SK hynix hits daily limit as chip stocks extend dramatic rebound - The Korea Herald

SK Hynix shares hit their daily upper limit on Friday, signaling a strong rebound among South Korean chip stocks following a recent market downturn. The stock surged 29.95% in afternoon trading, brief... Read original →

SK Hynix's stock hitting the daily limit underscores a strong recovery in South Korean chip stocks, driven by renewed investor confidence amid AI infrastructure demand revival. Memory chips, central to AI computing, are fueling upstream supply chain growth, from silicon wafers to photomasks. Microsoft's better-than-expected results have alleviated concerns over sustained AI spending, prompting institutional repositioning. The 2015 exchange rule change allowing 30% daily limits has enabled such volatility, but also increases speculative risks. As U.S. tech export controls tighten, Korean firms must strengthen supply chain resilience, especially in advanced materials and EUV equipment. Over the next 12–24 months, sustained AI adoption will likely enable South Korean chipmakers to gain global market share through cost efficiency and capacity expansion.