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Semiconductors
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Memory chip valuations test supercycle thesisMemory semiconductor stocks trade at 47x forward earnings, sparking debate whether AI demand justifies valuations reminiscent of the dot-com peak. Samsung and SK Hynix have doubled since October, d…South Korea hits record high on AI semiconductor surgeThe KOSPI closed at an all-time high as Samsung and SK Hynix rode AI chip demand to double-digit gains. Samsung's memory division reported 40% revenue growth quarter-over-quarter, driven entirely b…