Samsung Electronics Co., Ltd.

SK hynix Inc.

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

Micron Technology, Inc.

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?

NVIDIA Corporation

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

Nvidia supplier falls after Korea's stock exchange triggers 'investment alert' mode

Kia Corporation

Hyundai Motor Company

The U.S. and Korea reached an agreement in principle to reduce duties back in July, but the process has since been delayed

The U.S. has promised to reduce duties on imports from Korea retroactively. Which stocks rose?

Broadcom Inc.

Marvell Technology, Inc.

Nvidia's strong third-quarter results have temporarily calmed investors worried about the shakiness of the artificial intelligence boom. Analysts were generally positive about the report of the world's most expensive company, noting the acceleration of revenue growth and improved profitability. However, experts warn that concerns about the AI bubble have not gone away - they have simply receded into the background.

'Necessary respite': Nvidia quells fears of AI bubble before the end of 2025

Taiwan Semiconductor Manufacturing Company Limited

Advantest Corporation

TSMC, Samsung and Advantest are among the growth leaders

Asia tech stocks soar on strong Nvidia report

A spike in memory chip prices will further complicate the economics of building infrastructure for artificial intelligence

Counterpoint warned of the risk of prices doubling for memory for Nvidia's AI servers

Lasertec Corporation

Ibiden Co.,Ltd.

Companies in Asia related to artificial intelligence may be a cheaper and more promising option for investors to capitalize on the AI boom than U.S. companies, according to Saxo Bank. Asia is the "AI backbone" because most chips and memory modules are manufactured there, and that's where the capital investment flows from market leaders: "Factories continue to operate regardless of which U.S. platform wins the software race," Saxo said.

"US sells the dream, Asia builds the machines": Saxo names the best markets for AI investors

Comfort Systems USA, Inc.

The founder of hedge fund Third Point summarizes the quarter's results and describes the main risks of investing in artificial intelligence in a letter to investors 