SK Group & Samsung Electronics
26 shared events · Importance 4 · Last updated Aug 20, 2026
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International
SK Group: SK Group is a central player, signing $750 billion in semiconductor supply deals and a $500 billion AI initiative with Nvidia, positioning it as a key AI infrastructure provider.
Samsung Electronics: Samsung signed a $200 billion MOU with Broadcom for memory, foundry, and packaging, boosting its foundry business and AI chip competitiveness.
Jul 24, 2026 · 129 articles
Domestic
SK Group: SK Group, through its affiliate SK Hynix, is a major participant in South Korea's national AI and chip investment plan, committing significant resources to expand semiconductor production.
Samsung Electronics: Samsung Electronics is a key player in South Korea's AI and chip investment drive, pledging significant funds for new fabrication plants and advanced packaging facilities, particularly in the southwest region. The company's stock price has soared due to the AI boom.
Apr 20, 2026 · 86 articles
Business
SK Group: SK Group pledged 470 trillion won for two fabs and an AI data centre in the southwest region, supporting South Korea's AI infrastructure expansion.
Samsung Electronics: Samsung is accelerating its Yongin chip plant to 2029 and committing massive investments to expand semiconductor capacity, positioning itself to capture growing AI chip demand.
Jul 12, 2026 · 8 articles
Domestic
SK Group: SK Group, as parent of SK Hynix, is indirectly affected positively through its subsidiary's expansion plans.
Samsung Electronics: Samsung Electronics is a major beneficiary, expected to invest heavily in new chip manufacturing projects under the megaproject, potentially enhancing its production capacity and market position.
Aug 10, 2026 · 12 articles
Business
SK Group: SK Group's chairman issued the warning, reflecting the conglomerate's central role in the semiconductor supply chain.
Samsung Electronics: Samsung holds 21% of the HBM market and is a key competitor; it is jointly planning expansion with SK Hynix in Gwangju.
Apr 20, 2026 · 62 articles
Domestic
SK Group: SK Group's subsidiaries are involved in a joint venture with Tata Communications, which will combine their international wireline connectivity and managed network services businesses.
Samsung Electronics: Samsung Electronics announced a joint investment of approximately $518 billion in a new chipmaking hub in South Korea, aiming to capitalize on surging AI demand, though its stock slipped 4.8% in South Korea.
Jun 29, 2026 · 6 articles
Business
SK Group: SK Group is partnering with Nvidia on electronics, mechanical systems, and AI for humanoid robots, and also on the architecture of future data centers, including cooling and power delivery.
Samsung Electronics: Samsung Electronics, a rival to SK Hynix in memory chips, saw its shares fall alongside other tech stocks, but its co-CEO met with Jensen Huang to discuss cooperation on next-generation foundry chips.
Jun 01, 2026 · 153 articles
Business
SK Group: SK Group, the parent conglomerate, demonstrated confidence by having its chairman purchase shares in July, supporting the buyback narrative.
Samsung Electronics: Samsung Electronics, a rival, saw its shares rise over 5% following SK Hynix's announcement, and faces similar investor pressure to return cash. It plans to announce its own shareholder return policy soon.
Aug 19, 2026 · 8 articles
Business
SK Group: Parent company announced $500 billion collaboration with Nvidia for AI infrastructure, supporting long-term growth.
Samsung Electronics: Rival chipmaker expected to report strong earnings; has greater pricing power than SK Hynix, but also faces market concerns about AI demand.
Jul 28, 2026 · 59 articles
International
SK Group: SK Group is among the South Korean companies participating in the business forum, indicating potential for increased business activities and collaborations in India.
Samsung Electronics: Samsung Electronics is among the South Korean companies participating in the business forum, indicating potential for increased investment and collaboration in India.
Apr 19, 2026 · 14 articles
Tech
SK Group: SK Group Chairman Chey Tae-won is expected to meet with Jensen Huang to discuss memory and other topics, indicating potential future collaborations or supply agreements related to AI technology.
Samsung Electronics: Samsung Electronics is a key supplier of high-bandwidth memory (HBM) for Nvidia's Vera Rubin platform, securing a significant share of orders and recovering its position in the HBM market.
May 31, 2026 · 28 articles
Business
SK Group: As a major backer, sees its investment appreciate with the successful IPO.
Samsung Electronics: As a major customer, benefits from Londian Wason's expansion and stability.
Jul 20, 2026 · 32 articles
Business
SK Group: South Korea's second-largest conglomerate; divorce case increases investor focus on Chey's stake in SK Inc., but management control expected to remain.
Samsung Electronics: Largest South Korean chaebol; mentioned as comparison to SK Group.
Jul 24, 2026 · 20 articles
Business
SK Group: SK Group, the parent conglomerate, acquired Hynix in 2012 and supported the long-term HBM investment strategy.
Samsung Electronics: Samsung, SK Hynix's domestic rival, saw shares fall 10% on July 13 amid broader chip sector declines. It competes in HBM and conventional memory markets.
Apr 20, 2026 · 247 articles
Business
SK Group: SK Group>>> is mentioned as a company Jensen Huang>>> will reportedly meet with during his trip to South Korea>>> to discuss robotics and AI.
Samsung Electronics: Samsung Electronics>>> recently reached a compensation agreement with its union, averting a strike and setting a precedent for profit-sharing in the semiconductor industry, which Jensen Huang>>> referenced.
Jun 02, 2026 · 16 articles
Business
SK Group: SK Group, through its market analyst Tony Sycamore, offered commentary on the market's muted reaction to Nvidia's earnings despite the upbeat outlook.
Samsung Electronics: Samsung Electronics shares soared after its union suspended industrial action following a tentative pay agreement, averting a major strike. This positive development contributed to the rally in South Korean markets and global chip supply confidence.
May 20, 2026 · 72 articles
Business
SK Group: SK Group is partnering with Nvidia to build AI data centers in South Korea, strengthening ties.
Samsung Electronics: Samsung is a key supplier of memory chips for AI data centers.
Jul 26, 2026 · 28 articles
International
SK Group: Executives attended; potential beneficiary.
Samsung Electronics: Executives attended; potential beneficiary.
Jul 28, 2026 · 6 articles
International
SK Group: SK Group's market analyst, Tony Sycamore, offered insights into the continued volatility of oil prices due to Middle East headlines.
Samsung Electronics: Samsung Electronics shares surged, benefiting from investor enthusiasm for AI-related stocks following Nvidia's announcement.
Apr 26, 2026 · 590 articles
International
SK Group: SK Group>>> is the employer of Tony Sycamore>>>, who provided market analysis on the peace deal.
Samsung Electronics: Samsung Electronics' stock jumped 14% in a rally driven by expectations of strong growth in artificial intelligence, benefiting from overall positive market sentiment.
May 19, 2026 · 327 articles
Business
SK Group: SK Group>>> is mentioned as the parent company of SK Hynix>>>, and its chairman met with Jensen Huang>>>.
Samsung Electronics: Samsung Electronics>>> is mentioned as a competitor to SK Hynix>>> in the AI memory chip arena, indicating the competitive landscape of the industry.
Jun 08, 2026 · 6 articles
International
SK Group: Tony Sycamore, a market analyst at SK Group, commented on the possibility of the deal collapsing.
Samsung Electronics: Samsung Electronics>>> is mentioned as a regional tech heavyweight, indicating the strong performance of the tech sector.
Apr 20, 2026 · 607 articles
International
SK Group: SK Group's market analyst, Tony Sycamore, offered insights into the continued volatility of oil prices due to Middle East headlines.
Samsung Electronics: Unionized workers at Samsung Electronics>>> were voting on a tentative wage deal, which averted a major strike. Shares in Samsung Electronics>>> Electronics were trading lower.
Jun 03, 2026 · 17 articles
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