Seoul, Jan 19, 2026, 10:54 KST — Regular session
Samsung Electro-Mechanics shares were down 0.17% at 289,000 won as of 10:53:57 a.m. local time, after touching a session high of 295,500 and a low of 286,000. The stock last closed at 289,500 won, with 193,263 shares traded so far, the company’s investor relations page showed. 1
The small drop came as the wider Kospi hovered near fresh records after an 11-session rally. The index was up 0.14% in early trade and chip heavyweights were mixed, with Samsung Electronics down 1.07% and SK Hynix up 0.13%, Korea JoongAng Daily reported. 2
Policy risk is back in the frame for Korea tech. South Korea will seek favourable terms for U.S. tariffs on imports of memory chips, a presidential office spokesperson said, after the Trump administration issued a proclamation imposing tariffs on artificial intelligence chips, Reuters reported. 3
For Samsung Electro-Mechanics, attention is also shifting to quarterly results due on Jan. 23, according to Markets Insider. The company makes multilayer ceramic capacitors (MLCCs) — tiny parts that steady power flow in electronics — as well as camera modules and package substrates that sit between chips and circuit boards. 4
That product mix leaves the stock tugged by more than one cycle. Phones and autos drive a steady base, while demand for servers and higher-end computing gear can move orders faster, sometimes in bursts.
The price action on Monday looked like a market still testing its limits. Buyers pushed the stock to its 52-week high, then backed off quickly as the broader tape stayed choppy around record levels.
A lot hinges on the tone of the coming results. Investors will be watching whether margins held up and whether management sees orders holding into the next quarter, especially in higher-value components.
But there is an obvious downside case. Any escalation in U.S. chip tariffs — or just renewed uncertainty around trade terms — can hit sentiment for the wider Korea tech supply chain, even when a company is not a memory chipmaker.
The next clear catalyst is the Jan. 23 earnings release, with traders also tracking any fresh detail from Seoul and Washington on chip tariff talks.
