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#SK hynix
ASML sales forecast raised again as AI chip demand holds
ASML sales forecast rose to €43bn-€45bn after Q2 beat estimates, suggesting AI chip spending is still flowing into the toolmakers at the top of the chain.
TSMC’s June revenue surge sets the tone for AI chip earnings
TSMC June revenue rose 67.9 per cent to NT$442.68 billion, giving investors an early read on AI chip demand and packaging constraints.
SK Hynix US listing demand tops 7x as AI-memory trade holds
SK Hynix US listing demand topped seven times the shares on offer, signaling investors still want AI-memory exposure after the chip selloff.
SK Hynix US listing raises $26.5bn at $149 a share
SK Hynix US listing raised $26.5 billion at $149 a share after demand topped seven times supply, setting a foreign issuer record on Nasdaq.
Samsung's record quarter tests faith in the AI memory boom
Samsung Q2 profit hit a record on AI memory demand, but the share sell-off showed investors are already testing how long pricing power can last.
SK Hynix's Nasdaq debut tests the next leg of the AI trade
SK Hynix Nasdaq listing gives U.S. investors direct access to the AI memory boom while testing the won, valuations and chip appetite.
SK Hynix weighs 0.5% fee payout in planned US ADR sale
SK Hynix is considering paying banks about 0.5 per cent of proceeds in a planned US ADR sale, underscoring robust investor appetite for AI-memory exposure, according to Bloomberg and Reuters.
South Korea stocks tumble 6% as AI jitters hit chipmakers
South Korea stocks tumbled more than 6% after Meta's compute-resale plan fuelled AI overcapacity fears, dragging Samsung and SK Hynix lower.
Samsung, SK Hynix shares fall on $1.3tn capex plan
Samsung and SK Hynix shares fell as reports of a decade-long 2,000 trillion won chip-investment push raised fresh questions about returns in the AI boom.
Korean stocks tumble 9% as chip rout forces second halt
South Korean stocks slid as much as 9%, forcing another 20-minute halt as Samsung and SK Hynix sank and AI-chip nerves spread across Asia.
Micron’s $22bn commitments show AI memory is still tight
AI memory demand is still outrunning supply as Micron pairs a blowout fourth-quarter outlook with $22 billion of customer commitments.
SK Hynix Nasdaq listing lifts shares 11% in AI memory race
SK Hynix Nasdaq listing plans sent the stock up 11% as the chipmaker sought up to $29.4 billion to fund AI-memory expansion.
AI stock sell-off spreads from Korea chips to SpaceX
AI stock sell-off pressure spread from South Korean chip names into SpaceX and U.S. futures, turning a local pullback into a global reset.
South Korea chip boom raises property-market risk
South Korea's chip boom is raising property-market risk as policymakers warn export windfalls and stock gains could spill into real estate.
Kioxia market cap tops Toyota as AI trade reshapes Japan
Kioxia market cap briefly topped Toyota's as investors priced AI memory demand into Japan's hierarchy, but the memory cycle still matters.
South Korea stock market tops India as chip rally hits $5tn
South Korea stock market value reached $5.01 trillion as chip heavyweights lifted Korea past India in the global equity rankings.
Memory chip rally puts SK Hynix, Micron in $1tn club
Memory chip rally sent SK Hynix and Micron above $1 trillion as AI demand made HBM supply look more like infrastructure scarcity than a commodity cycle.
Korea's 100% stock rally is now testing the dotcom analogy
Korean stocks have doubled in 2026, but the Kospi's AI-fuelled surge now hinges on two chip names, labour tensions and a fragile memory cycle.
CXMT IPO approval sets up China’s biggest listing since 2022
CXMT’s exchange approval puts the chipmaker on course to raise at least 29.5 billion yuan in what could become mainland China’s biggest listing since 2022.
AI momentum stocks hit record run as global trade narrows
AI momentum stocks are on a record run, beating world benchmarks by 17 points as investors crowd into chip leaders and brace for an IPO wave.
Samsung union deal averts chip strike as Kospi rallies 7.5%
Samsung Electronics reached an 11th-hour wage deal with its labour union late Wednesday, averting an 18-day strike that had already begun throttling chip output at the world's largest memory chipmaker. The Kospi surged 7.5% on the news.
AI stock-market leadership shifts to Taiwan and South Korea
AI stock-market leadership is shifting toward Taiwan and South Korea as chip demand lifts benchmark weights, while concentration risk keeps the trade narrow.
Korea Exchange turns stock volatility into a weekly trade
Korea Exchange weekly options would deepen hedging in Seoul, but in a retail-heavy market they could also make single-stock volatility the product.
