Why Samsung and SK Hynix shares declined heavily on Thursday?

Impact · against what's priced in

The outlook for Samsung and SK Hynix is moderately negative as new regulatory threats to US data-center buildouts create demand uncertainty for HBM. While Qualcomm's revenue miss is largely consistent with the market's already pessimistic view of the handset segment, the Korean chipmakers face fresh geopolitical and regulatory headwinds.

QCOM−0.10

Already priced in

The price assumes

A 20% revenue decline in the Handset segment due to memory supply constraints