Samsung Electronics, SK Hynix, Memory/Foundry
Samsung Electronics (005930) · SK Hynix (000660) · NAVER (035420) · Kakao (035720) The Great Rebound: Semiconductors Lead the Charge Toward KOSPI 6,000 The South Korean stock market witnessed an extraordinary session as the benchmark KOSPI index surged toward the historic 6,000-point milestone, driven by a massive recovery in the semiconductor sector. On March 6, … Read more
SK Hynix (000660) · Samsung Electronics (005930) SK Hynix HBM4 Production Strategy: Navigating the 2026 AI Memory Roadmap The South Korean semiconductor landscape is currently witnessing a pivotal shift as the race for High Bandwidth Memory (HBM) dominance intensifies. As of March 5, 2026, the market focus has sharply converged on the SK Hynix HBM4 … Read more
Samsung Electronics (005930) · SK Hynix (000660) KOSPI Breakthrough: AI Memory Boom Propels Korean Stocks to New Heights The South Korean equity market witnessed a historic milestone this week as the benchmark KOSPI index shattered records, driven by an unprecedented surge in the semiconductor sector. Samsung Electronics (005930) and SK Hynix (000660) have emerged as … Read more
Samsung Electronics (005930) · SK Hynix (000660) The KOSPI 6,000 Milestone: Samsung and SK Hynix Lead the Charge The South Korean stock market has entered a historic new era. As of February 26, 2026, the benchmark KOSPI index has successfully breached the 6,000-point psychological barrier, marking a monumental shift in the nation’s financial landscape. This … Read more
Samsung Electronics (005930) · SK Hynix (000660) Accelerating the AI Memory Supercycle: HBM4 Production Kickoff The South Korean semiconductor giants, Samsung Electronics (005930) and SK Hynix (000660), are entering a critical phase in the global AI race as mass production for next-generation High Bandwidth Memory (HBM4) begins this February. This strategic move, aimed at solidifying … Read more
SK Hynix (000660) · Samsung Electronics (005930) BlackRock Boosts Stake in SK Hynix: A New Era for HBM Dominance The South Korean semiconductor landscape shifted significantly this week as global investment giant BlackRock disclosed a substantial 5% stake in SK Hynix (000660). This strategic move by the world’s largest asset manager underscores a growing institutional … Read more
Analysis of the ‘Chi-maek’ meeting between SK Group and NVIDIA CEOs, confirming strong SK Hynix Momentum driven by HBM4 supply and integrated AI solutions.
Heungkuk Securities forecasts DRAM supply shortages through 2027 with a -5.3% sufficiency ratio. Learn the optimal Samsung SK Hynix investment strategy as HBM demand grows 91% YoY and why SK Hynix remains the top pick in Korean memory semiconductors.