Samsung Electronics and SK hynix reported record third-quarter results, but their shares plunged as investors questioned whether already elevated expectations had fully priced in the gains. Samsung fell 4.13% on October 29 and another 3.02% on October 30 to close at 225,000 won, while SK hynix dropped 7.08% to 1.418 million won.
Coverage attributed the reversal to concerns over the profitability of large-scale AI investment by U.S. technology companies, weaker global semiconductor sentiment and disappointment over Samsungโs lack of an early, specific shareholder-return announcement. Future performance will depend on whether long-term supply contracts and expanded HBM4 demand translate into sustained earnings growth.