Nomura Securities raises SK Hynix target price to 2.34 million won, citing 91% upside potential driven by long-term supply agreements and projected operating profit of 280 trillion won in 2026, though U.S. semiconductor tariffs pose risks.
#YonhapInfomax #SKHynix #Nomura #TargetPrice #LongTermSupplyAgreements #OperatingProfit #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=117401
Nomura Raises SK Hynix Target Price to 2.34 Million Won - '91% Upside Potential'

Nomura Securities raises SK Hynix target price to 2.34 million won, citing 91% upside potential driven by long-term supply agreements and projected operating profit of 280 trillion won in 2026, though U.S. semiconductor tariffs pose risks.

Yonhap Infomax
SK Hynix's projected annual shareholder returns of up to 50 trillion won draw foreign exchange market attention as foreign ownership exceeds 53%, potentially creating significant dollar demand pressure on the won-dollar exchange rate amid record quarterly profits driven by AI-related HBM sales growth.
#YonhapInfomax #SKHynix #ShareholderReturns #ForeignExchangeMarket #OperatingProfit #DollarDemand #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=117335
South Korea's KOSPI index opened slightly higher at 6,496.10 after three consecutive record closes, as profit-taking emerged amid U.S.-Iran tensions and overnight Wall Street weakness, while machinery and equipment stocks led sectoral gains with foreigners net selling 146.8 billion won.
#YonhapInfomax #KOSPI #ProfitTaking #SamsungElectronics #SKHynix #ForeignSelling #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=117292

Since first walkout 2 years ago, #Samsung #union membership has tripled to over 70% of domestic workforce: It was not management, but union members, who made Samsung the world’s no. 1 in semiconductors

https://www.msn.com/en-us/news/insight/samsung-faces-largest-worker-rally-yet-as-strike-threat-grows/gm-GME8A783F3

#unions #UnionStrong #Pyeongtaek #SKHynix #Korea #SouthKorea #ProftSharing #AI #capitalism #exploitation #ClassWar

MSN

Quartalszahlen von SK Hynix: Dank Speicherboom holt der Gewinn fast den Umsatz ein

So langsam gehen bei Speicherherstellern und dem Thema Finanzen die Superlative aus. Was SK Hynix heute abliefert, ist wirklich extrem.

ComputerBase

Everyone Thought Google’s TurboQuant Would Solve The Memory Crisis, But SK Hynix Says It Will Only Make It Worse

https://fed.brid.gy/r/https://wccftech.com/everyone-thought-google-turboquant-would-solve-the-memory-crisis-but-makes-it-worse/

#SKHynix verfünffacht den Gewinn auf 21,7 Milliarden Euro - die #KI-Nachfrage nach Speicher ist so groß, dass man die nächsten drei Jahre bereits ausverkauft ist. https://winfuture.de/news,158276.html?utm_source=Mastodon&utm_medium=ManualStatus&utm_campaign=SocialMedia
Speicherkrise: SK Hynix meldet 5x mehr Gewinn

Nach Samsung hat mit SK Hynix auch der zweitgrößte Speicherhersteller einen gigantischen Anstieg seines Profitss gemeldet. Aufgrund der hohen Preise und enormer Nachfrage aus dem KI-Markt verfünffachte man den Gewinn und stellte einen neuen Rekord auf.

WinFuture.de
全球首枚屋企自家製記憶體 YouTuber 後花園搞潔淨室 成功造出 DRAM 晶片
AI 需求急升帶動記憶體價格高漲,而全球記憶體供應高度依賴 Micron、Samsung 及 SK hynix […]
#流動電腦 #Dr.Semiconductor #DRAM #ram
https://unwire.hk/2026/04/23/diy-ram-home-cleanroom-drsemiconductor/notebook/?utm_source=rss&utm_medium=rss&utm_campaign=diy-ram-home-cleanroom-drsemiconductor
South Korea's stock market margin debt hits record $23 billion, doubling in one year as risk appetite surges, with KOSPI breaking 6,500 for first time driven by Samsung Electronics and SK Hynix, which comprise 40% of the benchmark index, according to Wall Street's The Kobeissi Letter analysis.
#YonhapInfomax #MarginDebt #KospiIndex #SamsungElectronics #SkHynix #RiskAppetite #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=117112
Wall Street Expert - 'South Korean Market Shows Surge in Risk Appetite...Margin Debt Hits Record High'

South Korea's stock market margin debt hits record $23 billion, doubling in one year as risk appetite surges, with KOSPI breaking 6,500 for first time driven by Samsung Electronics and SK Hynix, which comprise 40% of the benchmark index, according to Wall Street's The Kobeissi Letter analysis.

Yonhap Infomax

US Top News and Analysis | SK Hynix posts record first-quarter profit, in line with estimates as memory prices climb

AI generated summary, Read the full article for complete information.

South Korean memory‑chip leader SK Hynix reported a record first‑quarter profit and revenue of 52.58 trillion won (about $35.6 billion), narrowly missing analysts’ forecasts, while operating profit rose to 37.61 trillion won and margins hit an all‑time high of 72 percent. Revenue nearly tripled year‑over‑year, driven by soaring demand for its high‑bandwidth memory (HBM) used in AI data centres, giving the company a 57 % share of the HBM market and a competitive edge over rivals such as Micron and Samsung. Although Samsung recently reclaimed the lead in overall DRAM revenue, the DRAM market has grown 30 % quarter‑over‑quarter for two consecutive quarters as memory prices rise. SK Hynix’s chairman warned that the global chip wafer shortage could last until 2030, with supply constraints likely to create a shortfall exceeding 20 %.

Read more: https://www.cnbc.com/2026/04/23/sk-hynix-earnings-ai-memory-shortage-hbm-demand.html

#SKHynix #Samsung #HBM #DRAM

AI generated summary, Read the full article for complete information.