DRAM Inventory Below 10 Days, SK Hynix Supply Tightens영어 원문
Industry inventory far below healthy levels, signaling upward price pressure
첫날 -1.5% · 5일 후 +3.8%
애널리스트호재
Citi Sees Enterprise SSD Demand Up 53% in 2027, Benefiting SK Hynix영어 원문
AI drives high-capacity storage demand; NAND supply gap ~25% supports pricing
첫날 +3.4% · 5일 후 -4.4%
애널리스트호재
Stifel Cuts 2027 DRAM Growth, HBM4 Price May Double, Benefiting SK Hynix영어 원문
DRAM supply-demand gap may persist; HBM4 pricing talks lift per-bit price
첫날 +0.7% · 5일 후 -3.7%
›전개 과정 2회
2026-09-21DRAM deficit persists, HBM4 pricing uplift benefits SK Hynix earnings
2026-09-21DRAM supply-demand gap may persist; HBM4 pricing talks lift per-bit price
기업
SK Hynix Denies Intel Talks, US Fab Speculation Persists영어 원문
Company says no confirmed plan, but multiple media report potential talks, market watches US memory manufacturing
첫날 +0.0% · 5일 후 +8.2%
›전개 과정 2회
2026-09-16Multiple reports of exploratory talks to lease Intel's Ohio fab; company says no confirmed plans, but U.S. expansion potential draws attention.
2026-09-17Company says no confirmed plan, but multiple media report potential talks, market watches US memory manufacturing
기타호재
Apple Accepts Samsung's 2027 Memory Price Hikes, Benefiting SK Hynix영어 원문
Apple accepts Samsung's Q1 2027 memory quotes with DRAM/NAND up 30-40% vs Q3, indicating strong supplier pricing power, positive for SK Hynix.
첫날 -0.5% · 5일 후 +11.7%
기업
SK Hynix, Samsung reject KEPCO's $18.7B power prepayment proposal영어 원문
Chipmakers decline upfront payment for mega-cluster power grid, citing demand uncertainty
첫날 -7.6% · 5일 후 +7.5%
애널리스트호재
JPMorgan Initiates Overweight on SK Hynix, PT $245영어 원문
JPMorgan sees AI memory upcycle, but stock falls 5% on macro pressures
첫날 -5.2% · 5일 후 -2.8%
기업호재
SK Hynix stockpiles below 10 days, severe shortage possible next year영어 원문
Inventory below 10 days, shortage expectations firm, may boost prices and demand
첫날 +4.8% · 5일 후 -5.8%
제품호재
SK hynix 1c DRAM Share to Rise to 34%, Main Process by Q1 2027영어 원문
1c DRAM accelerates replacing 1b, key for HBM4E, impacts high-end supply
첫날 +4.8% · 5일 후 -5.8%
›전개 과정 2회
2026-09-071c DRAM accelerates replacing 1b, used in HBM4E base die, impacting high-end supply
2026-09-071c DRAM accelerates replacing 1b, key for HBM4E, impacts high-end supply
기업호재
SK Hynix Rises 3.2% as Tariff Talks Hit AI Memory영어 원문
Tariff negotiations and AI memory investment drive stock gain
첫날 +4.8% · 5일 후 -5.8%
기업호재
AI Data Center Demand Propels SK Hynix영어 원문
Strong HBM and storage chip demand, long-term partnership secured
첫날 +8.1% · 5일 후 -0.8%
M&A·자금조달
Korea FX fund bought ~$20B from SK Hynix ADR windfall영어 원문
After SK Hynix's $26.5B ADR listing in July, Korean FX authorities bought about $20B in USD sold by the company
첫날 +2.6% · 5일 후 +14.1%
제품호재
SK Hynix claims 5.15x LLM inference gain with Custom HBM, explores compute-using DRAM영어 원문
Next-gen memory roadmap revealed; UBS sees DRAM at 77% of 2027 revenue
첫날 -2.3% · 5일 후 +23.5%
기타악재
SK Hynix shares fall 3.6% as macro shock hits AI memory trade영어 원문
Samsung and SK Hynix fell about 3% Wednesday as a fresh macro shock hit the AI-memory trade
첫날 -2.3% · 5일 후 +23.5%
기업호재
SK Hynix weighs Japan fab JV and Intel foundry for HBM4E base dies영어 원문
Multiple sources report SK Hynix expanding globally and diversifying supply chain for AI memory demand
첫날 +2.2% · 5일 후 +12.7%
기업호재
SK Hynix breaks ground on Indiana HBM plant, HBM4e mass production timeline set영어 원문
HBM4e mass production expected Q3 2029, 100K wafer annual capacity at full scale
첫날 -0.4% · 5일 후 +9.9%
›전개 과정 2회
2026-08-28First US advanced packaging site, mass production of next-gen HBM targeted H2 2029, ~$1B CHIPS Act funding
2026-08-31HBM4e mass production expected Q3 2029, 100K wafer annual capacity at full scale
제품호재
SK Hynix CEO Reiterates Memory Shortage Through 2030, $720B Expansion영어 원문
CEO reiterates AI memory tightness at Indiana site and industry event, unveils record expansion
첫날 -0.4% · 5일 후 +9.9%
›전개 과정 2회
2026-08-28No significant signals of downturn seen; AI demand continues to outrun new supply; industry shift from cyclical to structural growth
2026-08-28CEO reiterates AI memory tightness at Indiana site and industry event, unveils record expansion
제품
SK Hynix, Samsung to Raise 8-High HBM4 Share, Signaling Nvidia Supply Chain Shift영어 원문
Multiple reports indicate HBM4 mix shift, impacting SK Hynix's product mix and pricing power
첫날 -0.9% · 5일 후 +4.4%
애널리스트호재
AI Demand Drives Structural Memory Growth, SK Hynix Benefits from Supply Shortage영어 원문
Micron CEO says data center memory demand exceeds supply by 50%, industry shifts from cyclical to structural, positive for SK Hynix
첫날 -0.9% · 5일 후 +4.4%
기업악재
SK Hynix union rejects wage deal, strike risk resurfaces영어 원문
Workers' rejection sends management and union back to talks, potentially disrupting operations
첫날 +2.7% · 5일 후 +0.8%
M&A·자금조달호재
SK Hynix Adds 3.3% Share Buyback & Cancellation After KRW 4T Plan영어 원문
New buyback adds to prior KRW 4T plan, intensifying shareholder returns
첫날 +0.3% · 5일 후 +1.2%
›전개 과정 4회
2026-08-19Raises shareholder return target to at least 50% of FCF; largest buyback in South Korea's history
2026-08-20Company confirms buyback and cancellation of up to 24M shares, boosting shareholder returns; shares surge
2026-08-21SK Hynix buyback continues to draw attention as Samsung's larger shareholder return plan intensifies capital return competition amid surging memory profits.
DRAM Inventory Below 10 Days, SK Hynix Supply Tightens영어 원문
Industry inventory far below healthy levels, signaling upward price pressure
첫날 -1.5% · 5일 후 +3.8%
이전 이벤트 25건›
애널리스트호재
Citi Sees Enterprise SSD Demand Up 53% in 2027, Benefiting SK Hynix영어 원문
AI drives high-capacity storage demand; NAND supply gap ~25% supports pricing
첫날 +3.4% · 5일 후 -4.4%
애널리스트호재
Stifel Cuts 2027 DRAM Growth, HBM4 Price May Double, Benefiting SK Hynix영어 원문
DRAM supply-demand gap may persist; HBM4 pricing talks lift per-bit price
첫날 +0.7% · 5일 후 -3.7%
›전개 과정 2회
2026-09-21DRAM deficit persists, HBM4 pricing uplift benefits SK Hynix earnings
2026-09-21DRAM supply-demand gap may persist; HBM4 pricing talks lift per-bit price
기업
SK Hynix Denies Intel Talks, US Fab Speculation Persists영어 원문
Company says no confirmed plan, but multiple media report potential talks, market watches US memory manufacturing
첫날 +0.0% · 5일 후 +8.2%
›전개 과정 2회
2026-09-16Multiple reports of exploratory talks to lease Intel's Ohio fab; company says no confirmed plans, but U.S. expansion potential draws attention.
2026-09-17Company says no confirmed plan, but multiple media report potential talks, market watches US memory manufacturing
기타호재
Apple Accepts Samsung's 2027 Memory Price Hikes, Benefiting SK Hynix영어 원문
Apple accepts Samsung's Q1 2027 memory quotes with DRAM/NAND up 30-40% vs Q3, indicating strong supplier pricing power, positive for SK Hynix.
첫날 -0.5% · 5일 후 +11.7%
기업
SK Hynix, Samsung reject KEPCO's $18.7B power prepayment proposal영어 원문
Chipmakers decline upfront payment for mega-cluster power grid, citing demand uncertainty
첫날 -7.6% · 5일 후 +7.5%
애널리스트호재
JPMorgan Initiates Overweight on SK Hynix, PT $245영어 원문
JPMorgan sees AI memory upcycle, but stock falls 5% on macro pressures
첫날 -5.2% · 5일 후 -2.8%
기업호재
SK Hynix stockpiles below 10 days, severe shortage possible next year영어 원문
Inventory below 10 days, shortage expectations firm, may boost prices and demand
첫날 +4.8% · 5일 후 -5.8%
제품호재
SK hynix 1c DRAM Share to Rise to 34%, Main Process by Q1 2027영어 원문
1c DRAM accelerates replacing 1b, key for HBM4E, impacts high-end supply
첫날 +4.8% · 5일 후 -5.8%
›전개 과정 2회
2026-09-071c DRAM accelerates replacing 1b, used in HBM4E base die, impacting high-end supply
2026-09-071c DRAM accelerates replacing 1b, key for HBM4E, impacts high-end supply
기업호재
SK Hynix Rises 3.2% as Tariff Talks Hit AI Memory영어 원문
Tariff negotiations and AI memory investment drive stock gain
첫날 +4.8% · 5일 후 -5.8%
기업호재
AI Data Center Demand Propels SK Hynix영어 원문
Strong HBM and storage chip demand, long-term partnership secured
첫날 +8.1% · 5일 후 -0.8%
M&A·자금조달
Korea FX fund bought ~$20B from SK Hynix ADR windfall영어 원문
After SK Hynix's $26.5B ADR listing in July, Korean FX authorities bought about $20B in USD sold by the company
첫날 +2.6% · 5일 후 +14.1%
제품호재
SK Hynix claims 5.15x LLM inference gain with Custom HBM, explores compute-using DRAM영어 원문
Next-gen memory roadmap revealed; UBS sees DRAM at 77% of 2027 revenue
첫날 -2.3% · 5일 후 +23.5%
기타악재
SK Hynix shares fall 3.6% as macro shock hits AI memory trade영어 원문
Samsung and SK Hynix fell about 3% Wednesday as a fresh macro shock hit the AI-memory trade
첫날 -2.3% · 5일 후 +23.5%
기업호재
SK Hynix weighs Japan fab JV and Intel foundry for HBM4E base dies영어 원문
Multiple sources report SK Hynix expanding globally and diversifying supply chain for AI memory demand
첫날 +2.2% · 5일 후 +12.7%
기업호재
SK Hynix breaks ground on Indiana HBM plant, HBM4e mass production timeline set영어 원문
HBM4e mass production expected Q3 2029, 100K wafer annual capacity at full scale
첫날 -0.4% · 5일 후 +9.9%
›전개 과정 2회
2026-08-28First US advanced packaging site, mass production of next-gen HBM targeted H2 2029, ~$1B CHIPS Act funding
2026-08-31HBM4e mass production expected Q3 2029, 100K wafer annual capacity at full scale
제품호재
SK Hynix CEO Reiterates Memory Shortage Through 2030, $720B Expansion영어 원문
CEO reiterates AI memory tightness at Indiana site and industry event, unveils record expansion
첫날 -0.4% · 5일 후 +9.9%
›전개 과정 2회
2026-08-28No significant signals of downturn seen; AI demand continues to outrun new supply; industry shift from cyclical to structural growth
2026-08-28CEO reiterates AI memory tightness at Indiana site and industry event, unveils record expansion
제품
SK Hynix, Samsung to Raise 8-High HBM4 Share, Signaling Nvidia Supply Chain Shift영어 원문
Multiple reports indicate HBM4 mix shift, impacting SK Hynix's product mix and pricing power
첫날 -0.9% · 5일 후 +4.4%
애널리스트호재
AI Demand Drives Structural Memory Growth, SK Hynix Benefits from Supply Shortage영어 원문
Micron CEO says data center memory demand exceeds supply by 50%, industry shifts from cyclical to structural, positive for SK Hynix
첫날 -0.9% · 5일 후 +4.4%
기업악재
SK Hynix union rejects wage deal, strike risk resurfaces영어 원문
Workers' rejection sends management and union back to talks, potentially disrupting operations
첫날 +2.7% · 5일 후 +0.8%
M&A·자금조달호재
SK Hynix Adds 3.3% Share Buyback & Cancellation After KRW 4T Plan영어 원문
New buyback adds to prior KRW 4T plan, intensifying shareholder returns
첫날 +0.3% · 5일 후 +1.2%
›전개 과정 4회
2026-08-19Raises shareholder return target to at least 50% of FCF; largest buyback in South Korea's history
2026-08-20Company confirms buyback and cancellation of up to 24M shares, boosting shareholder returns; shares surge
2026-08-21SK Hynix buyback continues to draw attention as Samsung's larger shareholder return plan intensifies capital return competition amid surging memory profits.
