Samsung Electronics and SK hynix: Signals of a Reassessment of the Semiconductor Cycle
2026year 7month 9day, Samsung Electronics rose in premarket trading, influenced by strength in U.S. semiconductor stocks, 4% while SK hynix rose 5%. On the same day, the Ministry of Land, Infrastructure and Transport announced that the area around the Gwangju military airfield site would be designated as a land transaction permission zone, and housing prices in Yeongtong, Suwon, rose 1.19% in one week.
2026year 7month 9day, Samsung Electronics was trading in the domestic stock market at 4% higher in premarket trading, while SK hynix was up 5%. Multiple reports on the same day raised the possibility of a reassessment of the two companies, along with the view that the semiconductor cycle has not ended.
The Ministry of Land, Infrastructure and Transport announced on 7month 9day that the area around the Gwangju military airfield site would be designated as a land transaction permission zone, known as the “land transaction permission system,” in accordance with land management principles related to the semiconductor cluster. The designation takes effect on 2026year 7month 14day.
Reports said that, along with the news of the land transaction permission zone designation, subsequent administrative procedures related to land and development in the area would follow. In the same context, reports said that demand and expectations for development were being reflected, and that home prices in Yeongtong, Suwon, rose by 1.19% over one week.
The regulated areas of Giheung and Guri also saw their gains widen over the same period. The report described this phenomenon as the “balloon effect of the semiconductor belt.”
Another report said experts had advised against looking only at memory prices as an investment indicator. The reports conveyed these facts in 2026 year 7 month 9 day.