BIG TECH
Company Profile
South Korean multinational conglomerate and the world's largest memory chipmaker, producing DRAM, NAND flash, HBM, foundry services, smartphones, and consumer electronics.
Founded 1969Suwon, South Korea005930.KS
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Coverage Timeline
newest first- Aug 13, 2026BIG TECHKospi Roars Back Into Bull Market on Chip ReboundKospi +20%+ from July low→
- Aug 10, 2026BIG TECHSouth Korea Launches $3.52B Fund for Chip Supply Chain$3.52B fund→
- Aug 6, 2026IPOSK Hynix Plunges 10% in Asian Tech Selloff→
- Jul 29, 2026BIG TECHChip Stocks Shed $1.5 Trillion in Two-Day Rout-$1.5T sector value→
- Jul 28, 2026FUNDINGThe Memory Supercycle Is Repricing Every Hardware Term Sheet→
- Jul 28, 2026BIG TECHSK Hynix, Samsung Plunge, Dragging US Chip Stocks-14.65% SK Hynix→
- Jul 27, 2026AIBroadcom Jumps As Samsung Lands $200B AI Chip Deal$200B Chip Deal→
- Jul 24, 2026AISamsung, SK Hynix Ink Megadeals for AI Memory Chips→
- Jul 6, 2026FUNDINGUS Investors Get Direct Access to Memory Maker SK HynixNew US access to top HBM supplier→
- Jul 6, 2026AISamsung Floats a 2028 Seaborne Datacenter Launch2028 target launch→
- Jul 5, 2026AIAnthropic, Not OpenAI, Is Setting AI's 2026 AgendaFable 5: #1 on Intelligence Index→
- Jul 4, 2026AIWhy AI's Chip Arms Race Just Went Multi-Vendor3 parallel Anthropic chip tracks→
- Jul 4, 2026AISamsung's 2nm AI Chip Talks Now Include Meta Too2 frontier customers reportedly in talks→
- Jul 2, 2026AIAnthropic Is Discussing a New Custom AI Chip With SamsungEarly-stage chip talks→
- Jul 2, 2026BIG TECHAnthropic in Early Talks With Samsung on Custom 2nm AI ChipEarly-stage, no design contract yet→
- Jun 29, 2026BIG TECHSouth Korea's Chip Giants Pledge $550B-Plus to End 'RAMageddon'$550B+→
All Coverage
BIG TECHKospi +20%+ from July low
Kospi Roars Back Into Bull Market on Chip Rebound
South Korea's Kospi index climbed more than 20% from its July low to re-enter bull-market territory, driven by Samsung and SK Hynix shares recovering sharply after the same two chipmakers had driven 71% of the index's July losses.
FOLLOW-UP
BIG TECH
South Korea Launches $3.52B Fund for Chip Supply Chain
BIG TECH$3.52B fund
South Korea Launches $3.52B Fund for Chip Supply Chain
South Korea launched a $3.52 billion semiconductor fund targeting chip materials, equipment and fabless firms, the anchor piece of a push expected to draw over $576 billion in Samsung- and SK Hynix-led private investment.
DEEP DIVE
IPO
SK Hynix Plunges 10% in Asian Tech Selloff
IPO
SK Hynix Plunges 10% in Asian Tech Selloff
SK Hynix fell nearly 10% and Samsung dropped over 6% as Asian tech stocks tracked a Wall Street AI-name selloff, the second sharp chip-sector drop in the Korean chipmaker's shares in two weeks.
BRIEF
BIG TECH
Chip Stocks Shed $1.5 Trillion in Two-Day Rout
BIG TECH-$1.5T sector value
Chip Stocks Shed $1.5 Trillion in Two-Day Rout
The semiconductor selloff deepened Wednesday as SK Hynix fell 14.7% and Samsung dropped 13.4%, extending a rout that has erased roughly $1.5 trillion in sector value since June 25 on fears that AI infrastructure spending is outrunning near-term demand.
FUNDING
The Memory Supercycle Is Repricing Every Hardware Term Sheet
FUNDING
The Memory Supercycle Is Repricing Every Hardware Term Sheet
RAM costs sextupling, Samsung's $200B HBM4E deal with Broadcom, and CXMT's blistering $540B Shanghai debut are three faces of one supply shock now reshaping how VCs underwrite anything with a bill of materials.
BIG TECH
SK Hynix, Samsung Plunge, Dragging US Chip Stocks
BIG TECH-14.65% SK Hynix
SK Hynix, Samsung Plunge, Dragging US Chip Stocks
SK Hynix fell 14.65% and Samsung dropped more than 13% in Seoul trading Tuesday, with Kioxia down over 18%, as Goldman Sachs warnings on HBM memory pricing dragged Micron, AMD and Intel lower in the US.
AI
Broadcom Jumps As Samsung Lands $200B AI Chip Deal
AI$200B Chip Deal
Broadcom Jumps As Samsung Lands $200B AI Chip Deal
Samsung signed a memorandum of understanding worth more than $200 billion through 2030 to supply Broadcom with HBM4 memory and 2-nanometer foundry manufacturing, and Broadcom shares climbed on the news.
AI
Samsung, SK Hynix Ink Megadeals for AI Memory Chips
AI
Samsung, SK Hynix Ink Megadeals for AI Memory Chips
Samsung and SK Hynix are signing large, undisclosed long-term supply and investment agreements with U.S. tech firms for high-bandwidth memory chips, timed to a Silicon Valley AI summit.
FUNDING
US Investors Get Direct Access to Memory Maker SK Hynix
FUNDINGNew US access to top HBM supplier
US Investors Get Direct Access to Memory Maker SK Hynix
US investors will soon gain direct access to South Korea's SK Hynix, the world's largest HBM memory supplier for AI accelerators, as it pursues a US listing vehicle to ride the same AI memory boom lifting Samsung and Micron.
AI
Samsung Floats a 2028 Seaborne Datacenter Launch
AI2028 target launch
Samsung Floats a 2028 Seaborne Datacenter Launch
Samsung has floated a 2028 launch target for a floating, seaborne datacenter concept, a novel approach to siting AI infrastructure that sidesteps land, permitting and grid-connection constraints on shore.
AI
Anthropic, Not OpenAI, Is Setting AI's 2026 Agenda
AIFable 5: #1 on Intelligence Index
Anthropic, Not OpenAI, Is Setting AI's 2026 Agenda
Between topping independent benchmarks, courting Samsung on custom silicon and lining up an October IPO near $1.1 trillion, Anthropic is dictating the pace of the AI race while OpenAI plays defense in Washington.
AI
Why AI's Chip Arms Race Just Went Multi-Vendor
AI3 parallel Anthropic chip tracks
Why AI's Chip Arms Race Just Went Multi-Vendor
Anthropic's parallel chip talks with Samsung, Microsoft and Fractile -- alongside Google's TPUs, Amazon's Trainium and OpenAI's now-stalled Samsung talks -- show frontier labs hedging across multiple silicon partners rather than picking one.
AI
Samsung's 2nm AI Chip Talks Now Include Meta Too
AI2 frontier customers reportedly in talks
Samsung's 2nm AI Chip Talks Now Include Meta Too
Samsung's custom 2nm AI chip discussions, first reported with Anthropic, have reportedly widened to include Meta, positioning the Korean foundry as a serious third option against TSMC for frontier AI silicon.
AI
Anthropic Is Discussing a New Custom AI Chip With Samsung
AIEarly-stage chip talks
Anthropic Is Discussing a New Custom AI Chip With Samsung
Anthropic is in early discussions with Samsung to develop a custom AI chip, The Information reported July 2, though the companies have not finalized specifications, use cases, or how powerful the chip would be. The move follows OpenAI's custom inference processor 'Jalapeño,' announced the prior week through a partnership with Broadcom, and comes as Anthropic separately explores ways to address chip shortages it flagged as early as April 2026.
BIG TECH
Anthropic in Early Talks With Samsung on Custom 2nm AI Chip
BIG TECHEarly-stage, no design contract yet
Anthropic in Early Talks With Samsung on Custom 2nm AI Chip
Anthropic is in preliminary discussions with Samsung to manufacture a custom AI accelerator on Samsung's 2nm process, joining a wave of frontier labs building their own silicon to cut Nvidia dependence.
BIG TECH
South Korea's Chip Giants Pledge $550B-Plus to End 'RAMageddon'
BIG TECH$550B+
South Korea's Chip Giants Pledge $550B-Plus to End 'RAMageddon'
Samsung, SK Hynix and other South Korean firms committed well over $550 billion toward new memory fabs, HBM packaging and AI data centers to relieve the global memory shortage the industry has dubbed 'RAMageddon.' The plan includes roughly $518 billion for four new memory fabs in the country's southwest and $52 billion for an HBM packaging hub, a national-scale answer to AI's voracious appetite for DRAM.