SK Hynix

SK Hynix shares jumped about 4% after Goldman Sachs flagged the stock as breaking its summer downtrend and signaled early signs of investor re-engagement in the memory sector. The move was part of a broader DRAM/NAND sector bid that outperformed the wider market, though Goldman and analysts warned cyclical risks remain and earnings must confirm the technical breakout. SK Hynix also has an upcoming catalyst from its Indiana HBM production project amid tight supply commentary across the industry. » Más en finance.yahoo.com

The launch of GPT-6 Astra is driving expectations for higher demand for high-bandwidth memory (HBM) and sparked share gains at South Korean chipmakers, with SK Hynix seen as a direct beneficiary. Goldman Sachs and Morgan Stanley expect a large portion of planned AI investment in 2027 to go to memory chips, supporting a revaluation of the sector. Additional support comes from joint buyback programs by SK Hynix and Samsung and a return of foreign investors, which could ease pressure on the KOSPI. » Más en de.investing.com

SK Hynix held a groundbreaking for a $4 billion advanced memory packaging facility in West Lafayette, Indiana, saying the site will become a key high-bandwidth memory (HBM) production base in the U.S. by 2030. The plant will perform packaging and stacking of chips made in South Korea and China, with the first cleanroom scheduled to open in October 2028. SK Hynix expects U.S. investments and assets to exceed $45 billion by 2030, will receive up to $458 million in CHIPS Act support and up to $712 million in state incentives, and projects about 1,000 direct jobs plus 6,000 related roles. » Más en cnbc.com