Peak or supercycle? Chip outlook faces crucial test

Samsung Electronics and SK hynix are entering a critical stretch as investors split over whether the memory boom is nearing a peak or developing into a prolonged AI-driven supercycle. Results from ASML and TSMC this week, followed by big tech firm earnings and capital expenditure plans later this month, are expected to shape the outlook for both Korean chipmakers after a sharp selloff fueled by profit-taking and peak-cycle concerns. The Bank of Korea on Monday backed the more bullish view, sayin