South Korea’s Samsung Electronics and SK Hynix are projected to post a combined operating profit nearing 400 trillion won in 2026, driven by robust AI demand and a semiconductor market rebound, fueling a sharp rally in their share prices and prompting analysts to raise target prices to record levels.
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#SamsungElectronics #SKHynix #OperatingProfit #AIDemand #SemiconductorMarket
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https://en.infomaxai.com/news/articleView.html?idxno=106615
Samsung Electronics and SK Hynix Set to Approach 400 Trillion Won in Operating Profit This Year—Rally in Shares Backed by Fundamentals

South Korea’s Samsung Electronics and SK Hynix are projected to post a combined operating profit nearing 400 trillion won in 2026, driven by robust AI demand and a semiconductor market rebound, fueling a sharp rally in their share prices and prompting analysts to raise target prices to record levels.

Yonhap Infomax
South Korea's KOSPI index is surging toward 6,000, with Samsung Electronics and SK hynix driving nearly all profit growth, accounting for 97.9% of forecast increases and over 49% of index gains, fueled by booming AI-driven semiconductor demand.
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https://en.infomaxai.com/news/articleView.html?idxno=106209
Samsung Electronics CTO Song Jae-hyuk announced that customer feedback on its sixth-generation HBM4 memory is highly positive, with the company set to supply Nvidia and touting renewed competitiveness and technological leadership in the AI-driven semiconductor market.
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https://en.infomaxai.com/news/articleView.html?idxno=104943
Song Jae-hyuk, Samsung Electronics CTO – 'HBM4 Customer Feedback Has Been Very Satisfactory' (Comprehensive)

Samsung Electronics CTO Song Jae-hyuk announced that customer feedback on its sixth-generation HBM4 memory is highly positive, with the company set to supply Nvidia and touting renewed competitiveness and technological leadership in the AI-driven semiconductor market.

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Samsung Electronics anticipates robust AI-related memory demand and ongoing supply constraints, signaling continued strength in the semiconductor market.
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https://en.infomaxai.com/news/articleView.html?idxno=102699
Samsung Electronics Expects Continued Strong AI-Driven Memory Demand and Ongoing Supply Constraints

Samsung Electronics anticipates robust AI-related memory demand and ongoing supply constraints, signaling continued strength in the semiconductor market.

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SK hynix achieves all-time high quarterly revenue of 32.8 trillion won in Q4, underscoring robust demand in the global semiconductor market.
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https://en.infomaxai.com/news/articleView.html?idxno=102502
SK hynix Posts Record High Revenue of 32.8 Trillion Won in Q4 Last Year

SK hynix achieves all-time high quarterly revenue of 32.8 trillion won in Q4, underscoring robust demand in the global semiconductor market.

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🚨 AI's hunger for computing power is causing a RAM price spike! Memory modules are becoming scarce as tech giants and startups scramble for infrastructure. Smaller players like Raspberry Pi makers are feeling the pinch. How will this semiconductor shortage reshape the computing landscape? Dive into the details of this critical market trend. #AIInfrastructure #RAMPrices #SemiconductorMarket #ComputingHardware

🔗 https://aidailypost.com/news/ram-prices-surge-ai-infrastructure-demand-drives-memory-shortage

South Korea’s exports by both large corporations and SMEs rose in Q3 2025 despite global tariff uncertainties, driven by strong semiconductor demand and robust gains in Southeast Asia and the EU.
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https://en.infomaxai.com/news/articleView.html?idxno=90042
South Korean government bond yields rose as the KOSPI index broke above 4,000 for the first time, driven by robust risk appetite and persistent concerns over real estate overheating, while expectations for a Bank of Korea rate cut diminished amid strong equity and semiconductor market performance.
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https://en.infomaxai.com/news/articleView.html?idxno=87424
[Bond Market Morning]Interest Rates Rise as KOSPI Surges Past 4,000

South Korean government bond yields rose as the KOSPI index broke above 4,000 for the first time, driven by robust risk appetite and persistent concerns over real estate overheating, while expectations for a Bank of Korea rate cut diminished amid strong equity and semiconductor market performance.

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