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Samsung Electronics, SK Hynix rebound timing hinges on AI data center funding

Shares of Samsung Electronics and SK Hynix have fallen sharply despite expectations of record results, dropping by amounts comparable to crisis periods. The declines have spread from concerns about U.S. AI data center operators\' funding and worries about further U.S. rate hikes, raising doubts over memory demand. Both companies posted or are expected to post strong operating profit. The timing of any rebound may depend on when funding fears for AI data centers ease.