Kakao Mobility Signs SDV MOU with Renault Korea (035720.KS)
Kakao Mobility, the ride-hailing and navigation arm of Kakao Corp (035720.KS), and Renault Korea, the Korean carmaker majority-owned by France's Renault Group, signed a memorandum of understanding on July 8 to jointly develop next-generation in-vehicle software and high-precision map data for advanced driver-assistance systems and infotainment.
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Hyundai Department Store (069960.KS) Q1 2026: Core Retail Hits Record Revenue as Zinus Tariff Shock Swings ₩57.6B to a Loss
Hyundai Department Store (069960.KS) Q1 2026: Core Retail Hits Record Revenue as Zinus Tariff Shock Swings ₩57.6B to a Loss
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TSMC and Samsung Raise Foundry Prices 5–15%, Signaling a Structural Shift to Supplier Market as AI Demand Overwhelms Advanced Node Capacity
TSMC has notified Nvidia, Apple and AMD of 5-10% price increases on 3nm through 7nm wafer processes, while Samsung Electronics is raising foundry rates ~15% on 4nm and automotive 8nm nodes for new customers. The coordinated moves signal a structural shift from buyer to supplier pricing power, driven by AI infrastructure demand outpacing advanced node capacity.
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Kakao Games Burns 500,000 Treasury Shares in First Cancellation Since 2020 IPO, Pairs With RSU Program
Kakao Games (293490.KQ) announces its first-ever treasury share cancellation since its 2020 IPO, retiring 500,000 shares on July 15 and introducing an RSU plan for employees.
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Korea Circuit (007810.KS) Q1 2026: ₩26.4B Operating Profit on PCB Rebound, but Operating Cash Swings to –₩21.1B
Korea Circuit Q1 2026 delivered ₩26.4B operating profit amid PCB cycle recovery, with revenue rising 18.4% YoY to ₩419.9B. However, operating cash flow turned negative at –₩21.1B, reflecting ₩69.3B working capital drain and ₩34.8B capex.
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Nongshim (004370.KS) Q1 2026: Group Profit +20%, U.S. Up 61%
Nongshim (004370.KS) Q1 2026: Group Profit +20%, U.S. Up 61%
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Korea Disinformation Law: NAVER, Kakao Named—Posters Pay
South Korea's telecom regulator on the morning of July 8 formally notified eight online platforms that they are now subject to a revised Information and Communi
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Samsung Confirms Galaxy Unpacked 2026 in London for July 22, CEO Bets on Personal AI Over Raw Intelligence
Samsung Electronics locks in Galaxy Unpacked 2026 for July 22 in London, promising a new foldable lineup centered on personal AI — a pivotal second growth narrative for KOSPI investors alongside the ongoing memory supercycle.
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LG Electronics (066570.KS) Bets on Chip Gear at Nano Korea
LG Electronics (066570.KS), the LG Group's flagship electronics maker, displayed no televisions and no home appliances at Nano Korea 2026, filling its booth at KINTEX in Goyang with semiconductor back-end equipment instead.
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CXMT's $4.1 Billion IPO Filing Omits HBM Investment, Easing Near-Term Threat to Samsung and SK Hynix
CXMT's $4.1 billion Shanghai IPO filing contains no HBM capex commitment, keeping the global HBM oligopoly — dominated by SK Hynix and Samsung — intact for the foreseeable future.
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HD Korea Shipbuilding Signs MOU With Schneider Electric to Develop Floating Data Centers, Tapping AI Infrastructure Boom
HD Korea Shipbuilding & Offshore Engineering (010140.KS) and Schneider Electric signed a July 8 MOU to develop floating data centers, combining offshore platform engineering with power and cooling expertise to target AI infrastructure demand from North America.
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SK Gas (018670.KS) Q1 2026: Operating Profit Doubles to ₩228B as LPG Spike and PDH Arm Drive Portfolio Shift
SK Gas (018670.KS) Q1 2026: Operating Profit Doubles to ₩228B as LPG Spike and PDH Arm Drive Portfolio Shift
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Pentagon Issues First Naval RFI to Korean Shipbuilders Under MASGA, Opening Path to USD 40B Annual Market
The Pentagon and US Navy have sent formal Requests for Information to HD Hyundai Heavy Industries, Hanwha Ocean, and Samsung Heavy Industries — marking the first official RFI to Korean yards under the MASGA initiative and opening a potential path into the USD 40.1B annual US naval shipbuilding market.
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Kakao (035720.KS) Targets Cut as AI Revenue Remains Unproven
Kakao Corp (035720.KS), the operator of Korea's near-ubiquitous KakaoTalk messaging app and one of the country's two dominant internet platforms, has drawn pric
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