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SK Hynix's market cap surge past Samsung is driven by HBM chip demand, highlighting a structural shift where AI-specific memory capabilities command a premium over general semiconductor manufacturing.

Impact: Supply chain investments and portfolio allocations should prioritize HBM producers, while noting the high concentration risk in regional indices like the KOSPI.

— from AI Talent Wars, HBM Dominance, and Pension Reform Shift Markets · Alles auf Aktien – Die täglichen Finanzen-News· Jun 23, 2026