BlockBeats News, July 14th - Last night, SemiAnalysis released a bullish report on Samsung. In the report, SemiAnalysis stated that the positive view on SK Hynix's 2Q26 DRAM performance remains unchanged. They predicted a sequential increase of approximately 45% in blended DRAM ASP (average selling price) and a RAM operating profit of around 55 trillion Korean won. The report particularly noted, "We understand investors' concerns about the recent memory stock volatility, but we still believe that SK Hynix and other leading memory companies offer some of the best risk-reward opportunities in the semiconductor industry."

Regarding this report, Citirni analyst Jukan jokingly remarked, "When it comes to Korean stocks, just go all-in with leverage."

At the time of writing, the South Korean KOSPI index extended its gains to 2%, after previously falling nearly 3%, achieving a V-shaped reversal. SK Hynix rose over 3%, while Samsung Electronics gained almost 5%.

It is worth noting that this report sharply contrasts with the earlier report from KIS, which lowered its two-year operating profit forecast for Hynix, leading to a sharp drop in SK Hynix's stock price yesterday.