24/7 Wall Street
01 Jun 2026, 12:45 UTC · 1h ago
This Niche 3X Korea Fund Rode the Memory Chip Boom to a 2,108% One-Year Gain, but Don't Expect a Repeat
24/7 Wall Street
01 Jun 2026, 12:45 UTC · 1h ago
Story key points
4 claims · impact-rated
SK Hynix is guiding for a 30% compound annual growth rate for its high-bandwidth memory (HBM) product line through the end of the decade. — HBM is a critical chokepoint for AI training infrastructure; strong long-term guidance from a dominant supplier suggests sustained AI capex and sector growth.
+0.80Samsung Electronics and SK Hynix together control approximately 95% of the global high-bandwidth memory supply. — This extreme market concentration creates a significant moat and pricing power for these two firms in the AI hardware supply chain.
+0.60Korean retail investors are aggressively utilizing 3x leveraged ETFs (like KORU) to bet on the AI-driven semiconductor trade. — Heavy retail inflows into leveraged products can accelerate upward momentum but increase the risk of a violent crash during corrections.
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Korean financial regulators have introduced mandatory online education programs to warn investors about the risks of leveraged ETFs. — Regulatory pressure and warnings may dampen the marginal retail bid and reduce the speculative inflows supporting these assets.
-0.30Ticker attribution
Model heads
Guides for 30% compound growth through the decade due to its dominance in high-bandwidth memory for AI.
Identified as a dominant force in the global memory market and a primary driver of the AI-led rally in Korean equities.
Listed as one of the three companies controlling 95% of the global memory market essential for AI training.
Mentioned only in the context of an analyst's past success, with no new material sentiment provided.
[mutual] SK Hynix and Micron are among the companies controlling the global memory market.
[mutual] Samsung Electronics and Micron are among the companies controlling the global memory market.
[mutual] Samsung Electronics and SK Hynix both control the global high-bandwidth memory market.
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