Samsung Electronics Stock Drops 13.4% Amid Memory Chip Rout and AI Spending Concerns, Earnings Call on July 30

Samsung Electronics is trading 13.4% down at KRW 220,000.00 as part of a sharp rout in memory and semiconductor stocks triggered by fears of intensifying competition from Chinese chipmakers and questions about AI infrastructure spending. Investors are reacting to a sector-wide selloff in South Korea and globally. There is no new company-specific news beyond the upcoming July 30 earnings call. SK Hynix also reported record Q2 revenue of 79.32 trillion won and operating profit of 60.54 trillion won, with plans to expand HBM4 capacity in H2 2026 and long-term supply agreements with 10 major customers.