Samsung Electronics is Slightly Weak...
On the 26th, SK Hynix and Hanmi Semiconductor are rising together following NVIDIA's rebound news in the New York stock market last night. SK Hynix is considered a leading AI semiconductor stock as it exclusively supplies high-bandwidth memory (HBM) to NVIDIA.
As of 10:47 AM today, SK Hynix is trading at 233,500 KRW, up 3.78% (8,500 KRW) from the previous day. Hanmi Semiconductor is also up 3.07% (5,300 KRW) at 178,200 KRW. Meanwhile, Samsung Electronics is trading at 80,500 KRW, down 0.37% (300 KRW) from the previous day.
NVIDIA's rebound is interpreted as having expanded the investment sentiment for SK Hynix and Hanmi Semiconductor. On the 25th (local time), NVIDIA closed at $126.09, up 6.76% from the previous trading day in the New York stock market. Its market capitalization also surpassed $3 trillion again, reaching $3.1018 trillion.
SK Hynix virtually exclusively supplies NVIDIA with 4th generation (HBM3) and 5th generation (HBM3E) HBM. On the other hand, Samsung Electronics is reportedly yet to pass NVIDIA's quality certification tests.
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