Business
AI Boom: Nomura and JPMorgan Bet Big on Korean Chip Stocks
Despite Kospi volatility, Nomura and JPMorgan predict a massive AI-driven boom for Samsung and SK hynix through 2028.
21 October 2026 · 4 minKRISHNVEER SINGH
Topic
#SK hynix
Technology
Korean Chip Giants Plot Massive Expansion to Oust Chinese Rivals
Samsung and SK hynix plan massive capacity expansions to reclaim conventional DRAM market share from Chinese rivals like CXMT.
15 October 2026 · 4 minKRISHNVEER SINGH
Technology
Global memory deficit set to prolong Korean chip supercycle through 2028
Global memory deficit is set to extend the boom for Samsung and SK hynix through 2028 as supply constraints tighten.
1 October 2026 · 4 minKRISHNVEER SINGH