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SK Hynix Shares Surge 13% on AI Infrastructure Optimism

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Bitcoin

This event reflects a dip-buying mentality in traditional tech, often a leading indicator for speculative assets. With crypto in Extreme Fear (F&G 25), the divergence between traditional market optimism and crypto pessimism creates a setup for a mean-reversion rally, especially if U.S. futures follow through.

SK Hynix shares jumped 11% leading a broad rally in Asian technology stocks on Wednesday, tracking a rebound in U.S. semiconductor shares.

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000660.KS

This event underscores growing valuation concerns in the AI sector after a blistering rally—mirroring the speculative froth we saw in crypto during late 2021. If AI stocks continue to correct, institutional portfolio rebalancing may drain liquidity from risk assets broadly, including cryptocurrencies. However, crypto's recent decoupling from tech means the spillover might be muted unless a broader macro shock triggers simultaneous selling.

SK Hynix

Samsung

Asian stocks dropped Monday as AI-related shares sold off, led by losses in Korean chipmakers SK Hynix and Samsung.

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NVDA

This event suggests that the AI investment cycle may be transitioning from infrastructure build-out to a digestion phase, where oversupply and diminishing marginal returns weigh on semiconductor stocks. For crypto, which has closely tracked AI hype through tokens like FET and RNDR, this decoupling could trigger a correction in AI-themed assets as retail sentiment sours.

Nvidia Corporation

SK Hynix Inc.

Samsung Electronics Co.

KOSPI Index

Nvidia strikes a new memory-chip deal, while SK Hynix and Samsung shares face heavy pressure and South Korea's Kospi index declines amid waning AI trade.

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The deal secures SK Hynix's position as Nvidia's exclusive memory partner for Vera Rubin (2025+), accelerating the shift from general-purpose GPUs to specialized AI infrastructure. This validates the 'AI arms race' narrative that could drive institutional capital toward crypto projects with AI integration, particularly decentralized compute networks like RNDR and AKT.

Nvidia and SK Hynix signed a multi-year agreement to develop next-generation memory for Nvidia's AI infrastructure roadmap, including for Vera Rubin.

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In a crypto market gripped by extreme fear (F&G 11) and a 5.2% market cap decline in 24 hours, the strength of SK Hynix and Micron signals that institutional capital is rotating into proven, cash-flow-generating equities while avoiding crypto. This divergence suggests that the 'risk-on' narrative is not uniform; traditional tech is seen as a safe haven within the current macro environment, further draining liquidity from crypto markets.

Micron Technology

SK Hynix and Micron were reported to have joined the $1 trillion market cap club.

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South Korea to Launch First Single-Stock Leveraged ETFs on Samsung, SK Hynix

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