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000660.KSKRmemorypublic

SK Hynix Inc.

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NVDAASMLLRCXAMDAMATKLACMUSAMSUNGSK_HYNIX
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recent signals

2026-08-13·SK_HYNIX·pricing change
partly pricedmeddown

Analyst reports and market data point to a deceleration in the AI-driven memory price boom that has driven SK Hynix's...

Analyst reports and market data point to a deceleration in the AI-driven memory price boom that has driven SK Hynix's record profits.

spilloverMUSAMSUNG
window 45devidence 13000660.KS $1593000.00 / 45d n/a
2026-08-12·SK_HYNIX·restructuring
not priced inmedneutral

SK Hynix is executing a capital-allocation pivot to AI memory, but faces headwinds from a maturing memory upcycle and...

SK Hynix is executing a capital-allocation pivot to AI memory, but faces headwinds from a maturing memory upcycle and Samsung's improving HBM4 position.

spilloverSAMSUNGMUNVDA
window 45devidence 7000660.KS $1593000.00 / 45d n/a
2026-08-08·SK_HYNIX·memory capex buildout
not priced inhighup

SK Hynix announced a 54 trillion won ($38.1B) investment to build two new memory fabs — Yongin Y2 for DRAM/HBM and...

SK Hynix announced a 54 trillion won ($38.1B) investment to build two new memory fabs — Yongin Y2 for DRAM/HBM and Cheongju M17 for NAND — with first cleanrooms opening in June 2029 and December 2028 respectively (CNBC).

spilloverNVDAMUSAMSUNGAMD
window 60devidence 6000660.KS $1593000.00 / 45d n/a
2026-08-06·SK_HYNIX·market share shift
partly pricedmeddown

SK Hynix is facing a deteriorating competitive position in DRAM despite the AI-fueled memory boom, and investor...

SK Hynix is facing a deteriorating competitive position in DRAM despite the AI-fueled memory boom, and investor confidence is cracking as the company hesitates on capital returns.

spilloverSAMSUNGMU
window 30devidence 8000660.KS $1593000.00 / 45d n/a
2026-07-30·SK_HYNIX·earnings surprise
partly pricedmeddown

SK Hynix reported record Q2 2026 operating profit of 60.54 trillion won, up 557% YoY, but missed analyst estimates of...

SK Hynix reported record Q2 2026 operating profit of 60.54 trillion won, up 557% YoY, but missed analyst estimates of 64 trillion won.

spilloverNVDASAMSUNGMUTSMAMDMSFTMETA
window 10devidence 8000660.KS $1593000.00 / 45d n/a
2026-07-28·SK_HYNIX·partnership
not priced inhighup

SK Hynix and Nvidia have significantly expanded their partnership, as reported by Blocks & Files.

SK Hynix and Nvidia have significantly expanded their partnership, as reported by Blocks & Files.

spilloverNVDASAMSUNGMU
window 60devidence 13000660.KS $1593000.00 / 45d n/a
2026-07-27·SK_HYNIX·earnings surprise
not priced inmedup

SK Hynix is poised to report a record operating profit for Q2 2026, driven by strategic prioritization of DDR5 and...

SK Hynix is poised to report a record operating profit for Q2 2026, driven by strategic prioritization of DDR5 and sustained AI memory demand.

spilloverNVDAMUSAMSUNGMSFTMETA
window 10devidence 6000660.KS $1593000.00 / 45d n/a
2026-07-26·SK_HYNIX·partnership
not priced inhighup

SK Hynix secured a landmark $500 billion deal with Nvidia, locking in HBM supply and co-developing next-generation AI...

SK Hynix secured a landmark $500 billion deal with Nvidia, locking in HBM supply and co-developing next-generation AI memory.

spilloverNVDAMUSAMSUNGTSMAMD
window 30devidence 4000660.KS $1593000.00 / 45d n/a
2026-07-23·SK_HYNIX·rumor denial
not priced inlowneutral

SK Hynix has denied reports of a potential deal to acquire or partner on Intel's Ohio plant, quashing speculation of a...

SK Hynix has denied reports of a potential deal to acquire or partner on Intel's Ohio plant, quashing speculation of a US fab expansion.

spilloverMUSAMSUNG
window 30devidence 5000660.KS $1593000.00 / 45d n/a
2026-07-22·SK_HYNIX·ipo capital raise
not priced inhighup

SK Hynix has listed on the Nasdaq, marking a pivotal moment for the memory chip industry.

SK Hynix has listed on the Nasdaq, marking a pivotal moment for the memory chip industry.

spilloverNVDAMUTSM
window 30devidence 4000660.KS $1593000.00 / 45d n/a
2026-07-21·SK_HYNIX·competitive threat
partly pricedlowdown

Three Digitimes reports and a Reddit discussion collectively signal a worsening competitive landscape for SK Hynix in...

Three Digitimes reports and a Reddit discussion collectively signal a worsening competitive landscape for SK Hynix in HBM and DRAM.

spilloverSAMSUNGNVDAMU
window 90devidence 5000660.KS $1593000.00 / 45d n/a
2026-07-20·SK_HYNIX·pricing change
partly pricedhighdown

SK Hynix is under dual pressure: a sharp stock selloff as leveraged retail bets unwind, and management's own...

SK Hynix is under dual pressure: a sharp stock selloff as leveraged retail bets unwind, and management's own acknowledgement that memory prices are unsustainably high, signaling potential future price declines.

spilloverSAMSUNGMUNVDA
window 30devidence 6000660.KS $1593000.00 / 45d n/a
2026-07-19·SK_HYNIX·pricing change
partly pricedmeddown

SK Hynix CEO Chey Tae-won publicly stated that current memory semiconductor prices are 'abnormally high' and stressed...

SK Hynix CEO Chey Tae-won publicly stated that current memory semiconductor prices are 'abnormally high' and stressed the need to increase supply to prevent 'chipflation' and protect the market.

spilloverMUSAMSUNGNVDAAMD
window 60devidence 4000660.KS $1593000.00 / 45d n/a
2026-07-18·SK_HYNIX·ipo
not priced inlowup

SK Hynix is reportedly planning a $26.5 billion IPO, as discussed in the 20VC podcast (YouTube, timestamp 36:35).

SK Hynix is reportedly planning a $26.5 billion IPO, as discussed in the 20VC podcast (YouTube, timestamp 36:35).

spilloverNVDAMUSAMSUNG
window 60devidence 4000660.KS $1593000.00 / 45d n/a
2026-07-17·SK_HYNIX·regulatory change
not priced inmedup

A proposed South Korean bill could allow SK Hynix to bring in outside investors for new fabrication facilities,...

A proposed South Korean bill could allow SK Hynix to bring in outside investors for new fabrication facilities, potentially easing capital constraints and accelerating memory chip production.

spilloverSAMSUNGMUNVDA
window 60devidence 4000660.KS $1593000.00 / 45d n/a
2026-07-16·SK_HYNIX·competitive advantage
not priced inlowup

Early testing by overclocker Safedisk, shared by Uniko's Hardware, shows that SK Hynix's DDR5 memory dies deliver...

Early testing by overclocker Safedisk, shared by Uniko's Hardware, shows that SK Hynix's DDR5 memory dies deliver better performance and consistency than those from Chinese rival CXMT.

spilloverSAMSUNGMU
window 60devidence 6000660.KS $1593000.00 / 45d n/a
2026-07-15·SK_HYNIX·guidance change
not priced inmedup

SK Hynix CEO Kwak Noh-jung stated that the global memory industry will face its worst-ever supply shortage in 2027,...

SK Hynix CEO Kwak Noh-jung stated that the global memory industry will face its worst-ever supply shortage in 2027, with demand likely to outstrip the company's production capacity well beyond 2030 despite aggressive expansion plans (Source 7: Economic Times, Source 8: Economic...

spilloverNVDAMUSAMSUNGAMDTSMMSFTMETA
window 60devidence 9000660.KS $1593000.00 / 45d n/a
2026-07-14·SK_HYNIX·regulatory change
not priced inmedup

South Korea's Democratic Party has proposed amending a law to allow SK Hynix—currently a unit of SK Square under SK...

South Korea's Democratic Party has proposed amending a law to allow SK Hynix—currently a unit of SK Square under SK Inc—to attract outside capital for new fabs while retaining at least 50% stake in joint ventures (source: Economic Times).

spilloverSAMSUNGNVDA
window 30devidence 8000660.KS $1593000.00 / 45d n/a
2026-07-13·SK_HYNIX·hbm demand concern
partly pricedhighdown

SK Hynix shares experienced their worst day on record, falling more than 15% in Seoul on July 13, 2026, following a...

SK Hynix shares experienced their worst day on record, falling more than 15% in Seoul on July 13, 2026, following a blockbuster Nasdaq debut.

spilloverNVDAMUSAMSUNGAMD
window 30devidence 13000660.KS $1593000.00 / 45d n/a
2026-07-11·SK_HYNIX·capex change neocloud
not priced inhighup

On July 10, 2026, SK Hynix completed the largest-ever US IPO by a foreign company, raising $26.5 billion on the Nasdaq....

On July 10, 2026, SK Hynix completed the largest-ever US IPO by a foreign company, raising $26.5 billion on the Nasdaq.

spilloverNVDAMUSAMSUNGAMDTSMMSFTMETA
window 30devidence 42000660.KS $1593000.00 / 45d n/a
SK Hynix Inc. (000660.KS) — signals and market context — High Signal