The first reason for SK Hynix's decline was that its performance was allegedly slightly lower than market expectations. According to the “Chosun Ilbo” earlier report, brokerage analysis indicates that SK Hynix's consolidated report operating profit for the second quarter of this year may be slightly lower than market expectations. Korea Investment Securities researcher Choi Min-suk released research estimates on the 13th. SK Hynix's consolidated revenue for the second quarter was 80.9 trillion won and operating profit was 60.4 trillion won; although they were 54% and 61% month-on-month increases, respectively, the operating profit of 65 trillion won was about 8% lower than the 65 trillion won operating profit expected by the market. The deeper core reason is that global institutions are systematically restructuring their positions to escape the single circuit of AI semiconductors. According to Bloomberg's analysis on the same day, two major negative market sentiments continue to suppress investment confidence in the semiconductor sector: first, the market is concerned that cloud vendor AI infrastructure investment is at risk of overheating, and second, major technology companies are increasing the layout of self-developed AI chips. Global asset management institutions are now generally adopting a position diversification strategy to reduce the risk of centralized portfolio holdings while retaining shares benefiting from AI. Institutions such as J.P. Morgan Asset Management, GMO, and Invesco are broadening the investment circuit. At the same time, the valuation restructuring and supply expansion brought about by the ADR listing completely disrupted the original stock price balance. According to a report by the US Consumer News and Business Channel, SK Hynix's stock price fell this Monday, which is thought to have been a profit settlement. Combined with the market's doubts about the reasonable price difference valuation of US stock depository certificates and South Korea's original shares. Analysts said that the ADR listing has actually established a new reference standard for investors to evaluate company valuations.

The first reason for SK Hynix's decline was that its performance was allegedly slightly lower than market expectations. According to the “Chosun Ilbo” earlier report, brokerage analysis indicates that SK Hynix's consolidated report operating profit for the second quarter of this year may be slightly lower than market expectations. Korea Investment Securities researcher Choi Min-suk released research estimates on the 13th. SK Hynix's consolidated revenue for the second quarter was 80.9 trillion won and operating profit was 60.4 trillion won; although they were 54% and 61% month-on-month increases, respectively, the operating profit of 65 trillion won was about 8% lower than the 65 trillion won operating profit expected by the market. The deeper core reason is that global institutions are systematically restructuring their positions to escape the single circuit of AI semiconductors. According to Bloomberg's analysis on the same day, two major negative market sentiments continue to suppress investment confidence in the semiconductor sector: first, the market is concerned that cloud vendor AI infrastructure investment is at risk of overheating, and second, major technology companies are increasing the layout of self-developed AI chips. Global asset management institutions are now generally adopting a position diversification strategy to reduce the risk of centralized portfolio holdings while retaining shares benefiting from AI. Institutions such as J.P. Morgan Asset Management, GMO, and Invesco are broadening the investment circuit. At the same time, the valuation restructuring and supply expansion brought about by the ADR listing completely disrupted the original stock price balance. According to a report by the US Consumer News and Business Channel, SK Hynix's stock price fell this Monday, which is thought to have been a profit settlement. Combined with the market's doubts about the reasonable price difference valuation of US stock depository certificates and South Korea's original shares. Analysts said that the ADR listing has actually established a new reference standard for investors to evaluate company valuations.