Korea's $1.2 Trillion NPS Raises Domestic Stock Cap to 20.8%, Defusing a ₩200 Trillion Forced-Sale Threat
Korea's $1.2 trillion NPS pension fund raised its domestic equity ceiling from 14.9% to 20.8% on May 28, averting ₩200 trillion in forced selling triggered by KOSPI's 94% surge.
- 02
Samsung Tops Automotive Memory Market for First Time, Seizing 40% Share as Micron Slips to No. 2
Samsung Electronics has captured 40 percent of the global automotive memory chip market in 2025 — up from 35 percent a year earlier — overtaking Micron Technology for the first time, according to S&P Global Mobility.
- 03
Korea Earns Record $85B Trade Surplus But Can't Lift the Won as $65B Capital Flight Drains the AI Chip Windfall
South Korea's Q1 current account surplus hit a record $85 billion — yet the won has hovered above 1,500 per dollar for 19 trading days in 2026, touching a 17-year real effective low, as $65.4 billion in net capital outflows nearly erase the AI chip trade windfall.
- 04
KOSPI Nears 8,500 But Record Margin Loans and $74B Foreign Exit Cast Shadow Over June
Korea's benchmark index closed within 24 points of 8,500 on its best weekly gain of 2026, even as margin debt hit a record ₩37.07 trillion and foreign investors marked a 16th consecutive net-selling session.
- 05
Samsung and SK Hynix Back Anthropic's $65B Round as Claude Maker Eclipses OpenAI at $965B
Samsung Electronics and SK hynix joined Micron in Anthropic's $65 billion Series H, pushing the Claude developer's valuation to $965 billion and opening a potential foundry lane for Samsung.
- 06
Doosan (000150.KS) Q1 2026: Profit Leaps 72% as CCL Hits 30%
- 07
SK hynix Closes to 93% of Samsung's Market Cap, Reviving Bubble Debate as Gap Hits Historic Low
SK hynix year-to-date surge of 258.4% cut its market-cap gap with Samsung Electronics to a record-low ₩119.6 trillion on Friday, lifting the ratio to 93.2% — from just 46.5% a year ago — as HBM dominance and pure-play chip exposure fuel a revaluation that has analysts divided over whether the convergence signals a bull-market peak or genuine fundamental repricing.
- 08
Samsung, SK Hynix Executives Sitting on ₩101B as Chip Boom Delivers Up to 400% Returns on Self-Held Shares
Samsung Electronics and SK Hynix senior executives are sitting on a combined ₩101.2 billion in unrealized stock gains, with return rates reaching 400%-plus for SK Hynix President Cha Sun-yong and 241% for CEO Kwak Noh-jung, as the AI-driven chip supercycle pushes Korean tech valuations to record levels.
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