Samsung Hynix

• Asia-Pacific stocks rose for a second consecutive day, driven largely by a recovery in South Korean markets fueled by semiconductor giants SK Hynix and Samsung. • The Japanese yen surged abruptly while the US dollar declined following the Federal Reserve's decision to keep interest rates unchanged. • Long-term Treasury yields reached new multi-year highs as investors reacted to the Fed's steady rates amidst persistent inflation.

• Samsung Electronics Co. and SK Hynix Inc. shares surged nearly 30% on Friday, rebounding from significant losses experienced earlier in the week. • This recovery follows a period of extreme volatility, including a sharp 10.84% drop in the Kospi index to 6,023.66 on July 28, 2026. • The market turmoil was driven by an Asia-wide sell-off in semiconductor stocks and record-high volatility levels for the year.

• Japanese and South Korean stock markets experienced a sharp rebound on July 31, with the Nikkei 225 rising 4.10% and the KOSPI surging 13%. • Major tech players led the rally, as SK Hynix jumped over 27% and Samsung gained more than 22% following positive U.S. earnings from AI-related giants. • The recovery is attributed to eased concerns over AI investments and a significant unwinding of extreme leverage in South Korea, which helped cool market panic.

• South Korea's recent stock market rout has significantly reduced the valuations of its two largest chipmakers, Samsung Electronics and SK Hynix. • The companies' current market values have fallen to approximately $923 billion for Samsung and $704 billion for SK Hynix. • This downturn reverses a trillion-dollar growth trend driven by the global AI trade and high demand for semiconductor technology.

• South Korea's KOSPI stock market experienced a "Black Tuesday," crashing 11% as semiconductor giants led a massive sell-off. • Samsung Electronics shares plummeted 13.58%, while SK Hynix declined 7.47%, serving as the primary drivers for the broader market rout. • The volatility spilled over into other Asian markets, causing Japan's Nikkei 225 to drop 4.03% and China's Shanghai Composite Index to fall 1.50%.

• SK Hynix and Samsung Electronics shares declined as a broader chip sector sell-off weighed heavily on Asian stock markets. • The downturn is driven by growing investor skepticism regarding whether the massive billions of dollars invested in AI infrastructure can be justified by actual returns. • This trend highlights a critical shift in market sentiment, as traders now demand concrete evidence of profitability from AI spenders.

• Japanese and South Korean stock markets experienced a significant rebound during the Asian trading session on July 23, driven by an investment boom in artificial intelligence. • The South Korean KOSPI Index closed up 4.40% at 7,096.82 points, marking its third consecutive day of gains. • Major tech companies saw substantial growth, with SK Hynix rising nearly 5%, while Samsung and SoftBank both increased by nearly 4%.