Bloomberg Daybreak: Asia Edition South Korean Tariff Hike, Samsung and SK Hynix Earnings Ahead
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Jan 27, 2026 Zachary Hill, head of portfolio management at Horizon, shares investment outlooks on MAG-7 earnings, precious metals and Fed policy. Yuk-Yung Lee, Bloomberg Seoul equities reporter, breaks down Samsung and SK Hynix, memory chip demand and AI-driven industry shifts. They discuss tariff threats on South Korean goods and a big week of tech earnings.
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Samsung Memory Outlook Is Central
- Investors focus on Samsung's semiconductor outlook, especially memory demand and pricing.
- Analysts want clarity on price hikes, advance sales, and future demand for memory chips.
HBM Competition Drives Hynix Interest
- SK Hynix's results should mirror Samsung's but emphasize high-bandwidth memory (HBM).
- The HBM race with NVIDIA is key, with Hynix seen as having an edge while Samsung closes the gap.
Korea's Government Is Actively Pro-Growth
- President Lee's administration is pro-growth and backing AI with a large fund proposal.
- The $150 trillion AI fund and governance reforms have bolstered investor sentiment in Korea.