Analyst: Temasek to Make First-Ever Investment in Korean Stock Market, Buying Samsung Electronics and SK Hynix
2026-08-12 02:49
Odaily Planet Daily News: Citrini analyst jukan posted on the X platform, stating that Temasek, one of Asia's largest sovereign wealth funds, is making new investments in Samsung Electronics and SK Hynix, marking Temasek's first investment in the Korean stock market.
It is understood that Temasek believes that within the AI value chain, memory semiconductors represent the lowest-valued segment. An industry insider stated: "Temasek's investment approach is long-term oriented, allocating significant capital to industries that lead the market. Samsung and SK Hynix have risen by more than 880% since their lows last year, but this indicates that Temasek believes they will continue to rise."
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