Bloomberg Daybreak: Asia Edition
SK Hynix Earnings, Yen Weakness
Apr 25, 2024
Guests discuss SK Hynix earnings and the potential for BOJ intervention. Topics include market attitudes, chip industry recovery, wealth management insights, Bank of Japan's actions, improving capital efficiency, and investment picks in Japan.
21:40
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Quick takeaways
- SK Hynix's positive earnings forecast indicates growth in memory chip market, driven by AI demand.
- Delayed rate cuts in South Korea may widen interest rate gap with US, impacting investor expectations.
Deep dives
Impact of SK Hynix Earnings on Memory Chip Market
The recent earnings report from SK Hynix reveals a positive outlook for the memory chip market, indicating a full recovery in memory chips with a surge in AI demand driving revenue expansion since 2010. Forecasts suggest bullish demand for traditional memory chips, signaling potential recovery in smartphone and PC markets by the end of the year.
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