Samsung Electronics (005930) · SK Hynix (000660) Memory Super-Cycle and the Rise of HBM Market Leadership The South Korean semiconductor giants, Samsung Electronics (005930) and SK Hynix (000660), are currently at the center of a massive global shift in the memory chip market. As we move further into March 2026, the demand for High Bandwidth … Read more
Samsung Electronics (005930) · SK Hynix (000660) Accelerating the AI Memory Supercycle: HBM4 Production Kickoff The South Korean semiconductor giants, Samsung Electronics (005930) and SK Hynix (000660), are entering a critical phase in the global AI race as mass production for next-generation High Bandwidth Memory (HBM4) begins this February. This strategic move, aimed at solidifying … Read more
Samsung Electronics (005930) · SK Hynix (000660) KOSPI Target Raised to 6,300 Amid Semiconductor Super Cycle The South Korean stock market continues its unprecedented bull run as major brokerages aggressively raise their outlook for the benchmark index. Recent analysis from Yuanta Securities Korea has pushed the upper bound of the KOSPI target to a staggering … Read more