Your Turn: SemiAnalysis Overnight Report Bolsters Bull Case for Samsung Electronics, Fueling V-Shaped Recovery in South Korean Stocks

BlockBeats News, July 14th — Last night, SemiAnalysis released a bullish report on SK Hynix. In the report, SemiAnalysis stated that the positive view on SK Hynix's 2Q26 DRAM performance remains unchanged. They predicted a roughly 45% sequential growth in blended DRAM ASP (Average Selling Price). The RAM operating profit is estimated to be around 55 trillion Korean Won. The report specifically pointed out, "While understanding investors' concerns about recent memory stock volatility, we still believe that SK Hynix and other leading memory companies provide some of the best risk-reward opportunities in the semiconductor industry."

Regarding this report, Citirni analyst Jukan jokingly remarked, "Korean stocks will go all-in with leverage at the opening."

As of the time of writing, the South Korean KOSPI index has expanded its gains to 2%, after previously falling nearly 3%, achieving a V-shaped reversal. SK Hynix is up over 3%, and Samsung Electronics is up nearly 5%.

It is worth noting that this report contrasts sharply with the earlier report by KIS, which lowered its forecast for SK Hynix's two-year operating profit. The latter directly led to a sharp drop in SK Hynix's stock price yesterday.