premium multilayer ceramic capacitors into its tightest supply crunch since the pandemic, with Samsung Electro-Mechanics uniquely positioned to capture the gains.

7 July 2026

Surging orders for high-specification capacitors used in AI servers have pushed book-to-bill ratios at leading Japanese and South Korean suppliers to their highest levels since the pandemic.

7 July 2026

The Claude maker is exploring custom chip manufacturing with Samsung as it seeks to reduce its dependence on third-party computing infrastructure.

3 July 2026

With $450 billion pledged to a vast chip complex and world-leading positions in memory and high-bandwidth memory, South Korea is betting its economic future on staying ahead in the semiconductor race — but talent shortages, a faltering foundry business, and rising rivals threaten to undermine the wager.

29 June 2026

Chey Tae-won's sweeping investment pledge in AI data centres and semiconductor supply chains is less a corporate announcement than a declaration of intent to dominate the infrastructure of the artificial-intelligence age.

29 June 2026

Samsung's announcement of a 2,655 trillion-won domestic investment plan—four times South Korea's annual government budget—is less a routine capital expenditure than a declaration of intent to reassert itself in an era it has so far struggled to dominate.

29 June 2026

Samsung Electronics' planned domestic investment of 1,000 trillion won—dwarfing South Korea's entire national budget—is less a factory expansion than a geopolitical declaration of intent.

29 June 2026

High-bandwidth memory is traded through long-term contracts at pre-agreed prices—an arrangement that has handed South Korea's chipmakers an unprecedented degree of pricing power.

25 June 2026

High Bandwidth Memory has become the defining component of the AI chip era — yet few investors fully grasp what it is, how it is made, or which companies across its sprawling supply chain stand to benefit.

25 June 2026

As Nvidia prepares to roll out high-voltage power systems across its next-generation AI server platforms, South Korean semiconductor and components firms face both a rare opening and a stark deadline.

25 June 2026

SK Hynix's plan to list American Depositary Receipts on Nasdaq is less a routine capital-raising exercise than a declaration that the world's leading maker of AI memory chips intends to occupy the centre of global finance.

24 June 2026

As Chicago's futures exchanges prepare to trade GPU processing time like barrels of oil, the companies that supply the raw materials of artificial intelligence — SK Hynix, Samsung Electronics and Samsung Electro-Mechanics — face both a historic windfall and a speculative threat.

23 June 2026

SK Hynix briefly overtook Samsung Electronics as South Korea's most valuable listed company, but a closer look at the underlying numbers suggests the reversal owes more to market mechanics than to any genuine shift in semiconductor competitiveness.

22 June 2026

South Korea's stock market surge is overwhelmingly the work of two chipmakers — yet the numbers suggest this is not irrational exuberance but earnings growth outpacing share-price gains.

21 June 2026

Samsung's foundry and chip-design divisions have publicly acknowledged losses stretching to 2028, even as a booming memory business mints cash next door — leaving the company to manage a widening internal rift before it can reach profitability.

19 June 2026

Intel has hired Lee Seok-hee, the executive who built SK Hynix into a dominant force in high-bandwidth memory, to lead a push for independence in its advanced packaging division.

19 June 2026

As Big Tech races to design its own AI chips, demand for highly specialised multilayer ceramic capacitors is tightening in ways that generic manufacturers cannot easily address — and Samsung Electro-Mechanics stands to benefit most.

17 June 2026

By demonstrating a 42-nanometre gate-pitch 3D transistor, Samsung has staked its claim at the frontier of semiconductor research—and signalled its intent to close the gap with TSMC.

17 June 2026

The HBM supercycle is lifting all semiconductor equipment stocks, but the benefits are arriving on very different timetables—and at very different valuations.

15 June 2026

Jensen Huang's four-day Seoul visit—pork belly dinners and all—confirmed what no press release could: South Korea is irreplaceable in the global AI supply chain.

14 June 2026

A single Broadcom earnings warning sent the Philadelphia Semiconductor Index plunging 10% in a day—yet Goldman Sachs and Nomura insist the AI chip supercycle has barely begun.

14 June 2026