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By Rodrigo Santos Andrade
Market Talk: ‘Debate still raging’ over memory chip demand
visibility comment0 event June 8, 2026 timer 09:17
South Korea’s KOSPI index fell by over 8% as chipmakers SK Hynix and Samsung joined a tumble in AI stocks. Janet Mui of RBC Brewin Dolphin says traders don’t know if memory chip demand is cyclical or in a supercycle, but chipmakers’ revenues could justify valuations moving higher.
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