Korea Semiconductors

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

Latest news

Cheong Wa Dae to Hold Public-Private Review on Chip Cluster Saturday

Cheong Wa Dae will hold a public-private review on the semiconductor cluster Saturday, as Korea advances 312 trillion won in Yeongnam investment under its Three Mega-Projects.

Published 2026.07.03. 18:59:26

Kioxia Ships Next-Generation NAND Flash to Meet Market Demand

Kioxia has begun shipping 10th-generation NAND flash with 30% higher performance, as competitors including Samsung and Chinese makers close in on its technological lead.

Published 2026.07.03. 18:49:27

Anthropic and Meta Turn to Samsung Foundry, Cementing AI Chip Lead

Samsung Foundry is winning AI chip orders from Meta and Anthropic following Tesla, with its order backlog nearing 50 trillion won and a possible Q4 profit turnaround.

Published 2026.07.03. 18:30:09

Chip Boom Drives 249% Surge in Q2 Operating Profit

KOSPI-listed firms' Q2 operating profit is projected to surge 249% year-on-year, driven by Samsung Electronics and SK hynix, which together account for 70.5% of the total.

Published 2026.07.03. 18:16:00

Jung Jeom-sik Says Yellow Envelope Law, Tougher Commercial Act Hamper Honam Chip Plans

PPP floor leader Jung Jeom-sik said the Yellow Envelope Law and a tougher Commercial Act are hampering Samsung and SK hynix's Honam semiconductor plans, calling it Lee Jae-myung-style populism.

Published 2026.07.03. 18:07:07

Did High-End Memory Share Shrink? K-Chip Export Price Per Kg Falls, Roiling Markets

Korea's DRAM export price per kilogram fell 1.7% in June, the first decline in nine months, roiling global chip stocks despite record semiconductor exports and rising individual memory prices.

Published 2026.07.03. 17:40:11

From Chips to Livelihoods, New Mayor Min Starts at Midnight

Newly integrated Jeonnam-Gwangju Special City Mayor Min Hyung-bae inspected flood-prone areas ahead of monsoon season, following semiconductor efforts tied to an 800 trillion won Samsung and SK investment.

Published 2026.07.03. 16:25:40

Samsung Electro-Mechanics to Invest 23 Trillion Won, Adding 15 Trillion Won in Busan

Samsung Electro-Mechanics will invest 23 trillion won through 2040, including 15 trillion won in Busan and 8 trillion won in Sejong, to expand AI server package substrate and MLCC production.

Published 2026.07.03. 15:09:27

Electronic Engineering Overtakes Business in Undecided-Major Rankings

Electronic engineering has overtaken business administration as the top choice among Korean university undecided-major students, driven by the semiconductor boom and high bonuses at Samsung Electronics and SK hynix.

Published 2026.07.03. 14:58:11

Retail Investors Pile Into Inverse ETFs as Volatility Bets Rise

Retail investors are piling into inverse ETFs as KOSPI volatility rises, with inverse ETF trading value up 48% in a month, while Meta's neocloud review triggered a chip stock plunge.

Published 2026.07.03. 10:00:05

Meta-Driven Chip Peak Fears Send KOSPI Plunging 7.9%

KOSPI plunged 7.89% as Meta's cloud market entry sparked fears of slowing AI chip demand, wiping out 569 trillion won in market cap; Samsung and SK hynix tumbled sharply.

Published 2026.07.03. 10:00:05

Anthropic in Talks with Samsung to Produce Own AI Chip

Anthropic is in early-stage talks with Samsung Electronics to produce its own AI chip using Samsung Foundry's 2nm process, countering rival OpenAI's Broadcom-made chip.

Published 2026.07.03. 09:54:07

DEEPX Partners with Koshidaka Tech to Target Japan's Physical AI Market

DEEPX signed a strategic partnership with Japanese distributor Koshidaka Tech to expand its ultra-low-power NPU chips across Japan's manufacturing, robotics, and infrastructure sectors.

Published 2026.07.03. 09:36:15

Jung Slams Yellow Envelope Law, Tougher Commercial Act for Stalling Honam Chip Projects

PPP floor leader Jung Jum-sik criticized the Yellow Envelope Law and tougher Commercial Act for stalling Samsung and SK hynix chip projects in Gwangju-South Jeolla, urging President Lee to overhaul populist governance.

Published 2026.07.03. 09:25:17

Meta's 'AI Excess' Triggers Ruthless 'Chip Peak' Fears

Meta's plan to sell spare AI computing resources sparked fears of AI over-investment, sending chip stocks including Nvidia, Micron, Samsung and SK hynix plunging for two straight days.

Published 2026.07.03. 07:59:49

Anthropic in Talks with Samsung Foundry to Produce AI Chips

Anthropic is in talks with Samsung Electronics to produce advanced AI chips using its 2nm process and advanced packaging, U.S. outlet The Information reported.

Published 2026.07.03. 07:05:33

Samsung, SK to Invest 310 Trillion Won in Chungcheong Region

Samsung and SK unveiled a combined 310 trillion won investment in Korea's Chungcheong region, with Samsung committing 140 trillion won and SK 170 trillion won for chips, displays, and AI.

Published 2026.07.03. 07:00:05

US Chip Stocks Tumble for Second Day on Meta Concerns; Rate Hike Odds Fall

US semiconductor stocks tumbled for a second straight day on Meta-driven AI oversupply concerns, with SanDisk plunging 14%, while weak June jobs data lowered rate hike odds.

Published 2026.07.03. 06:03:22

One in Three Samsung Union Members Weighing Job Change as SK hynix Turnover Stays Below 1%

One in three Samsung Electronics union members is considering changing jobs, citing management distrust and pay issues, while SK hynix's turnover rate stayed below 1% at 0.9%.

Published 2026.07.02. 18:43:00

Korean Stocks Shed 569 Trillion Won in a Single Day on Tech Rout

Korea's stock market lost 569 trillion won in one day as the KOSPI plunged 7.89% to 7,648.09 on Meta-driven chip demand fears, with Samsung Electronics down 9% and SK hynix down 14.6%.

Published 2026.07.02. 18:31:38

Samsung E&A Target Price Raised on Chip Fab Order Momentum

Securities firms raise Samsung E&A target prices on chip fab order momentum, as government semiconductor investment and Samsung Electronics expansion plans drive expectations for second-half orders.

Published 2026.07.02. 15:55:27

Apple in Talks to Buy Chips From China's CXMT, YMTC: Report

Apple is in talks to buy memory chips from blacklisted Chinese firms CXMT and YMTC for China-market devices, Bloomberg reported, amid an AI-driven memory supply crunch.

Published 2026.07.02. 15:00:16

Meta Weighs Selling Spare Computing Power, Eyeing Cloud Business

Meta is reviewing a "Meta Compute" plan to sell surplus computing power, potentially entering the cloud market. Meta shares surged 8.81% while chip stocks tumbled on oversupply fears.

Published 2026.07.02. 12:17:56

Top 1% Traders Snap Up 'Samsung-SK hynix' Chips in Sell-Off

Top 1% traders at Mirae Asset Securities bought SK hynix, Samsung Electronics, and Samsung Electro-Mechanics during a semiconductor sell-off triggered by Meta's cloud entry on the 25th.

Published 2026.07.02. 12:13:33

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