SK Hynix just smashed records with a $64 billion quarterly profit—13x last year—but its stock plunged 9%. Why? Investors fear slowing AI chip growth, even as demand surges. Tech giants like Microsoft and Google are pouring billions into AI infrastructure, while SK Hynix and Samsung plan a $500B chip hub in Korea. Despite the dip, analysts argue it’s an overreaction: strong orders, tight supply, and a projected $2T DRAM market by 2030 signal the boom’s far from over. Meanwhile, China’s CXMT surged to become mainland’s most valuable chipmaker—nearly matching SK Hynix’s market cap—though still lagging behind ASML in critical manufacturing tech.
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