ANDYLISM Business Insight

 Samsung Electronics could overtake SK Hynix and become the world’s largest supplier of high-bandwidth memory, or HBM, in 2027, according to a new forecast from global investment bank UBS. AI-generated image SK Hynix is expected to maintain its leadership position in 2026. However, UBS believes Samsung’s rapid expansion in next-generation HBM4 production could change the market rankings as early as next year. According to the UBS forecast, the global HBM market shares based on bit shipments in 2027 could be: Samsung Electronics: 41% SK Hynix: 39% Micron Technology: 20% The projection suggests that the gap between Samsung and SK Hynix could become extremely narrow, with Samsung taking the lead by only two percentage points. SK Hynix Is Expected to Remain No. 1 in 2026 UBS expects SK Hynix to account for approximately 48% of global HBM bit shipments in 2026, allowing the company to retain its position as the market leader this year. SK Hynix has established a strong competitive posit...

  AI-Generated Image South Korea’s stock market was recently approaching what once seemed like an impossible milestone: KOSPI 10,000. Driven by an extraordinary rally in artificial intelligence and semiconductor stocks, the benchmark KOSPI index climbed above 9,000 for the first time in June 2026. Investors began to believe that the Korean market was entering a new era. That optimism did not last long. Within approximately one month, the KOSPI fell from its record high above 9,100 to the 6,000 range. Samsung Electronics and SK Hynix, the two semiconductor giants that had powered the rally, suffered even steeper declines. What caused one of the most dramatic reversals in the history of South Korea’s stock market? The KOSPI’s Rapid Rise Toward 10,000 The KOSPI first surpassed 8,000 on May 22, 2026. Less than a month later, it broke through 9,000 and reached an annual high of 9,114.55 on June 22. The rally was largely driven by expectations surrounding artificial intelligence, ...