SK Hynix

SK Hynix and Intel are reportedly holding early talks about joint memory chip production in the US. Options under discussion include SK Hynix leasing Intel’s production facilities in Ohio or forming a joint venture with Intel and major cloud providers. No investment amount, production volume, timeline or chip types have been agreed so far; shares of both companies rose about three percent in premarket trading. » Mere på deraktionaer.de

SK Hynix raised revenue in Q2 2026 to 79.32 trillion won with an operating margin of 76 percent, but missed the consensus. The stock fell 9.6 percent after the report as the HBM4 ramp is rocky and Samsung won market share in HBM4 shipments. Analysts see demand for memory, power and packaging as the key bottleneck for AI data centers, meaning SK Hynix benefits but is also particularly sensitive to new developments. » Mere på deraktionaer.de

A debate sparked by Anthropic CEO Dario Amodei about stricter regulation and slowed development of AI weighed on chipmakers, causing SK Hynix to drop 6.6% while Samsung and other chip stocks also fell noticeably. Markets in East Asia showed mixed trends: the Nikkei fell, the Topix rose slightly and the Kospi lost ground. At the same time, rising oil prices pushed up inflation expectations and the prospect of US rate hikes, increasing investor caution. » Mere på finanzen.net