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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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Samsung (005930.KS) MX Unit Eyes First-Ever Quarterly Loss
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Samsung (005930.KS) MX Unit Eyes First-Ever Quarterly Loss

Samsung Electronics (005930.KS) flashed preliminary second-quarter earnings guidance showing record group results this week — and brokerages now say the same me

2026.07.09.0
KakaoPay (377300.KS) HQ Raided Over Alipay Data Transfer
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KakaoPay (377300.KS) HQ Raided Over Alipay Data Transfer

South Korean police searched the headquarters of KakaoPay (KRX: 377300), the country's largest mobile-payment platform and an affiliate of messaging giant Kakao

2026.07.09.0
SK Hynix Prices Nasdaq ADR at $149, 7× Oversubscribed Before SKHY Debut Tomorrow
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SK Hynix Prices Nasdaq ADR at $149, 7× Oversubscribed Before SKHY Debut Tomorrow

SK Hynix has priced its Nasdaq ADR at USD 149 per share—7× oversubscribed—ahead of the SKHY debut on July 10. The ₩43 trillion raise is the second-largest foreign listing in US history after Alibaba's 2014 IPO, with proceeds earmarked for HBM capacity and EUV equipment.

2026.07.09.0
Kia Names Production Expert Song Min-su Co-CEO as H1 Sales Reach Record 1.63 Million Vehicles
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Kia Names Production Expert Song Min-su Co-CEO as H1 Sales Reach Record 1.63 Million Vehicles

Kia appoints Song Min-su as co-CEO, creating a dual-leadership structure with CEO Song Ho-sung. H1 2026 global deliveries rose 2.7% YoY to a record 1.63 million vehicles, putting the automaker on track for its fourth consecutive year of record annual sales.

2026.07.09.0
L&F and LS Group Complete 40,000-Ton NCM Precursor Plant at Saemangeum, Targeting Q4 2026 Commercial Launch
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L&F and LS Group Complete 40,000-Ton NCM Precursor Plant at Saemangeum, Targeting Q4 2026 Commercial Launch

LLBS, the L&F-LS Group joint venture, has completed a 40,000-tonne-per-year NCM precursor facility at Saemangeum, targeting Q4 2026 commercial operation. Backed by over KRW 1 trillion in investment, the project enables vertical integration from refined nickel to finished cathode material and reduces Korea dependence on Chinese precursor suppliers.

2026.07.09.0
Kakao Mobility Signs SDV MOU with Renault Korea (035720.KS)
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Kakao Mobility Signs SDV MOU with Renault Korea (035720.KS)

Kakao Mobility, the ride-hailing and navigation arm of Kakao Corp (035720.KS), and Renault Korea, the Korean carmaker majority-owned by France's Renault Group, signed a memorandum of understanding on July 8 to jointly develop next-generation in-vehicle software and high-precision map data for advanced driver-assistance systems and infotainment.

2026.07.09.0
TSMC and Samsung Raise Foundry Prices 5–15%, Signaling a Structural Shift to Supplier Market as AI Demand Overwhelms Advanced Node Capacity
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TSMC and Samsung Raise Foundry Prices 5–15%, Signaling a Structural Shift to Supplier Market as AI Demand Overwhelms Advanced Node Capacity

TSMC has notified Nvidia, Apple and AMD of 5-10% price increases on 3nm through 7nm wafer processes, while Samsung Electronics is raising foundry rates ~15% on 4nm and automotive 8nm nodes for new customers. The coordinated moves signal a structural shift from buyer to supplier pricing power, driven by AI infrastructure demand outpacing advanced node capacity.

2026.07.08.0
Kakao Games Burns 500,000 Treasury Shares in First Cancellation Since 2020 IPO, Pairs With RSU Program
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Kakao Games Burns 500,000 Treasury Shares in First Cancellation Since 2020 IPO, Pairs With RSU Program

Kakao Games (293490.KQ) announces its first-ever treasury share cancellation since its 2020 IPO, retiring 500,000 shares on July 15 and introducing an RSU plan for employees.

2026.07.08.0
Korea Disinformation Law: NAVER, Kakao Named—Posters Pay
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Korea Disinformation Law: NAVER, Kakao Named—Posters Pay

South Korea's telecom regulator on the morning of July 8 formally notified eight online platforms that they are now subject to a revised Information and Communi

2026.07.08.0
Samsung Confirms Galaxy Unpacked 2026 in London for July 22, CEO Bets on Personal AI Over Raw Intelligence
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Samsung Confirms Galaxy Unpacked 2026 in London for July 22, CEO Bets on Personal AI Over Raw Intelligence

Samsung Electronics locks in Galaxy Unpacked 2026 for July 22 in London, promising a new foldable lineup centered on personal AI — a pivotal second growth narrative for KOSPI investors alongside the ongoing memory supercycle.

2026.07.08.3
LG Electronics (066570.KS) Bets on Chip Gear at Nano Korea
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LG Electronics (066570.KS) Bets on Chip Gear at Nano Korea

LG Electronics (066570.KS), the LG Group's flagship electronics maker, displayed no televisions and no home appliances at Nano Korea 2026, filling its booth at KINTEX in Goyang with semiconductor back-end equipment instead.

2026.07.08.2
CXMT's $4.1 Billion IPO Filing Omits HBM Investment, Easing Near-Term Threat to Samsung and SK Hynix
新聞

CXMT's $4.1 Billion IPO Filing Omits HBM Investment, Easing Near-Term Threat to Samsung and SK Hynix

CXMT's $4.1 billion Shanghai IPO filing contains no HBM capex commitment, keeping the global HBM oligopoly — dominated by SK Hynix and Samsung — intact for the foreseeable future.

2026.07.08.0