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Samsung Electronics, SK Hynix Shares Under Pressure as Market Awaits South Korea's New Round of AI and Semiconductor Development Strategy

TradingKey

AuthorAlan Long

Jun 29, 2026 2:58 AM

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On June 29, the South Korean government is set to unveil a national strategy prioritizing semiconductors, AI, and robotics. Samsung and SK Group anticipate announcing a 2,000 trillion won investment blueprint over ten years, supported by government-led infrastructure and talent development. Despite this long-term growth catalyst, domestic markets remain under pressure due to global tech volatility and investor caution. Consequently, the KOSPI index declined over 2% intraday, with Samsung Electronics and SK Hynix retreating by approximately 5% and 3%, respectively, as participants wait for further policy clarity.

AI-generated summary

TradingKey - On June 29, the latest reports indicate that South Korean President Lee Jae-myung will officially unveil a new national development strategy today covering semiconductors, artificial intelligence data centers, and the robotics industry. Samsung Group and SK Group are expected to announce a 10-year investment blueprint totaling up to 2,000 trillion won (approximately $1.3 trillion) at the meeting, with key focuses on advanced memory chips, HBM, high-end wafer fabrication, advanced packaging, and AI infrastructure. These initiatives will also receive supporting government assistance in power, water, transportation, and talent development.

As the South Korean government prepares to announce its new development strategy for the semiconductor and AI industries, the domestic semiconductor sector showed mixed performance amid cautious market sentiment. Dragged down by an overnight pullback in global tech stocks, both Samsung Electronics and SK Hynix fell during intraday trading. Investors broadly opted to remain on the sidelines ahead of the major policy announcement, putting pressure on the benchmark KOSPI index.

Samsung-936704d15bb444b48429253968e5e2ba

Samsung Electronics Daily Stock Price Chart, Source: TradingView

As of early Asian trading, Samsung Electronics fell about 5% to 323,000 won, while SK Hynix slid roughly 3% to 2,595,000 won. The KOSPI index dipped over 2% at one point during intraday trading.

This content was translated using AI and reviewed for clarity. It is for informational purposes only.

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Disclaimer: The content of this article solely represents the author's personal opinions and does not reflect the official stance of Tradingkey. It should not be considered as investment advice. The article is intended for reference purposes only, and readers should not base any investment decisions solely on its content. Tradingkey bears no responsibility for any trading outcomes resulting from reliance on this article. Furthermore, Tradingkey cannot guarantee the accuracy of the article's content. Before making any investment decisions, it is advisable to consult an independent financial advisor to fully understand the associated risks.

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