On August 12th, shares of Samsung Electronics and SK Hynix experienced a remarkable surge, at one point climbing over 8%. This surge was fueled by media reports indicating that Temasek, the Singaporean sovereign wealth fund, is planning to invest in stocks of South Korean chip manufacturers. According to Asia Business Daily, Temasek has reached out to South Korean entities with the intention of investing in both Samsung and SK Hynix. The fund is carefully considering the optimal timing for this investment and plans to execute it directly through its in-house investment team. The news had a significant impact on the market, with South Korea's KOSPI index rising by approximately 5%.

Previously, in July, the shares of these chip manufacturers faced a sell-off. This was due to market skepticism surrounding the rapid construction of artificial intelligence infrastructure, which led to the liquidation of leveraged positions. However, the market's focus has recently shifted towards the companies' planned shareholder return policies. As a result, share prices have begun to rebound, reflecting renewed investor confidence.