AI memory stocks plunge despite Samsung Electronics’ strong earnings, down from the peak by more than 20%
Despite Samsung Electronics’ record earnings announcement, 7selling emerged on the day (local time), cooling enthusiasm for AI memory-related stocks. Micron (MU), Samsung Electronics (005930), SK hynix (000660) and the Roundhill Memory ETF have fallen more than 20% from their peaks based on recent closing prices. A clear shift in investors’ trading preferences is evident.

Despite Samsung Electronics posting record earnings, 7selling was observed on the day (local time). As investors began selling, trading enthusiasm in the related sector cooled rapidly.
Micron Technology (MU), Samsung Electronics (005930), SK hynix (000660), and the Roundhill Memory ETF have fallen more than 20% from their peaks based on recent closing prices.
The market reports that AI memory trading, considered one of the hottest trades of the 2026year, has turned weak. Selling appears to have been concentrated immediately after the earnings announcement.
Some investors reportedly said that, despite the strong results, they fell short of expectations, and profit-taking sell orders emerged in the process. There have also been reports of continued price adjustments within the sector alongside declining trading volume.
This movement is interpreted as a mismatch between individual earnings and trading sentiment. As the range of gains and losses widened among related stocks and ETFs, short-term changes in supply and demand emerged.
Market participants are observing increased short-term volatility in AI memory-related stocks. Going forward, earnings announcements and supply-and-demand indicators are expected to be key variables in share-price movements.
Sources: 연합인포맥스
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