Samsung

South Korea's two largest chipmakers are preparing the largest combined domestic investment commitment in the country's history, anchored by a Blue House briefing set for June 30

Samsung and SK Hynix fell 8-9% on June 26, sending the Korean benchmark down 5.81% and halting trade for 20 minutes, while Tokyo's Nikkei surged 4.6% on the same chip data

SK Hynix surged 13% and Samsung 5% after Micron's record quarterly results confirmed HBM dominance; Korea's benchmark hit an all-time high as Japan's crossed 70,000 for the first time

Beijing investigates memory pricing, fines could reach $2.5B, while domestic champion CXMT files for a $4.2B IPO and nears third-largest by wafer capacity

Seoul bilateral yields HBM4E samples and LP40 foundry talks; Tesla A16 to be built at Taylor, Texas; Samsung pins HBM5 comeback on an in-house 2nm base die

Jensen Huang confirms Samsung, SK Hynix and Micron passed HBM4 qual on June 5; SK Hynix holds ~60-70% of Rubin volume, 12-layer stacks priced above $600

Intel and Samsung start the shift from organic resin to glass cores; SK's Absolics ships first commercial-grade panels; Korea contests Intel on standards