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SK Hynix stock crashed 38% from June highs (market cap loss $470B) amid investor concerns about AI memory demand sustainability and fears of over-leveraged AI-related trading. Volatility spike signals retreat from peak euphoria.
Major supply-chain shock: world's largest DRAM/HBM supplier volatility exposes risk to AI accelerator supply chains and signals potential capex pullback if demand moderates.
Trade pressSlicast · July 28, 2026 · China · Source: 36氪
importance 95SK Hynix stock crashed 38% from June highs (market cap loss $470B) amid investor concerns about AI memory demand sustainability and fears of over-leveraged AI-related trading. Volatility spike signals retreat from peak euphoria.
Major supply-chain shock: world's largest DRAM/HBM supplier volatility exposes risk to AI accelerator supply chains and signals potential capex pullback if demand moderates.