Nomura Keeps Buy on Samsung, SK Hynix, Says AI Revenue Fears Overdone

Nomura reiterated its Buy ratings on Samsung Electronics and SK Hynix, arguing that market fears over slowing AI-related revenue are overdone. The call echoes JPMorgan's recent pushback against memory-cycle worries, helping ease concerns that HBM demand has peaked and offering near-term support to SK Hynix shares, though the medium-term outlook still hinges on actual orders and pricing.

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