SK海力士股价创25年来新高

Core Viewpoint - Samsung Electronics and SK Hynix's stock prices surged following their collaboration with OpenAI as part of the Stargate initiative, focusing on advanced memory chips essential for next-generation AI [3][5]. Group 1: Stock Performance - Samsung's stock reached its highest level since January 2021, closing up 3.5%, while SK Hynix's stock soared nearly 10%, hitting its highest level since 2000 [3][5]. - SK Hynix announced readiness to mass-produce its next-generation high-bandwidth memory (HBM) chips, solidifying its leading position in the AI value chain [3]. Group 2: Collaboration Details - OpenAI's collaboration aims to increase the supply of advanced memory chips necessary for AI and expand data center capacity in South Korea [3][5]. - The partnership was announced during a meeting between OpenAI CEO Sam Altman and South Korean President Yoon Suk-yeol, along with executives from Samsung and SK Hynix [3]. Group 3: Market Competition - SK Hynix has reportedly caught up with Samsung in memory revenue, intensifying competition for the top position in the global memory market [4]. - Samsung has traditionally led the memory market but faces challenges from SK Hynix, which has established a strong foothold in the HBM sector [4]. Group 4: Financial Performance - Samsung's second-quarter earnings fell short of expectations, with chip business profits declining nearly 94% year-on-year; however, the CFO anticipates a rebound in profits in the second half of the year [6].