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SKHY, MU, Samsung's Memory Technology Lead Over China’s CXMT Unlikely To Narrow Soon, Says Futurum Analyst

SK Hynix Inc. (SKHY), Micron Technology Inc. (MU), and Samsung Electronics (SSNLF) have an advantage of about two to three generations over Chinese memory manufacturer ChangXin Memory Technologies (CXMT), according to Futurum’s Head of Semiconductor & Infrastructure Equity Research, Rolf Bulk.Durin…

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MU, SNDK, WDC, Memory Stocks Plunge After SK Hynix Issues Weak Forecast: Analyst Says ‘Estimates Are BS In Exponential Growth’

Memory chip stocks dropped sharply in overnight trading ahead of Wednesday after SK Hynix reported quarterly numbers that came in below expectations.SanDisk and Western Digital stocks dropped 4% each, while MU dropped 2.6%. The Roundhill Memory ETF (DRAM) also declined 4%. South Korea’s KOSPI, wher…

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Weekly Recap: $500B HBM deal with Nvidia and robust Q2 profit forecast

SK hynix Inc. (KRX:000660) is riding an AI-led semiconductor boom—securing a massive HBM deal with Nvidia, forecasting surging Q2 profits and DRAM/NAND price gains, launching big domestic investments and ADR trading in NY, even as regulatory and ownership risks cloud its rally.Previous Week RecapTh…

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SK Hynix Seen Posting Record Q2 Operating Profit on HBM Demand

According to Yonhap, SK Hynix Inc. is expected to report an all-time high second-quarter operating profit of 64.1 trillion won ($43.7 billion), supported by its leading position in the high bandwidth memory (HBM) market during an artificial intelligence-led semiconductor upcycle. Yonhap Infomax, ba…

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AI Memory Stocks Lead Chip Selloff

AI memory and semiconductor stocks fell broadly Friday after steep losses in Asian markets spilled into U.S. trading, pressuring some of the year's strongest technology names.South Korea's Kospi plunged 5.7%, with SK hynix down about 11% and Samsung (SSNLF) Electronics falling nearly 8%. Japan's Ni…

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