KRX K-AI Semiconductor TOP2 Plus Index

NVIDIA is scheduled to report fiscal 2027 second-quarter results on August 26, providing a near-term read-through on AI infrastructure demand for SK hynix's next-generation memory partnership.

SK Square is estimated to report its Q2 2026 results on August 19, 2026.

Korea Circuit’s 2026 H1 report remains the next scheduled results catalyst, with August 14 indicated as the estimated DART filing date but no issuer-announced earnings or IR event confirmed as of August 3.

Simmtech is scheduled to file its statutory H1 2026 semi-annual report by 14 August 2026.

Taesung’s 2026 first-half report is due by 14 August 2026, providing the next statutory update on operating performance.

TLB remains due to submit its H1 2026 report by 14 August 2026 after already disclosing preliminary June-quarter results on 3 August.

GigaVis’s Q2 2026 results remain an expected 13–14 August catalyst, with independent market calendars now indicating 13 August and 14 August respectively rather than an issuer-confirmed date.

Samsung’s Galaxy Z Fold8 Ultra, Galaxy Z Fold8 and Galaxy Z Flip8 entered general retail availability on August 7, completing the July launch cycle for its expanded foldable lineup.

JPMorgan Asset Management (Asia Pacific) Limited disclosed a new 5.22% passive stake in HAESUNG DS, comprising 887,755 shares as of the August 3 reporting date.

TLB resolved to enter a KRW 3.0 billion treasury-share acquisition trust with NH Investment & Securities, running from 6 August 2026 to 5 February 2027, to support its share price and shareholder value.

SK hynix said it is reviewing measures to strengthen U.S. subsidiary Solidigm after a report of a KRW 5 trillion pre-IPO, with no decision made and a re-disclosure due September 4, 2026.

At FMS 2026, Samsung unveiled zHBM and zNAND-O concept models and its V10 BV-NAND architecture with more than 400 layers as part of its AI-memory roadmap.

Samsung entered five-year patent cross-license, settlement, memory-supply and ITC-cooperation agreements with Netlist, including a US$239 million upfront license payment and revenue-based quarterly payments.

Simmtech forecast H2 2026 consolidated revenue of about KRW 1.072 trillion and operating profit of about KRW 163.1 billion.

Simmtech reported preliminary consolidated Q2 2026 revenue of KRW 514.565 billion and operating profit of KRW 62.890 billion on 5 August 2026.

Simmtech's preliminary H1 2026 revenue of KRW 936.936 billion and operating profit of KRW 76.601 billion exceeded the previously tracked KRW 863.4 billion and KRW 50.1 billion guidance figures.

SK hynix and Sandisk disclosed the first OCP HBF standard, specifying up to 512GB capacity and approximately 0.4TB/s to 3.0TB/s bandwidth.

Samsung announced Prime Video as the first streaming service to offer HDR10+ ADVANCED globally on supported titles for Samsung's 2026 TV lineup beginning in August 2026.

SK hynix released the first Open Compute Project HBF specification with Sandisk and said it plans to begin mass production of 375-layer 4D-NAND-based high-performance eSSDs in early 2027.

TLB announced provisional Q2 2026 consolidated revenue of KRW 88.24 billion and operating profit of KRW 12.77 billion, up 37.8% and 86.3% year over year, respectively.