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2026年8月30日星期日
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美國市場與金融最新消息

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Celltrion (068270.KS) Eyes $5B Tremfya with Phase 1 Trial
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Celltrion (068270.KS) Eyes $5B Tremfya with Phase 1 Trial

Celltrion, one of South Korea's leading biosimilar developers (068270.KS), said on July 15 it has won approval from the MFDS — South Korea's Ministry of Food an

2026.07.15.0
SK Hynix (000660.KS) Falls 36%; KB Sees HBM Shortage to 2028
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SK Hynix (000660.KS) Falls 36%; KB Sees HBM Shortage to 2028

Shares of SK Hynix (000660.KS), the world's second-largest memory-chip maker and the leading supplier of high-bandwidth memory (HBM, the stacked DRAM that feeds

2026.07.15.0
Samsung (005930.KS) Cuts Foldable Perk as Memory Costs Bite
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Samsung (005930.KS) Cuts Foldable Perk as Memory Costs Bite

Samsung Electronics (005930.KS), the world's largest maker of both smartphones and memory chips, is quietly scaling back one of its most popular pre-order incen

2026.07.14.0
Hyundai Motor Workers Walk Out Over Wages and AI Job Fears as Three-Day Partial Strike Begins
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Hyundai Motor Workers Walk Out Over Wages and AI Job Fears as Three-Day Partial Strike Begins

Hyundai Motor (005380.KS) workers launched a three-day partial strike on July 13 after 15 rounds of wage negotiations failed. The four-hours-per-day walkout threatens ₩200B in revenue and comes amid union anxiety over AI-driven automation at Hyundai's U.S. plants.

2026.07.14.1
Celltrion Halts EU Keytruda Biosimilar Trial and Trims FDA Study to 220 Patients as Global Regulators Ease Phase 3 Rules
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Celltrion Halts EU Keytruda Biosimilar Trial and Trims FDA Study to 220 Patients as Global Regulators Ease Phase 3 Rules

Celltrion halted its EU Phase 3 clinical trial for CT-P51 (Keytruda biosimilar) on July 14 and reduced its FDA trial enrollment from 606 to 220 patients, responding to global regulatory shifts that allow biosimilar approvals with smaller or no Phase 3 data.

2026.07.14.1
SKHY ADR Premium Swings From 3% to 26% in First Week: What Investors Must Know
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SKHY ADR Premium Swings From 3% to 26% in First Week: What Investors Must Know

SK Hynix SKHY ADR premium spiked to 25.6% during Seoul's 15.4% crash on July 13, settling at 16% by July 14 close. How the premium works and what it means for US investors.

2026.07.14.0
Samsung Reclaims Global Smartphone No. 1 in Q2 2026 as AI Strategy Delivers; ADR Listing Ruled Out
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Samsung Reclaims Global Smartphone No. 1 in Q2 2026 as AI Strategy Delivers; ADR Listing Ruled Out

Samsung Electronics reclaimed global smartphone No. 1 in Q2 2026 with 24% market share, ahead of Apple at 20%, as global shipments fell 11% — worst Q2 since 2013. Samsung denied Bloomberg's report of a US ADR listing.

2026.07.14.0
Hanmi Semiconductor Posts Founding-High Q2 Profit as HBM4 TC Bonder Orders Surge
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Hanmi Semiconductor Posts Founding-High Q2 Profit as HBM4 TC Bonder Orders Surge

Hanmi Semiconductor (042700.KQ) disclosed record Q2 2026 revenue of ₩251.1B (+39.5% YoY) and operating profit of ₩130.3B (+51.0%), with OPM hitting 51.9% — its highest ever. HBM4 TC bonder and MSVP orders drove the beat; a 2nd-gen Hybrid Bonder prototype is due Q4 2026.

2026.07.14.0
Samsung SDI (006400.KS) Wins World-First UL Indoor Fire Test
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Samsung SDI (006400.KS) Wins World-First UL Indoor Fire Test

Samsung SDI (006400.KS), the battery arm of the Samsung group and one of Korea's three major lithium-ion cell makers alongside LG Energy Solution and SK On, said on July 14 that its UPS battery became the world's first to pass UL Solutions' Indoor Large-Scale Fire Test, a new safety certification increasingly required for AI data-center battery procurement.

2026.07.14.0
Samsung Grants ₩322.8B Treasury Stock to 928 Executives as Long-Term Pay
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Samsung Grants ₩322.8B Treasury Stock to 928 Executives as Long-Term Pay

Samsung Electronics (005930.KS), the world's largest memory-chip and smartphone maker, disclosed on July 13 that it will dispose of 1,132,477 common treasury shares worth roughly ₩64.6 billion ($47 million) to 928 executives as long-term performance pay.

2026.07.14.0
SK Hynix Open to Joint Venture for Honam Fab as Korea Eases Holding Company Rules
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SK Hynix Open to Joint Venture for Honam Fab as Korea Eases Holding Company Rules

South Korea is amending its Fair Trade Act to allow holding company subsidiaries to accept minority outside investors in non-capital-region advanced-tech fabs. SK Hynix signalled openness to a JV for its Honam fab, potentially reducing tens of trillions of won in self-funding burden. Legislative target: September 2026.

2026.07.14.0
Fidelity and BlackRock Quietly Cut Korea Chip Stakes as AI Cycle-Peak Debate Sends KOSPI Down 9%
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Fidelity and BlackRock Quietly Cut Korea Chip Stakes as AI Cycle-Peak Debate Sends KOSPI Down 9%

Fidelity International and BlackRock have trimmed Samsung Electronics, SK Hynix, and TSMC positions as AI-cycle peak concerns mount. SK Hynix fell a record 15.4% in Seoul as its Nasdaq ADR dropped 9.3% on day two, while the KOSPI tumbled ~9% — now 25%+ below its June 22 all-time high.

2026.07.13.2