Japanese/East Asian financial
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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.”