SK Hynix Board Clears ₩7.09T for Cheongju P&T7 Packaging Hub — CEO Flags 2027 DRAM Supply Cliff
SK Hynix (000660.KS) board approved ₩7.0931 trillion ($4.8B) for its Cheongju P&T7 advanced packaging facility on July 22, 2026, accelerating the cleanroom schedule. CEO Kwak warns 2027 DRAM supply could fall to ~60% of demand.
LG Energy Solution Sues China's EVE Energy at US ITC Over Tabless Cylindrical Battery Patents — Power Tool Imports at Risk
LG Energy Solution filed a five-patent US ITC complaint and Texas federal lawsuit against China's EVE Energy targeting tabless cylindrical battery technology used in US power tools, escalating Korea's battery IP war to the US market.
Kakao Pay Securities CEO Sets 20M-User Target, Deepens Siebert Tie-Up to Open Korean Stocks to U.S. Retail Investors
Kakao Pay Securities (parent: 377300.KQ) CEO Shin Ho-cheol unveiled a three-year plan to grow users from ~8M to 20M and deepen its Siebert Financial (NASDAQ: SIEB) partnership — creating a U.S.-regulated channel for American retail investors to trade Korean equities.
Shinhan Financial Group Q2 2026 Net Profit Surges 17.5% to ₩1.82T, Beats Consensus by 7% — ₩700B Buyback Announced
Shinhan Financial Group's Q2 2026 net profit surged 17.5% YoY to ₩1.82 trillion, beating consensus by 7%. H1 net profit reached ₩3.44 trillion. Bank NIM rose 1bp QoQ. A new ₩700B Q3 buyback was announced, bringing YTD returns to ₩1.4 trillion.
Hyundai Motor Q2 2026 Preliminary: Revenue Crosses ₩50 Trillion Milestone as Tariff Drag Narrows
Hyundai Motor disclosed Q2 2026 preliminary results on July 23: revenue ₩50.07T (+3.7% YoY), operating profit ₩3.3T (-8.4% YoY), beating consensus by ~10%. Tariffs, the Anjeon fire, and a Palisade recall weighed on margins; H2 recovery hinges on Grandeur facelift and Genesis GV90 launches.
LG Display CEO Declares End to Four-Year Q2 Slump, Doubles CapEx as Samsung Display Wages Gen 8.6 War
LG Display president Jung Cheol-dong says underlying Q2 profit was ~₩130B excluding one-off restructuring charges. CapEx doubles to mid-high ₩2T as Samsung Display accelerates Gen 8.6 mass production.
Samsung Biologics Q2 2026: Revenue Surges 30% to ₩1.32T, H1 Profit Crosses ₩1.17 Trillion
Samsung Biologics reported Q2 2026 revenue of KRW 1,320.9 billion (+30.2% YoY) and operating profit of KRW 586.4 billion (+22.9%), in-line with market consensus. H1 cumulative revenue reached KRW 2,578 billion with the company tracking the upper end of its 15-20% full-year growth guidance.
Rainbow Robotics (277810.KQ) Q1 2026: Revenue Surges 116.6% as Samsung Subsidy Lifts Scale, But R&D Intensity Widens Operating Loss
Rainbow Robotics (277810.KQ) posted Q1 FY2026 consolidated revenue of KRW 9.06 billion (+116.6% YoY), the first major scale expansion since Samsung Electronics became the 35% controlling shareholder at end-2024. Despite the top-line surge, the operating loss widened to KRW 1.57 billion as R&D spending reached 30.7% of revenue.
Korea Greenlights Yeosu Petrochemical Overhaul — Lotte Chemical, Hanwha and DL Shed 1.4 Mt of NCC Capacity With ₩700B State Aid
South Korea approved the Yeosu NCC restructuring on July 22, cutting 1.4 million tonnes of ethylene capacity. Lotte Chemical, Hanwha Solutions and DL Chemical form a 33/33/33 JV backed by ₩700B state aid.
AMD Commits $5 Billion to Anthropic in 2-Gigawatt MI450 Deal — Samsung Emerges as Key HBM4 Beneficiary
AMD will invest up to $5 billion in Anthropic while Anthropic commits to deploy 2GW of AMD MI450 GPUs. Samsung (005930.KS), AMD's primary HBM4 supplier, stands as the key Korean market beneficiary. SK Hynix (000660.KS) is a competitive bidder for AMD memory orders ahead of its own Q2 results on July 23.
Korea Market Week Ahead July 27–August 1: SK Hynix Q2 Full Results and Samsung Segment Data
SK Hynix Q2 full results July 29 (consensus OP ₩64.2T, +597% YoY); Samsung and LG Electronics deliver segment breakdowns July 30. Key watch points for Korea investors.
Korea's Four Chaebol Chiefs Join Presidential Dinner with Jensen Huang — Vera Rubin HBM4 Supply and AI Factory Plans Top San Francisco Agenda
Korea's four largest conglomerate chairs and President Lee Jae-myung will sit down with Jensen Huang, Sam Altman and Dario Amodei in San Francisco on July 25 — Samsung and SK Hynix already ship HBM4 for Vera Rubin.