SK Hynix, Samsung, and Kioxia face key earnings tests amid AI market volatility

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Deep Tide TechFlow news: On July 24, SK hynix and Samsung Electronics are about to face investors’ test of demand for memory chips. At present, the South Korean stock market has become an important barometer of global AI market sentiment, but driven by leveraged chip trading, the market is experiencing violent swings. Japanese competitor Kioxia will also announce its latest progress; it needs to address the issue of the company’s market value being cut in half within weeks, which highlights that even as people increasingly worry the AI-driven rally may have gone too far, there is still market volatility risk. An analyst at HSBC Bank pointed out that rising prices of high-bandwidth memory (HBM), along with the rollout of HBM4 chips—which are crucial for AI development and carry higher selling prices—should support the performance of Samsung and SK hynix, thereby easing investors’ concerns about slowing profits in the second half of the year. (Jin10)
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