A[Memory chip concept rebounded in shock, Changxin Technology's total market value returned to 3 trillion] On October 16th, the memory chip concept rebounded in intraday shock, Changxin Technology rose by more than 5%, the total market value returned to over 3 trillion, Juchen shares rose by more than 10%, Montage Technology, Puran Shares, GigaDevice Innovation, and Taiji Industrial were among the top gainers. On the news, South Korean stock markets opened higher in early trading, with memory chip leader SK Hynix rising more than 3% and Samsung Electronics rising nearly 3%. B[SK Hynix HBM4 part of the back-end process equipment order has been postponed to next year, the industry said that the expansion signal is still unclear] October 14th, it is reported that the investment schedule of SK Hynix HBM4 part of the back-end process equipment has recently become obviously uncertain. Some equipment orders originally planned to be implemented in the second half of this year are being postponed to next year, and subsequent procurement plans have not yet been concreted.
An industry source said, "There are signs that some of the equipment originally scheduled to be put into use this year will be postponed to next year. There is currently no data to confirm whether the delivered equipment is operating at full capacity." Another person pointed out, "SK Hynix's investment plan for next year seems to have not been finalized internally."
At present, the main body of issuing orders for HBM4 related equipment this year has basically been completed, but the trend of additional investment is still not obvious. Some industry insiders pointed out, "If investment is accelerating, relevant signals should have appeared. At present, SK hynix has neither clearly reduced nor clearly expanded HBM4-related investment." B[The top 15 Hong Kong stocks with net purchases by Korean investors in the first three quarters totaled a total net purchase of approximately US$228 million] On October 11, data from the Korea Securities Depository and Clearing Institute Information Portal (SEIBro) showed that in the first three quarters of 2026 (settlement date January 1 to September 30), the top 15 Hong Kong stocks with net purchases by Korean investors totaled a net purchase of approximately US$228 million. During the same period, the top 15 A shares had a total net purchase of approximately US$79.87 million. Among them, the net purchase amount of Global X China Semiconductor ETF topped the list, with a net purchase amount of US$52.57 million in the first three quarters. In terms of A-shares, in the first three quarters, memory chip leader Changxin Technology was favored by Korean investors, and its net purchases accounted for more than half of the top 15 A-share companies. A-share growth sectors such as semiconductors, 5G communications, and power batteries are also favored. Entering October, after Zhongji InnoLight’s H shares ranked second in net buying of Hong Kong stocks in the first three quarters, its A shares topped the list of net buying of A shares since October.
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