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.
KB Financial Group Q2 2026 Net Profit Crosses ₩2 Trillion for First Time, Beating Consensus by 4.2%
KB Financial Group (105560.KS) crossed Korea's ₩2 trillion quarterly bank profit threshold for the first time in Q2 2026, posting consolidated net profit of ₩2.01T (+15.1% YoY) — beating consensus of ~₩1.91T by 4.2%. H1 2026 net profit reached ₩3.93T (+13.9% YoY).
Apple's Biggest Mac Overhaul in Years: 11 New Models Signal Accelerating LPDDR Demand for Samsung and SK Hynix
Apple is readying 11 new Mac models across fall 2026–2028, per Bloomberg. Samsung and SK Hynix benefit from LPDDR pricing power and supply-driven leverage over Apple's Mac roadmap.
KOSPI vs KOSDAQ: What's the Difference? A Guide for International Investors (2026)
KOSPI (Samsung, SK Hynix) vs KOSDAQ (EcoPro, Alteogen): listing rules, market caps, trading hours, and how US investors access both markets explained simply.
LG에너지솔루션, 탭리스 원통형 배터리 특허 침해로 中 EVE에너지 美 ITC에 제소 — 전동공구 수입금지 위기
LG에너지솔루션이 미국 전동공구에 사용되는 탭리스 원통형 배터리 기술을 겨냥해 중국 EVE에너지를 상대로 미국 ITC에 5건의 특허 침해 소송 및 텍사스 연방법원 소송을 제기하며, 한국 배터리 지식재산권 분쟁이 미국 시장으로 확전됐다.
카카오페이증권 대표, 이용자 2000만 목표 제시…시버트와 협력 강화로 미국 개인투자자에 한국 주식 개방
카카오페이증권(모회사: 377300.KQ) 신호철 대표가 이용자를 현 약 800만 명에서 2000만 명으로 늘리는 3개년 계획을 발표하고, 시버트 파이낸셜(NASDAQ: SIEB)과의 파트너십을 강화해 미국 개인투자자가 한국 주식을 직접 거래할 수 있는 미국 규제 채널을 구축할 방침이다.
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.
LG디스플레이 정철동 사장 "4년간 2분기 부진 끝났다"…삼성디스플레이 8.6세대 전쟁 속 설비투자 두 배
LG디스플레이 정철동 사장, 일회성 구조조정 비용 제외 시 2분기 실질 영업이익 약 1,300억 원 수준이라고 밝혀. 삼성디스플레이가 8.6세대 양산을 가속화하는 가운데 설비투자는 2조 원 중후반대로 두 배 확대.
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.
LG Energy Solution Revives Ohio Battery Plant — 850 Workers Return as EV Chasm Nears Turning Point
LGES and GM's Ultium Cells joint venture reinstates 850 workers at Warren, Ohio from July 27. Utilization rate set to improve from 46.9% to 60%+ in H2 2026 as the EV demand 'chasm' shows signs of ending.
Alteogen (196170.KQ) Q1 2026: 120% SG&A Surge Erodes Operating Profit 36% Despite ₩867.5B Biogen Deal
Alteogen reported Q1 2026 revenue of ₩71.6B (-14.5% YoY) and operating profit of ₩39.3B (-35.6% YoY) as SG&A expenses surged 120% to ₩22.2B. A ₩35.9B RCPS derivative gain held net income at ₩71.3B. The quarter included a ₩867.5B Biogen licensing agreement, pushing total out-licensing backlog past ₩9.3 trillion.
EcoPro (086520.KQ) Q1 2026: ₩247.3B Swing, Gross Margin Doubles
EcoPro (086520.KQ) Q1 2026: ₩247.3B Swing, Gross Margin Doubles
Samsung in Talks to Invest EUR 1B in Mistral AI as S&P Lifts Outlook to Positive — Memory Supercycle Funds Europe AI Bet
Samsung (005930.KS) reportedly in talks to commit ~EUR 1B to Mistral AI at EUR 20B valuation; S&P upgrades outlook to Positive projecting EBITDA to quadruple to USD 284B in 2026. Key implications for Korea investors.
LG Display Q2 2026: −₩107.7B Operating Loss Masks H1 Profit Swing as iPhone 18 Pro Mass Production Begins
LG Display reported Q2 2026 operating loss of −₩107.7B, wider than consensus, due to heavy restructuring charges. Underlying business profitable: ex-restructuring Q2 OP estimated at +₩90B. H1 2026 swings to +₩39B profit. iPhone 18 Pro mass production began June 2026, setting up H2 recovery toward FY consensus ₩1.12T operating profit.
KOSPI Surges 6% to 7,150 as SK Hynix Knocks on ₩2M Door — Chip Short Squeeze Sets the Stage for Q2 Earnings
KOSPI opens +5.96% to 7,150 on July 22 as SK Hynix (+8.7-9.2% to KRW1,995,000) leads a chip short squeeze. SOX surged 5% overnight. SK Hynix Q2 preliminary results expected after today's KRX close, with consensus operating profit at KRW64.8T (+604% YoY).
EcoPro BM (247540.KQ) Q1 2026: Profit Surges 9x, Margin Now Real
EcoPro BM (247540.KQ) Q1 2026: Profit Surges 9x, Margin Now Real
Samsung Display to Overtake LG Display in OLED Laptop Panels for the First Time — Korea's 95% Market Grip Bars China
Samsung Display is projected to overtake LG Display in mid-to-large OLED revenue for the first time in Q3 2026, capturing 48% versus LGD's 47%. Korean manufacturers jointly hold ~95% of the laptop and monitor OLED market, while Chinese rivals BOE and EverDisplay hold under 5%. LG Display Q2 2026 results are due July 22.
Apple 'Upgrade' Lease Arrives July 28 — Samsung Electronics Faces Ecosystem Lock-In Threat as Galaxy Unpacked Looms
Apple launches a Klarna-backed lease-to-own programme on July 28, applying ecosystem lock-in pressure on Samsung's ₩2.8T mobile business one day after Galaxy Unpacked.