KOSPI’s Recovery Fades as Early Gains Evaporate from SK Hynix - BeInCrypto

The KOSPI index, which had shown a brief recovery, retreated again, with SK Hynix's early gains fading, drawing market attention. As a leading global memory chip manufacturer, SK Hynix's performance s... Read original →

SK Hynix’s fading rally signals the memory sector is caught between technological transition and cyclical downturn. While advancing HBM3E and next-gen AI memory, weak cloud capex is depressing advanced packaging utilization, rippling through silicon photonics and CoWoS ecosystems. Geopolitically, tighter U.S.-ROK export controls are forcing costly supply chain rerouting away from Taiwan, China, inflating compliance costs by 15–20%. With Samsung accelerating DRAM cuts and Micron pivoting to automotive-grade chips, SK Hynix must secure large-scale AI cluster contracts by late 2026—or lose its AI valuation premium. Over the next 18 months, only firms mastering heterogeneous integration and LPDDR6 will survive; others face marginalization.