Samsung, SK Hynix Plunge 7% as Chip Selloff Goes Global - The Tech Buzz

A global semiconductor selloff has intensified, with Samsung Electronics and SK Hynix shares plunging over 7% in early Thursday trading, signaling growing investor unease about the sustainability of A... Read original →

The sharp selloff in Samsung and SK Hynix reflects not just a market correction on AI infrastructure exuberance, but the fragility of the HBM-driven profit surge. Technically, HBM3E yield issues and CoWoS packaging bottlenecks are delaying NVIDIA’s GB200 ramp, prompting hyperscalers to reassess procurement commitments. On the compliance front, looming U.S. export controls on advanced memory chips will force Korean firms to reconfigure supply chains between Washington and Beijing, inflating costs. Micron is already accelerating HBM4 development and lobbying for 'friend-shoring' advantages to capture share. Over the next 12–24 months, if cloud capex shifts from scale to efficiency, HBM pricing could drop over 20%, leaving second-tier DRAM makers—without anchor AI accelerator partnerships—most exposed.