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Sk Hynix

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AI Boom Pushes SK Hynix into the $1T Chip Club
business1 day ago

AI Boom Pushes SK Hynix into the $1T Chip Club

South Korea’s SK Hynix joined Samsung Electronics and Micron as the latest memory-chip makers to reach a $1 trillion market cap, driven by surging AI demand that has elevated chip valuations globally. The trio now dominates memory production and reflect a broader AI-driven rally that has also sparked debate over profit-sharing with workers after record profits; bonuses could reach up to about $900,000 for SK Hynix staff and $400,000 for Samsung employees, though a deal had been reached after protests. Analysts warn that this concentration in a few firms makes South Korea’s equity market vulnerable to volatility.

via CNN|
#ai-boom#business#memory-chips
Micron Aims to Overtake SK Hynix in the AI Memory Race
markets2 days ago

Micron Aims to Overtake SK Hynix in the AI Memory Race

AI-driven demand for high-bandwidth memory has turned Micron and SK Hynix into high-growth memory stocks, with SK Hynix currently holding a stronger HBM position and Nvidia ties, while Micron is closing the gap after securing 2026 HBM supply and announcing a $2 billion Virginia factory expansion. Both stocks remain reasonably priced (Micron ~9.6x forward earnings; SK Hynix ~6.1x), and Wall Street expects Micron’s next-quarter EPS growth to outrun SK Hynix, signaling a tight AI-memory race as HBM4 and beyond ramp.

via Benzinga|
#ai#hbm#markets
AI Rally Expands the $1 Trillion Club to SK Hynix and Micron
markets4 days ago

AI Rally Expands the $1 Trillion Club to SK Hynix and Micron

AI-driven gains push SK Hynix above $1 trillion in market value as Micron rallies; China’s April industrial profits jump about 24.7%, and European firms remain committed to Chinese manufacturing. ECB signals it will do what’s necessary to bring inflation to 2% while markets hover near records, and investor attention turns to Ferrari’s disappointing Luce EV launch and BP’s share decline after the chairman’s exit over conduct concerns.

via CNBC|
#ai-chips#china-profits#ecb-inflation
Korea to Debut 2x Leveraged ETFs on Samsung and SK Hynix
markets6 days ago

Korea to Debut 2x Leveraged ETFs on Samsung and SK Hynix

South Korea plans to launch its first-ever single-stock leveraged ETFs linked to Samsung Electronics and SK Hynix, aiming to deliver twice the daily moves of these chipmakers. Analysts expect strong retail demand but warn the products could amplify volatility and concentration risk in the Kospi, with regulators cautioning about potential losses as volatility remains elevated. The move underscores the AI stock rally’s influence on retail trading in Korea.

via Bloomberg.com|
#leveraged-etfs#markets#samsung-electronics
Hynix rides AI boom to record Q1 profits on rising memory prices
business1 month ago

Hynix rides AI boom to record Q1 profits on rising memory prices

SK Hynix posted a record first‑quarter with revenue of 52.58 trillion won and operating profit of 37.61 trillion won, driven by soaring memory prices and strong AI demand, with a 72% operating margin and revenue nearly tripling year over year. The results beat profit expectations but missed revenue forecasts, underscoring robust HBM/DRAM demand for AI infrastructure. The company plans about 19 trillion won in new capacity in South Korea as it faces ongoing capacity constraints, while maintaining supplier diversification to mitigate potential supply disruptions amid geopolitical risk. Samsung remains a DRAM competitor, but SK Hynix continues to lead in HBM.

via CNBC|
#ai-demand#business#dram
Memory giant SK Hynix eyes US listing to fund AI-fueled capacity boom
business2 months ago

Memory giant SK Hynix eyes US listing to fund AI-fueled capacity boom

SK Hynix disclosed a confidential SEC filing for a potential U.S. listing via American Depositary Receipts within 2026, aiming to raise about $6.7–$10 billion to fund capacity expansion amid surging AI-driven memory demand. Details on size, method and timing aren’t finalized and will be disclosed later or within six months. The company is pursuing major capex, including new Korean fabs and U.S. packaging facilities, and recently placed a large ASML equipment order as it rides an “unprecedented growth” in the memory market.

via CNBC|
#adr#ai-demand#business
Micron Dips as SK Hynix Looks to List in the U.S.
market-news2 months ago

Micron Dips as SK Hynix Looks to List in the U.S.

Micron stock MU slid about 2.5% after reports that memory rival SK Hynix is considering a $10 billion U.S. listing to help fund its planned $8 billion EUV equipment purchase from ASML by 2027. A U.S. listing could broaden SK Hynix access for investors and pressure MU, though MU remains supported by some analysts, including Phillip Securities’ Yik Ban Chong who raised the target to $530 on strong earnings and AI memory demand. MU is up roughly 38% year-to-date with light trading volume, while the stock’s overall Street consensus remains Strong Buy with an average target around $357.57, signaling about 35-36% upside.

via TipRanks|
#asml#market-news#micron
Kospi slips 7% after hot streak, led by Samsung and SK Hynix
markets2 months ago

Kospi slips 7% after hot streak, led by Samsung and SK Hynix

South Korea’s Kospi tumbled about 7% after a holiday, ending its run as the world’s top performer for 2026. The retreat was led by heavy losses in Samsung Electronics and SK Hynix, with foreign investors net-sellers over the last two sessions (outflows near 7 trillion won at end-February and about 5.4 trillion won on Tuesday). A weaker won, rising crude prices, and risk-off sentiment weighed on sentiment, though the index remains up around 37% year-to-date and 128% over the past year, with regulators briefly suspending program trading during the session.

via MarketWatch|
#foreign-investors#kospi#markets
ASML bookings soar as SK Hynix plans bold capex push
industries4 months ago

ASML bookings soar as SK Hynix plans bold capex push

ASML reported fourth-quarter bookings of €13.16 billion, up 86% and well above estimates, as AI-related demand boosted both memory and logic‑chip equipment. The Netherlands‑based company posted €2.89 billion profit on €9.72 billion in sales, guided 2026 sales to €34‑39 billion with a 51‑53% gross margin, and unveiled a buyback of up to €12 billion through 2028 plus a 17% dividend increase to €7.50 a share. In the same period SK Hynix signaled a substantial increase in capital expenditure after a 90% rise in Q4 profit and a 66% jump in revenue, driven by AI workloads and memory demand; both companies reflect a robust AI‑driven semiconductor cycle.

via MarketWatch|
#asml-holding#capital-expenditure#earnings