ETNews reports net institutional outflows from Samsung Electronics and SK Hynix, presented as a signal of a peak in the AI memory cycle. To be contrasted with TSMC's +68%.
Jul 13, 2026 at 17:27 8 7
Google Cloud deploys Gemini Enterprise to Samsung DX employees worldwide - described as "its largest agentic deployment in Korea to date." The real challenge: access to a massive user base.
Jul 13, 2026 at 09:12 14 8
Samsung brings forward by one year the opening of the first module of its Yongin complex (Korea Times, July 12). The signal is clear: pressure on leading-edge capacity is forcing foundries to cut their schedules.
Jul 12, 2026 at 11:17 7 6
