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Samsung Electronics and SK Hynix shares rallied sharply on Wednesday following a report that Singapore sovereign wealth fund Temasek is considering investments in South Korea’s two leading memory chipmakers.
Samsung Electronics shares jumped more than 7%, while SK Hynix gained nearly 7% during Korean trading. The strong performance helped push South Korea’s benchmark KOSPI index more than 4% higher.
Investor sentiment was boosted by a report from South Korean outlet Asia Business Daily, which said Temasek had contacted the Korean government regarding the timing of a potential investment. The report cited government ministries and agencies familiar with the matter.
Temasek is reportedly considering making the investments directly through its own personnel rather than relying on external asset management firms. If completed, the move would mark the Singapore fund’s first direct investment in South Korean stocks.
The sovereign wealth fund reportedly believes memory chip companies within the artificial intelligence supply chain remain undervalued despite their substantial gains. Temasek is one of the world’s largest state-owned investment firms, with a net portfolio valued at approximately S$518 billion ($404.5 billion).
Samsung Electronics and SK Hynix have emerged as major beneficiaries of the AI boom in 2026. As two of the world’s largest memory chip manufacturers, both companies have benefited from surging demand for advanced memory products used in AI data centers and computing infrastructure.
Despite increased stock market volatility over the past two months and signs of cooling enthusiasm toward some AI-related investments, Samsung and SK Hynix shares have each gained more than 100% in 2026.
The chipmakers are also receiving support from growing expectations that they could increase shareholder returns to strengthen their stock prices. Investors are closely watching for potential dividend increases, share buybacks or other measures as the companies capitalize on strong AI-driven memory demand.
Temasek had not immediately responded to a request for comment on the reported investment plans.
