
Huang's Seoul Dinner Reignites Korea's Nvidia (NVDA) Trade

China's CXMT and YMTC Move Toward IPOs, Testing Korea's Memory-Chip Lead
China's two largest memory-chip makers are advancing toward public listings just as a global, AI-driven memory upcycle fattens their balance sheets — putting fresh competitive pressure on Samsung Elec

L&F (066970.KQ) Wins ₩220bn Loan for Korea's First LFP Plant

Broadcom (AVGO) AI Miss Sinks Samsung, SK Hynix; KOSPI -6%

Korea Slashes Hong Kong ELS Bank Penalty to ~₩600bn, Lifting a Multi-Year Overhang on Lenders
South Korea's FSS cut the combined Hong Kong ELS bank fine from ₩1.4tn to ~₩600bn, sending KB Financial and peer bank stocks sharply higher on June 5.

Korean Won Closes at 17-Year Low of 1,539 as Foreign Rout, Broadcom Shock and Dollar Strength Pile On
The won closed at 1,539.1—touching 1,549.1 intraday—as foreigners dumped ₩3.52 trillion in Korean equities for the 19th consecutive day, the KOSPI shed 5.54%, and a triple pressure of Broadcom-triggered chip selloff, strong dollar and global capital preconditioning converged.

Meta (META) AI Glasses Hit Korea; Dev API Still Delayed

NH Investment Bets on H2 ESS Order Surge for Korean Battery Makers
NH Investment & Securities forecasts ESS and EV order surge in H2 2026 will drive earnings upgrades for LG Energy Solution, Samsung SDI, and Korean battery sector peers.

LG Innotek to Build Vietnam Substrate Plant as Gumi Lines Near Capacity
LG Innotek, the LG Group affiliate that makes camera modules and semiconductor substrates, said on June 4 it will build a new chip-substrate plant in Haiphong, Vietnam's northern port city, signing a

Kakao Games (293490.KQ) Sets June 22 Vote on LY Co-CEOs

KOSPI Firms Paid a Record ₩52.8 Trillion in 2024 Dividends as Chip Boom Flooded Payout Pool
KOSPI-listed firms returned a record ₩52.8 trillion to shareholders in 2024, up 15.9% from a year earlier, as the semiconductor super cycle inflated profits and the number of companies disclosing value-enhancement plans tripled to 329.
