Singapore state investor Temasek has decided to invest directly in Samsung Electronics and SK Hynix, marking what would be its first investment in South Korea’s stock market, according to an exclusive report from Asia Economy on Wednesday.
Will Temasek disclose an investment in both Samsung Electronics and SK Hynix by the end of 2026?
Temasek has recently been in contact with the South Korean government as it assesses the timing of the investments, the report said, citing relevant government agencies and market sources. Rather than allocating capital through an external asset manager, Temasek is expected to make the investments directly through its internal investment team.
The move would represent a significant new bet on Korea’s semiconductor sector. Temasek reportedly views memory semiconductors as one of the most undervalued parts of the AI value chain, even after the sharp rally in Samsung Electronics and SK Hynix shares.
The investment would also fit into Temasek’s broader push into artificial intelligence. The Singapore investor has been increasing exposure across semiconductors, data centers, cloud infrastructure, AI model developers and software infrastructure, and reportedly aims to raise AI-related investments from around 6% of its portfolio to as much as 15% over the next five years.
Temasek already holds stakes in major semiconductor companies including Nvidia, TSMC and ASML, according to its latest U.S. regulatory filings, and is also an investor in OpenAI and Anthropic.
Source:
- 아시아경제 / Asiae; https://view.asiae.co.kr/article/2026081210232989087
