SK Hynix, Samsung, and Kioxia Face Critical Earnings Test Amid AI Market Volatility

TechFlow reports, on July 24, SK Hynix and Samsung Electronics are about to face investor scrutiny over memory chip demand. Currently, the South Korean stock market has become a key barometer for global AI market sentiment, but driven by leveraged chip trading, the market is experiencing severe volatility. Japanese competitor Kioxia will also announce latest developments; it needs to address the issue of its market capitalization halving within weeks, highlighting that amid growing concerns that the AI-driven rally has gone too far, market volatility risks remain. HSBC analysts pointed out that rising prices for High Bandwidth Memory (HBM), and the launch of higher-priced HBM4 chips crucial for AI development, should support the performance of Samsung and SK Hynix, thereby alleviating investor concerns about slowing profits in the second half of the year. (Jin10)