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Korea semiconductor stocks

Korea Fell 9% in a Day. Is AI Demand Cracking — or Did a Crowded Trade Unwind?

2026-08-272026-07-13 by Mr. Gat

The KOSPI crashed 8.95% on July 13 and broke 7,000. But the won moved 0.13% and refiners rose. What the numbers actually say about the AI trade.

Categories Market Trends Tags circuit breaker, index concentration, Korea semiconductor stocks, KOSPI, S-Oil, Samsung Electronics, SK Hynix, SK Innovation, SKHY

When Does SK Hynix Report Earnings?

2026-08-272026-07-12 by Mr. Gat

SK hynix reports Q2 2026 around July 22 — its first earnings as a Nasdaq stock. How Korean earnings season actually works for new SKHY holders.

Categories Earnings & Filings Tags HBM, Korea semiconductor stocks, Samsung Electronics, SK Hynix, SKHY

SK Hynix ADR (SKHY): What the Nasdaq Filing Says

2026-08-272026-07-09 by Mr. Gat

SK Hynix lists on Nasdaq as SKHY on July 10, 2026 — the largest ADR offering in Wall Street history.

Categories Earnings & Filings Tags ADR vs common share, AI memory, HBM, Korea market structure, Korea semiconductor stocks, Nasdaq listing, SK Hynix, SK Hynix ADR, SK Hynix IPO, SKHY

Is Samsung Foundry Dead? What the Obituaries Miss About Its 2nm Order Book

2026-08-272026-07-06 by Mr. Gat

TSMC now owns 72.3% of the foundry market and Samsung 6.5% — an 11x gap. So why did Tesla hand Samsung a $16.5 billion contract, and why is Nvidia next?

Categories Stock Guides Tags Korea semiconductor stocks, Samsung Electronics

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