Pacific Tape Asia-Pacific chip stocks, explained for investors overseas
日本語
Chips +1.36% Memory +0.06% Samsung Elec. −1.16%SK hynix −0.16%TSMC(Oct 22) −1.45%Kioxia −1.61%Micron +2.98%Nvidia +2.39%Broadcom +2.33% USD/KRW 1,323.1 −0.11%USD/JPY 156.9 +0.25%USD/TWD 32.58 −0.09%

News

Anthropic IPO filing lifts Korean chip stocks; Samsung payout reported

Four smaller stories about Samsung Electronics and SK hynix from Oct 25 to Oct 27, 2026

Samsung Electronics and SK hynix drew four smaller stories between Oct 25 and Oct 27, 2026, in the days before both companies present third-quarter results on conference calls.

Bar chart of the latest session’s change for SK hynix and Samsung Electronics, as of 2026-10-27
Data: KRX closing prices; as of 2026-10-27

Chip shares climb on Anthropic’s listing plans

Korean chipmakers’ shares rose on Oct 27. Seoul Economic Daily and Korea Economic Daily both linked the rally to Anthropic, which has filed for an initial public offering. According to Seoul Economic Daily, the filing lists Anthropic’s reliance on Samsung and SK hynix for high-bandwidth memory (HBM), the stacked memory used beside AI processors, among its risks.

SK hynix ended the session at 1,341,000 won, 5.18% above its Oct 26 close of 1,275,000 won. Samsung Electronics finished at 222,000 won, up 4.23% from 213,000 won. Both gained more than the TIGER 200 ETF, a fund that tracks the KOSPI 200 index, which rose 3.47%. The KOSPI itself closed 3.09% higher at 5,638.34.

SK hynix holds a conference call on its third-quarter 2026 results on Oct 28 at 09:00 Korea time.

A reported 30 trillion won dividend at Samsung

Samsung has signaled a 30 trillion won dividend (about US$22.7 billion) plus a further 30 trillion won in share repurchases, Seoul Economic Daily reported on Oct 27. No other outlet carried the report.

The company’s most recent repurchase decision, filed Aug 21, covers 53,285,968 common shares worth about 15 trillion won (about US$11.3 billion). Those shares are earmarked for employee stock compensation. Purchases under that program run from Aug 24 through Nov 21, 2026.

Samsung’s latest dividend was a quarterly payout of 374 won per share to holders on record as of June 30. It was paid on Aug 28, 2026.

Regulator moves to fine Samsung over phone ads

On Oct 27, Korea’s Fair Trade Commission, the country’s competition regulator, said it will levy a tentative fine on Samsung Electronics. The penalty concerns advertising for the Galaxy S21 and S22 phones that left out a feature limiting gaming performance. The Chosun Daily identified that feature as the GOS policy.

Outlets disagree on the amount. Yonhap and Korea Times reported 20 billion won ($15.1 million). The Chosun Daily, Maeil Business Newspaper and JoongAng Daily each put the figure at 20.1 billion won.

For scale, Samsung’s preliminary operating profit for the third quarter of 2026 was 107.4 trillion won (about US$81.1 billion), according to the estimate it filed on Oct 8. Samsung reports its results in two steps, an early estimate and then full figures.

US leveraged funds on SK hynix shut down

Tradr, a US fund operator, plans to liquidate two leveraged ETFs tied to SK hynix shares. The closures come roughly three months after the funds launched in the US, according to BusinessKorea, Seoul Economic Daily and JoongAng Daily. Leveraged ETFs aim to multiply a stock’s daily move.

JoongAng Daily said the funds had lost money. Bloomberg and Chosunbiz set the closures against a cooling rally in AI-related stocks.

In a separate report on Oct 27, Maeil Business Newspaper said foreign money was pulling out quickly from single-stock leveraged ETFs on Samsung Electronics and SK hynix.


Information only, not investment advice.

For information only. Not financial advice, and not a recommendation to buy or sell any security. See the Disclaimer.

Sources

  1. Chip Stocks Rebound on Anthropic IPO Filing; Samsung, SK hynix Gain 3% — Seoul Economic Daily, Oct 27, 2026, 08:18 KST
  2. Anthropic Flags HBM Supply Risk From Samsung, SK hynix in IPO Filing — Seoul Economic Daily, Oct 27, 2026, 08:37 KST
  3. S.Korean shares rebound as Anthropic IPO plan drives Samsung, SK Hynix rally — Korea Economic Daily, Oct 27, 2026, 10:28 KST
  4. Samsung Rises 4%, SK hynix 5% as AI Sentiment Rebounds — Seoul Economic Daily, Oct 27, 2026, 16:10 KST
  5. Samsung Electronics and SK Hynix showed strong performance as investor sentiment in AI semiconductor.. — Maeil Business Newspaper, Oct 27, 2026, 16:12 KST
  6. Samsung Signals 30 Trillion Won Dividend, Plus 30 Trillion in Buybacks — Seoul Economic Daily, Oct 27, 2026, 07:00 KST
  7. FTC to slap $15.1 mil. fine on Samsung Electronics for misleading gaming ads — Korea Times, Oct 27, 2026
  8. Korea FTC fines Samsung for hiding game-throttling on Galaxy devices — Chosunbiz, Oct 27, 2026, 12:00 KST
  9. FTC to slap 20 bln-won fine on Samsung Electronics for misleading gaming ads — Yonhap, Oct 27, 2026, 12:00 KST
  10. When Samsung Electronics was fined a provisional 20 billion won by the Fair Trade Commission over th.. — Maeil Business Newspaper, Oct 27, 2026, 13:25 KST
  11. Samsung Electronics Fined 20.1 Billion Won for Omitting GOS Policy in Ads — The Chosun Daily, Oct 27, 2026, 13:30 KST
  12. Samsung fined $15 million over misleading Galaxy gaming claims — Aju Press, Oct 27, 2026, 14:13 KST
  13. “It claimed gaming performance was the best, but hid the fact that performance was restricted” ... Samsung Electronics fined 20.1 billion won — Maeil Business Newspaper, Oct 27, 2026, 14:46 KST
  14. (LEAD) FTC to slap 20 bln-won fine on Samsung Electronics for misleading gaming ads — Yonhap, Oct 27, 2026, 14:58 KST
  15. Korea antitrust agency fines Samsung $15 mn over Galaxy gaming ads — Korea Economic Daily, Oct 27, 2026, 15:45 KST
  16. FTC hits Samsung with 20.1 billion won fine over hidden Galaxy game throttling — JoongAng Daily, Oct 27, 2026, 16:45 KST
  17. U.S. Leveraged SK hynix ETFs to Close Three Months After Launch — Seoul Economic Daily, Oct 25, 2026, 17:53 KST
  18. SK Hynix Leveraged Funds to Be Delisted in US as AI Rally Cools — Bloomberg, Oct 26, 2026, 13:33 KST
  19. Two U.S. publicly traded leveraged exchange-traded funds (ETF) that follow SK Hynix's stock price wi.. — Maeil Business Newspaper, Oct 26, 2026, 15:14 KST
  20. US fund manager shutters SK hynix leveraged ETFs amid waning AI trade — Chosunbiz, Oct 26, 2026, 17:14 KST
  21. U.S. ETF Operator Tradr to Liquidate SK hynix Leveraged ETFs — BusinessKorea, Oct 26, 2026, 20:42 KST
  22. SK hynix Leveraged ETFs to Shut Down Three Months After U.S. Debut — Seoul Economic Daily, Oct 26, 2026, 20:52 KST
  23. Two SK hynix leveraged ETFs to shut down after just 3 months after losses — JoongAng Daily, Oct 27, 2026, 13:06 KST
  24. Two SK hynix leveraged ETFs to shut down after just 3 months — JoongAng Daily, Oct 27, 2026, 13:06 KST
  25. Foreign funds are rapidly leaving Samsung Electronics and SK Hynix's single-stock leveraged exchange.. — Maeil Business Newspaper, Oct 27, 2026, 17:38 KST
  26. KRX closing prices (Samsung Electronics, SK hynix, TIGER 200) — Korea Exchange (KRX), as of Oct 27, 2026 close KST
  27. USD/KRW at the 15:30 KST close (statistic 731Y003) — Bank of Korea ECOS, as of Oct 27, 2026 close KST
  28. KOSPI index close — Korea Exchange (KRX), Oct 27, 2026 KST
  29. Foreign investors' net buying of KOSPI shares (statistic 802Y001) — Bank of Korea ECOS (KRX data), Oct 26, 2026
  30. KOSPI 200 market values (shares outstanding times the KRX close) — Pacific Tape market map (KRX closing prices), Oct 27, 2026 close KST
  31. SK hynix: investor relations event (earnings call or briefing) — DART, filed Oct 14, 2026
  32. SK hynix: end of the share buyback period — DART, filed Aug 19, 2026
  33. SK hynix: company said it would update the market on a press report by this date — DART, filed Sep 9, 2026
  34. SK hynix: company said it would update the market on a press report by this date — DART, filed Sep 18, 2026
  35. Samsung Electronics: quarterly results (2025 Q2 to 2026 Q3, consolidated; periodic reports and preliminary results filings) — DART (OpenDART), latest filed Oct 8, 2026
  36. Samsung Electronics: dividend decision — DART, filed Jul 30, 2026

See today’s Korea market map →

More in News