This user has access to exclusive content, tools and features of the Bulios platform thanks to their subscription.
Upcoming earnings that could affect the semiconductor and memory sector:
Memory-focused companies
$HY9H.F SK hynix (July 23) – a key producer of HBM memory. The results will be an important indicator of demand for AI infrastructure.
$SSNLF Samsung (July 24) – investors will watch the development of the memory business and the pace of capacity expansion.
$KKR bets $820 million on Korean AI: What’s behind the Samsung SDS surge?
When the American private equity giant KKR opens its wallet and pulls out over $800 million for a single Asian tech company, it’s worth pausing to see exactly what they’re seeing in the data. Because KKR doesn’t buy blindly.
...
It's great news for Samsung, but I share your view and I'm keeping my hands off it too. At what price would it become interesting for you?
The story is interesting and I try to keep an eye on the company, but for me it’s simply not attractive at its current valuation.
$MU will probably benefit the most from this now, and I think the whole sector could comfortably keep rising for several more months without a correction, but I'm already cautious — I'm holding and not buying any more.