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13 pages

AI Memory

The Market Missed Jensen Huang’s Bigger HBM4 Comment: All Three Vendors Are Qualified

Sam-Ha-Ma Parity Follow-Up: Micron Deserves a Premium, But Korean Memory Looks Too Cheap

Sam-Ha-Ma Parity: Samsung and Hynix Look Cheap Again Versus Micron

Samsung HBM4E 12-High Samples: What Is the Market Really Watching?

SK Hynix vs Micron: HBM Technology Premium or U.S. Listing Premium?

Samsung vs SK Hynix Forward P/E Inversion: Is the HBM Premium a New Normal?

KOSPI Foreign Ownership Is High, But Samsung and SK Hynix Are at 2026 Lows

Korea Foreign Investor Flows: 95% of the 2026 Net Selling Came From Samsung Electronics and SK hynix

Why Korea Part 5: Korea’s Stock Market Is Now Near Global No. 6 — Buy Signal or Warning Light?

Samsung Electronics Citi TP ₩460,000 — The Real Claim Is Not 'Samsung Goes Higher.' It's 'The Memory Cycle Frame Itself Is Wrong This Time.'