SK Hynix, Samsung, and CXMT all made headlines in the same week amid a volatile AI memory market. SK Hynix hit the 30% daily limit and gained more than 17% on July 31, as South Korea's KOSPI Index experienced its largest single-day gain ever; Samsung gained 27% on the same day. CXMT went public in Shanghai on July 27 and gained 466% on the first day, triggering a 53% sell-off of SanDisk and a 41% peak-to-trough sell-off of Micron. SK Hynix alone is expected to make more in 2026 than in the previous 27 years combined. SK Hynix commands about 50% of the world HBM market and is HBM’s largest supplier to NVIDIA. It experienced a strong YOY profit increase for Q2 2026 and has 2027 and 2028 HBM contracts. UBS started coverage with a price target of $204 and a Buy rating. DRAM is forecasted for a 36% increase by 2027. HBM pricing is 5 to 8 times that of standard DRAM. SK Hynix is trading at $157.49 with a +17.52% session increase, with support at $155.16 and a medium-term target of $178.01. Samsung is the largest company in the KOSPI, with record quarterly operating profits from DRAM