Các giao dịch bán dẫn trị giá 95 tỷ USD không thúc đẩy thị trường Hàn Quốc, SK Hynix giảm 0,8%

The Huoxing Finance report states that on July 25, the South Korean presidential office, Cheong Wa Dae, announced that, taking advantage of the San Francisco AI Summit, South Korean companies reached semiconductor collaborations with global tech giants totaling $950 billion. Specifically, Samsung Electronics signed a memorandum of understanding with Broadcom to cooperate over the next five years on the supply of $200 billion worth of high-end memory chips and AI chip wafer manufacturing; SK Group will advance a five-year long-term supply agreement for high-end memory chips totaling $750 billion with global tech giants such as NVIDIA. However, at present, these large orders have failed to rescue the South Korean stock market. According to market data, SK Hynix opened higher this morning but has since declined continuously, now down over 0.8%. Affected by this, the South Korean KOSPI index fell by 0.93%. Analysts point out that the frequent occurrence of “good news dying upon exposure” proves that global markets are no longer providing positive feedback on AI-related利好.