Samsung vs. SK Hynix: Both Stocks Break All-Time Highs in Historic AI Rally
A Historic Breakthrough in the Korean Market The surge of Samsung Electronics above ₩200,000 and SK Hynix surpassing ₩1,000,000 represents more than just psychological price levels. It signals: A structural AI-driven semiconductor boom Strong global institutional inflows Renewed confidence in South Korea’s technology sector Potential long-term re-rating of Korean equities As these two companies dominate the KOSPI , their rally has pushed the broader market toward record highs. 🚀 Why Are These Stocks Rising? 1️⃣ AI-Driven Memory Supercycle Artificial Intelligence infrastructure expansion is the single biggest driver. Explosive demand for High Bandwidth Memory (HBM) Massive AI data center investments worldwide Cloud computing and generative AI acceleration SK Hynix has emerged as the global leader in HBM , supplying key AI chipmakers. Samsung, while slightly behind in HBM market share, is aggressively scaling production and investing in advanced memory...