SK Hynix

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. » Więcej na 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. » Więcej na finanzen.net

Shares of SK Hynix fell 3.8% on Friday to close at 1,783,000 ₩, weighed down by rising energy costs and higher US interest rates (10-year yield above 4.95%), which dampened risk appetite in the semiconductor sector. Additional selling pressure came from a warning by the Bank of Korea that foreign hedge funds, leveraged ETFs and total return swaps are amplifying leveraged exposure to stocks like SK Hynix. Domestic investors were net sellers of SK Hynix by more than ₩8 trillion in the first ten days of September, reducing local buying support and pushing the KOSPI down 2.4%. » Więcej na de.investing.com