sssgenius

Reporter: Du Bo
Edited by Cheng Peng and Du Hengfeng; Proofread by Zhang Jinh(e)
On the evening of August 17 (Beijing time), the three major U.S. stock indexes opened mixed; the Dow Jones Industrial Average fell 0.23%, the S&P 500 rose 0.04%, and the Nasdaq Composite rose 0.24%.
As of the time of publication, the three indexes turned lower; the Dow fell 0.25%, the Nasdaq fell 0.01%, and the S&P 500 fell 0.14%. 1,861 stocks rose and 3,172 stocks fell.
Most of the "Tech Seven" fell. Amazon and Nvidia rose, while Google—C, Apple, Tesla, Facebook, and Microsoft fell.
The Philadelphia Semiconductor Index rose more than 2%. Among its components, Micron Technology? rose more than 6.2%; UBS cut Micron Technology's target price from $340 to $300. ASML rose more than 1.3%, Intel rose more than 0.8%, TSMC rose more than 0.5%, ARM rose more than 0.8%, and Qualcomm fell more than 1.1%.

In the first half of 2026, Samsung Electronics and SK Hynix semiconductor facilities investment combined totaled 43.2 trillion won, up 35.1% year over year. Both companies achieved capacity utilization rates of 100% to meet strong AI memory demand. In terms of customer structure, NVIDIA’s revenue share at SK Hynix fell to 13.35%, and it did not make it into Samsung’s top five customers. This reflects that AI memory demand is shifting from being heavily reliant on NVIDIA toward a more diversified and distributed set of customers, with competitive focus moving to next-generation products and a broader group of AI chip customers.
Driven by demand for artificial intelligence, Samsung Electronics and SK Hynix have aggressively expanded capacity. In the first half of 2026, their combined semiconductor facilities investment grew by more than 30% year over year.

　　今日（8月17日）电子板块领涨全市场，全天获主力资金净流入超549亿元，板块吸金额霸居31个申万一级行业断层第一！通富微电获主力资金爆买34.4亿元，登顶A股吸金榜榜首！
　　热门ETF方面，荟聚电子板块核心龙头的电子ETF华宝（515260）震荡上扬，场内价格强势拉升3.97%，收于日内高点，值得一提的是，该ETF尾盘溢价飙升，收盘溢价率高达0.37%，反映买盘资金更为强势！
　　成份股方面，先进封装概念股通富微电涨停，长电科技涨超9%；芯片设计概念股芯原股份涨超9%，晶圆代工概念股晶合集成涨逾8%，半导体设备概念股长川科技涨超6%，存储芯片概念股兆易创新、佰维存储、PCB龙头东山精密等个股跟涨。
　　电子板块今日大涨，背后是存储芯片供需缺口扩大、晶圆制造产能满载、中报业绩高景气等因素的多重共振，这亦是本轮电子行情强势的核心逻辑。
　　1、产业催化：存储芯片缺口扩大
　　SK集团会长崔泰源表示，明年大概率将是存储芯片供应缺口最大的一年，并形容当前市场为“争夺存储芯片的战争”。他指出，客户对下一年度的采购需求几乎是往年的两倍，但由于新建晶圆厂从规划到稳定量产至少需要四到五年，2027年可能成为本轮短缺最严重的一年。为应对这一局面，SK海力士正全力扩充产能，计划五年内将产能翻倍，并推进7200亿美元的全球扩产计划。
　　在招商证券看来，存储行业缺货预计延续至2027年，国内存储原厂扩产有望提速，投产推升产业链需求及市场空间，设备、材料及零部件等产业链环节订单及国产化率持续提升，同时存储技术迭代升级带动定制化新品兴起，先进封装产业链有望受益，建议关注存储和上游产业链环节机遇。*
　　财信证券表示，2026年存储原厂扩产资源集中倾斜高附加值HBM产品，传统DRAM、NAND闪存有效供给增量有限，行业整体供需缺口持续扩大，合约价格稳步上行，行业整体进入量利齐升的兑现周期；国产替代进程持续提速，国内存储产业链凭借技术突破与政策加持，迎来绝佳的成长窗口期。*
　　2、业绩验证：晶圆制造环节景气确认
　　存储芯片的供需紧张，正在向整个晶圆制造环节传导（存储芯片紧张，晶圆厂有更多活干，扩产又给设备材料带来订单，整个晶圆制造环节的景气度被推高）。中芯国际大幅超市场预期的业绩，为这一传导路径提供了最直接的验证，坐实晶圆制造环节量价齐升的上行周期。8月13日中芯国际发布2026年第二季度经营公告，财务数据显示，公司二季度整体销售收入达30亿美元，环比大幅增长20%；毛利率环比提升5.2个百分点至25.3%，盈利能力改善幅度显著超出市场前期预期。
　　从产能利用率来看，中芯国际二季度整体稼动率升至93.7%，逼近满产运行状态，叠加华虹公司长期超100%的超负荷稼动水平，国内两大头部晶圆代工企业同步处于产能紧绷状态，折射出下游芯片流片需求的爆发式涌入，而本轮需求的核心驱动力，正是全国范围内AI算力基础设施的大规模建设浪潮。
　　华安证券表示，国内步入中报密集期，科技业绩高景气将被持续验证。反弹有望延续*。招商证券亦认为，后续市场或将更加聚焦于业绩主线的结构性机会，建议重点关注电子板块等此前中报业绩预喜方向*。
　　展望后市，国信证券指出，后续观察AI在应用端落地情况，9-10月通常是手机等消费电子新品发布和销售的高峰期，观察消费电子端是否出现AI技术相关创新突破。*
　　【涨价+AI+自主可控，或贯穿电子板块全年】
　　荟聚电子板块核心龙头的电子ETF华宝（515260）及其联接基金（A类：012550、C类：012551）被动跟踪电子50指数，重点布局半导体、元件、消费电子行业，囊括PCB（如东山精密）、存储芯片（如江波龙）、半导体设备（如盛美上海）、先进封装（如长电科技）、玻璃基板（如京东方A）、半导体硅片（如沪硅产业）、MLCC（如三环集团）等热门概念，深度绑定全球科技龙头，成份股跻身苹果、英伟达、谷歌产业链。
　　*机构观点参考资料来源：招商证券5月18日发布的《电子行业?存储产业链跟踪报告：长鑫状态更新业绩持续高增，关注存储和上游产业链环节机遇》；财信证券8月12日发布的《存储行业深度报告：AI引爆存储需求，供给约束支撑行业高景气周期》；华安证券观点、招商证券、国信证券观点，详见8月17日文章《十大券商看后市|本轮反弹仍有纵深空间聚焦业绩主线结构性机会》。
　　ETF费用相关说明：ETF不收取销售服务费，申购赎回代理机构可按照不超过0.5%的标准收取佣金，其中包含证券交易所、登记机构等收取的相关费用。场内交易费用以证券公司实际收取为准。
　　风险提示：电子ETF华宝被动跟踪中证电子50指数，该指数基日为2008.12.31，发布于2009.7.22，指数成份股构成根据该指数编制规则适时调整，其回测历史业绩不预示指数未来表现。本文中提及的个股、指数成份股仅作展示，个股描述不作为任何形式的投资建议，也不代表管理人旗下任何基金的持仓信息和交易动向。基金管理人评估电子ETF华宝的风险等级为R3-中风险，适宜平衡型（C3）及以上的投资者，适当性匹配意见请以销售机构为准。任何在本文出现的信息（包括但不限于个股、评论、预测、图表、指标、理论、任何形式的表述等）均只作为参考，投资人须对任何自主决定的投资行为负责。另，本文中的任何观点、分析及预测不构成对阅读者任何形式的投资建议，亦不对因使用本文内容所引发的直接或间接损失负任何责任。基金投资有风险，基金的过往业绩并不代表其未来表现，基金管理人管理的其他基金的业绩并不构成基金业绩表现的保证，基金投资须谨慎。

　　Source: Caixin Insights
　　According to Samsung Electronics’ interim report submitted to Korea’s Financial Supervisory Service Electronic Disclosure System (DART), as of the end of June, the number of retail shareholders reached a record high of 7,971,242, nearing 80 million. This is an increase of about 2.92 million compared with 5,049,985 retail shareholders as of June last year.
　　Given that Korea has 43 million adults, this means that one out of every five adults holds Samsung Electronics shares.
　　Retail investors collectively hold 66.24% of the issued shares of Samsung Electronics. Compared with 4,195,927 retail shareholders at the end of last year, the number increased by about 3.77 million within six months.

A South Korean lawyer’s analysis says that on the side of Choi Tae-won, the appeal will be maintained; it is likely aimed at buying time to raise the 944 billion won that needs to be paid to Ryu Soo-young, in order to avoid paying overdue interest.
“South Korea’s most expensive divorce case” has seen a twist emerge again just as the ruling is about to take effect.
Much attention has been paid to the progress in the retrial of the divorce property-splitting case involving Choi Tae-won, chairman of South Korea’s SK Group and the “chief” of SK Hynix, and his ex-wife, Ryu Soo-young. After nearly 10 years of judicial litigation back-and-forth, on July 24 of this year, a South Korean court, in a new round of rulings, ordered Choi Tae-won to pay 944 billion won (about RMB 4.504 billion) to his ex-wife as part of the divorce property division. If this ruling ultimately takes effect, it will be the largest divorce settlement amount in South Korean history.

Apple has recently been proactively contacting CXMT Storage.
According to a report by South Korean media (Digital Daily), Apple has recently approached CXMT (LongXin Memory) and is hoping to purchase mobile DRAM chips such as LPDDR5X.
Why did Apple take the initiative to reach out to CXMT?
Because, as Cook said, Apple’s memory chip supply chain is facing a “once-in-a-century flood.”
Apple has been carrying continuously rising procurement costs for memory chips for three consecutive fiscal quarters. Therefore, in June this year, Apple rarely announced a “global price increase,” stating in its statement that it had “never seen component prices rise by such an amount and at such a pace.”

　　When it comes to stock trading, just look at the analysis reports by Golden Qilin analysts—authoritative, professional, timely, and comprehensive—helping you uncover potential theme opportunities!
　　Source: Securities Star
　　Recently, Jiangbo Long (301308.SZ) disclosed its 2026 interim report. The company’s revenue and net profit both achieved growth. Securities Star noted that behind the growth in performance there are still concerns. To secure upstream wafer supply, the company borrowed to build up inventory; its inventories and long-term borrowings both doubled, and cash flow from operating activities subsequently turned negative.
　　At a time when short-term debt is under pressure, the company’s RMB 3.7 billion follow-on share offering has been completed. The institutional investors that participated in this offering actively snapped up shares when the stock price was high, but as the stock price subsequently dropped sharply, they have now accumulated an unrealized loss of nearly RMB 1.1 billion. On the other hand, the company’s executives had already completed share reductions and cashed out at the peak.

Reprinted from: Global Times
According to the U.S. (The Wall Street Journal), fueled by the booming South Korean chip and memory industries, bonuses for engineers at two major companies in South Korea—Samsung and SK hynix—have surged dramatically, even reaching six figures in U.S. dollars, which is equivalent to several years’ wages for an average South Korean. This has also made some male employees from the two big firms the most sought-after eligible bachelors in South Korea…
(The Wall Street Journal) says that this phenomenon has instead caused trouble for employees at two companies when they talk about their friends. A 32-year-old Samsung memory chip engineer said that although he is among those who can get six-figure dollar bonuses, he feels conflicted on dates and is reluctant to disclose his employer to the other person.

Source: @21st Century Economic Herald Weibo
【SK Hynix Chairman: #The most severe memory shortage may occur next year#】On August 14, according to (The China Science and Technology Innovation Board Daily), SK Hynix chairman Choi Tae-won gave a media interview at the company’s headquarters in South Korea. Choi said that capacity expansion may take four to five years. With the continued surge in demand for AI servers, the supply of HBM high-bandwidth storage is in short supply. Many tech giants have even arrived in South Korea early to secure long-term agreements in advance, and he described each company’s fight over memory chips as “a war.” Choi also warned that next year could see the most severe memory shortage in history. He compared today’s AI to a four-year-old child, believing that as the industry gradually matures, memory demand will grow significantly. He also predicted that the number of AI agents used could increase by 77 times within five years.

Source: @The Economic Daily News Weibo
#SK Hynix Warns of Worsening Chip Shortage Next Year# 【SK Hynix Chairman: AI customer demand is nearing a doubling; next year could see the most severe “storage shortage”】#Next year could see the worst storage shortage in history# On August 13 local time, SK Hynix Chairman Choi Tae-yong said that storage demand driven by AI is exploding. The supply quantities required by customers are generally approaching nearly twice the level of earlier periods, while new capacity construction may take 4 to 5 years. It is expected that in 2027, the most severe storage-chip shortage in history could occur. He said that storage such as HBM has become a key limiting factor for producing AI computing equipment, and tech giants are securing long-term supply agreements in advance. Choi also said that NVIDIA is currently SK Hynix’s most important customer, but the company also supplies to hyperscale cloud providers such as Google and Microsoft. As of press time, SK Hynix was down 0.65%, Google was up 0.26%, and Microsoft was down 0.24%. (Economic Daily News, Zeta)

(Source: Caixin)
On August 14, the Nikkei 225 index closed up 0.59% at 68,713.80 points; the South Korea KOSPI index closed up 2.41% at 6,977.34 points. During the day, SK hynix rose as much as 6% at one point, and finally closed up more than 3%. Samsung Electronics closed up more than 2%.
Recently, SK hynix Chairman Choi Tae-won said in an interview that he is very sorry that memory prices have risen so much; they are truly doing their best to expand production. Choi called out that a real “chip inflation” has arrived, and next year the entire industry will face even harsher blows. With computing demand surging by double, memory chip prices skyrocketing by 50%, even Apple has been forced to raise prices for its flagship products. Choi admitted that in the face of this war to secure chips, even if production capacity is doubled within five years, it will still be far from enough. Physical production capacity simply cannot keep up with the wild demand, and the entire tech industry is being completely stuck in a deadly “AI bottleneck.”

IT Home, August 14 news: SK hynix today released its FY2026 interim report (covering January 2026 to December 2026), with the interim period being January 2026 to June 2026:
AI interpretation
SK hynix’s performance in the first half of FY2026 significantly exceeded market expectations, with both revenue and net profit attributable to the parent company seeing explosive growth.
Key highlights of the earnings report
Operating revenue: For the first half of FY2026, operating revenue was KRW 131.90 trillion (approximately RMB 629.271 billion at the current exchange rate). The same period last year was KRW 39.87 trillion (approximately RMB 190.225 billion), representing a substantial year-on-year increase. Net profit attributable to shareholders: For the first half of FY2026, net profit attributable to parent company shareholders was KRW 134.15 trillion (approximately RMB 640.03 billion). The same period last year was KRW 15.10 trillion (approximately RMB 72.042 billion), showing a dramatic year-on-year increase. Gross profit and gross margin: In the first half of FY2026, gross profit was KRW 107.67 trillion (approximately RMB 513.697 billion), and the gross margin reached 81.63%, indicating a significant improvement in profitability. Net cash flow from operating activities: For the first half of FY2026, the net cash flow from operating activities was KRW 91.74 trillion (approximately RMB 437.703 billion), with ample cash flow. Outlook for the future

(Source: Financial News)
Data shows that SK Hynix’s average employee compensation for this year’s first half surpassed 140 million KRW.
On August 14, according to overseas financial news, data shows that SK Hynix’s average employee compensation for this year’s first half surpassed 140 million KRW.
According to the semi-annual report disclosed by SK Hynix on August 14, the company’s total number of employees in the first half was 36,150, up by about 2,500 from 33,625 in the same period last year. The average employee compensation reached 144 million KRW, up by 27 million KRW from 117 million KRW in the first half of last year, representing a year-on-year increase of about 23%.
Chairman Guo Luzheng’s first-half compensation details: basic salary of 1.25 billion KRW, bonuses of 20.455 billion KRW, stock option exercise gains of 4.379 billion KRW, and other labor service income of 1 million KRW, for a total of 26.095 billion KRW.

【#Yangtze Memory Rises into the Industry’s Global Top Three#】Recently, market research firm Counterpoint Research released data on the global NAND market for Q2 2026. The data shows that China’s Yangtze Memory (YMTC) surpassed Japan’s Kioxia, rising to become the industry’s global No. 3. In Q2, Yangtze Memory’s share of shipment capacity reached 14%, up 22% year on year and up 5% quarter on quarter. According to Russia’s Sputnik news agency, this marks the first time a Chinese memory-chip company has entered the global top three in this field. Ahead of Yangtze Memory, the international storage giant Samsung ranks first, with a market share of 25% in Q2, but this is already a clear decline compared with 32% in the same period of 2024; SK hynix Group ranks second with a 22% share. Counterpoint believes that, on the one hand, Yangtze Memory benefits from global NAND supply tightness; on the other hand, it continues to expand its supply to domestic equipment makers. Meanwhile, it has already mass-produced 267-layer 3D NAND and is pushing R&D for products above 300 layers based on the Xtacking architecture. Compared with firms such as Samsung, which invest more resources into higher-profit DRAM, Yangtze Memory continues to expand capacity in NAND as well, helping it further increase shipment volume in a market that is generally short on supply. According to reports tracking spot prices and contract prices from TrendForce, in the first half of 2026 the global memory-chip industry is in a super boom cycle that occurs once in 15 years. DRAM (dynamic random-access memory) and NAND flash contract prices saw significant increases for two consecutive quarters and were fully transmitted to the consumer end. Monitoring data shows that in the first half of the year, the terminal prices of 16GB DDR5 memory and 1TB SSDs rose by more than 130% year over year compared with the same period of 2025, with supply-demand imbalance running throughout the first half. As a newcomer in the industry, Yangtze Memory has aligned itself with key industry development milestones. Counterpoint said Yangtze Memory plans to further adjust its product mix in the second half of the year and increase eSSD sales in order to solidify its global No. 3 position. In the global memory industry landscape, international brands such as Samsung, SK hynix, Micron, and SanDisk have long dominated. However, in this round of the “super cycle,” Chinese memory companies have moved into the world’s core competitive tier. According to CNBC, Counterpoint Research’s director Huang Mingsheng previously said that Yangtze Memory had narrowly beaten Kioxia a year ago, but fell behind over the following months. “We expect YMTC to further widen the gap in 2027 and 2028. From this perspective, YMTC securing the third place this quarter is of great significance in the competitive landscape,” Huang Mingsheng said. It should be noted that although Yangtze Memory’s shipment-volume ranking is impressive, its revenue is still fifth, behind Micron and Kioxia. This is because its product mix is concentrated in consumer-grade applications, and the share of higher-priced enterprise-class SSDs is relatively low, which drags down overall revenue performance. A report by Guancha.cn points out that Yangtze Memory has begun to address its weak spots. On March 27, at MemoryS 2026 Global Flash Summit, Yangtze Memory launched three PCIe 5.0 enterprise eSSD models—PE522, PE511, and PE501—targeting high-performance, high-security, and large-capacity AI storage scenarios, respectively. Recent market reports say these products are being advanced for adoption by domestic cloud service providers. The first batch of orders from ByteDance and Yangtze Memory’s pilot procurement is also expected to land in Q3. Original【#Yangtze Memory Rises into the Industry’s Global Top Three#】Recently, market research firm Counterpoint Research released data on the global NAND market for Q2 2026. The data shows that China’s Yangtze Memory (YMTC) surpassed Japan’s Kioxia, rising to become the industry’s global No. 3. In Q2, Yangtze Memory’s share of shipment capacity reached 14%, up 22% year on year and up 5% quarter on quarter. According to Russia’s Sputnik news agency, this marks the first time a Chinese memory-chip company has entered the global top three in this field. Ahead of Yangtze Memory, the international storage giant Samsung ranks first, with a market share of 25% in Q2, but this is already a clear decline compared with 32% in the same period of 2024; SK hynix Group ranks second with a 22% share. Counterpoint believes that, on the one hand, Yangtze Memory benefits from global NAND supply tightness; on the other hand, it continues to expand its supply to domestic equipment makers. Meanwhile, it has already mass-produced 267-layer 3D NAND and is pushing R&D for products above 300 layers based on the Xtacking architecture. Compared with firms such as Samsung, which invest more resources into higher-profit DRAM, Yangtze Memory continues to expand capacity in NAND as well, helping it further increase shipment volume in a market that is generally short on supply. According to TrendForce reports tracking spot prices and contract prices, in the first half of 2026 the global memory-chip industry is in a super boom cycle that occurs once in 15 years. DRAM (dynamic random-access memory) and NAND flash contract prices saw significant increases for two consecutive quarters and were fully transmitted to the consumer end. Monitoring data shows that in the first half of the year, the terminal prices of 16GB DDR5 memory and 1TB SSDs rose by more than 130% year over year compared with the same period of 2025, with supply-demand imbalance running throughout the first half. As a newcomer in the industry, Yangtze Memory has aligned itself with key industry development milestones. Counterpoint said Yangtze Memory plans to further adjust its product mix in the second half of the year and increase eSSD sales in order to solidify its global No. 3 position. In the global memory industry landscape, international brands such as Samsung, SK hynix, Micron, and SanDisk have long dominated. However, in this round of the “super cycle,” Chinese memory companies have moved into the world’s core competitive tier. According to CNBC, Counterpoint Research’s director Huang Mingsheng previously said that Yangtze Memory had narrowly beaten Kioxia a year ago, but fell behind over the following months. “We expect YMTC to further widen the gap in 2027 and 2028. From this perspective, YMTC securing the third place this quarter is of great significance in the competitive landscape,” Huang Mingsheng said. It should be noted that although Yangtze Memory’s shipment-volume ranking is impressive, its revenue is still fifth, behind Micron and Kioxia. This is because its product mix is concentrated in consumer-grade applications, and the share of higher-priced enterprise-class SSDs is relatively low, which drags down overall revenue performance. A report by Guancha.cn points out that Yangtze Memory has begun to address its weak spots. On March 27, at MemoryS 2026 Global Flash Summit, Yangtze Memory launched three PCIe 5.0 enterprise eSSD models—PE522, PE511, and PE501—targeting high-performance, high-security, and large-capacity AI storage scenarios, respectively. Recent market reports say these products are being advanced for adoption by domestic cloud service providers. The first batch of orders from ByteDance and Yangtze Memory’s pilot procurement is also expected to land in Q3.

On August 14, according to the (China Science and Technology Innovation Board Daily), SK hynix Chairman Choi Tae-won granted a media interview at the company’s headquarters in South Korea. Choi said that capacity expansion may take four to five years. With the continued surge in demand for AI servers, HBM high-bandwidth storage has been in short supply, and many tech giants have even arrived in South Korea early to secure long-term agreements. He described the competition among companies for storage chips as “a war.” Choi also warned that next year could see the worst memory shortage in history. He likened today’s AI to a four-year-old child, believing that as the industry gradually matures, memory demand will grow significantly, and he predicted that the number of AI agents could increase by 77 times within five years.

(Source: Shell Finance)
Recently, SK hynix chairman Choi Taeyon gave a media interview. The interview content indicated that the AI ecosystem’s demand for memory has already exceeded SK hynix’s supply capacity.
Choi Taeyon said that current demand is explosive, and all of the company’s customers are requesting supply quantities nearly double the original demand. However, capacity expansion may take four to five years. Competition among companies for storage chips is like a war. Without sufficient memory, customers cannot produce AI computing equipment and AI chips.
Choi Taeyon warned that next year could see the most severe memory shortage in history.

(Source: Caixin Finance and News)
When asked whether there are plans to build a memory wafer plant in the United States, Choi Tae-won responded: “We have the intention to build a plant in the US. The current challenge is finding suitable locations.”
On August 14, according to reports by South Korean news agency Yonhap Infomax and US consumer news and business channel CNBC, SK Group Chairman Choi Tae-won predicted that next year the memory chip industry will face the most severe supply shortage in history.
On the 13th local time, in an interview, Choi Tae-won said directly: “Next year is likely to be the year with the largest gap in memory chip supply. We are doing our utmost to expand capacity and solidify our share in the memory market.”

(Source: Financial News)
Cui Taiyuan said he plans to push forward the construction of a full set of U.S. wafer fabs, but site selection is constrained by factors such as hydropower and water supply. Next year will be the most severe year for storage shortages. The plan is to double capacity within five years, and to use approaches such as joint ventures and chip leasing to avoid the risk of excessive capacity.
On August 14, according to financial news overseas information, SK hynix chairman Cui Taiyuan said that it has taken more than a month to inspect candidate land parcels for building fabs worldwide (including in the United States). However, due to limitations related to water supply, electricity, land, and the industrial ecosystem, suitable locations are hard to find. He revealed that if customers have demand, he is willing to move forward with building a complete set of U.S. wafer fabs, and that he has not yet held official communications with the U.S. government.

Driven by foreign capital, South Korea’s composite stock price index (KOSPI) rebounded quickly to enter a “technical bull market” just over ten days after suffering a historic plunge in July. As of the close on August 13, the KOSPI rose 3.56% to 6,813.34 points, up nearly 20% from the July 30 low. Samsung Electronics and SK Hynix closed up 4.89% and 5.92%, respectively. In the early trading of August 14, Korean shares continued to rise, and the KOSPI briefly broke above 7,000 points.
Although the index has returned above 6,800 points, the market remains cautious. Unlike the earlier scene of confidence and cheer, stock communities are now full of self-deprecating jokes: “If you go in again and get robbed, please take an intelligence test.” Someone also commented, “Struggling at 7,000 points, then going down,” adding, “I’m tired of this kind of volatility.”

　　China News Network (CNS) and iChengwei, August 14—A report by Yonhap News Agency’s Infomax and CNBC (Consumer News and Business Channel) said that SK Group Chairman Cui Taiyuan made a forecast that next year the memory chip industry will face the most severe supply shortage in history.
　　On the 13th local time, in an interview, Cui Taiyuan said directly: “Next year will most likely be the year with the largest shortage in the supply of memory chips. We are working hard to expand capacity and secure our share in the storage market.”
　　When asked whether it plans to build a storage wafer fab in the United States, Cui Taiyuan responded: “We are willing to build a factory in the US. The problem at the moment is finding a suitable site.”