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On July 24th, SK Hynix and Samsung Electronics are about to face scrutiny from investors regarding the demand for memory chips. Currently, the South Korean stock market has become a key indicator of global AI market sentiment, but it is experiencing significant volatility driven by leveraged chip trading. Japanese competitor Kioxia will also release its latest updates, as it needs to address the issue of its market capitalization sharply declining within a few weeks, highlighting market concerns over AI-driven market trends and volatility risks. Analysts from HSBC believe that the rising prices of High Bandwidth Memory (HBM) and the introduction of the higher-priced HBM4 chips, which are crucial for AI development, will support the performance of Samsung and SK Hynix, helping to alleviate investor concerns about slowing profit growth in the second half of the year.
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