Why are Samsung and SK Hynix crashing even as memory prices keep climbing?

Impact · against what's priced in

The current price action in Samsung and SK Hynix reflects macro risk aversion and fears of future capacity expansion rather than a breakdown in memory fundamentals. With record profits and rising DRAM prices already recognized, the immediate catalysts are muted, though long-term HBM pricing power remains a primary value driver.

000660.KS+0.20

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