Medium2026-10-20Short term · Leans negativeLonger term · Neutral

Korean, Japanese Memory Stocks Plunge; Institutions Cite Exit of Support Buying, AI Doubts

Korean and Japanese memory chip stocks fell sharply, with institutions citing the exit of support buying, doubts over AI demand sustainability and macro pressure. As a memory leader, SK hynix faces short-term share-price pressure, though the medium-term impact may be limited if the AI demand thesis holds.

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

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鉅亨網 · 10-20 15:10 KST

Why Korean and Japanese Memory Stocks Plunged: Institutions Cite Exit of Support Buying, AI Doubts and Macro Pressure

Institutional analysts attribute the sharp selloff in Korean and Japanese memory stocks to a triple hit: exit of support buying, rising doubts over AI demand, and macro pressure, with leaders like SK Hynix notably weak. If AI capex forecasts are cut further, the memory sector faces valuation correction risk and heightened near-term volatility.