According to a report by South Korea's “Chosun Ilbo”, the latest trading data from the Korea Exchange shows that the pace of foreign sell-off has accelerated markedly since September, with net sales of 11.93 trillion won from the Korean motherboard market in just 6 trading days. The two major chip leaders, Samsung Electronics and SK Hynix, became the core of reducing holdings, accounting for more than 80% of total foreign sales. Among them, foreign investors sold SK Hynix at 5.85 trillion won and Samsung Electronics at 4.39 trillion won. The total net sales of the two semiconductor stocks were 10.24 trillion won, accounting for 86% of total net foreign sales during the same period. Goldman Sachs said on the 14th local time that after discussions with North American investors on the Korean semiconductor industry, the market is optimistic about the memory cycle. Goldman Sachs maintains a “buy” rating for Samsung Electronics and SK Hynix. Goldman Sachs expects that the average sales price of DRAM and NAND in the third quarter will rise by about 20% compared to the previous quarter, and the average sales price of HBM will rise by about 100% next year. Samsung Electronics' target share price is 490,000 won per share, and SK Hynix's target share price is 3.5 million won per share.

According to a report by South Korea's “Chosun Ilbo”, the latest trading data from the Korea Exchange shows that the pace of foreign sell-off has accelerated markedly since September, with net sales of 11.93 trillion won from the Korean motherboard market in just 6 trading days. The two major chip leaders, Samsung Electronics and SK Hynix, became the core of reducing holdings, accounting for more than 80% of total foreign sales. Among them, foreign investors sold SK Hynix at 5.85 trillion won and Samsung Electronics at 4.39 trillion won. The total net sales of the two semiconductor stocks were 10.24 trillion won, accounting for 86% of total net foreign sales during the same period. Goldman Sachs said on the 14th local time that after discussions with North American investors on the Korean semiconductor industry, the market is optimistic about the memory cycle. Goldman Sachs maintains a “buy” rating for Samsung Electronics and SK Hynix. Goldman Sachs expects that the average sales price of DRAM and NAND in the third quarter will rise by about 20% compared to the previous quarter, and the average sales price of HBM will rise by about 100% next year. Samsung Electronics' target share price is 490,000 won per share, and SK Hynix's target share price is 3.5 million won per share.