Korean chip stocks post their biggest one-day gain on record

 

Korean chip stocks post their biggest one-day gain on record

TOP STORY

Samsung Electronics closed up roughly 27 percent and SK Hynix roughly 30 percent on Friday in Korea, the largest single-day gains on record for both, after strong Microsoft, Amazon, and Meta results reaffirmed AI infrastructure spending.

BCW TAKE

What can I say, semiconductors dominate: Samsung unveiled its next-generation HBM4; SK Hynix closed long-term supply agreements with more than 10 customers, and Nvidia is among them.

We're watching the sector, the supply chain, and the opportunities. 


Call Don with any questions at 310-866-3777

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