South Korean chip shares rally after Micron’s upbeat earnings

South Korean chip stocks surged on June 25 after Micron Technology reported record fiscal Q3 revenue of $41.46bn, well above analyst expectations, and guided Q4 above Wall Street estimates while forecasting tight AI memory supply through 2027. Samsung Electronics rose 5.3% and SK Hynix jumped 9.2%, together lifting the KOSPI by about 4.1%. SK Hynix also filed for a Nasdaq ADR listing targeting up to $29bn — potentially the largest ADR offering on record — earmarked entirely for chip capacity expansion. Samsung separately weighed a ~$58.6bn share buyback for employee stock bonuses. The rally spread to Tokyo, with Advantest, Tokyo Electron, and Kioxia all gaining sharply. High-bandwidth memory, which feeds Nvidia's AI accelerators, remains the key driver, with SK Hynix holding the supply lead and Samsung still qualifying its HBM for Nvidia.

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South Korea chip bonuses flagged as inflation risk

South Korea's central bank has flagged inflation risks from massive profit-linked bonuses at Samsung Electronics and SK Hynix, driven by the AI memory boom. Bloomberg Economics projects the combined bonus pool will grow from 4 trillion won ($2.7B) in 2026 to 30 trillion won by 2028, with individual workers potentially earning up to $454,000–$477,000 each. The Bank of Korea warns these payouts could trigger a 'wage domino' across industries, inflate real estate prices in the semiconductor belt, and push inflation above its 2% target. Unions at Hyundai Motor and HD Hyundai Heavy Industries are already demanding similar profit-sharing arrangements. BOK Governor Shin Hyun-song has signaled a rate hike is likely within the year.

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