Japanese/East Asian financial
नज़रिए अनुसार · 1 takes across the edition
Nikkei Asia · Japan · SK Hynix overtakes Samsung in market cap for the first time in 26 years
Reads the flip as a structural shift in the Korean semiconductor industry: Samsung's yield struggles with HBM3e versus SK Hynix's AI-chip supply dominance; raises questions about whether Samsung can reclaim its position before Nvidia's next-generation chip orders shift allocation.
“The overtaking reflects HBM yield gaps between the two firms — structural, not cyclical.”