# Samsung and SK Hynix Drop as Brokerages Push Add Semiconductors

> Semiconductor stocks plunge but brokerages say now is time to add exposure.
- Title: Samsung and SK Hynix Drop as Brokerages Push Add…
- Summary: Semiconductor stocks plunge but brokerages say now is time to add exposure. South Korea's Samsung Electronics and SK Hynix dropped sharply in early trading…
- Keywords: samsung electronics, sk hynix, ds investment & securities, trendforce, hbm, nvidia, asml, semiconductor, ai investment, drum, korea exchange, kospi
- Source: BigGo Finance — https://finance.biggo.com/news/d72bba44-f68b-4c40-a51f-1f32b5b2217c
- Author: BigGo Finance
- Published: 2026-10-19T02:25:18+00:00
- Read time: 2 min
- Topics: samsung electronics, sk hynix, ds investment & securities, trendforce, hbm, nvidia, asml, semiconductor, ai investment, drum, korea exchange, kospi
## Samsung and SK Hynix Plunge
South Korea's Samsung Electronics and SK Hynix fell sharply in early trading on Oct. 19 before paring losses and attempting a rebound.
## Stocks Drop 17.75% and 24.33%
Samsung Electronics dropped 17.75% and SK Hynix dropped 24.33% from Oct. 12-16.
## Kospi Falls 20.7% in Seven Days
South Korea's Kospi fell 20.7% over seven straight losing sessions through Oct. 15.
## Brokerages Argue Buying Opportunity
Brokerages argue physical semiconductor demand remains solid and the selloff is a buying opportunity.
## TrendForce Raises 2027 Capex Forecast
TrendForce raised its 2027 capex growth forecast for cloud service providers to 60% from 50%.
## DS Investment Says Post-2028 Downturn Overpriced
DS Investment & Securities said fears of a post-2028 downturn are overpriced into shares.
## SK Hynix Expected to Post Record Profit
SK Hynix is expected to post record third-quarter operating profit of 76.964 trillion won (approximately $57.8 billion).
## CXMT Launches 4F² Server DRAM
China's CXMT unveiled a 4F² server DRAM within the year, cutting cell area by 33% compared with 6F².
## CXMT Revenue and Profit Surge
CXMT forecast third-quarter revenue of CNY 114.7 billion to CNY 119.7 billion (approximately $17.2 billion to $17.9 billion).
## CXMT Profit Swings to Positive
CXMT forecast net profit of CNY 53.4 billion to CNY 54.9 billion (approximately $8.0 billion to $8.2 billion).
## Wall Street Questions CXMT's 4F²
Analysts say CXMT's 4F² cell could be 34% larger than rivals' existing 6F² products.
## TrendForce Projects AI Server Growth
AI server shipment growth is expected to accelerate to 36% next year from 32.2% this year.
## ASML Orders for 2029-2030
ASML customers show interest in ordering equipment for supply in 2029-2030.
## ASML Revenue Beats Estimates
ASML's third-quarter revenue was €11.66 billion (approximately $13.1 billion) and net profit was €4.96 billion (approximately $5.6 billion).
## Key takeaway

South Korea's Samsung Electronics and SK Hynix dropped sharply in early trading on Oct. 19 amid AI investment concerns, but brokerages argue the selloff presents a buying opportunity for semiconductor stocks.