SK hynix

2025.10.27

14:30

SK Hynix's new South Korean factory has begun installing production equipment and is expected to be operational next year

According to people familiar with the matter, SK Hynix has begun installing production equipment in the clean room of its M15X plant in Cheongju, central South Korea, and is expected to be operational next year. The M15X plant is an expansion of the existing M15 plant, and SK Hynix plans to complete it this year and will become the company's main production center for high-bandwidth memory (HBM) products.

2025.10.24

09:37

SK Hynix shares rose 5.1% to 503,000 won, leading a broad rally in South Korean chip stocks.

09:27

The memory chip sector opened higher, with Space-Time Technology and Yingxin Development hitting their daily limit.

The memory chip sector opened higher, with Spacetime Technology and Yingxin Development hitting their daily limit. Aerospace Intelligent Equipment surged over 15%, followed by Shannon Chip Innovation, West Testing, Demingli, Jingrui Electric Materials, and Purui Shares. Related ETFs included the Longtou Chip ETF (159801), which rose 1.14% with a turnover of 1.4189 million yuan, and the Southern Semiconductor ETF (159325), which rose 0.87% with a turnover of 114,100 yuan. Memory chip giants Samsung Electronics and SK Hynix are reportedly planning to raise prices for their memory products, including DRAM and NAND, by as much as 30%. Morgan Stanley predicts that the memory chip industry is poised for a "super cycle" driven by the AI boom.

08:30

South Korea's KOSPI hits record high

South Korea's Kospi index rose as much as 1.5%, hitting a new high above 3,900 points. SK Hynix, Samsung Electronics, and LG Energy were the index's biggest gainers. The small-cap Kosdaq index rose as much as 1%.

2025.10.21

07:51

South Korea's SK Hynix shares rose to their highest level since 2000 in pre-market trading ahead of the earnings report.

SK Hynix's stock price rose as much as 2.5% in pre-market trading, breaking through the 500,000 won mark and reaching its highest level since 2000.

2025.09.26

10:51

SK Hynix's stock price fell 4.5%.

2025.09.25

07:38

According to Korean media ET News: SK Hynix plans to add 20 new devices, doubling the number of its EUV equipment.

07:24

SK Hynix will add 20 EUV equipment, doubling its EUV equipment

SK Hynix will add 20 EUV equipment, doubling its EUV equipment.

2025.09.24

14:54

Samsung Electronics' global HBM market share dropped to third in the second quarter, surpassed by Micron

Data released Wednesday showed that Samsung Electronics' share of the global high-bandwidth memory (HBM) chip market slipped to third place in the second quarter, while Micron Technology rose to second place. According to industry tracker Counterpoint Research, Samsung Electronics captured 17% of the global HBM chip market in the second quarter, trailing Micron's 21%. SK Hynix held first place with a 62% market share.

2025.09.12

08:12

SK Hynix rose 5% during the session

SK Hynix rose 5% during the session after announcing the completion of the world's first HBM4 development.

2025.09.05

09:05

Trump says he will impose tariffs on chip companies that don't build factories in the US

On September 4th, US President Trump announced that the US government would impose tariffs on imported products from semiconductor companies that have not relocated production to the US. He emphasized that companies investing in or planning to build factories in the US would be exempt from the tariffs. Trump described the tariffs as "substantial, but not excessive," and singled out Apple CEO Tim Cook as "excellent" given Apple's commitment to invest $600 billion in the US over the next four years. Previously, TSMC, Samsung, and SK Hynix had all announced plans to build factories in the US. Trump's frequent use of tariffs has disrupted global markets and exacerbated trade uncertainty. On August 6th, Trump announced that the US would impose a 100% tariff on imported semiconductors. This rate would apply to "all chips and semiconductors entering the United States," but would not apply to companies that have committed to or initiated manufacturing in the US. His tariff policy is currently facing legal challenges, and the government is seeking Supreme Court intervention.

2025.09.03

19:28

SK Hynix introduces the industry's first mass-produced High NA EUV

SK Hynix announced that it has introduced the industry's first mass-produced high numerical aperture extreme ultraviolet (EUV) lithography system at its M16 plant in Icheon, South Korea. This system boasts a 40% improvement in optical performance compared to existing EUV equipment (NA 0.33). This improvement enables the production of circuit patterns with 1.7 times greater precision and a 2.9-fold increase in integration density.

2025.09.02

14:31

SK Hynix shares rose 1.8% to 260,500 won.

2025.09.01

11:27

SK Hynix shares fell 4.7% to 256,500 won.

2025.08.31

20:30

The US revoked Samsung, SK Hynix, and Intel's VEU exemption in China, and the window for localization of memory has opened again

On August 30th, reporters discovered through Federal Register filings dated August 29, 2025, that the Trump administration has decided to revoke the Validated End-User (VEU) authorizations for Samsung Electronics and SK Hynix's operations in China. This policy change, effective 120 days after the announcement, aims to further restrict China's access to advanced chip manufacturing technology and could exacerbate tensions in the global semiconductor supply chain. Wang Shuyi, chief analyst at Discovery Technology, told reporters that Samsung and Hynix have significant production capacity in China. If the US completely cuts off the supply chain, it would be difficult to find non-US alternatives in the short term, and there would be insufficient time to relocate existing production capacity, potentially leading to tight memory supply.

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Weekly Highlights

                                    Southbound funds saw a significant net inflow of 5.345 billion yuan today. On the Shanghai side of the Hong Kong Stock Connect, Pop Mart and CNOOC saw net inflows of HK$538 million and HK$529 million, respectively, while Hua Hong Semiconductor saw the largest net inflow of HK$356 million. On the Shenzhen side of the Hong Kong Stock Connect, Meituan-W and CNOOC saw net inflows of HK$487 million and HK$451 million, respectively, while Hua Hong Semiconductor saw the largest net inflow of HK$659 million.
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                                    The memory chip sector rose again, with Yachuang Electronics rising more than 10%.
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                                    Amazon Web Services confirmed that global services and features dependent on the US East Region 1 have been restored.
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                                    Market news: Amid concerns about an AI bubble, the Bank of England is investigating data center lending.
                            2025-10-24