SK Hynix and Samsung Electronics are about to face investors' scrutiny over the demand for memory chips. Currently, South Korea's stock market has become a key indicator of global AI market sentiment, but the market is experiencing severe volatility driven by leveraged chip trading. Japanese competitor Kioxia will also announce new developments, as it needs to address the issue of its market value being halved within weeks, highlighting the persistent risk of market volatility amid growing conc

SK Hynix and Samsung Electronics are about to face investors' scrutiny regarding the demand for memory chips. Currently, the South Korean stock market has become an important barometer of global AI market sentiment, but the market is experiencing significant volatility driven by leveraged chip trading. Japanese competitor Kioxia will also announce the latest developments and needs to address the company's market value being halved within a few weeks, which highlights that market volatility risks persist amid growing concerns that the AI-driven rally may have gone too far. Analysts at HSBC point out that rising prices of high-bandwidth memory (HBM) and the upcoming launch of the more expensive HBM4 chips, which are crucial for AI development, 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.