Selloff Quickly Fades

Investors treat the plunge in Samsung and SK Hynix as a sentiment-driven reaction to Hock Tan's language rather than a change in near-term AI memory demand. Broker notes and customer checks emphasize that HBM supply remains tight and that Broadcom's financing comments do not equal cancelled chip orders.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.