Yonhap Infomax News1h ago
South Korea's KOSPI plunged over 3% below 5,100 as Middle East escalation fears drove oil prices past $100 and the won surged, with Samsung Electronics and SK hynix leading semiconductor losses amid foreign selling and mounting geopolitical uncertainty over Iran conflict.
#YonhapInfomax #KOSPI #SamsungElectronics #SKHynix #OilPrices #MiddleEastConflict #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=112873
John Leonard14h ago

Memory chipmakers around the world shed close to $100bn in market value last week, after new research suggested AI systems may require far less hardware than previously expected.

https://www.computing.co.uk/news/2026/memory-chip-stocks-slide-after-ai-efficiency-breakthrough

#technews #ram #memory #SKHynix #samsung #ai

Memory chip stocks slide as AI efficiency breakthrough rattles investors

Memory chipmakers around the world shed close to $100bn in market value last week, after new research suggested AI systems may require far less hardware ...

Y Kobayashi1d ago

Samsung・SK hynixが中国工場に約1,580億円投入：AI需要が生んだ「完売市場」と地政学リスクの間で

2026年3月下旬、韓国の金融監督院（FSS）に提出された有価証券報告書から、世界のメモリ半導体市場を牽引する二社の動向が鮮明になった。Samsung Electronics は2025年に中国・西安のNANDフラッシュ工場へ4,654億ウォン（約308億円）を投じ、前年比67.5%の増加を記録した。SK […]

https://xenospectrum.com/samsung-sk-hynix-china-factory-investment-ai-memory-shortage-2026/

General Strike Now3d ago

The unions secured strike authorization with a 93.1% approval rate in a vote on industrial action and have signaled they would launch a general strike ...

Samsung Electronics labor talks broke down three days after resuming, with unions and management at odds over eliminating the 50% cap on the Overachievement Performance Incentive bonus system.#SamsungElectronics #labornegotiations #OPI #performancebonus #generalstrike #wagetalks #SKhynix #semiconductor
Samsung Electronics Labor Talks Suspended as Sides Remain at Impasse

Samsung Electronics Labor Talks Suspended as Sides Remain at Impasse

Samsung Electronics labor talks broke down three days after resuming, with unions and management at odds over eliminating the 50% cap on the Overachievement Performance Incentive bonus system.

Seoul Economic Daily
Rekall Incorporated4d ago

Why Korean memory giants aren't rushing to expand DRAM supply

The world suddenly cannot get enough memory chips. Artificial intelligence data centers are consuming unprecedented volumes of DRAM, pushing prices higher and squeezing supply for everything from smartphones to laptops

Why Korean memory giants aren't rushing to expand DRAM supply - The Korea Herald

The world suddenly cannot get enough memory chips. Artificial intelligence data centers are consuming unprecedented volumes of DRAM, pushing prices higher and s

The Korea Herald
Yonhap Infomax News5d ago
South Korea's KOSPI index opened down 0.81% at 5,596.41 on March 26 amid mixed signals over US-Iran negotiations, with Samsung Electronics and SK Hynix leading semiconductor sector losses of over 2%, while foreigners net sold 137.7 billion won despite overnight gains in US markets and falling oil prices.
#YonhapInfomax #KOSPI #USIranNegotiations #SamsungElectronics #SKHynix #MiddleEastGeopoliticalRisks #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=112100
KOSPI Plunges Over 1% on Mixed US-Iran Talks Outlook; Hynix, Samsung Weaken

South Korea's KOSPI index opened down 0.81% at 5,596.41 on March 26 amid mixed signals over US-Iran negotiations, with Samsung Electronics and SK Hynix leading semiconductor sector losses of over 2%, while foreigners net sold 137.7 billion won despite overnight gains in US markets and falling oil prices.

Yonhap Infomax
Yonhap Infomax News5d ago
SK Square appoints Kim Jung-kyu as CEO and transfers 5.89 trillion won to retained earnings, unveiling shareholder return policy targeting 30% NAV discount by 2028 through strategic investments in AI and semiconductors, while eyeing SK Hynix's US listing as value revaluation opportunity.
#YonhapInfomax #SKSquare #KimJungkyu #RetainedEarnings #ShareholderReturn #SKHynix #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=111997
SK Square Appoints Kim Jung-kyu as CEO, Transfers 5.89 Trillion Won to Retained Earnings

SK Square appoints Kim Jung-kyu as CEO and transfers 5.89 trillion won to retained earnings, unveiling shareholder return policy targeting 30% NAV discount by 2028 through strategic investments in AI and semiconductors, while eyeing SK Hynix's US listing as value revaluation opportunity.

Yonhap Infomax
Yonhap Infomax News5d ago
Tesla CEO Elon Musk announces Terafab construction with 1TW computing capacity—50 times current global AI volume—presenting Korean chipmakers Samsung Electronics and SK Hynix with short-term demand opportunities but long-term supply chain restructuring threats as 80% targets space applications
#YonhapInfomax #Terafab #SamsungElectronics #SKHynix #AIComputing #SpaceApplications #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=111894
Musk's 'Terafab' Gambit - What It Means for Korean Chipmakers

Tesla CEO Elon Musk announces Terafab construction with 1TW computing capacity—50 times current global AI volume—presenting Korean chipmakers Samsung Electronics and SK Hynix with short-term demand opportunities but long-term supply chain restructuring threats as 80% targets space applications

Yonhap Infomax
Yonhap Infomax News6d ago
SK Hynix Inc. files confidential Form F-1 with SEC for planned 2026 US ADR listing, aiming to expand investor base and achieve higher valuations through new share issuance, with proceeds earmarked for memory facility investments amid comprehensive market review.
#YonhapInfomax #SKHynix #SECFiling #ADRListing #NewShareIssuance #MemoryFacilityInvestments #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=111848
Yonhap Infomax News6d ago
SK Hynix Inc., South Korea's second-largest chipmaker, has filed documents with the U.S. Securities and Exchange Commission for a potential listing on American stock exchanges by year-end, marking a significant step in the company's global expansion strategy amid growing demand for memory chips in artificial intelligence applications.
#YonhapInfomax #SKHynix #SEC #USListing #StockMarket #MemoryChips #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=111847
SK Hynix Files for US Listing with SEC

SK Hynix Inc., South Korea's second-largest chipmaker, has filed documents with the U.S. Securities and Exchange Commission for a potential listing on American stock exchanges by year-end, marking a significant step in the company's global expansion strategy amid growing demand for memory chips in artificial intelligence applications.

Yonhap Infomax