Samsung just landed a defining AI supply deal — and Korea's broader industrial data is turning with it.
Samsung's foundry division is mass-producing xAI's Grok 3 chip on its 4-nanometer process while expanding HBM4 memory supply to Nvidia, marking a major win in high-bandwidth memory. The news coincided with Korea's business sentiment index rising to 102 — its first reading above the neutral 100 line in months — and the first simultaneous recovery in exports and domestic demand in six months. Elsewhere, Hanwha is expanding its US LNG business to supply a 2029 Yeosu power plant, SK Innovation is absorbing battery-separator unit SKIET, and SK Hynix's union rejected a stock-based bonus proposal, sending both sides back to the table.
Sources:
Samsung Ramps Grok 3 Production, Expands HBM4 Supply to Nvidia — Seoul Economic Daily, August 26, 2026
Business Sentiment Index Turns Positive at 102 — Seoul Economic Daily, August 26, 2026
Hanwha Expands US LNG Business to Supply New Yeosu Power Plant — Seoul Economic Daily, August 26, 2026
SK Innovation to Absorb Battery Separator Unit SKIET — Seoul Economic Daily, August 26, 2026
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#Samsung #HBM4 #Nvidia #SemiconductorSupplyChain #SKHynix #Hanwha #LNG #BatteryMaterials #KOSPI #AIPRISM #SeoulEconomicDaily #WANIFRA
