South Korea & TSMC
43 shared events · Importance 6 · Last updated Aug 16, 2026
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Business
South Korea: South Korea's stock market has surpassed India's to become the world's sixth largest, driven by its semiconductor industry's strong performance in the AI boom.
TSMC: TSMC, as the world's largest contract chipmaker, has been a key factor in Taiwan's stock market rise, benefiting from the demand for AI-related chips.
Jun 02, 2026 · 20 articles
Business
South Korea: South Korea's Kospi index has significantly increased, driven by its high-bandwidth memory leaders, SK Hynix and Samsung Electronics.
TSMC: TSMC's gains have been a primary driver of Taiwan's benchmark surge, positioning it as a key AI supplier.
Jun 28, 2026 · 6 articles
Business
South Korea: South Korea>>> has become the first country outside the United States to have more than one company reach the $1 trillion market value, largely due to the success of SK Hynix>>> and Samsung Electronics>>>.
TSMC: TSMC>>> is mentioned as one of the three Asian companies to have joined the $1 trillion club, benefiting from AI-related spending and contributing to Taiwan's increased stock market value.
May 27, 2026 · 15 articles
Domestic
South Korea: South Korea is the country implementing the megaproject to boost semiconductor and AI industries. The directive is a national policy move with broad economic implications.
TSMC: TSMC is referenced as a benchmark for construction speed; its Kumamoto plant is cited as a model. The event does not directly affect TSMC but highlights competitive pressure.
Aug 10, 2026 · 7 articles
Business
South Korea: South Korea's economy, heavily reliant on Samsung Electronics' exports, faced potential disruption from the threatened strike. The government mediated the wage agreement, which is seen as a seismic change for the country's labor relations and could embolden other unions.
TSMC: TSMC, a major chip production giant, has also faced discontent over bonuses due to record profits from AI demand, leading to increased profit-sharing for employees.
May 20, 2026 · 86 articles
Business
South Korea: KOSPI extremely volatile; dominated by Samsung and SK Hynix.
TSMC: Fell up to 7.3% in Taipei; reported stronger profit but stock fell; announced $100B extra U.S. fab spending.
Apr 20, 2026 · 344 articles
Business
South Korea: South Korea's benchmark stock index fell significantly, indicating that the regional tech sell-off extended beyond Taiwan.
TSMC: TSMC, the heaviest-weighted stock on the Taiwan Stock Exchange, suffered a record intraday price decline, wiping approximately NT$3.5 trillion off its market capitalization.
May 18, 2026 · 40 articles
Business
South Korea: South Korea>>> is mentioned as another manufacturing hub benefiting from the global AI rally in tech shares, similar to Taiwan, attracting global funds.
TSMC: TSMC>>> is the primary driver of Taiwan's stock market surge, with its shares rallying 49% this year due to its dominant position in AI semiconductors. It accounts for about 42% of Taiwan's benchmark index, making it a key beneficiary of the AI investment cycle.
May 26, 2026 · 38 articles
Business
South Korea: South Korea>>> is home to several key beneficiaries of the AI boom, including chipmakers and electronic component manufacturers like Samsung Electronics>>>, LG Energy Solution>>>, and United Engineering Construction>>>.
TSMC: TSMC>>> has already seen windfall profits from AI demand, but investors are now looking beyond it to other parts of the supply chain due to its high valuation.
May 31, 2026 · 6 articles
Business
South Korea: South Korea's stock market, particularly the KOSPI, experienced significant gains due to strong performance in its technology sector, driven by companies like Samsung Electronics and SK Hynix, and the broader AI boom.
TSMC: TSMC's stock gained, contributing to the rise in Taiwan's Taiex, reflecting the positive impact of the AI boom on major chipmakers.
May 20, 2026 · 72 articles
International
South Korea: South Korea's Kospi plunged 9% as semiconductor stocks collapsed, making it a key barometer of global chip sentiment.
TSMC: TSMC reported strong June revenue growth but its U.S. shares fell 2.3%, as the AI optimism was tempered by geopolitical risks.
Apr 20, 2026 · 304 articles
International
South Korea: South Korea is positioned as a global AI powerhouse, with $950 billion in deals and a national strategy to become an irreplaceable AI supply chain partner.
TSMC: TSMC faces increased competition from Samsung's foundry expansion, though its market leadership remains intact.
Jul 24, 2026 · 129 articles
Business
South Korea: South Korea, home to Samsung, faces competitive pressure from TSMC's expansion, though it benefits from memory chip demand.
TSMC: TSMC is the central entity, committing $265B to United States — Arizona expansion and reporting record earnings. The investment strengthens its U.S. presence but faces operational and geopolitical challenges.
Jul 16, 2026 · 85 articles
Business
South Korea: South Korea>>> is a key location for semiconductor manufacturing and labor discussions, with Samsung Electronics>>> and other tech firms facing pressure to share profits. Jensen Huang>>> is also scheduled to visit South Korea>>>.
TSMC: TSMC>>> is a hardware production giant in Taiwan>>> and a partner of Nvidia>>>. Its CEO has sought to reassure workers about incentive-based payouts amid profit-sharing concerns.
Jun 02, 2026 · 16 articles
International
South Korea: South Korea's KOSPI jumped significantly, indicating a strong recovery in its stock market.
TSMC: TSMC, a computer chip giant, contributed to the gains in Taiwan's tech sector.
Jun 08, 2026 · 9 articles
Business
South Korea: South Korea's KOSPI stock index has nearly doubled, propelled by its chipmakers due to the AI rush, highlighting the country's significant role in the global semiconductor supply chain.
TSMC: TSMC, a supplier to Nvidia, represents 40% of the Taipei stock market due to high demand for AI chips.
Jun 05, 2026 · 13 articles
Domestic
South Korea: South Korea will host a new chipmaking hub with a $518 billion investment from Samsung Electronics and SK Hynix, aiming to boost its position in the AI industry.
TSMC: TSMC, a major chipmaker, contributes to Taiwan's position as a beneficiary of the global AI boom.
Jun 29, 2026 · 6 articles
International
South Korea: South Korea's stock market experienced a significant drop, and its factory activity expanded at the fastest pace in five years, driven by firms' efforts to secure supplies amidst the Iran war.
TSMC: TSMC's shares shot up, leading the surge in Taiwan's Taiex.
May 05, 2026 · 374 articles
Tech
South Korea: South Korea, home to Samsung and SK Hynix, faces potential long-term competition from China's advancing semiconductor capabilities. Experts see little immediate threat but acknowledge the narrowing gap.
TSMC: TSMC, another ASML partner, is not directly affected by China's DUV machines. The event highlights China's progress but does not alter TSMC's competitive position in the near term.
Jul 27, 2026 · 22 articles
Business
South Korea: South Korea is home to memory giants Samsung and SK Hynix, which benefit from higher memory prices.
TSMC: TSMC produces chips for Apple and Nvidia; it has not ruled out price increases, which could further raise costs.
Jun 17, 2026 · 199 articles
International
South Korea: South Korean banks held $6 billion of frozen Iranian funds, which were later transferred to Qatar>>> pending a prisoner release, highlighting its role in the initial fund freezing.
TSMC: TSMC's shares were trading 1.0 percent higher, contributing to the strength in technology stocks in Taipei.
Jun 03, 2026 · 17 articles
International
South Korea: South Korean banks held $6 billion of frozen Iranian funds, which were later transferred to Qatar>>> pending a prisoner release, highlighting its role in the initial fund freezing.
TSMC: TSMC's shares were trading 1.0 percent higher, contributing to the strength in technology stocks in Taipei.
Apr 26, 2026 · 590 articles
Tech
South Korea: South Korea is the location for an AI factory being built by Nvidia and SK Group.
TSMC: TSMC is integrating Nvidia's AI and accelerated computing into its semiconductor design and manufacturing processes, aiming to improve efficiency, yield, and reduce costs in advanced fabs.
May 31, 2026 · 11 articles
Business
South Korea: Government efforts to address Korea discount are relevant; stronger returns could re-rate equities.
TSMC: Mentioned as a peer with better shareholder returns.
Aug 06, 2026 · 8 articles
Business
South Korea: South Korea's SK Hynix benefits from AI demand, highlighting the region's role in the memory chip market.
TSMC: TSMC, a Taiwanese chipmaker, has a plant in southern Kyushu, contributing to Japan's semiconductor hub efforts.
Jul 15, 2026 · 6 articles
Business
South Korea: South Korea is another semiconductor leader, mentioned as having a head start over India. Not directly involved in this event.
TSMC: TSMC is mentioned as a benchmark for advanced chip manufacturing (2nm volume production). Its dominance highlights the gap India faces, but TSMC is not directly involved in this event.
Jul 17, 2026 · 6 articles
Business
South Korea: South Korea is the home country of Samsung and SK Hynix, and the event highlights its leading role in the global semiconductor industry.
TSMC: TSMC competes with Samsung's foundry business, which is expected to turn around soon.
Jul 30, 2026 · 8 articles
Business
South Korea: South Korea unveiled a wider semiconductor investment plan, expecting Samsung Electronics and SK Hynix to invest significantly over the next decade, which supports the nation's semiconductor industry.
TSMC: TSMC is a dominant player in the foundry market. A manufacturing agreement between Anthropic and Samsung Electronics could challenge its market position as demand for alternative manufacturing capacity increases.
Jul 02, 2026 · 23 articles
International
South Korea: South Korea has a tanker crossing the Strait of Hormuz in cooperation with Iran, demonstrating its efforts to maintain energy supplies despite the disruptions.
TSMC: TSMC>>> is mentioned as a regional tech heavyweight, indicating the strong performance of the tech sector.
Apr 20, 2026 · 607 articles
International
South Korea: South Korea has a tanker crossing the Strait of Hormuz in cooperation with Iran, demonstrating its efforts to maintain energy supplies despite the disruptions.
TSMC: TSMC>>> is mentioned as a regional tech heavyweight, indicating the strong performance of the tech sector.
May 07, 2026 · 362 articles
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