'Customer demand will remain higher than our supply capacity even beyond 2030': SK hynix CEO predicts memory supply crisis may run even longer than we feared What a difference a weekend makes. PC Gamer · Jul 13
Stocks Set to Open Lower as SK Hynix Sparks Chip Selloff, U.S. Inflation Data and Big Bank Earnings Awaited September S&P 500 E-Mini futures (ESU26) are down -0.29%, and September Nasdaq 100 E-Mini futures (NQU26) are down -0.94% this morning, pointing to a lower open on Wall Street as chipmakers came under renewed selling pressure following a selloff in their South Korean peers. Barchart · Jul 13
Global Market: Japan's Nikkei closes lower as oil price jump dims corporate outlook Japan's Nikkei share average closed lower as oil prices rose due to renewed Middle East conflict. Investors weighed the corporate outlook amid increasing costs and the start of earnings season. Chip-related stocks dragged the Nikkei lower, influenced by South Korea's benchmark index. Memory maker Kioxia tanked significantly after a high-profile… The Economic Times · Jul 13
Oil prices leap and stocks fall as Trump reinstates Hormuz blockade on Iranian shipping Brent crude rises 5% after US president says 20% toll will be imposed on key trade route to cover ‘safety and security’ The Guardian - UK · Jul 13
Global Market: SK Hynix warns of historic memory chip shortage by 2027 as AI demand soars SK Hynix anticipates a severe global memory chip shortage extending beyond 2030. Accelerating artificial intelligence infrastructure demand fuels this projected supply constraint. The company is exploring new fabrication facilities in regions like the United States. South Korea plans significant domestic memory chip production expansion over five years. Record profits highlight… The Economic Times · Jul 13
Oil prices climb as Strait of Hormuz tensions reignite supply concerns Oil prices jumped and Asian shares were mostly lower on Monday after the US carried out airstrikes and Iran retaliated. Euronews · Jul 13
Oil prices jump and Asian shares slip as US and Iran carry out airstrikes Oil prices have jumped and Asian shares are mostly lower after the U.S. carried out airstrikes and Iran retaliated The Independent UK · Jul 13
Korea's Kospi hits 8% lower circuit, trading halted. What's rattling investors today? South Korea's benchmark Kospi index plunged 8% to lower circuit on Monday as rising tensions in the Gulf and soaring oil prices rattled global markets. The selloff, led by sharp declines in AI-heavyweights SK Hynix and Samsung Electronics, pushed the index deeper into bear market territory, although it remains the… The Economic Times · Jul 13
SK Hynix is a golden goose. It has to lay more eggs Investor enthusiasm stems from the fact that SK Hynix has morphed into a golden goose. It’s the world’s second-largest supplier of dynamic random-access memory chips, or DRAM, and the biggest when it comes to the high-bandwidth ones that are paired with Nvidia Corp.’s graphics processing units. The Economic Times · Jul 13
SK Hynix sinks after Nasdaq debut amid profit-taking, easing earnings optimism SK Hynix shares declined significantly in Seoul trading on Monday. This followed a strong debut for its American Depositary Receipts on Nasdaq. Investors booked profits after the successful U.S. listing concluded. Concerns about second-quarter earnings also impacted market sentiment. Shipment increases for HBM4 chips did not appear to materialize at… The Economic Times · Jul 13
Elon Musk's Feud With Sam Altman, Howard Lutnick's Message and More: This Week in Tech Elon Musk, the CEO of Tesla Inc. (NASDAQ:TSLA), was at the center of several events over the week, from admitting his mistake to reviving old feuds. Here’s a quick recap of the week’s top tech stories. Benzinga · Jul 12
SK Hynix says 2027 will be the 'worst year' for memory shortage, forecasts crunch to last until 2030 — CEO shares grim outlook on the day SK Hynix gets listed on Nasdaq SK Hynix CEO Kwak Noh-jung says the memory shortage will get even worse in 2027, and claiming the RAM crunch will last at least until the turn of the decade. Tom’s Hardware · Jul 11
MarketBeat Week in Review – 07/06 - 07/10 MarketBeat recaps the week's top stories, covering SK Hynix's debut, AI stock rotation, earnings from D.R. Horton, and analysis of Palantir, Microsoft, Meta, Broadcom, Rivian, ASML, and Circle. MarketBeat · Jul 11
How SK Hynix just pulled off the second-largest U.S. share sale by quietly powering the AI boom With a $26.5 billion Nasdaq debut, the South Korean manufacturer caps off a long, strange path from memory-chip also-ran to AI powerhouse Fortune · Jul 11
The Economic Times · Jul 11 Korea’s SK Hynix shares make stellar US market debut, rocket 13% on continued AI optimism SK Hynix's U.S. shares surged thirteen percent on their Nasdaq debut. The South Korean chipmaker raised twenty-six point five billion dollars through a share sale. This demonstrates continued investor interest in AI-linked semiconductor stocks. Recent market pullbacks have not deterred this strong sector appetite. The company's listing provides funding for…
The Economic Times · Jul 11 SK Hynix shares jump in marquee US debut as AI euphoria persists SK Hynix's Nasdaq debut saw its shares jump significantly after a large share sale. This event signals strong investor enthusiasm for chip stocks amid the AI revolution. The company's offering was oversubscribed, meeting strong demand for AI-memory themes. SK Hynix is a leading maker of essential high-bandwidth memory chips for…
International Business Times · Jul 10 Stocks Rise, Buoyed By SK Hynix's First Day Of Trading In The U.S. Stocks rose on Friday buoyed by SK Hynix's first day of trading in the U.S.
The Economic Times · Jul 10 US stocks today: US stocks end higher as investors turn to earnings season US markets ended higher with the S&P 500 near record levels, driven by SK Hynix’s strong Nasdaq debut and renewed momentum in AI-linked chip stocks. Investors remain cautious ahead of earnings season and inflation data, while geopolitical tensions and interest rate uncertainty continue to shape broader market sentiment.
Barchart · Jul 10 How to Play SKHY Stock Following the SK Hynix IPO SK Hynix stock has rallied about 15% on its Nasdaq debut. Is it worth buying SKHY shares at the current price? Let’s find out!
Barchart · Jul 10 As SK Hynix Debuts on the Nasdaq, Wedbush Is Still Betting on More Upside for Sandisk Stock Too The firm believes that there is further upside left for the stock.
The Economic Times · Jul 10 SK Hynix shares jump 14% in debut on US stock market riding on AI wave SK Hynix shares surged on their Nasdaq debut, showing strong investor interest in chip stocks. The company's offering attracted significant demand, exceeding expectations for memory chip market strength. This listing provides SK Hynix direct access to a large investor pool for future expansion. The firm leads in high-bandwidth memory chips…
Tom’s Hardware · Jul 10 SK hynix and TetraMem collaborate on experimental chip to bolster energy efficiency for edge AI devices — memristor-based in-memory SoC research leaves performance questions up in the air SK hynix, TetraMem, and the University of Southern California built a memristor-based in-memory computing system-on-chip for AI edge devices, achieving promising energy efficiency, but failed to demonstrate its full potential.
International Business Times · Jul 10 SK Hynix Listed a $28 Billion Share Sale. Its Stock Is Soaring On The First Day Of U.S. Trading The stock of SK Hynix is soaring on Friday on its first day of U.S. trading.
Benzinga · Jul 10 SK Hynix IPO Triggers Wall Street's Next Leveraged ETF Gold Rush SK Hynix’s (NASDAQ:SKHX) record-breaking Nasdaq debut on Friday is already creating a furor in the ETF universe, with issuers rushing to launch leveraged products tied to the South Korean memory-chip leader, as U.S. investors gain direct access to one of the biggest beneficiaries of the AI boom.
The Economic Times · Jul 10 Morgan Stanley warns AI chip rally may be running out of steam Morgan Stanley's Lisa Shalett warned semiconductor stocks may be overvalued as hyperscalers increasingly develop lower-cost proprietary AI chips. She expects slowing AI infrastructure spending and weaker pricing power to challenge chipmakers, despite continued investor interest and SK Hynix's Nasdaq debut.