Singapore's sovereign wealth fund Temasek is in discussions with South Korea's government regarding a direct investment in Samsung Electronics and SK Hynix, the world's largest memory chip manufacturers. The move aligns with Temasek's AI strategy to increase tech-related investments from 6% to 15% within 5 years. HBM (high-bandwidth memory) chips critical for AI systems are valued below their growth potential. The news has already spurred market enthusiasm, lifting Samsung and SK Hynix shares 7-8% and driving Korea's KOSPI index up over 4%. While still in preliminary discussions, this signals major regional semiconductor investment momentum.