South Korea's Kospi index is down 20%+ from its record high in June, falling 5%+ on Wednesday; Samsung and SK Hynix fell 5%+ amid long-term chip deal concerns
Kospi retreats more than 20% from June peak as sentiment starts to turn on Samsung Electronics and SK Hynix
Samsung estimates Q2 operating profit of ~$58.44B, up 19x from Q2 2025 and above ~$57.02B est., and revenue up 129% YoY to ~$111.7B; Samsung's stock drops 6%+
Samsung Electronics (005930.KS) on Tuesday forecast a 19-fold jump in second-quarter operating profit from a year earlier …
Sources: Anthropic has initiated early-stage development of a custom AI server chip and held preliminary discussions with Samsung about manufacturing the chip
Anthropic has begun early-stage work on its own AI chip and held talks with Samsung Electronics as a potential manufacturing partner …
SK Hynix overtaking Samsung to become South Korea's most valuable company is the culmination of 14 years of bets on HBM, which paid off as the AI boom took off
SK Hynix's (000660.KS) overtaking of Samsung Electronics (005930.KS) to become South Korea's most valuable firm was the culmination …
SK Hynix overtakes Samsung to become South Korea's most valuable company, closing up 5.6% for a ~$1.4T market cap; South Korea's Kospi index is up 117% YTD
The South Korean memory-chip maker's market capitalization hit $1.362 trillion — Memory-chip maker SK Hynix has overtaken Samsung Electronics …
Sources: Samsung is seeing a rise in advanced chip production requests from BYD, Google, AMD, Tesla, and other companies as AI demand strains TSMC's capacity
TAIPEI/HONG KONG/SEOUL — BYD, Google, AMD, Tesla and others are looking increasingly to Samsung Electronics for contract chipmaking services …
Sources: Google is in talks with Samsung to manufacture a memory input-output die for Icefish, its 10th-generation TPU, and TSMC will make the computing engine
Google is considering giving Samsung Electronics a crucial role in making a component of one of its most advanced future AI chips …
Document: Samsung plans to invest ~$1.5B to build a semiconductor testing plant focused on legacy chips in Vietnam; the plant is slated to open in November 2027
Samsung Electronics (005930.KS) plans to invest 39 trillion dong ($1.5 billion) in Vietnam to build a semiconductor testing plant …
A Samsung union representing its consumer electronics division says it asked a South Korean court to block a pay deal vote that mainly benefits chip workers
A Samsung Electronics' (005930.KS) union representing the conglomerate's consumer electronics workers said on Tuesday it has asked …