Group 1 - South Korean chip stocks, including Samsung Electronics and SK Hynix, reached historical highs on October 10, with SK Hynix rising over 11% and Samsung over 6%, contributing to the KOSPI index surpassing 3600 points, marking a record [1][2] - The surge in chip stocks is driven by significant advancements in artificial intelligence (AI) chips, with Samsung's fifth-generation high-bandwidth memory (HBM3E) confirmed for use in NVIDIA's latest AI accelerator, GB300, indicating Samsung's entry into NVIDIA's core supply chain [1] - OpenAI's potential acquisition of a 10% stake in AMD, whose main suppliers for high-bandwidth memory are SK Hynix and Samsung, is expected to increase demand for HBM products from these Korean companies as OpenAI's AI training chip orders may significantly flow to AMD [1] Group 2 - The traditional memory chip market, dominated by Samsung's DRAM and NAND businesses, is experiencing a strong cycle driven by supply shortages, with positive price outlooks leading to expectations of a "super cycle" [2] - These factors have collectively contributed to the rise of South Korean chip stocks, making South Korea one of the best-performing stock markets globally this year, with the KOSPI index showing a cumulative increase of 50% [2]
韩国芯片股表现强劲，三星电子和SK海力士股价双双创历史新高
Jin Rong Jie·2025-10-10 07:30