Samsung Electronics Co., Ltd.

SK hynix Inc.

Taiwan Semiconductor Manufacturing Company Limited

Western investment giants are actively buying back shares of Asian beneficiaries of the AI boom after a record drawdown 

AI vs. geopolitics: how the Iran war opened a window for investment in Asia's IT sector

MIRAE ASSET Life Insurance Co., Ltd.

Wall Street hedge fund Amont Partners is betting on SK Hynix

Stocks in Korea after record collapse make highest jump since 2008

Hyundai Motor Company

In the anti-leaders were securities of recent drivers of the Korean market - Samsung, SK Hynix and Hyundai

Panic in Korea's stock market triggered the biggest drop in nearly 20 years

Micron Technology, Inc.

NVIDIA Corporation


This is an important milestone against other memory players SK Hynix and Micron

Samsung was the first among its competitors to start shipping new memory chips. Shares jumped

Tokyo Electron Limited

From Nintendo to Apple suppliers, consumer electronics manufacturers could be affected

'Risk underestimated': memory chip shortage threatens to last longer than investors expect

Samsung quotes could rise 45-50% in 2026, JPMorgan Chase predicts

Samsung's stock made its biggest jump since 2008. What inspired investors?

Analysts consider the shares of both companies attractive and the likelihood of a market redistribution is low due to the huge deficit

Samsung has lost to SK Hynix for the first time in terms of annual profits

Microsoft Corporation

Shares of SK Hynix, a supplier of dynamic RAM and semiconductors,<a href="https://finance.yahoo.com/quote/000660.KS/"> rose</a> by 8.7% at the end of trading on the Korea Exchange on January 27, reaching an all-time high. This is how investors, among other things, reacted to reports that the company is the only supplier of advanced memory for the new chip of artificial intelligence from Microsoft, <a href="https://www.bloomberg.com/news/articles/2026-01-27/sk-hynix-shares-eye-record-high-on-microsoft-supply-deal-report">writes</a> Bloomberg.

SK Hynix shares hit all-time high after Microsoft contract

Wall Street analysts almost unanimously recommend buying shares of AI memory chip makers 

Samsung wants to start supplying memory to Nvidia ahead of competitors. Is this a risk for them?

Even after the stock price soars in 2025, shares of chipmakers in Asia are trading significantly cheaper than their U.S. counterparts

The fund that outperformed 97% of its peers bet on memory chips. What stocks did it buy?

Western Digital Corporation

Applied Digital Corporation

Analysts suggest that the supercycle of growth for chipmakers could last until 2027.

The shortage in the memory market has driven up the shares of chip suppliers. Is it too late to buy them?

To cool speculative frenzy, the exchange banned trading in SK Hynix - Nvidia's supplier - securities in debt