Primer: SK Hynix (000660 KS) - Oct 2026
Market Leadership in High-Bandwidth Memory (HBM) Underpins Exceptional Growth: SK Hynix has established an industry-defining leadership position...
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Hong Ra-Hee Is Selling 1.9 Trillion Won of Samsung Electronics to Her Son Lee Jae-Yong
Hong Ra-hee s gifting her son Lee Jae-yong 2.6 trillion won ($1.9 billion) (11.158 million common shares of Samsung Electronics). The scheduled...
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Trading Strategies on Samsung Electronics and SK Hynix Amid Heightened Competition from CXMT
In this insight, I provide a near-term trading strategy on Samsung Electronics and SK Hynix amid heightened competition from CXMT.
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SK HYNIX (000660 KS / SKHY US): The Solidigm Confusion Is a Gift. Average Down.
Solidigm’s rumored IPO could dilute FY27 earnings by just 1.5%, yet SK hynix has shed 9.5% of its value. We see the sell-off as overdone: FV...
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Micron sells AI memory before the year starts, and each bit takes three times the wafer
Micron, one of three companies that make the stacked memory beside AI chips, commits most of each year's supply of it before that year starts. By...
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