ASML and major chipmakers want 12-inch photomasks for High-NA EUV, a change that could raise machine productivity about 40% and cut stitching costs.
SK Hynix expands returns beyond 50% of FCF with buybacks, dividends and possible special payouts.
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.
Singapore’s Temasek is considering increasing its stakes in Samsung Electronics and SK Hynix through its internal investment team.
Analysts issue bullish ratings on SK Hynix after U.S. listing, citing HBM leadership, limited supply, and strong AI-driven growth.
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.
