Korea Semiconductors

News on South Korea's semiconductor industry — memory chips, foundry, HBM, and chip exports.

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Samsung Beats Nvidia, Nears 100 Trillion Won Quarterly Profit Era

Samsung Electronics posted 89.4 trillion won in Q2 operating profit, beating Nvidia and Apple for the highest quarterly profit among global tech firms, driven by soaring AI memory demand.

Published 2026.07.07. 10:10:29

Nvidia's Next-Gen AI Server Delayed by One Year, Hitting Chip Stocks

Nvidia's next-gen AI server rack "Kyber NVL144" faces a 12-month delay to 2028, sending Asian chip stocks tumbling over 10% and pulling down Korean AI beneficiary shares.

Published 2026.07.07. 10:00:05

Samsung, SK to Build Four Chip Fabs in Gwangju in Speed Push

Samsung and SK hynix will build four chip fabs at the Gwangju military airport site, while SK hynix invests 870 billion won in its Trinity Fab and Jay Y. Lee heads to Sun Valley for memory and foundry sales.

Published 2026.07.07. 10:00:05

GIST Launches AI College to Train Chip Talent Near Honam Cluster

GIST has launched its AI College to train world-class AI and semiconductor talent, supporting the 800 trillion won Samsung-SK hynix chip cluster in Korea's Honam region.

Published 2026.07.07. 09:47:29

KOSPI Falls to 7,700 Range Despite Samsung's Record Earnings

Samsung Electronics posted record Q2 operating profit of 89.4 trillion won, yet KOSPI fell 1.64% below 8,000 as profit-taking and chip stock volatility weighed on the market.

Published 2026.07.07. 09:22:57

Daishin Raises SK hynix Target to 3.9 Million Won on ADR, HBM

Daishin Securities raised its SK hynix target price to 3.9 million won, citing the Nasdaq ADR listing, HBM price gains, and expanded shareholder returns as re-rating catalysts.

Published 2026.07.07. 08:37:01

Samsung's Chip Profit Nears 100 Trillion Won Excluding Bonus Provisions

Samsung Electronics posted Q2 preliminary operating profit of 89.4 trillion won, but excluding up to 15 trillion won in bonus provisions, its chip division profit topped 100 trillion won.

Published 2026.07.07. 08:29:38

Samsung Q2 Operating Profit Nears 90 Trillion Won, Tops Nvidia

Samsung Electronics reported Q2 preliminary operating profit of 89.4 trillion won, up 1,810% year-on-year, surpassing Nvidia to become the top global tech company by quarterly operating profit.

Published 2026.07.07. 08:27:44

Samsung Posts Record 89 Trillion Won Q2 Profit, Yet Slips 2% in Pre-Market

Samsung Electronics posted a record Q2 operating profit of 89.4 trillion won, up 1,810.3% year-on-year, yet its shares fell 2.83% in the NXT pre-market on profit-taking.

Published 2026.07.07. 08:19:49

Samsung's Q2 Operating Profit Tops 100 Trillion Won Excluding Bonus Costs

Samsung Electronics posted Q2 operating profit of 89.4 trillion won, but excluding an estimated bonus provision of over 10 trillion won, its effective profit topped 100 trillion won—a record surpassing Apple and Nvidia.

Published 2026.07.07. 08:18:17

Samsung Chip Profit Tops 88 Trillion Won, Up 220-Fold in a Year

Samsung Electronics' Q2 semiconductor operating profit topped 88 trillion won, a 220-fold jump in a year, driven by soaring DRAM and HBM demand amid the AI boom.

Published 2026.07.07. 08:04:08

Samsung Q2 Operating Profit Nears 90 Trillion Won, Tops Nvidia as Global Tech Leader

Samsung Electronics posted an estimated 89.4 trillion won in Q2 operating profit, up 18-fold year-on-year, overtaking Nvidia for the highest quarterly profit in global tech history amid a memory chip boom.

Published 2026.07.07. 07:47:17

Lee Vows "Speed Above All" as Samsung, SK Fabs Head to Gwangju Airbase

Korea's Presidential Office confirmed Samsung and SK hynix will build four semiconductor fabs at the Gwangju military airbase, activating a "super fast-track" to accelerate the Honam cluster.

Published 2026.07.07. 07:02:07

Wall Street Rallies on Tech Rebound; Tesla Jumps 6.7% on Robotaxi Expansion

Wall Street rallied as tech and chip stocks rebounded, with the Dow topping 53,000 and Tesla jumping 6.7% on robotaxi expansion to Miami. Nasdaq rose 1.12%.

Published 2026.07.07. 06:13:03

SK hynix Trades Below Micron, and Wall Street Is Watching

SK hynix will list $29 billion in ADRs on the Nasdaq this week, the largest debut by a foreign company, drawing Wall Street attention as it trades below Micron amid the AI memory boom.

Published 2026.07.07. 06:09:05

Gwangju Chip Fab Site Set at Military Airport—Now Water Supply Plan Must Follow

The Korean government chose Gwangju's military airport site for its semiconductor cluster, but a severe water shortage in the Yeongsan and Seomjin river basins demands an urgent, comprehensive water supply plan.

Published 2026.07.07. 00:01:05

Samsung, SK Fabs to Rise Together at Gwangju Military Airport

Korea's Presidential Office confirmed Gwangju Military Airport as the site for the Honam semiconductor cluster, where Samsung Electronics and SK hynix will build four fabs under a "super fast-track."

Published 2026.07.06. 19:09:00

Gwangju Military Airport Confirmed as Site for 800 Trillion Won Honam Chip Cluster

The Gwangju military airport site has been confirmed as the location for the 800 trillion won Honam semiconductor cluster, with regional leaders stressing speed amid airport relocation uncertainties.

Published 2026.07.06. 19:02:58

SK hynix Heads to Nasdaq: Can It Reach Micron-Level Valuation?

SK hynix plans a $28.1 billion Nasdaq ADR listing on the 10th, the largest by a foreign firm, fueling hopes for a Micron-level valuation despite caution over TSMC's price gap.

Published 2026.07.06. 18:03:55

Gwangju Military Airport Chosen for Honam Chip Cluster to Slash Construction Time

Gwangju Military Airport has been selected for the Honam semiconductor cluster, offering 2.5 million pyeong of state-owned land and cutting construction time by three to four years for Samsung and SK hynix fabs.

Published 2026.07.06. 17:53:13

SK hynix Opens 300mm Wafer Process, Boosting Supply Chain Competitiveness

SK hynix is investing 870 billion won in "Trinity Fab" at its Yongin cluster to help Korean chip materials and equipment firms verify products in a real 300mm wafer environment by May next year.

Published 2026.07.06. 17:51:13

SK Group Draws Over Half of Major Conglomerates' Trading Value

SK Group's listed affiliates recorded 20.7 trillion won in trading value, over half of all conglomerates, driven by SK hynix amid the AI chip rally.

Published 2026.07.06. 17:49:25

Japan Moves to Rebuild Chip Industry With State Aid, Foreign Investment

Japan is rebuilding its semiconductor industry with state subsidies and foreign investment, attracting Micron and TSMC, but faces challenges in chip design and advanced processes.

Published 2026.07.06. 16:22:46

Presidential Office Plans Honam Chip Cluster at Gwangju Military Airport Site

The Korean government decided Thursday to build a Honam region semiconductor cluster on the site of Gwangju's military airport, citing a 2.5 million-pyeong site and completed leveling.

Published 2026.07.06. 14:19:28

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