SK Hynix Open to Joint Venture for Honam Fab as Korea Eases Holding Company Rules
South Korea is amending its Fair Trade Act to allow holding company subsidiaries to accept minority outside investors in non-capital-region advanced-tech fabs. SK Hynix signalled openness to a JV for its Honam fab, potentially reducing tens of trillions of won in self-funding burden. Legislative target: September 2026.
- 02
CJ Logistics (000120.KS) Q1 2026: Record ₩3.21T Revenue as Bond-Driven Finance Costs Drag Net Profit 7.6% Lower
CJ Logistics (000120.KS) Q1 2026: Record ₩3.21T Revenue as Bond-Driven Finance Costs Drag Net Profit 7.6% Lower
- 03
Fidelity and BlackRock Quietly Cut Korea Chip Stakes as AI Cycle-Peak Debate Sends KOSPI Down 9%
Fidelity International and BlackRock have trimmed Samsung Electronics, SK Hynix, and TSMC positions as AI-cycle peak concerns mount. SK Hynix fell a record 15.4% in Seoul as its Nasdaq ADR dropped 9.3% on day two, while the KOSPI tumbled ~9% — now 25%+ below its June 22 all-time high.
- 04
Korean Shipbuilders on Course for Record ₩10 Trillion Year as LNG Carrier Profits Surge
Korea's three major shipbuilders are on track for a combined Q2 2026 operating profit of ₩2.33 trillion (+52.5% YoY), driven by LNG carrier deliveries from the 2022-2024 upcycle. Full-year consensus points to ₩9.04 trillion with upside to ₩10 trillion.
- 05
SK Hynix's Nasdaq Triumph Backfires in Seoul: 15% Crash Triggers Circuit Breaker as KOSPI Falls 9%
SK Hynix fell a record 15.4% in Seoul on July 13, 2026, triggering both a sidecar and full KOSPI circuit breaker, as the ADR dual-listing premium drove sell-the-news selling. SKHY Nasdaq ADRs dropped 9.3% on day two; US memory peers fell 6%+.
- 06
How to Buy Korean Stocks as a Foreign Investor (2026 Complete Guide)
Three routes to Korean stocks in 2026: ETF (EWY), US ADRs (SKHY, PKX, KB), or direct KRX via Interactive Brokers. Covers dividend tax rates, fees, and account setup.
- 07
Mirae Asset Life (085620.KS) Q1 2026: Net Profit Doubles as Underwriting Swings to Loss, K-ICS Slides to 167.6%
Mirae Asset Life (085620.KS) Q1 2026: Net Profit Doubles as Underwriting Swings to Loss, K-ICS Slides to 167.6%
- 08
TSMC June Revenue +68%: Samsung, SK Hynix Face July 16 Test
TSMC (TSM; Taiwan Semiconductor Manufacturing Co., the world's largest contract chip manufacturer) reported record June revenue of NT$442.68 billion (about US$14.6 billion), up 67.9% from a year earlier and 6.2% above the previous monthly record set in May, according to the company's monthly disclosure as reported by Chosun Biz and CNBC.
- 09
Misto Holdings (081660.KS) Q1 2026: FILA Revenue Plunges 20% as Acushnet Shoulders 88.6% of Group Profit
Misto Holdings (081660.KS) Q1 2026: FILA Revenue Plunges 20% as Acushnet Shoulders 88.6% of Group Profit
- 10
Samsung's Largest Union Says 84% of Members Oppose Honam ₩40 Trillion Fab, Calls for Tripartite Talks
Samsung's largest union released survey results showing 84% of members oppose the government-backed \u20a940 trillion Honam semiconductor fab, citing forced transfers, work hour contradictions, and internal management reluctance.
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KakaoPay Securities Secures Investment Dealing License, Poised to Challenge Korea's IPO Underwriting Hierarchy
KakaoPay Securities (377300.KS subsidiary) secures FSC investment dealing licence on July 1 2026, enabling IPO underwriting and full securities dealing for the first time. Deposits exceed ₩20T, 500K+ RIA accounts.
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Korea's Courts Are Rewriting Platform Antitrust Rules — And Coupang Holds the Biggest Liability
Korea's courts are carving out a rationality-based antitrust standard for platform algorithms, diverging from EU's DMA. Naver won a partial Supreme Court reversal, KakaoMobility's ₩27.1B fine was overturned, but Coupang faces ₩162.8B in pending liability at Seoul High Court.
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