A confluence of structural tailwinds—rising NAND layer counts, surging HBM demand, and record order backlogs—has prompted IBK Securities to initiate coverage of Korean semiconductor equipment maker TES with a buy rating implying 36% upside.
10 September 2026
DS Investment Securities raises its 2026 and 2027 earnings forecasts for DB HiTek, citing locked-in price increases of at least 15%, surging demand for power semiconductors, and tightening global supply in the eight-inch foundry market.
9 September 2026
A diversifying roster of AI chip customers—from AMD to Meta to OpenAI—strengthens SK Hynix's dominant position in high-bandwidth memory and reduces its dependence on any single buyer.
7 September 2026
A bold call from one of South Korea's leading brokerages sees Samsung's semiconductor margins transforming beyond recognition, driven by HBM-led memory price inflation and the insatiable bandwidth appetite of next-generation AI models.
7 September 2026
Wavice, the sole South Korean company to have indigenously developed and mass-produced gallium nitride RF semiconductors across the full value chain, achieved its first-ever annual operating profit in 2025 — only to slip back into the red in the first half of 2026.
4 September 2026
A South Korean broker argues that a semiconductor and display equipment maker is trading at a steep discount to peers, despite record order backlogs and a fortress balance sheet.
3 September 2026
Daishin Securities forecasts a 144% surge in Samsung Electro-Mechanics' third-quarter operating profit, driven by crippling supply shortages in two critical AI server components.
3 September 2026
A third long-term supply agreement for multilayer ceramic capacitors, this time signed directly with a semiconductor platform designer, signals a structural shift in how the AI server supply chain secures critical components.
2 September 2026
Despite slashing its target price by 15%, Daishin Securities argues that fears over Hana Materials' push into silicon anode materials are overblown and that the market is ignoring strong growth in its core semiconductor components business.
26 August 2026
South Korean printed-circuit-board maker Simtech is making the largest single capital investment in its history, banking on surging demand for AI-server memory substrates even as its factories run well below full capacity.
26 August 2026
SK Hynix and Samsung Electronics have each announced record-breaking shareholder returns, but the contrasting methods — share cancellation versus cash dividends — reveal less about regulatory constraints than about how each controlling family holds its power.
22 August 2026
Samsung Electronics unveiled its largest-ever shareholder return commitment, only to discover that a headline number, unaccompanied by credible detail, can do more harm than good.
21 August 2026
Samsung's extraordinary capital-return programme signals not just corporate generosity, but a structural shift in how Korean companies treat their investors.
21 August 2026
A South Korean brokerage sees promise in Intech Plus's doubling order backlog, even as the semiconductor inspection-equipment maker posts its fourth consecutive year of operating losses.
21 August 2026
A sharp de-rating driven by shifting investor sentiment—rather than deteriorating fundamentals—has prompted Kyobo Securities to slash its target price for semiconductor testing specialist Doosan Tesna by nearly 30%, even as it retains a buy recommendation on the stock.
20 August 2026
A landmark share cancellation by SK Hynix signals a dramatic shift in South Korean corporate culture towards shareholder returns, but the bounty depends heavily on a semiconductor boom that may not last.
20 August 2026
As Korea's stockmarket convulsed, SK Hynix announced a 40 trillion won share cancellation, leaving Samsung Electronics with an uncomfortable question: when, and how much?
19 August 2026
SK Hynix's announcement of the largest share cancellation in South Korean corporate history signals a decisive shift in how the country's leading chipmaker intends to reward investors—and perhaps how its peers will follow.
19 August 2026
Strong second-quarter results and a broadening hyperscaler client base support the bull case for the Korean PCB maker, though heavy customer concentration and competitive pressures deserve scrutiny.
19 August 2026
South Korean semiconductor equipment and materials firms have seen order backlogs surge to all-time highs, prompting SK Securities to identify this as the key catalyst for a stock-price recovery in the second half of 2025.
18 August 2026
A doubling of new orders in the second quarter and a strong correlation between TES's backlog and its share price underpin SK Securities's bullish case, though valuation and execution risks remain.
14 August 2026
A structural shift in how AI computing assets are valued points to a longer and more lucrative earnings cycle for memory chipmakers Samsung Electronics and SK Hynix.
13 August 2026
A South Korean maker of semiconductor equipment components has posted its strongest-ever quarterly results, driven by surging demand for nitrogen-purge systems and a favourable exchange rate—with further growth anticipated through 2027.
13 August 2026
Yuanta Securities identifies three Korean electronics suppliers as structural beneficiaries of the AI infrastructure buildout, pointing to surging profits, tightening MLCC supply, and long-term agreements with big-tech customers as evidence that the cycle has further to run.
12 August 2026
IBK Investment & Securities reaffirms a bullish target price on South Korea's leading department store operator after a blowout quarter, yet the stock trades at a 45% discount to that target—suggesting the market remains sceptical.
12 August 2026
A South Korean brokerage sees SK Hynix shares as deeply oversold, pointing to extraordinary profit growth fuelled by insatiable demand for high-bandwidth memory.
11 August 2026
South Korean PCB maker Simtech is riding a server-driven upcycle that analysts argue is fundamentally different from the boom-bust patterns of the past.
11 August 2026
SK Hynix's decision to build two semiconductor fabs simultaneously represents one of the largest capital bets in corporate history — and its ripple effects will reshape Korea's entire chip supply chain.
7 August 2026
A brokerage report argues that two South Korean semiconductor packaging-materials suppliers enjoy near-dominant positions in the Chinese market and stand to gain handsomely as CXMT, China's leading memory chipmaker, expands capacity following its IPO.
5 August 2026
The SK Group chairman's purchase of SK Hynix shares has been dressed up as a gesture of responsible stewardship, but the more interesting question is whether he simply thinks the stock is cheap.
30 July 2026
By securing multi-year supply agreements with five of the world's largest data-centre operators, Samsung Electronics may finally be positioning itself to capture the AI-driven semiconductor boom it has so far struggled to exploit.
30 July 2026
Despite slashing its target price by a third amid a global sector de-rating, Kiwoom Securities argues that Haesung DS's surging profits and near-doubling upside make the stock too cheap to ignore.
30 July 2026
SK Hynix fell short of market expectations in the second quarter of 2026, but near-record margins, surging HBM demand, and rock-bottom valuations have prompted Kiwoom Securities to raise its rating and flag 57% upside.
30 July 2026
SK Hynix's shares have fallen sharply after second-quarter profits missed expectations, yet forward earnings multiples now sit well below historical averages — leaving investors to weigh a compelling valuation case against genuine structural risks.
29 July 2026
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