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Has the first major South Korean investment project in the U.S. encountered changes? Reports suggest that the U.S. is pressuring Samsung and SK Hynix to build memory chip factories in the United States. South Korea has urgently denied these claims but ref
South Korea's presidential office, Cheong Wa Dae, recently denied local media reports that the government was negotiating with the United States to designate a semiconductor project as the first investment under its $350 billion commitment to U.S. investment.
Samsung and SK Hynix See 35% Surge in First-Half Capital Expenditure; NVIDIA Not Among Samsung's Top Five Customers
In the first half of 2026, Samsung Electronics and SK Hynix collectively invested KRW 43.2 trillion in semiconductor facilities, a year-on-year increase of 35.1%, with capacity utilization rates reaching 100% to address robust demand for AI memory. Regarding customer structure, NVIDIA's share of SK Hynix's revenue declined to 13.35%, and it did not rank among Samsung's top five customers, reflecting a diversification of AI memory demand away from heavy reliance on NVIDIA. The competitive focus is shifting toward next-generation products and a broader base of AI chip customers.
Kolon Global Secures KRW105 Billion Construction Contract With Samsung Electronics
Market Chatter: South Korea Denies US Chip Investment Report
Samsung and SK Hynix Have Soared Over 100% in 2026, But Korea's 'Dr. Doom' Says the KOSPI Rally Could Be Running Out of Steam: Here's Why
South Korea’s “Memory Chip Duo” Sees Surge in Retail Shareholders; One in Five Adults Holds Samsung Stock
① According to Samsung Electronics' semi-annual report, the number of retail shareholders approached 8 million as of the end of June; ② Given South Korea's adult population of 43 million, this implies that one in every five adults holds shares in Samsung Electronics; ③ Meanwhile, the number of retail shareholders in Samsung Electronics' domestic rival, SK Hynix, has also surged sharply, nearly tripling within just six months.