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Analyst: Temasek to Make First-Ever Investment in Korean Stock Market, Buying Samsung Electronics and SK Hynix

2026-08-12 02:49

Odaily News, Citrini analyst jukan stated on the X platform that Temasek, one of Asia's largest sovereign wealth funds, is making new investments in Samsung Electronics and SK Hynix, marking Temasek's first foray into the Korean stock market.

It is understood that Temasek believes memory semiconductors represent the lowest-valued segment within the AI value chain. An industry insider noted: "Temasek's investment approach is to allocate substantial capital to market-leading sectors from a long-term perspective. Samsung and SK Hynix have surged more than 880% from their lows last year, but this move indicates Temasek is confident the rally will continue."