#KoreaChipsLeadRebound

1,6 jt Melihat|386 Postingan

About KoreaChipsLeadRebound

The KOSPI has rebounded ~22% from its July 30 low, back in a technical bull market, led by Samsung and SK hynix. AI capex, rebounds in memory and optics, and post-leverage position rebuilding support the rally. SK hynix is expanding NAND capacity, with equipment due in H2 2026 and new output ramping in H1 2027. Korean media say Temasek may invest in both, but timing and size are unconfirmed. Can the rally last, and can AI memory demand absorb added supply and support earnings?