Korean Memory Trade: Samsung & SK Hynix Continue to Lead?
A "Memory Doomsday" in 2026 has triggered a massive supply vacuum in the DRAM market, propelling South Korean equities into a historic super-cycle. For the first time, the combined market capitalization of Samsung Electronics and SK Hynix has surpassed US$1.1 trillion. Driven by an insatiable demand for High Bandwidth Memory (HBM), both Korean giants have seen year-to-date (YTD) gains exceeding 50%. Can Samsung and SK Hynix maintain their dominance as HBM supply remains bottlenecked through 2026?