Browsing Tag
SK hynix
28 posts
South Korea plans chip windfall fund to finance AI growth and narrow inequality
President Lee Jae Myung’s government wants to channel additional semiconductor tax revenue into national technology projects, regional development and support for younger South Koreans, turning a cyclical chip boom into a test of long-term economic policy.
Can SK hynix’s $29.4bn Nasdaq offering close its valuation gap with Micron?
SK hynix is preparing one of the largest international equity offerings on record, using Nasdaq access to finance new semiconductor factories, advanced packaging capacity and critical chipmaking equipment while testing whether Wall Street will assign the Korean memory leader a higher valuation.
MU stock surges 15% on record Micron Q3 revenue and HBM4 ramp
Micron Technology NASDAQ MU beats Q3 estimates with $41.46B revenue as 16 Strategic Customer Agreements lock in $100B and HBM4 ramps. Read full analysis.
Jabil’s AI infrastructure flywheel hits $13.6bn as $JBL trades within striking distance of its 52-week high
Jabil ($JBL) raises FY26 revenue to $35B as AI revenue hits $13.6B, announces Adani India alliance. Full executive analysis on the AI infrastructure thesis here.
NVIDIA’s Korea bet reveals the hidden bottleneck behind the AI boom
Read how NVIDIA Corporation’s Korea AI deals with SK Hynix, Naver and Hyundai could reshape AI infrastructure and NVDA sentiment.
Micron Technology ($MU) joins the $1tn club as analysts split over whether memory has changed forever
Micron Technology, UBS, Timothy Arcuri, Susquehanna, Mehdi Hosseini, SK Hynix, Samsung, Sanjay Mehrotra, Nvidia, Counterpoint, Nasdaq
Anthropic’s $965bn mark resets the AI race as an October IPO looms
Anthropic's $65 billion Series H values it at $965 billion, leapfrogging OpenAI as Micron, Samsung, and SK hynix join the compute arms race. Read more.
Jensen Huang moves to lock in Nvidia ($NVDA), SK hynix and TSMC as the AI memory and logic axis
As memory becomes the AI bottleneck, Jensen Huang moves to lock in Nvidia, SK hynix, and TSMC supply while committing $150B a year to Taiwan. Read more.
Why Micron Technology and Western Digital are becoming key AI infrastructure stocks in 2026
AI demand is turning memory chips into a market battleground. Find out why Micron and Western Digital stocks are back in focus.
Samsung Electronics posts record Q1 2026 with KRW 57.2T operating profit as HBM4 ships to NVIDIA Vera Rubin
Samsung Electronics posted record KRW 57.2T operating profit, but the harder question is whether one HBM4 win can hold against SK Hynix dominance.