Samsung Still in the Woods, SK Hynix Still Ahead. China Semi News (Huawei)
Samsung's 3nm yields are improving but still lag behind TSMC. SK Hynix finalizing HBM4 agreements with Nvidia. Huawei exploring semiconductor...
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SK Hynix Earnings Highlights Strong AI Dependence and Tariff Concerns
SK hynix reported strong Q1 results driven by HBM market success. But the company faces challenges from a potential AI growth slowdown, and the...
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SK Hynix: Record-High Profits, the Stock Gets Cheaper.
Strong AI and server demand driving SK Hynix's success, but market questions sustainability of HBM as stock remains undervalued.
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SK Hynix Will Derive ~50% of Revenues from AI in 2025. Why Is the Stock Trading at 6x 2025 EPS?
SK hynix's AI revenues set to double in 2025, leading in roadmap and manufacturing, with sustainable lead over Samsung and potential for increased...
391 Views
Kioxia IPO Lockup Expiry - US$6.7bn Release, with Shareholders Eager to Sell
Kioxia Holdings (285A JP) raised around US$800m (including over-allocation) in its Japan IPO, after pricing its IPO in the middle of its range. Its...
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