SK Hynix and Samsung shares surge over 20% as AI rally roars back - CNBC

Following a resurgence in artificial intelligence (AI) demand, South Korean chip giants SK Hynix and Samsung Electronics saw their shares surge over 20% in Seoul on Friday. This sharp reversal comes a... Read original →

The resurgence in AI demand has triggered a sharp rebound in semiconductor stocks, with SK Hynix and Samsung shares surging over 20%, signaling renewed investor confidence in AI infrastructure investments. This rally follows strong earnings from major US tech firms like Microsoft and Amazon, which exceeded expectations and reinforced long-term AI spending trends. The upward momentum benefits chipmakers across the value chain, especially those producing DRAM and NAND flash. However, geopolitical tensions involving China Taiwan/ Taiwan, China and South Korea continue to pose supply chain risks, compelling manufacturers to diversify operations. Looking ahead, sustained cloud computing growth will drive demand for advanced-node chips, while Chinese Hong Kong/ Hong Kong, China foundries may face capacity allocation challenges. The semiconductor industry is entering a new phase of capital-intensive expansion, where technological advancement and regulatory dynamics will shape competitive landscapes.