What Sovereignty Buys
South Korea announced a plan to build four memory fabs costing 800 trillion won, with Samsung and SK financing all construction while the state provides power, water, and expedited permits. The deal r…
South Korea announced a plan to build four memory fabs costing 800 trillion won, with Samsung and SK financing all construction while the state provides power, water, and expedited permits. The deal r…
South Korea's approval of single-stock leveraged ETFs on Samsung and SK Hynix triggered a $6 billion forced selling event on June 23, wiping nearly 10% off the Kospi and sending Nasdaq futures tumblin…
DRAM and NAND contract prices surged up to 98% in Q1 2026 as Samsung, SK Hynix, and Micron shifted production to high-bandwidth memory for AI, squeezing conventional chip supply. TrendForce forecasts …
A class action lawsuit filed in California on June 25th accuses Samsung, SK Hynix, and Micron of colluding to reduce supply of consumer DRAM while shifting production to high-margin AI memory, causing…
South Korea's government and top tech companies are committing $1 trillion to megaprojects that include $585 billion for new chip fabrication plants, $357 billion for AI data centers, and a push to co…
A federal lawsuit filed June 25 in California accuses Samsung, SK Hynix, and Micron Technology of colluding to fix DRAM prices, causing a 700% price surge since 2022. The complaint alleges the compani…
South Korea President Lee Jae Myung announced a $518 billion plan to build a chip production cluster in the southwest, with Samsung and SK Hynix constructing four new fabrication plants. The initiativ…
Samsung Electronics and SK Hynix pledged 3,200 trillion won ($2.07 trillion) in investments to expand South Korea's memory chip production capacity, betting on sustained AI demand. The plan, supported…
Asian shares mostly rose on Tuesday, tracking Wall Street gains, while the Japanese yen hit a 39-year low against the U.S. dollar, trading near 162 yen. South Korea, Japan, and Taiwan rebounded from e…
South Korea's KOSPI surged 68% in Q2 2026, its best quarterly performance since 1998, driven by semiconductor giants Samsung and SK Hynix riding the AI wave. However, volatility spiked with 20 single-…
South Korea will examine ways to shorten nuclear plant construction timelines from nine to ten years to meet power demands from AI and semiconductor industries, presidential chief of staff Kang Hoon-s…
Samsung Electronics shares surged up to 6.51% on June 1 after reports it began shipping samples of its next-generation HBM4E high-bandwidth memory chips to global customers, driven by strong AI demand…
Asian shares mostly rose Tuesday, tracking Wall Street gains, with South Korea's Kospi rebounding 1.3% after recent tech-led losses. Oil prices stabilized as the U.S. and Iran agreed to send delegatio…
South Korea announced a $518 billion semiconductor push to maintain its technological edge over China, led by Samsung Electronics and SK Hynix. The plan includes building a second chipmaking hub in th…
South Korea's Industry Minister Kim Jung-kwan announced on June 29 that Samsung Electronics and SK Hynix will invest 800 trillion won ($518.3 billion) to build a semiconductor cluster in the southwest…
South Korea's government and tech companies, including Samsung and SK Hynix, are investing $1 trillion in megaprojects to boost memory chip production, build AI data centers, and deploy humanoid robot…
South Korean tech giants Samsung and SK Hynix have committed over $550 billion to build four new memory fabs and an HBM packaging hub, part of a national plan to address the global memory chip shortag…
Micron Technology reported $41.5 billion in fiscal Q3 2026 revenue, quadruple the year-ago figure, while SK Hynix posted $35.53 billion in Q1 revenue, up 198% year-over-year. The semiconductor layer i…
A federal antitrust class-action lawsuit filed June 25, 2026 in the Northern District of California accuses Samsung, SK Hynix, and Micron of colluding to cut DRAM production, driving RAM prices up rou…
Bank of America upgraded its global growth forecast, citing an AI-driven export cycle in Asia and an AI investment boom in the US. The bank now expects global GDP growth of 3.2% in 2026 and 3.5% in 20…