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Photo = SK hynix |
[Alpha Biz= Reporter Kim Jisun] With semiconductor subsidy policies facing uncertainty under a potential "Trump 2.0" administration, Samsung Securities is highlighting SK Hynix as a company with a clear growth strategy. On November 11, Shin Seung-jin, head of Samsung Securities' Investment Information Team, noted that while Trump's return introduces new risks for South Korean industries, SK Hynix’s advancements in high-bandwidth memory (HBM) set it apart.
In his report, "Investment Strategies for the Trump 2.0 Era," Shin referenced a recent request from NVIDIA CEO Jensen Huang, who asked SK Hynix to expedite the supply of its upcoming 6th generation HBM4 by six months. SK Group Chairman Chey Tae-won also mentioned Huang’s strong request at the recent "SK AI Summit 2024," humorously noting Huang’s penchant for fast-tracking as similar to that of a Korean.
Shin pointed out that NVIDIA consistently increases its HBM demands with every new GPU release, often requesting SK Hynix to accelerate agreed timelines.
Samsung Securities also suggested that, despite the heightened uncertainty from anticipated restrictions on semiconductor exports to China, potential corporate tax cuts under Trump's policies could increase investments from major U.S. tech companies, benefiting the South Korean semiconductor industry.
Alphabiz Reporter Kim Jisun(stockmk2020@alphabiz.co.kr)
