Samsung's earnings and SK Hynix's U.S. listing will provide new insights into the demand for AI memory chips. TSM's June sales are expected to reveal the durability of the current semiconductor sector rally. Longbow Asset Management CEO Jake Dollarhide noted that markets are seeing a leadership shift toward healthcare and industrials. Samsung experienced a 'sell the news' reaction following its earnings, impacting sentiment around SK Hynix's IPO.
