Seeking Alpha
03 Jun 2026, 09:38 UTC · 3h ago
Why The AI Cycle Isn't A Bubble: Reading The Korean Macro Tape
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Seeking Alpha
03 Jun 2026, 09:38 UTC · 3h ago
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SK hynix and Samsung's memory divisions achieved record Q1 2026 operating margins near 70%. — Extreme margins indicate massive pricing power and profitability, signaling a highly bullish cycle for semiconductor equities.
+0.80South Korea's semiconductor export surge of 150.7% was driven primarily by a 106.8% increase in unit prices rather than volume. — Price-driven growth suggests a tight supply environment and strong monetization, though the lack of volume expansion slightly limits the growth ceiling.
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[mutual] SK hynix and Samsung both operate memory divisions competing in the semiconductor export market.
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