SK Hynix

Asian stocks rally after U.S. Treasury bond buyback eases yield pressure

Asian equities rallied on Thursday, August 20, after the U.S. Treasury announced plans to expand buybacks of longer-dated government debt, pulling 30-year yields back from multi-decade highs and offering relief to markets still reeling from the prior session's brutal selloff.

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SK Hynix announces record $29B share buyback after stock loses half its value

SK Hynix announced on Wednesday that it will buy back and cancel 40 trillion won ($29 billion) worth of its own shares over the next three months — the largest share cancellation program ever by a listed South Korean company.…

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SK Group chief warns 2027 will be worst year for AI memory shortage

SK Group Chairman Chey Tae-won has warned that the global semiconductor industry faces a severe supply-demand imbalance in 2027, describing the race to secure artificial intelligence memory as "like a war" in a wide-ranging CNBC interview broadcast on August 13.

Morgan Stanley warns ‘chipflation’ pushing firms to rush hardware buys

A growing consensus among major Wall Street banks emerged this week that the global memory chip shortage — branded "chipflation" by Morgan Stanley — will persist as a multi-year headwind, driving enterprises to accelerate hardware purchases and prompting governments to…

DRAM makers hold $38B in prepayments as 5-year deals reshape chip industry

Global memory chip makers are locking customers into multi-year supply agreements at an unprecedented scale, fundamentally reshaping an industry long defined by volatile boom-and-bust cycles. Samsung Electronics, SK Hynix, and Micron collectively hold an estimated $38 billion in advance payments…

AI-fueled Asian share sales hit record $83B in July

Artificial intelligence-related companies in the Asia Pacific drove equity capital markets activity to an all-time monthly high in July, with initial public offerings, placements, and block trades raising more than US$83 billion — the highest ever monthly haul for firms…

Asian stocks slide as SoftBank, SK Hynix extend chip rout

Japanese and South Korean equities reversed early gains on Friday as memory chip stocks extended a weeks-long rout that has wiped hundreds of billions of dollars from semiconductor valuations across Asia. The KOSPI opened more than 1% higher before sellers…

SK Hynix approves $38B chip fab expansion, lifting Micron shares

Shares of Micron Technology rose in premarket trading on Friday after South Korean chipmaker SK Hynix announced its board had approved approximately 54.3 trillion won ($38.3 billion) in investments to build new semiconductor fabrication plants, a move that lifted sentiment…

Asian chip stocks slide as US semiconductor selloff spreads

Japanese and South Korean stock markets fell sharply on Thursday, August 6, as a broad retreat in US semiconductor stocks rippled across Asia, dragging down chip leaders and reversing gains from the prior session's rally.

Samsung, SK Hynix test Chinese chip tools to hedge U.S. export risks

Samsung Electronics and SK Hynix are testing plasma etching equipment from Shanghai-based Advanced Micro-Fabrication Equipment (AMEC) at their Chinese factories, Reuters reported on Wednesday, as the South Korean memory chip giants prepare contingency plans against further tightening of U.S. export…

All 2027 memory chip capacity sold out amid AI-driven shortage

Samsung Electronics has warned that the global memory chip shortage will intensify in 2027 and persist through at least 2028, as artificial intelligence demand continues to outstrip production capacity. The warning, delivered during the company's second-quarter earnings call on July…

SK Hynix and Sandisk release first open standard for high bandwidth flash AI memory

SK Hynix and Sandisk on Tuesday released the industry's first standard specifications for High Bandwidth Flash, a next-generation memory technology designed to ease bottlenecks in AI inference systems by filling the gap between high-bandwidth memory and solid-state drives.

China’s CXMT prepares to produce advanced memory chips rivaling Samsung, SK Hynix

China's state-backed ChangXin Memory Technologies is preparing to produce advanced smartphone memory chips on par with the industry's most cutting-edge designs, according to Bloomberg, marking a leap that has renewed pressure on established memory-chip leaders.

Nvidia’s Rubin Ultra chip gets major memory cut, rattling HBM market

Nvidia has further reduced the memory specifications of its flagship Rubin Ultra AI accelerator chip, according to a report from semiconductor research firm SemiAnalysis that circulated over the weekend. The changes reflect the company's effort to manage surging costs of…

Samsung, SK Hynix smash profit records but stocks slide on AI sustainability fears

The two dominant forces in the global memory chip industry delivered record-breaking quarterly results this week, yet failed to calm investor anxiety over the sustainability of the AI spending boom that powered their earnings.

Global chip selloff deepens as China’s STAR 50 tumbles

A punishing selloff in semiconductor stocks has spread across global markets this week, driven by a convergence of catalysts that have shaken investor confidence in the AI-fueled chip boom: an earnings miss from memory giant SK Hynix, the blockbuster IPO…

Samsung posts record Q2 profit on AI chip boom

Samsung Electronics on Thursday reported a 19-fold surge in second-quarter operating profit, reaching a record 89.4 trillion won ($61.9 billion), as relentless demand for artificial intelligence memory chips more than compensated for weakness in its mobile division. The results, released…

Chip stocks sink as SK Hynix’s record earnings fail to impress AI investors

Semiconductor stocks fell sharply on Wednesday after SK Hynix reported second-quarter results that, despite setting records, failed to meet the lofty expectations of investors increasingly uneasy about the sustainability of the artificial intelligence spending boom. The selloff extended a brutal…

SK Hynix earnings miss sparks record South Korea selloff

SK Hynix reported a record second-quarter operating profit of 60.5 trillion won on Wednesday, a 557% surge from a year earlier, but the results fell short of the 64 trillion won forecast compiled by LSEG SmartEstimate, triggering a brutal selloff…

SK Hynix posts record Q2 profit but misses estimates

SK Hynix reported record second-quarter earnings on Tuesday that nonetheless fell short of Wall Street expectations, as the memory chipmaker's heavy bet on high-bandwidth memory for artificial intelligence limited its ability to capitalize on a broader rally in conventional chip…

Samsung CEO warns AI memory chip shortage will last years

Samsung Southwest Asia President and CEO JB Park warned that the global memory chip shortage fueled by artificial intelligence demand will persist for years, as the industry struggles to expand production capacity fast enough to meet surging requirements.

SK Hynix emerges as Kioxia’s No. 2 holder after Bain’s $17B exit

Bain Capital has fully divested its stake in Japanese memory chipmaker Kioxia Holdings, completing one of the most profitable private equity exits in Japan's history. The firm reaped approximately $17 billion in total proceeds — with profits exceeding $15 billion…

SK Hynix expected to report record Q2 profit Wednesday amid AI memory boom

SK Hynix is expected to post an all-time high operating profit when it reports second-quarter 2026 results on Wednesday, July 29, capping a period of extraordinary growth driven by insatiable demand for AI memory chips.

Anthropic asked SK Hynix for supplies to make its own chips

Anthropic has requested supplies from SK Hynix to produce its own semiconductors, SK Group chairman Chey Tae-won revealed at an AI event in San Francisco on Friday, a disclosure that confirms the AI developer is moving from planning to execution…

Anthropic signs chip supply deals with Samsung, SK Hynix

Anthropic CEO Dario Amodei confirmed on Friday that the AI company has signed supply agreements with SK Hynix and Samsung Electronics, formalizing the startup's push to develop its own custom semiconductors. The announcements came during the San Francisco AI Summit,…

Nvidia and SK Group announce $500B AI partnership

Nvidia and South Korea's SK Group announced plans for a partnership valued at more than $500 billion on Thursday, encompassing large-scale AI data centers and next-generation memory development. The deal, signed as letters of intent at an AI Summit in…

Samsung, SK Hynix sign $950B in chip deals with U.S. firms

Samsung Electronics and Broadcom announced a sweeping memorandum of understanding on Friday covering more than $200 billion in cooperation across memory chips, contract chip manufacturing, and advanced packaging through 2030, the companies said in a statement reported by Reuters.

South Korea moves up leveraged ETF deposit rules to July 31

South Korea's Financial Services Commission is moving to implement stricter deposit requirements for single-stock leveraged exchange-traded funds ahead of schedule, with the tripled minimum cash deposit of 30 million won now expected to take effect on July 31 rather than…

Global chip stocks surge as record tech rebound spreads to Asia

Semiconductor and artificial intelligence stocks roared back to life this week, with Morgan Stanley's TMT Momentum Factor posting its largest single-day gain on record on Tuesday, surging more than 12% in a move that surpassed even the best single-session performances…

SK Hynix scouts U.S. factory sites to fight ‘chipflation’

Even as memory chip makers enjoy record profits and a historic supply shortage, Wall Street is growing uneasy about what comes next. Samsung, SK Hynix, and Micron are all pursuing massive capacity expansions simultaneously, raising the specter of an oversupply…