Korean Memory Stocks: Earnings Surge Meets Forced Selling

The article analyzes the recent sharp declines in South Korean memory chip stocks SK hynix and Samsung Electronics, which have fallen approximately 40% and 34% respectively from their June 2025 peaks. Despite the sell-off, the underlying memory market remains strong, with conventional DRAM contract prices still expected to rise 13%-18% sequentially in Q3 2026 and NAND prices also expected to increase. The author, a former investment analyst and current CFA candidate, argues that the stock declines represent forced selling rather than a deterioration in fundamentals, and maintains a long position in SK hynix. The piece is presented as investment analysis and opinion, not financial advice.

First published Aug 4, 02:06 PM UTCUpdated Jul 20, 01:41 PM UTC1 reports · 1 sources

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Korean Memory Stocks: Earnings Surge Meets Forced Selling

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Korean Memory Stocks: Earnings Surge Meets Forced SellingAll Articles on Seeking AlphaWesternJul 20, 01:41 PM UTC

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