Overview
- SK Hynix’s value has climbed to roughly $948 billion after a gain of more than 200% this year, driven by demand for high‑bandwidth memory used in AI servers and by its role supplying Nvidia.
- Samsung crossed the $1 trillion mark earlier this month, and Taiwan’s TSMC remains Asia’s largest chipmaker at about $1.83 trillion.
- South Korea’s KOSPI index has surged to record highs this year, rising about 80% to 86% as investors pile into chipmakers tied to AI infrastructure.
- Trading has turned volatile, with a sharp drop in Samsung shares earlier in the week followed by a rebound to a record high, reflecting tension between hot pricing and supply‑demand worries.
- Caution persists, as reports naming Samsung and SK Hynix as exclusive HBM4 suppliers to Nvidia and warnings about helium and bromine supply risks are unverified, and signals on foreign investor flows conflict.