BREAKING
$2.2T Wiped Out on HBM4 Slowdown
Markets Sink Across the Board
SK Hynix
12
Samsung
12
KOSPI
10
SOXX
6.2
Nasdaq
2.18
S&P 500
1.45
0
T
global cap lost
0
T
U.S. equities lost
0
%
SK Hynix HBM share
How the Slide Unfolded
1
HBM4 ramp slowed
↓
2
Shift to DRAM
↓
3
KOSPI circuit breaker
↓
4
U.S. chips sell off
Scare or Structural Shift
Skeptics
Bearish
●
Capex ROI in doubt
●
Valuations stretched
Optimists
Bullish
●
Compute demand intact
●
Tight HBM into 2027
Earnings Will Be the Verdict
AI NEWS BLITZ
Chip stocks plunged worldwide after a report SK Hynix would slow HBM4 output.