SK Hynix

A security incident at OpenAI and the subsequent renewed pause in training triggered selling pressure on Asian memory chip stocks on Monday, with SK hynix falling sharply. SK hynix and Samsung were among the biggest losers, with share declines of about 4–5 percent. Attention is also focused on a possible IPO of SK hynix’s unit Solidigm, while investors debate the length of the training pause, potential regulation and the implications for AI investment dynamics. » More on finanzen.net

According to reports, SK hynix is in talks with Intel about manufacturing memory chips in the U.S. for the first time, either by leasing part of the planned Ohio fab or through a joint venture with Intel and major cloud providers. The discussions are exploratory; it remains unclear which memory technologies (e.g., HBM, DRAM, or NAND-Flash), investment amounts, and offtake agreements are being considered. A U.S. production footprint could give SK hynix better access to cloud and AI customers but could weigh on profitability in the near term due to higher costs. The news lifted SK hynix’s stock in Korea by about four percent. » More on finanzen.net

SK Hynix jumped about 7% after AI demand shifted wafer capacity toward high-bandwidth memory, lifting supplier prices and sending the Roundhill Memory ETF higher. The allocation squeeze is reducing capacity for smartphone DRAM, with Micron warning supply tightness may persist beyond 2027. Apple slipped after management said September memory costs will be even higher, pressuring OEM margins. » More on finance.yahoo.com