Lates News

SK Hynix and Samsung Electronics are about to face investors' scrutiny of the demand for storage chips. Currently, the South Korean stock market has become an important barometer of the global AI market sentiment, but driven by leveraged chip trading, the market is experiencing severe volatility. Japanese competitor Kamen Rider will also announce the latest developments and need to respond to the issue of the company's market value being halved in a matter of weeks. This highlights the fact that, as people increasingly worry that the AI-driven bull market has gone too far, there is still market volatility risk. HSBC analysts pointed out that the rising price of High Bandwidth Memory (HBM) and the launch of the HBM4 chip, which is crucial for AI development and commands a higher price, should support the performance of Samsung and SK Hynix, thereby alleviating investors' concerns about a slowdown in profits in the second half of the year.