Research Based Talkies

🚀 Samsung & SK Hynix Surging: Inside the 2026 AI Memory Boom! The South Korean stock market is witnessing a historic rally, driven by an unprecedented global shortage of artificial intelligence (AI) chips! Year-to-date (YTD), Samsung Electronics and SK Hynix shares have skyrocketed by 180% and 310%, respectively. 📈This massive surge has pushed the benchmark KOSPI Composite Index up roughly 100% in the first half of 2026 alone. 🔥 What is Driving the Rally? HBM Dominance: SK Hynix currently commands about 60% of the global market for High-Bandwidth Memory (HBM) the essential stacked memory utilized in Nvidia’s high performance AI accelerators. Earnings Explosion: Analysts are predicting triple to quadruple digit year over year (YoY) earnings growth for both companies, as global AI hardware orders remain completely backlogged for the rest of the year. A Historic Changing of the Guard: Thanks to its pure play AI memory advantage, SK Hynix briefly dethroned Samsung this month to become South Korea’s most valuable listed company, breaking a 26 year streak. Massive Infrastructure Push: To tackle the global "RAMageddon," both giants have partnered with the South Korean government on a multi hundred billion dollar spending plan to double the nation's DRAM capacity. Quick Financial Breakdown (As of June 30, 2026) Samsung Electronics (005930.KS): YTD Performance: ~180%💰 Current Price: ₩334,000 KRW🏪 Market Cap: ₩2,126 Trillion KRW SK Hynix Inc (000660.KS): YTD Performance: ~310%💰 Current Price: ₩2,650,000 KRW🏪 Market Cap: ₩1,888 Trillion KRW $BTC #samsungskhynixsharesriseytd