GPT-6 Astra reignites the memory trade: Samsung and SK hynix surge after SOX’s Friday jump (tech)

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GPT-6 Astra reignites the memory trade: Samsung and SK hynix surge after SOX’s Friday jump (tech)

After OpenAI unveiled GPT-6 Astra on Sep 3, investors re-priced AI compute and HBM/server DRAM demand. In Korea on Monday, Samsung Electronics rose roughly 3.9%…

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KB Securities flags record memory shortage: Samsung and SK hynix stocks under 10 days as HBM4 consumes wafers (HBM)

Korea JoongAng Daily and DIGITIMES reported on Sep 7 that KB Securities said hyperscalers have raised next-year AI infrastructure spending plans to about $1.3 t…

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