SK Hynix and Samsung Electronics head into results that will test storage-chip demand; Korea's stock market has become a barometer for AI sentiment but leveraged positions in chip trades have amplified volatility. Kioxia will also report and must add

2026-07-24

SK Hynix and Samsung Electronics head into results that will test storage-chip demand; Korea's stock market has become a barometer for AI sentiment but leveraged positions in chip trades have amplified volatility. Kioxia will also report and must address a share-price collapse that cut its market value by about half in recent weeks, underscoring persistent volatility as some investors worry the AI rally is overextended. HSBC analysts say rising HBM prices and the roll-out of higher-priced HBM4 should support Samsung and SK Hynix earnings and help allay concerns of an H2 profit slowdown.