Temasek Takes First Stakes in Samsung Electronics, SK Hynix

Singapore state investor Temasek has made its first foray into South Korean equities by acquiring stakes in Samsung Electronics and SK Hynix, extending its artificial-intelligence strategy into the memory-chip supply chain. The fund views memory semiconductors as one of the most undervalued segments of the AI ecosystem, where investor attention has largely centered on advanced processors and computing infrastructure.

Shares of Samsung Electronics and SK Hynix climbed as much as 6% intraday following news of Temasek’s purchases. The Singapore fund plans to raise AI-related investments to 15% of its portfolio over the next five years. As of the report’s publication, Temasek had not disclosed the purchase value, ownership percentages or exact transaction dates.