TOP STORY
Samsung Electronics closed up roughly 27 percent and SK Hynix roughly 30 percent on Friday in Korea, the largest single-day gains on record for both, after strong Microsoft, Amazon and Meta results reaffirmed AI infrastructure spending.
BCW TAKE
What can I say, semiconductors dominate: Samsung unveiled its next-generation HBM4; SK Hynix closed long-term supply agreements with more than 10 customers, and Nvidia is among them.
We’re watching the sector, the supply chain and the opportunities.
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