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Cautious Investors: 1. BNK Investment Securities: Downgraded SK Hynix's investment rating to "Neutral," significantly lowering its target price to 1.85 million won. The previous growth logic driven by orders from large-scale enterprises has ended, and current momentum is slowing. 2. Hyundai Motor Securities: Expects SK Hynix's Q2 revenue and operating profit to be 3.1% and 1.6% lower than previously anticipated, mainly due to lower-than-expected DRAM bit growth. 3. Korea Investment Securities: Expects SK Hynix's Q2 results to be approximately 8% lower than market expectations, due to a higher proportion of HBM sales leading to lower average selling price increases compared to peers, but maintains a "Buy" rating. 4. Mirae Asset Securities: Lowered its Q2 operating profit forecast for SK Hynix by 12% from 7.07 trillion won to 6.23 trillion won, maintaining a "Buy" rating for both Samsung Electronics (target price 550,000 won) and SK Hynix (target price 4.2 million won). 5. Kiwoom Securities: Lowered its target price for Samsung Electronics from 430,000 won to 390,000 won, a decrease of 9.30%, believing that rising chip prices have pushed up the prices of finished products such as PCs and smartphones, which may lead to a reduction in future memory purchases. Optimists: 1. MStar: DRAM and NAND prices continue to exceed expectations, and South Korean memory manufacturers are gaining "unprecedented pricing power." Raised its target prices for Samsung Electronics and SK Hynix to 330,000 won and 2.4 million won, respectively. 2. KB Securities: Raised its target price for SK Hynix to 4.2 million won, expecting operating profits of 290 trillion won and 478 trillion won in 2020 and 2021, respectively. 3. SK Securities: Semiconductor supply shortages will continue until 2027, and demand remains strong. It is far from the stage of discussing inventory backlogs. A slowdown in price increases does not mean that the logic of historical cycle crashes will repeat itself; a narrowing of price increases and a reversal of price direction are two different things. 4. Bernstein: Maintains "Outperform" rating on SK Hynix and Samsung Electronics, believing that semiconductors remain the most favored theme and the earnings upswing cycle remains strong.

China's Ministry of Industry and Information Technology issued its 2025 catalog of typical AI application cases, selecting 285 entries.