Medium2026-09-28Short term · Leans positiveLonger term · Leans positive

Hana Securities: Nvidia AI Chip Sales to China Could Lift SK Hynix, Samsung

Hana Securities noted that if Nvidia is allowed to sell AI chips to China, it would boost demand for HBM and other memory chips, benefiting SK Hynix and Samsung Electronics. This could act as a potential upside catalyst for their shares, especially amid expectations of easing US-China tech tensions.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 3 related reports

콕스뉴스 · 09-28 12:06 KST
China May Allow NVIDIA GPUs; Samsung and SK Hynix GDDR7 in Focus
Korean media report China may ease import restrictions on NVIDIA GPUs, drawing attention to GDDR7 demand prospects for Samsung and SK Hynix. A recovery in Chinese AI compute demand would benefit Hynix's GDDR7 shipments and pricing, a potential positive catalyst for the stock, though policy uncertainty remains.
딜사이트 · 09-28 11:43 KST
China's Growing AI Market Complicates Samsung and Hynix Memory Calculus
Korean media analysis says China's AI market keeps expanding, but U.S. export controls make Samsung and SK Hynix's memory supply strategies more complex. Hynix must balance compliance and market share, which could affect the pace of China-bound HBM and server DRAM shipments near term, adding uncertainty for the stock.
비즈니스포스트 · 09-28 09:05 KST
Hana Securities: Nvidia AI Chip Sales to China Could Lift SK Hynix, Samsung
Hana Securities said that if Nvidia wins approval to sell AI chips to China, demand for HBM and other memory would recover, with SK Hynix and Samsung Electronics seen as direct beneficiaries. The broker's explicit call is a clear catalyst; if policy materializes, Hynix shares could gain both earnings and valuation support.