Analyst: Temasek to make first investment in Korean stock market, buying Samsung Electronics and SK Hynix

Odaily News, Citrini analyst jukan posted on platform X 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 reported that Temasek believes that within the AI value chain, memory semiconductors are the lowest-valued sector. An industry insider said: "Temasek's investment style is to allocate large amounts of capital to industries that lead the market from a long-term perspective. Samsung and SK Hynix have risen more than 880% from their lows last year, but this shows that Temasek believes they will continue to rise."