On July 31, propelled by the robust resurgence of U.S. tech stocks and a burgeoning enthusiasm for artificial intelligence investments, South Korea's premier chip manufacturers, SK Hynix and Samsung Electronics, witnessed their stock prices skyrocket by over 20% in a single day on the Seoul Stock Exchange. The preceding day, the iShares Semiconductor ETF (SOXX), which monitors global semiconductor firms, experienced a surge of more than 8%, setting the stage for the subsequent ascent of Asian chip stocks. Samsung Electronics revealed that its second foundry in Taylor, Texas, is anticipated to commence operations by the year's end, with production slated to kick off in 2030 to cater to the escalating demand. The company predicts that the scarcity of memory chips will exacerbate next year, prompting hyperscale cloud service providers to ramp up investments in AI infrastructure, thereby fueling the demand for servers, solid-state drives, and high-bandwidth memory (HBM). Samsung has clinched deals with five prominent global data center clients and projects that sales of its sixth-generation HBM4 will surge by more than double on a quarterly basis in the third quarter, constituting over 60% of total HBM sales in the latter half of the year. Prior to the market opening that day, Samsung Electronics disclosed its earnings, reporting a total operating revenue of KRW 171.5 trillion for the second quarter, marking a 130% year-on-year increase; an operating profit of KRW 89.49 trillion, soaring by 1,813.83% year-on-year; and a net profit of KRW 71.27 trillion, surging by 1,344.46% year-on-year.