Saxo Bank chief investment strategist Charu Chanana said in a note that after a pullback in the memory-chip sector, SK Hynix’s upcoming ADR listing will test investor appetite. Despite Samsung saying strong demand should deliver another record quarte

2026-07-07

Saxo Bank chief investment strategist Charu Chanana said in a note that after a pullback in the memory-chip sector, SK Hynix’s upcoming ADR listing will test investor appetite. Despite Samsung saying strong demand should deliver another record quarter, Samsung Electronics fell 6.9% and SK Hynix fell 6.1% on Tuesday. The ADR will introduce a large amount of AI-related share supply just as investors question whether AI-infrastructure stocks have run too far. SK Hynix is raising capital to expand capacity, a move that could shift memory chips from shortage to oversupply; strong ADR demand would signal continued global appetite for direct AI memory exposure, while weak demand would indicate more selective enthusiasm for AI.

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2026-07-07

A KPMG survey of 275 manufacturers found that 42% have already moved production to the United States or are considering doing so to cope with ongoing trade uncertainty and increasing competitive pressure. 57% of manufacturers have postponed, reduced,

2026-07-07

China A-share storage-chip sector weakened in afternoon trade; Beijing Junzheng fell more than 10%, with Puran Co., Demingli, Jiangbolong, Shannon Xinchuang and Baiwei Storage among the largest decliners.