Bitget App
Trade smarter
Buy cryptoMarketsTradeFuturesStocksEarnInstitutionAI & More
🚀 Korea’s AI Semiconductor Super Profit Cycle Explodes! Samsung + SK Hynix + Hyundai Motor Deliver Record-Breaking Results3 Major Korean Stocks 20x Leverage Perpetual Contracts Now Live! 【Weekly Draw for Lifetime 0 Fees + Free US Stocks】

🚀 Korea’s AI Semiconductor Super Profit Cycle Explodes! Samsung + SK Hynix + Hyundai Motor Deliver Record-Breaking Results3 Major Korean Stocks 20x Leverage Perpetual Contracts Now Live! 【Weekly Draw for Lifetime 0 Fees + Free US Stocks】

BitgetBitget2026/06/02 06:53
By:Bitget
I. Market Background
 
In Q1 2026, global AI server capital expenditure continued to surge, driving the Korean semiconductor industry into a historic super-profit cycle. HBM (High Bandwidth Memory) supply and demand remained extremely tight, with Samsung Electronics and SK Hynix, the global memory duopoly, firmly dominating the high-end market. At the same time, Hyundai Motor emerged as a key pillar of Korea’s export sector, leveraging strong hybrid vehicle sales to successfully offset fluctuations in pure EV demand.
 
005930.KS (Samsung Electronics) reported Q1 consolidated revenue of KRW 133.9 trillion, a new quarterly record. Operating profit reached KRW 57.2 trillion (approx. USD 38 billion), surging 755% year-on-year and setting a new single-quarter profit record for Korean companies.
 
000660.KS (SK Hynix) posted Q1 revenue of KRW 52.58 trillion (+198% YoY) and operating profit of approximately KRW 37.61 trillion (approx. USD 25 billion), up 405% year-on-year, with an impressive operating margin of 72%.
 
005380.KS (Hyundai Motor) achieved Q1 consolidated revenue of KRW 45.94 trillion, hitting a new quarterly high with 3.4% year-on-year growth. Despite pressure from U.S. tariffs and incentive costs, operating profit stood at KRW 2.51 trillion (approx. USD 1.7 billion).
🚀 Korea’s AI Semiconductor Super Profit Cycle Explodes! Samsung + SK Hynix + Hyundai Motor Deliver Record-Breaking Results3 Major Korean Stocks 20x Leverage Perpetual Contracts Now Live! 【Weekly Draw for Lifetime 0 Fees + Free US Stocks】 image 0
 
The company maintained solid top-line growth driven by high-margin hybrid models, with global market share continuing to rise. Hybrid vehicle sales recorded significant year-on-year growth, becoming the standout highlight of Q1 performance.
 
II. Core Investment Thesis
AI computing demand has fully shifted from training to inference and Agentic AI, driving both volume and price increases across HBM, DRAM, and enterprise SSDs. Memory prices have risen sharply, while the high-end HBM capacity gap remains as high as 50-60%. The Korean duo’s 2026 HBM4 capacity has already been fully sold out and locked in with major clients, making the supply shortage likely to persist for the next three years.
  • Samsung Electronics is regaining its edge through its largest production scale and breakthroughs in HBM4 technology;
  • SK Hynix maintains its leadership position through deep strategic collaboration with NVIDIA;
  • Hyundai Motor is expected to return to a high-growth trajectory in the second half of the year as new models ramp up and new factories come online.
The three major Korean giants — Samsung, SK Hynix, and Hyundai Motor — are competing on the same stage. With earnings likely to exceed expectations, this is expected to continue driving strong stock performance. The high-prosperity cycle of Korea’s leading industries is poised to extend over the medium to long term.
 
III. 20x Leverage Now Live – Efficiently Amplify Sector Volatility Opportunities
Bitget has officially launched 20x high-leverage perpetual contracts for key Korean stocks, including SAMSUNG 、SKHYNIX 、HYUNDAI 、This provides investors with a powerful tool to efficiently amplify price movement opportunities.
 
Under the current AI-driven super profit cycle, the Korean semiconductor and automotive sectors exhibit extremely high elasticity. The 20x leverage allows investors to flexibly capture both upside and downside opportunities with smaller capital, fully magnifying the investment returns brought by earnings that exceed expectations.
 
At the same time, Bitget is running the hot 【Weekly 0 Fee Draw 】limited-time event: Click here to join directly!
  1. Lifetime 0 trading fees on US stock contracts + weekly lucky draws
  2. Participants have a chance to win free shares of hot US stocks like TSLA and NVDA
2
2

Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.

Understand the market, then trade.
Bitget offers one-stop trading for cryptocurrencies, stocks, and gold.
Trade now!

You may also like

A $20 Billion Gap! OpenAI Revenue Falls Far Short of Expectations, AI Sector Hit Hard, Oracle Drops Over 5%, Applied Optoelectronics Plunges 13%

The latest investor document from OpenAI shows that as of the end of September, the annualized revenue was "close to $5 billion," which is much lower than the previously rumored market expectation of $7 billion. The discrepancy is due to different statistical methods, but it has nevertheless shaken market confidence in the high demand for AI. Nvidia fell about 3%, while cloud service stocks Nebius and CoreWeave both dropped more than 7%, and optical interconnect stock Coherent fell 7%.

华尔街见闻•2026/10/08 21:34

Hurricane Approaches the U.S. Gulf of Mexico, Shutting Down a Quarter of Oil Production and Pushing Oil Prices Higher

About 512,000 barrels per day of oil production in the Gulf of Mexico have already shut down, accounting for 25% of the region’s total output, and 16% of natural gas production has been suspended. Companies such as Shell and Chevron have evacuated non-essential personnel. It is estimated that roughly 2.7 million barrels per day, or 14% of the US refining capacity, are located within or near the projected hurricane path. Currently, crude oil and refined product prices are elevated, and US refineries are operating at full capacity to fill the gap. Mizuho Securities warns that if US refining capacity is forced offline, the consequences "will be catastrophic."

华尔街见闻•2026/10/08 20:52

Trump “Debunks Rumors”? Says He Won’t Attack Iran Before Election; Iranian Foreign Minister Says Negotiations Held Through Mediators

On the US side, Trump stated that productive talks are ongoing with Iran, and that there will be no attack on Iran before the US midterm elections on November 3. The news pushed US Treasury yields lower, while crude oil gave back part of its gains, and gold quickly turned higher. The US has imposed a new round of sanctions on Iran, targeting 17 vessels transporting Iranian crude oil and petrochemical products. On the Iranian side, the Iranian Foreign Minister said that Iran has listened to the US response regarding the "seven-day plan" and will reply within a few days. The commander of the Islamic Revolutionary Guard Corps of Iran stated that they are ready at any time to deliver a devastating response to the enemy, and that the Strait of Hormuz is Iran's strategic red line.

华尔街见闻•2026/10/08 19:42