Tag
SK Hynix
12 articles
South Korea's Chip Exports Surge 331% as AI Boom Strains Memory Capacity
Semiconductor shipments hit $16.6 billion in early November, nearly half of all exports, as hyperscalers drain HBM and DRAM inventories through 2025.
TSMC's Memory Push Tests SK Hynix AI Partnership
TSMC's internal HBM development under VP Hsu Kuo-chin may upend its 2024 collaboration with SK Hynix, signaling a shift toward vertical integration in AI infrastructure.
SK Hynix Stock Remains a Buy: HBM and DRAM Sold Out Through 2029
The memory leader posted a 328 percent revenue surge in Q3, exceeded analyst expectations, and announced a $14.9 billion share buyback program.
SK Hynix Locks in 50% of Output Through 2028 as Memory Shortage Extends to 2030
The South Korean chipmaker secured long-term contracts with 14 major clients to secure revenue visibility while AI demand outpaces supply capacity expansion.
Solidigm Ties U.S. Factory to China Equipment Export Waiver
SK Hynix subsidiary conditions domestic manufacturing investment on approval to ship gear to its Dalian plant, forcing Washington to choose between onshoring incentives and export controls.
Samsung's $79B Buyback Plan: Why the Stock Could Keep Running
Samsung's board is set to approve a massive shareholder return program today, with shares already climbing 13% over two sessions as investors position ahead of official details
SK Hynix Upgraded to Buy With $250 Target as HBM Demand Tightens
Bank of America raises its price target 45 percent on strong high-bandwidth memory supply constraints and expanding long-term contracts
South Korea's FX Fund Bought $20 Billion From SK Hynix Listing
The Foreign Exchange Stabilization Fund purchased dollars SK Hynix repatriated after its record $26.5 billion U.S. share sale, a source with direct knowledge said.
SOX Volatility Pattern Shows 17% Drawdown Risk, BTIG Warns
Jonathan Krinsky flags 15 days of 3%-plus swings in 30 sessions as a setup that preceded double-digit losses in five prior cycles.
SK Hynix Misses Consensus, Crashes 9.7% Despite Record Profit
South Korean chip giant's $41.8 billion quarterly operating profit fell 5 percent short of expectations, triggering broad selloff in semiconductor and AI-linked stocks across Asia.
SK Hynix, Samsung Shares Jump 20%—HBM Backlog Locks In Two Years of Revenue
South Korean memory giants posted their strongest daily gains in more than a year as sold-out HBM production through 2026 gives both companies rare earnings visibility.
Nvidia Locks In $500B HBM Supply Deal With SK Hynix to Defend AI Market Lead
The long-term agreement secures critical high-bandwidth memory for Nvidia's H100 and B200 GPUs, tightening its grip on AI accelerator supply chains.