August 3 Samsung Electronics and SK Hynix Outlook: 5 Key Price Levels to Watch After the Surge
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The key takeaway before the August 3 market open is not to assume a higher opening, but to check whether the gains from July 31 can hold. For Samsung Electronics at KRW 262,500 and SK Hynix at KRW 1,718,000, whether Friday's opening prices and lows hold matters more than their closing prices. U.S. semiconductor stocks were mixed, with Nvidia rising and Micron falling, making confirmation more important than chasing the rally.
This article was written as of 2026-08-03 at 1:20 a.m. Korea Standard Time. At that point, Monday's U.S. stock index futures trading and domestic NXT premarket trading had not yet begun, so actual premarket prices would need to be checked again in the morning.
The price levels below are observation benchmarks for assessing volatility, not recommended buying or selling levels. Stock prices can move differently from expectations, and stocks that have surged carry the risk of substantial losses.
1. Not All U.S. Semiconductor Stocks Rose
Friday's U.S. market showed that semiconductor investment sentiment had not deteriorated further, but it was not a session in which memory stocks rose across the board. Nvidia gained 2.93%, while Micron fell 5.99%, showing a divergence between AI accelerator stocks and memory stocks.
The Philadelphia Semiconductor Index rose approximately 2%, while the Nasdaq Composite gained approximately 0.6%. Although the overall U.S. market trend was positive, signals from the memory sector, which is directly relevant to Samsung Electronics and SK Hynix, remained mixed.
Shares of SK Hynix traded in the U.S. were also reported to have weakened on Friday. Therefore, it is difficult to make the simple assumption that rising U.S. semiconductor stocks will automatically lead to another sharp rally in both Korean stocks.
On Monday morning, it is better to check the following in order:
Direction of U.S. Nasdaq100 and S&P500 stock index futures
After-hours news related to Nvidia and Micron
Whether the won-dollar exchange rate rises further
Whether any new reports emerge concerning China's semiconductor industry
On July 31, the won-dollar exchange rate rose to approximately KRW 1,443 per dollar. A weaker won can benefit exporters' earnings when converted into Korean currency, but a rapid increase in the exchange rate can also be interpreted as a sign of risk aversion among foreign investors.
2. Most of Friday's Gains Came From the Opening Gap Rather Than Intraday Advances
Samsung Electronics and SK Hynix did not climb gradually during the July 31 session. Instead, both stocks jumped sharply from the opening bell. This is why holding Friday's opening prices may matter more than their closing prices on Monday.
| Stock | July 30 Closing Price | July 31 Opening Price | High | Low | Closing Price |
|---|---|---|---|---|---|
| Samsung Electronics | KRW 207,000 | KRW 257,000 | KRW 267,000 | KRW 243,000 | KRW 262,500 |
| SK Hynix | KRW 1,322,000 | KRW 1,697,000 | KRW 1,718,000 | KRW 1,586,000 | KRW 1,718,000 |
Samsung Electronics opened approximately 24.15% above its previous closing price, while SK Hynix opened approximately 28.37% higher.
Author's calculations
Samsung Electronics opening gap: `(257,000÷207,000-1)×100＝approximately 24.15%`
SK Hynix opening gap: `(1,697,000÷1,322,000-1)×100＝approximately 28.37%`
For both stocks, most of the day's gains were already reflected at the opening. If prices fall below Friday's opening levels on Monday, investors should check whether short-term profit-taking has begun.
Key Price Levels to Watch for Samsung Electronics
KRW 267,000 or above
If the stock breaks above Friday's high and stays there, investors can watch for signs that the upward trend is continuing. Sustaining the price with trading volume is more important than briefly breaking through the level.
Around KRW 257,000
This was Friday's opening price. If the stock recovers or maintains this level despite an intraday correction on Monday, it may suggest that the market is consolidating the recent sharp gains.
Below KRW 243,000
This would mean a break below Friday's low. It could signal that buying momentum has weakened substantially just one day after the surge, warranting caution about increased volatility.
Key Price Levels to Watch for SK Hynix
KRW 1,718,000 or above
This was Friday's upper price limit and intraday high. Even if the stock opens above this level on Monday, investors should watch whether the price holds rather than assume further gains based only on early trading.
Around KRW 1,697,000
This was Friday's opening price. Holding this level would help determine whether the previous surge is being sustained. If the stock falls below it and fails to recover, investors should check whether profit-taking pressure has increased.
Below KRW 1,586,000
This was Friday's low. A decline to this level would mean that a substantial portion of Friday's buying momentum had been reversed, requiring a reassessment of the short-term direction.
3. Check Whether Foreign Investors Continue Net Buying on Monday
The sharp rally on July 31 was driven more by foreign investors' net buying than by individual investors chasing rising prices. Figures covering both the regular market and NXT reportedly showed foreign investors' net purchases of approximately KRW 8,770,000,000,000.
By stock, foreign investors' net purchases were estimated at approximately KRW 3,588,300,000,000 for SK Hynix and KRW 2,103,000,000,000 for Samsung Electronics. The concentration of foreign capital in these two stocks was central to Friday's rally.
However, Friday's investor flows are already historical data. On Monday, whether foreign buying resumes is more important than the price increase itself.
The following scenarios can help distinguish market conditions:
Rising stock prices + foreign net buying: Watch whether Friday's buying momentum continues.
Rising stock prices + foreign net selling: Assess the possibility that existing shareholders are taking profits.
Flat stock prices + foreign net buying: Check whether buyers are absorbing available selling pressure.
Falling stock prices + foreign net selling: Be cautious about the possibility of increased volatility.
Immediately after the market opens, investor-flow figures can change sharply because relatively few orders have been executed. Rather than focusing on a single figure just after 9 a.m., it is better to examine cumulative flows through approximately 9:30 a.m.
4. Earnings Are Strong, but Market Expectations and Concerns About Chinese Semiconductors Remain
Samsung Electronics and SK Hynix both reported exceptionally strong earnings for 2 quarter. However, stock prices tend to reflect how much earnings exceed market expectations and whether profits are likely to continue growing, rather than absolute earnings figures alone.
| Company | Revenue in 2 Quarter of 2026 | Operating Profit | Operating Margin Calculated by the Author |
|---|---|---|---|
| Samsung Electronics | KRW 171,500,000,000,000.0 | KRW 89,500,000,000,000.0 | Approximately 52.2% |
| SK Hynix | KRW 79,318,700,000,000.0000 | KRW 60,542,600,000,000.0000 | Approximately 76.3% |
Samsung Electronics' semiconductor-focused Device Solutions (DS) division recorded revenue of KRW 127,500,000,000,000.0 and operating profit of KRW 89,200,000,000,000.0. Demand for memory used in AI servers and rising memory prices drove the results.
SK Hynix also announced record quarterly results, supported by the expansion of HBM and other high-value-added products. However, market expectations had been exceptionally high before the earnings announcement, while concerns about increased capital expenditure and future supply growth amplified stock-price volatility.
Positive factors currently influencing stock prices include:
Memory demand from AI data centers
HBM4 supply and long-term supply contracts
Rising prices for conventional DRAM
Expectations for Samsung Electronics' shareholder returns
SK Hynix's competitiveness in HBM
Conversely, risks that still need monitoring include:
Expansion of production capacity at China's CXMT
Reports on China's localization of semiconductor equipment
Simultaneous capacity expansion by memory manufacturers
Questions about the profitability of AI infrastructure investment
The possibility of failing to meet elevated earnings expectations
Strong earnings do not automatically translate into rising stock prices. On Monday, investors should focus less on the long-term outlook and more on which factors the market is reacting to most strongly.
The NXT premarket operates from 8:00 a.m. to 8:50 a.m. The Korea Exchange regular session begins at 9 a.m., so prices established on NXT should not be assumed to match KRX opening prices.
The NXT premarket uses continuous trading, meaning orders are executed immediately when matching orders are available. During periods of low trading volume, even a small number of orders can cause substantial price movements, so both prices and volume should be monitored.
August 3 Premarket Checklist
After 7 a.m.
Check U.S. stock index futures, the won-dollar exchange rate, and breaking semiconductor-related news. Trading in U.S. stock index futures begins at 7 a.m. Korea Standard Time.
8:00–8:20 a.m.
Check Samsung Electronics and SK Hynix prices, trading volume, and bid-ask spreads on NXT. Sharp movements on insufficient volume may differ from the direction of the regular session.
8:30–9 a.m.
Check the KRX indicative opening auction price. If NXT prices differ substantially from the expected KRX opening prices, examine which market is attracting more orders.
9:00–9:10 a.m.
Rather than focusing on the first executed price, check whether Friday's opening and closing prices hold. It is important not to judge the market's direction based solely on sharp fluctuations during the first 1–2 minutes.
Around 9:30 a.m.
Check cumulative foreign investor flows, the number of rising stocks in the KOSPI, and whether semiconductor equipment and materials stocks are moving higher together. If only Samsung Electronics and SK Hynix rise while related sectors remain weak, the breadth of the rally may be limited.
How to Interpret Different Market-Opening Scenarios
| Early Trading Scenario | What to Check |
|---|---|
| Both stocks break above Friday's highs | U.S. futures, foreign net buying, and whether the broader semiconductor sector is rising together |
| Prices fluctuate between Friday's closing and opening levels | Whether the stocks are consolidating their sharp gains in sideways trading and whether volume is declining |
| Prices fall below Friday's opening levels | Whether foreign investors switch to selling and whether the opening levels can be recovered |
| Prices fall below Friday's lows | Whether the short-term rebound has failed and whether broader market volatility is increasing |
| Only Samsung Electronics is strong | Company-specific developments involving HBM, shareholder returns, and long-term contracts |
| Only SK Hynix is strong | Recheck HBM supply and demand conditions and the performance of shares traded in the U.S. |
Frequently Asked Questions
Could Samsung Electronics and SK Hynix Hit Their Upper Price Limits Again on Monday?
That possibility cannot be determined in advance. After rising by nearly 26–30% in a single Friday session, both the potential for further gains and the risk of profit-taking have increased. U.S. futures, foreign investor flows, and whether Friday's price levels hold should all be considered together.
Not necessarily. The NXT premarket may have limited trading volume and thin order books, while KRX opening prices are determined through a separate call auction. NXT prices should be used as reference information, and the indicative KRX opening prices should be checked again.
Which Stock Is Stronger, Samsung Electronics or SK Hynix?
On July 31, SK Hynix closed at its upper price limit, showing stronger short-term price momentum. However, weakness in Micron and SK Hynix-related shares in the U.S. market could increase volatility on Monday. Samsung Electronics has support from its earnings, long-term supply contracts, and expectations for shareholder returns, but both stocks remain heavily influenced by overall market investor flows.
The Key Things to Check Today, in Order
Check U.S. futures and exchange rates at 7 a.m., NXT trading volume at 8 a.m., whether Friday's opening prices hold at 9 a.m., and cumulative foreign investor flows at 9:30 a.m.
The key for August 3 is not to predict further gains in advance, but to determine whether Samsung Electronics can hold around KRW 257,000 and SK Hynix around KRW 1,697,000 while foreign investors continue buying. If Friday's lows are broken, the risk of giving back the sharp gains may increase, so both price volatility and potential losses should be considered.
※ This article is provided for informational purposes to help readers understand market trends and does not constitute investment advice or a recommendation to buy any particular stock or asset. Final investment decisions and responsibility rest with the individual investor.
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