00:11다음 영상에서 만나요
00:41다음 영상에서 만나요
01:005 memory contract prices hit $1,500 per module as of September 15th, up from $272 a year earlier, a
01:115.5-fold increase.
01:14Samsung's chip division now expects up to $370 trillion in operating profit this year, and its third-quarter forecast of
01:23$107.4 trillion would mark the company's first-ever $100 trillion quarterly profit.
01:30Samsung and SK Hynix shares rose 1.81% and 3.85% on September 16th, closing at $253,001
01:41and $1,755,001.
01:44Foreign investors sold $11.9 trillion of Korean stocks over six sessions through September 16th, with 93.5% of
01:54that concentrated in Samsung and SK Hynix as they booked profits.
01:58Both companies are running large buyback programs, Samsung buying back 5.3 trillion shares, worth about $15 trillion won, and
02:09SK Hynix spending $40 trillion won to retire 24 million shares.
02:14City projects the memory supply shortage could persist through 2031, naming Samsung and SK Hynix as key beneficiaries.
02:24So what does this mean for retail investors?
02:27Earlier, we said memory prices jumped 5.5 times, while foreigners sold nearly $12 trillion won of your shares.
02:34Here's what that actually means for you.
02:37The selling was profit-taking timed to the Fed meeting, and a stronger one, not a sign the memory boom
02:43is fading.
02:44Analysts point to October's third-quarter earnings season, when confirmation of continued AI spending from U.S. big tech
02:51could be the trigger for both stocks to break out of their recent trading range.
02:55This isn't a signal to buy or sell.
02:58It's a reminder to watch October's earnings and buyback timelines, rather than daily foreign flow headlines.
03:05That's today's AI Prism, Retail Investors.
03:09This episode was produced with AI Assistants, based on sole economic daily reporting, and reviewed by a human editor.
03:16AI Prism is a WANIFRA award-winning series.
03:19We'll be back tomorrow.
03:21You've been listening to AI Prism, from sole economic daily.
03:27You've been listening to AI Prism, from sole economic daily.
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