SK Hynix, this Monday, broke a 25-year Samsung record of being the most valuable company in South Korea. Riding the AI boom and HBM memory success, SK Hynix outclassed Samsung for the first time in its home ground.

According to KEDGlobal, SK Hynix market share surpassed Samsung Electronics, snatching a 25-year crown on June 22. Shares of the “now” most valuable company closed up 5.6%, lifting its market capitalisation to $1.35 trillion.

On the other hand, Samsung’s stock eased 0.14% to give it a ​market value of 2,066.7 trillion won, excluding preferred shares. Despite a broad business portfolio, Samsung surrendered its crown to SK Hynix due to the AI wave.

However, the Galaxy maker stated that its market cap should include preferred shares. Including those shares, the company’s ⁠value as of the market close stood at 2,246.4 trillion won, which is still ahead of SK Hynix.

“The emergence of customised AI memory fundamentally changed the industry’s economics and allowed SK Hynix to establish itself as the market leader,” said Kim Sunwoo, a senior analyst at Meritz Securities.

Samsung Electro-Mechanics has started mass production of FC-BGA substrates for Qualcomm AI200 at its Busan plant. Qualcomm is targeting a second-half 2026 launch; Samsung Electro-Mechanics is moving in lockstep.

The AI200 is Qualcomm’s first AI accelerator built specifically for data centers, unveiled last October. It pairs a custom Oryon CPU with a Hexagon NPU and runs on LPDDR5 memory, which trades raw bandwidth for power efficiency.

Samsung Electro-Mechanics has spent years supplying package substrates for Qualcomm’s application processors in phones and PCs. The AI200 deal marks the first time that the relationship bleeds into data center silicon.

Industry insiders say (via ZD Net) that the long-standing relationship made the AI200 supply agreement a relatively clean negotiation.

The AI250 is reportedly coming in 2027, which means Samsung Electro-Mechanics could be stacking recurring data center revenue on top of its mobile base.

The AI200 requires a lower performance threshold for FC-BGA compared to High Bandwidth Memory (HBM)-based AI accelerators. Therefore, the barrier to entry will be relatively low for LG Innotek, which is a latecomer to the FC-BGA industry.

Apple reportedly handed Samsung Display and LG Display of South Korea a big OLED display opportunity for the iPhone 18 Pro, foldable iPhone, and MacBook Pro.

The US tech giant appears to have exited China, for now, for OLED display supply. Korean firms, Samsung Display and LG Display, likely dominate the OLED display supply for the next-generation Apple products.

According to SemiconductorsX, Samsung Display and LG Display may supply all OLED panels for all the Apple devices coming in 2026. The two Korean companies have grabbed a 100 percent share, and it’s a big blow to China’s BOE.

Apple usually sourced OLEDs from BOE for the standard iPhone model. The company plans to postpone the standard iPhone release to early 2027. This year’s event could only bring the Pro and Pro Max models of iPhone.

iPhone 18 Pro line is expected to launch in September, and the Korean display suppliers have reportedly begun mass production of the panels.

BOE tried much, but Apple ended up excluding BOE from the premium OLED supply. The Chinese firm now have to wait for a few months as the standard model could be postponed.

In addition to iPhone 18 Pro models, Samsung Display and LG Display have secured huge orders for the next-generation iPad Mini and iPhone Ultra (the first foldable product from Apple).

Samsung could begin producing OLED displays for MacBook Pro next month as it aims to get its new production line functioning. Meanwhile, LG Display has secured the entire stack of OLED supply for the Apple Watch 12.

Samsung is giving OpenAI’s ChatGPT Codex to every employee in its Device eXperience division worldwide, plus every worker in Korea across the full company.

OpenAI is calling it one of its largest enterprise deployments ever. Samsung’s DX division alone spans tens of thousands of people across continents, covering everything from Galaxy phones to home appliances.

As announced by OpenAI, ChatGPT Enterprise and Codex are available to all Samsung Electronics employees in Korea and all Device eXperience (DX) employees worldwide.

Codex started as a code-writing tool, but Samsung isn’t deploying it only to engineers sitting in front of IDEs. Marketing teams, product developers, manufacturing staff, and anyone with a workflow that could benefit from automation are in scope.

An employee with zero coding background can theoretically describe what they want and get working software back.

ChatGPT Enterprise is bundled into the deal alongside Codex, covering the knowledge work side: research, drafting, data interpretation, and internal documentation.

Codex can enhance not only developer productivity through tasks such as writing, reviewing, and debugging code, but also the productivity of non-technical teams in their day-to-day work.

The enterprise tier brings security controls and access management, which matters a lot when you’re Samsung and your employees are touching product roadmaps and supply chain data daily.

The relationship between the two companies was already bigger than most people realized. Samsung has been supplying advanced memory chips to OpenAI for next-generation AI infrastructure.

This deployment stretches that partnership into a completely different direction: workforce transformation, internal tooling, the day-to-day mechanics of how 300,000-plus employees actually get work done.

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Samsung Art Store now carries more than 5,000 4K artworks from over 800 artists and 80 institutional partners. That’s not a library, but a museum that fits on a wall you already own, available through a single subscription.

At this year’s fair in Basel, Switzerland, running June 18 to 21, Samsung ran the Art Store Lounge. Visitors filled out a short survey about what catches their eye, what they want art to do in a room.

The lounge’s central Art Wall, built from Micro RGB, OLED, The Frame Pro, and The Frame displays, then matched them to one of four curated themes: Geometric, Surreal, Vibrant, or Painterly.

“One attendee said, “I was surprised by how well the Vibrant theme matched my taste. The colors looked so rich on the Samsung Art TVs. I could picture one of those pieces bringing so much energy into my home.”.

Samsung’s 2026 Art TV Ambassador is New York artist Daniel Arsham. His custom bezel for The Frame Pro uses stone-like material with raised texture, referencing erosion and topography.

After the fair closed each day, Samsung’s story moved to Gare du Nord for “Art Night with Samsung Art TV,” a panel conversation with Arsham, Art Basel Paris Director Karim Crippa, and Samsung Art Store’s Head of Content and Curation Daria Greene.

In Basel, where the art world gathers around what comes next, Samsung Art TV offered a firsthand look at the future of art at home. On screen, a collection can grow with personal curation, new discoveries and the rhythms of daily life.