SK Hynix Falls 41%, Samsung Electronics Down 33% Over One Month; KB Securities Urges Seperation of Stock Volatility and Fundamentals

According to KB Securities research head Kim Dong-won on July 27, major South Korean chipmakers experienced sharp declines over the past month: SK Hynix fell 41%, Samsung Electronics dropped 33%, Samsung Electro-Mechanics declined 45%, and LG Innotek slumped 65%. The research note emphasized the need to distinguish between semiconductor stock price volatility and industry fundamentals, citing concerns over the sustainability of artificial intelligence investments as a key driver of recent selling pressure.
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