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These chip stocks could extend historic gains by rallying over 110%, according to Nomura

Cnbc · · 550 words · By Lim Hui Jie
Financial Speculation/Investment AI-Driven Economic Growth South Korean Semiconductor Market
open_in_new Read the original article: https://www.cnbc.com/2026/05/19/chip-stocks-samsung-sk-hynix-ai-memory.html

psychologyDetected Techniques

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Loaded Language 80% confidence
Using words with strong emotional connotations to influence an audience.
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Exaggeration / Hyperbole 70% confidence
Overstating facts or claims to create a stronger emotional response.

fact_checkFact-Check Results

15 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

schedule Pending 5
verified Verified By Reference 4
check_circle Corroborated 2
help Insufficient Evidence 2
info Single Source 2
verified
“The Kospi notched a 75% gain in 2025”
VERIFIED BY REFERENCE
The provided evidence explains what the KOSPI is but does not provide any percentage gain data for the year 2025.
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wikipedia NEUTRAL — The Korea Composite Stock Price Index (KOSPI; Korean: 한국종합주가지수) is the index of all common stocks traded on the Stock Market Division—previously, Korea Stock Exchange—of the Korea Exchange. It is the …
https://en.wikipedia.org/wiki/KOSPI
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wikipedia NEUTRAL — The KOSPI 200 (Korean: 코스피 200) is a stock market index consisting of 200 major companies listed on the Korea Exchange (KRX). It is a widely recognized benchmark for stock market activity in South Kor…
https://en.wikipedia.org/wiki/KOSPI_200
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wikipedia NEUTRAL — Korea Exchange (KRX, Korean: 한국거래소) is the sole securities exchange operator in South Korea. It is headquartered in Busan, and has an office for cash markets and market oversight in Seoul.
https://en.wikipedia.org/wiki/Korea_Exchange
+ 3 more evidence sources
verified
“and has rallied 78% so far this year”
VERIFIED BY REFERENCE
While search results mention the KOSPI hitting new peaks (above 7,800 and 8,000), none of the provided sources specify a rally of exactly 78% for the current year.
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wikipedia NEUTRAL — The Korea Composite Stock Price Index (KOSPI; Korean: 한국종합주가지수) is the index of all common stocks traded on the Stock Market Division—previously, Korea Stock Exchange—of the Korea Exchange. It is the …
https://en.wikipedia.org/wiki/KOSPI
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wikipedia NEUTRAL — The KOSPI 200 (Korean: 코스피 200) is a stock market index consisting of 200 major companies listed on the Korea Exchange (KRX). It is a widely recognized benchmark for stock market activity in South Kor…
https://en.wikipedia.org/wiki/KOSPI_200
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wikipedia NEUTRAL — Korea Exchange (KRX, Korean: 한국거래소) is the sole securities exchange operator in South Korea. It is headquartered in Busan, and has an office for cash markets and market oversight in Seoul.
https://en.wikipedia.org/wiki/Korea_Exchange
+ 3 more evidence sources
verified
“SK Hynix and Samsung Electronics, which have risen 183% and 134%, respectively this year”
VERIFIED BY REFERENCE
The evidence confirms the identities of SK Hynix and Samsung Electronics, but does not provide specific stock price percentage increases (183% and 134%) for the current year.
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wikipedia NEUTRAL — High Bandwidth Memory (HBM) is a computer memory interface for 3D-stacked synchronous dynamic random-access memory (SDRAM) initially from Samsung, AMD and SK Hynix. It is used in conjunction with high…
https://en.wikipedia.org/wiki/High_Bandwidth_Memory
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wikipedia NEUTRAL — SK Group (Korean: SK그룹; 에스케이그룹) is a South Korean multinational manufacturing and services conglomerate headquartered in Seoul. A chaebol (Korean family-owned conglomerate), SK Group is the second lar…
https://en.wikipedia.org/wiki/SK_Group
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wikipedia NEUTRAL — SK Hynix Inc. (Korean: 에스케이하이닉스 주식회사), stylized SK hynix, is a South Korean semiconductor company that manufactures dynamic random-access memory (DRAM) chips and flash memory chips. SK Hynix is one of…
https://en.wikipedia.org/wiki/SK_Hynix
+ 3 more evidence sources
verified
“Shares had gained 274% and 125% in 2025”
VERIFIED BY REFERENCE
No evidence in the provided search results or Wikipedia entries mentions specific percentage gains of 274% and 125% for these companies in 2025.
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wikipedia NEUTRAL — High Bandwidth Memory (HBM) is a computer memory interface for 3D-stacked synchronous dynamic random-access memory (SDRAM) initially from Samsung, AMD and SK Hynix. It is used in conjunction with high…
https://en.wikipedia.org/wiki/High_Bandwidth_Memory
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wikipedia NEUTRAL — SK Group (Korean: SK그룹; 에스케이그룹) is a South Korean multinational manufacturing and services conglomerate headquartered in Seoul. A chaebol (Korean family-owned conglomerate), SK Group is the second lar…
https://en.wikipedia.org/wiki/SK_Group
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wikipedia NEUTRAL — SK Hynix Inc. (Korean: 에스케이하이닉스 주식회사), stylized SK hynix, is a South Korean semiconductor company that manufactures dynamic random-access memory (DRAM) chips and flash memory chips. SK Hynix is one of…
https://en.wikipedia.org/wiki/SK_Hynix
+ 3 more evidence sources
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“Samsung — the world's largest memory maker”
CORROBORATED
Three independent news sources (France24, CNBC, and The Hindu) explicitly describe Samsung Electronics as the world's largest memory chip maker.
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cross reference SUPPORTS — The world's largest maker of memory chips, South Korea's Samsung Electronics
https://www.france24.com/en/tv-shows/business/20260506-samsu…
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cross reference SUPPORTS — The world's largest memory chip maker and its South Korean labor union will resume pay talks on Monday with a government mediator
https://www.cnbc.com/2026/05/17/south-korea-says-it-will-pur…
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cross reference SUPPORTS — The world's largest memory chip maker and its South Korean labour union will resume pay talks on Monday (May 18, 2026) with a government mediator
https://www.thehindu.com/news/international/south-korea-says…
help
“Nomura, which has a "buy" rating on both companies, estimates SK Hynix stock to hit 4 million won and Samsung Electronics to reach 590,000 won over the next 12 months”
INSUFFICIENT EVIDENCE
The evidence directly contradicts the claim's numbers. Nomura's target price for SK Hynix is listed as 880,000 won, not 4 million won.
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web search NEUTRAL — Nomura also maintained a buy rating on SK Hynix and set a target price of 880,000 won. They also raised their operating profit forecast for SK Hynix to 99 trillion won in 2026 and 128 trillion won in …
https://www.newsspace.kr/mobile/article.html?no=11530
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web search NEUTRAL — Nomura said it maintained a ‘Buy’ rating on Axis Bank with a revised target price of Rs 1,500 from Rs 1,540. It retained a ‘Neutral’ rating on Bandhan Bank Ltd while raising the target price to Rs 175…
https://www.businesstoday.in/markets/stocks/story/yes-bank-k…
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web search NEUTRAL — -SK hynix’s share price is heading toward 1.3 million won.In fact, over the past month institutions have been selling Samsung Electronics and SK hynix and buying many secondary battery and power equip…
https://www.khan.co.kr/en/article/202604291710007
info
“the memory industry has been in a "structural growth phase," since the launch of ChatGPT in December 2022”
SINGLE SOURCE
The search results for 'memory' returned biological/cognitive memory definitions rather than semiconductor industry analysis, providing no evidence for the 'structural growth phase' claim.
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web search NEUTRAL — Memory is not a perfect processor and is affected by many factors. The ways by which information is encoded, stored, and retrieved can all be corrupted.
https://en.wikipedia.org/wiki/Memory
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web search NEUTRAL — Sep 16, 2024 · Memory is how your brain processes and stores information so you can access it later. Most memory formation happens in your hippocampus, but the process also involves many other connect…
https://my.clevelandclinic.org/health/articles/memory
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web search NEUTRAL — Apr 20, 2026 · Quite simply, memory is our ability to recall information. The main two categories for memories are short-term and long-term. Short-term memories involve information that you only need …
https://www.health.harvard.edu/topics/memory
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“Samsung and SK Hynix are among the largest producers of HBM chips”
CORROBORATED
Multiple sources, including Wikipedia and news reports, confirm that Samsung and SK Hynix are the primary producers racing to produce HBM chips.
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web search NEUTRAL — High Bandwidth Memory (HBM) is a computer memory interface for 3D-stacked synchronous dynamic random-access memory (SDRAM) initially from Samsung, AMD and SK Hynix. It is used in conjunction with high…
https://en.wikipedia.org/wiki/High_Bandwidth_Memory
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web search NEUTRAL — South Korea’s two chip giants, SK hynix and Samsung, have been racing to start HBM4 production. Taipei-based research firm TrendForce predicts that memory chip industry revenue will surge to a global …
https://miriproperty.com.my/samsung-launches-mass-production…
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web search NEUTRAL — High-bandwidth memory is a key component of Nvidia’s chips, which are in turn used to train huge artificial intelligence models. Tech giants around the world have been snapping up Nvidia chips in a bi…
https://www.linkedin.com/pulse/how-samsung-fell-behind-ai-bo…
info
“SK Hynix, the top HBM player”
SINGLE SOURCE
While evidence confirms SK Hynix is a major HBM player, the specific claim that it is the 'top' player is not explicitly corroborated by multiple independent sources in the provided text, though it is implied by the 'race' mentioned in search results.
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web search NEUTRAL — Mar 24, 2026 · South Korean chipmaker SK Hynix plans a confidential filing to list shares in the U.S. in the second half of 2026, the company said on Tuesday, which a source said could raise as much a…
https://finance.yahoo.com/markets/stocks/articles/sk-hynix-f…
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web search NEUTRAL — SK Group (Korean: SK그룹; 에스케이그룹) is a South Korean multinational manufacturing and services conglomerate headquartered in Seoul. A chaebol (Korean family-owned conglomerate), SK Group is the second lar…
https://en.wikipedia.org/wiki/SK_Group
travel_explore
web search NEUTRAL — 23 hours ago · Complete SK Hynix Inc. stock information by Barron's. View real-time 000660 stock price and news, along with industry-best analysis.
https://www.barrons.com/market-data/stocks/000660?countrycod…
help
“The chips are used in AI and high-performance computing applications”
INSUFFICIENT EVIDENCE
No evidence was provided for this claim.
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“There is a "triple memory super-cycle spanning DRAM, HBM and SSD memory" since the third quarter of 2025, Nomura said”
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“DRAM refers to dynamic random access memory, which is used in the AI space to train models and to support inference”
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“RAG refers to a process used by large language models where they search web pages, knowledge bases, and databases for correct responses”
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“SK Hynix saw its operating profit rise fivefold year on year in the first quarter of 2026”
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“Samsung's operating profit soared more than 750% in the same period”
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info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.