KOSPIが6%急騰し7,150に、SKハイニックスが₩2Mの大台に迫る — 半導体ショートスクイーズがQ2決算への布石に
7月22日、KOSPIは+5.96%の7,150で始まり、SKハイニックス(+8.7〜9.2%、KRW1,995,000)が半導体ショートスクイーズを主導。SOXは前夜に5%急騰。SKハイニックスのQ2速報値は本日KRX引け後に発表予定で、コンセンサス営業利益はKRW64.8T（前年同期比+604%）。
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.
BlackRock Crosses 5% in KAI and EcoPro — World's Largest Asset Manager Adds Defense and Battery to Its Korea Playbook
BlackRock disclosed 5.02% in Korea Aerospace Industries and 5.01% in EcoPro on July 21, 2026, crossing mandatory disclosure thresholds and extending its Korean portfolio to 19 companies with 5%-plus stakes.
L&F Closes Battery Recycling Loop with CIS Chemical — Korea's First Integrated NCM/LFP Circular Supply Chain
L&F (066970.KQ) has made a strategic investment in CIS Chemical, South Korea's only commercialized LFP hydrometallurgical recycler, closing its preprocessing-to-post-processing loop as Korea's first non-Chinese LFP cathode mass production facility ramps up in Q3 2026.
Samsung Galaxy Unpacked July 22, London: Z Fold 8 Trio, Galaxy Glasses, and the Memory-Cost Pass-Through
Samsung Electronics will host Galaxy Unpacked in London on July 22, unveiling the Z Fold 8 trio (from USD 1,899), Galaxy Glasses, and a new Galaxy Card. With the memory-cost pass-through driving higher ASPs and Q2 full results due July 30, Korea investors are watching 005930.KS supply-chain beneficiaries including Samsung Electro-Mechanics (009150.KS) and Samsung SDI (006400.KS).
Samsung Electronics Launches CEO-Direct 'RX' Robotics Unit — Physical AI Push Targets 2030 Autonomous Factories
Samsung Electronics launches the RX (Robotics eXperience) Business Office under CEO Roh Tae-moon, with Rainbow Robotics (277810.KQ) as the primary listed proxy for the physical AI push.
Shinsegae Bets $500 Million on Aman and Janu — Korea's Retail Giant Eyes Ultra-Luxury Hospitality Pivot
Shinsegae Property and OKO Group (Aman owner) form a USD 500 million JV for ultra-luxury hotel development in Korea and Asia, targeting 2027 Aman Seoul and Janu openings as inbound tourism surges to 18.9M arrivals.
Microsoft Azure Bets on AMD Helios — Samsung Gains as AMD Primary HBM4 Supplier in the GPU Memory Race
Microsoft Azure will deploy AMD Helios racks (72 MI455X GPUs, 31 TB HBM4) in H2 2026. Samsung (005930.KS) is AMD primary HBM4 partner; SK Hynix supplies Nvidia — Korea memory split mapped.
Kakao Bank Calls Full-Day Strike for July 31 as Group-Wide Wage Talks Collapse
Kakao Bank's union has voted for a full-day strike on July 31 after wage negotiations broke down. Kakao Corp talks are deadlocked after two months. We examine the labor cost implications for 035720.KS and 323410.KS investors.
Morgan Stanley's Joseph Moore: Memory Selloff Is a Buy — DRAM to Rise 13–20% in Q3, Shortage Through 2028
Morgan Stanley analyst Joseph Moore upgraded Q3 2026 memory price forecasts and named the recent selloff a buying opportunity. PC DRAM forecast raised to +15–20%, Server DRAM to +13–18%. KOSPI rebounded 2.47% on July 21 with SK Hynix +2.38% and Samsung +3.89%.
SK Hynix (000660.KS) Q2 2026 Earnings Preview: ₩64.8T Operating Profit Consensus as HBM3E Sells Out — Results July 29
SK Hynix Q2 2026 earnings preview: FnGuide consensus at ₩64.8T operating profit (+604% YoY), ~77% margin. HBM3E sold out through 2027; results due July 29.