Korea's AI semiconductor value chain, anchored by Samsung Electronics and SK Hynix.
Q2 2026 earnings release scheduled for 2026-08-18. Analysts forecast continued strong performance as price increases are reflected; expected to have a 5-10% impact due to high market anticipation, scheduled.
Q2 2026 earnings release scheduled. Analysts forecast a strong quarter with operating profit estimated between KRW 9.3 trillion and KRW 9.9 trillion, driven by continued strength in the semiconductor sector; Medium importance reflects expected market reaction to growth forecasts, scheduled.
Q2 2026 earnings release scheduled for 2026-08-13; medium importance is estimated as quarterly results typically drive moderate price movement, scheduled.
Q2 2026 earnings release is scheduled. Analysts forecast strong results driven by the start of SOCAMM mass production, scheduled.
Full, detailed Q2 2026 financial results release scheduled
SK Hynix is scheduled to announce its Q2 2026 earnings results on July 29, 2026. Analysts forecast record-breaking revenue and operating profit potentially exceeding Q1 2026 results, which is expected to have a high market impact (>10%) due to the scale of growth, estimated.
Samsung Electro-Mechanics is scheduled to release its Q2 2026 earnings on July 29, 2026. Analysts forecast a significant increase in operating profit, potentially reaching a new quarterly record, driven by strong demand for AI-related components. This event is scheduled.
Yuanta Securities analysts forecast Q2 2026 revenue of 85.8B KRW and operating profit of 13.3B KRW, exceeding market consensus, due to strong demand for AI server memory boards forecasted.
On July 10, 2026, SK Hynix announced the pricing of its initial public offering of American Depositary Shares (ADS) for its listing on the Nasdaq exchange, which resulted in a high market impact (>10%) due to significant capital inflow.
Announced a KRW 4.31 billion contract to supply PCB automation equipment on July 8, 2026, equivalent to 11.40% of last year's sales; importance rated High due to the contract value exceeding 10% of revenue.
Announced preliminary Q2 2026 results with record operating profit of 89.4 trillion KRW, a 1810% YoY increase, driven by AI and memory chip demand. Despite beating consensus, the stock fell over 9% amid a 'sell-the-news' reaction and concerns over peak earnings.
Signed a KRW 15.1 billion (28.86% of 2025 sales) contract with a Chinese company for semiconductor substrate inspection equipment on 2026-07-06; high importance is expected due to the contract value exceeding 10% of annual sales, expected.
Signed a KRW 9.96 billion (19% of 2025 sales) contract with a domestic company for semiconductor substrate inspection and repair equipment on 2026-07-06; high importance is expected due to the significant contract value relative to annual revenue, expected.
Announced the completion of its new factory in Cheonan on July 6, 2026, increasing production capacity by over 7 times; importance rated Medium as a significant capacity expansion likely to impact market valuation.