I-Seoul ibukeke kabi. ISamsung yehle u-3.9% yaya ku-258,500 won. I-SK Hynix yehle u-3.9% yaya ku-1.78 million won.
Ngobusuku, inzalo yeminyaka eyi-10 yakhuphukela ngaphezu kuka-4.95%. Amafutha anyukile. Lokho kuhlanganiswa kuthinte kakhulu amagama e-AI namachiphu nakakhulu ngenkathi u-Apple engayinakanga kakhulu ngemva komcimbi.
Imemori ibe yimbi kakhulu kulokhu:
$SKHY SK Hynix ADR -5.2%
$MU Micron -4.9%
$SNDK Sandisk, WDC, Seagate konke kubomvu
UNvidia, AMD, Intel behle. I-SOX -2.7%
I-auction yeminyaka engu-30 eqinile yehlise ukushisa kwamazinga kancane, kodwa uwoyela uqhubekile nokucindezela.
Lokhu kubukeka njengokubuyekezwa kwenani (valuation reset) ngemva kokukhuphuka isikhathi eside, hhayi ukuphuka okuyisisekelo (fundamental) ekuthandweni kwememori. Sihlole ukuthi amagama e-HBM azoma kanjani kusukela lapha.
Ngobusuku, inzalo yeminyaka eyi-10 yakhuphukela ngaphezu kuka-4.95%. Amafutha anyukile. Lokho kuhlanganiswa kuthinte kakhulu amagama e-AI namachiphu nakakhulu ngenkathi u-Apple engayinakanga kakhulu ngemva komcimbi.
Imemori ibe yimbi kakhulu kulokhu:
$SKHY SK Hynix ADR -5.2%
$MU Micron -4.9%
$SNDK Sandisk, WDC, Seagate konke kubomvu
UNvidia, AMD, Intel behle. I-SOX -2.7%
I-auction yeminyaka engu-30 eqinile yehlise ukushisa kwamazinga kancane, kodwa uwoyela uqhubekile nokucindezela.
Lokhu kubukeka njengokubuyekezwa kwenani (valuation reset) ngemva kokukhuphuka isikhathi eside, hhayi ukuphuka okuyisisekelo (fundamental) ekuthandweni kwememori. Sihlole ukuthi amagama e-HBM azoma kanjani kusukela lapha.