SK Hynix to Cancel $29 Billion Worth of Shares — Biggest Move in South Korea History
SK Hynix expands returns beyond 50% of FCF with buybacks, dividends and possible special payouts.
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BofA Keeps Micron as Top Memory Pick as SanDisk Signals Structural AI-Driven Growth
BofA reaffirms Micron as its top memory pick, citing SanDisk’s outlook as proof AI is making demand more durable. Sees $200–$250 EPS by 2030.
Temasek Plans Bigger Stakes in Samsung and SK Hynix, Sending Shares Higher
Singapore’s Temasek is considering increasing its stakes in Samsung Electronics and SK Hynix through its internal investment team.
SK Hynix Stock: Analysts Set Price Targets as High as $320 Citing AI Demand and HBM Leadership
Analysts issue bullish ratings on SK Hynix after U.S. listing, citing HBM leadership, limited supply, and strong AI-driven growth.
Micron Shares Drop as China’s CXMT Plans Second Beijing Chip Plant
China’s CXMT is considering a new memory-chip factory in Beijing using IPO funds, putting pressure on Micron and SK Hynix as it aims to double production capacity.
SK Hynix Miss Triggers $2 Trillion Sell-Off in South Korea Stocks
Leveraged selling and SK Hynix’s earnings miss wiped $2 trillion from South Korean stocks in two days of record market declines.