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ENTITY
SK Hynix (000660 KS)
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Information Technology
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South Korea
SK Hynix Inc. provides products and services for the electronic components industry. The Company manufactures semiconductors, such as dynamic random access memory (DRAM), NAND flash memory, and static random access memory (SRAM) chips.
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bullish
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Thematic (Sector/Industry)
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03 Apr 2025 13:46
No Tariffs on Semiconductors – but Does It Matter?
US import tariffs on Korea and Taiwan are high, but no reciprocal tariff on semiconductors. Apple and Nvidia don't import semis from these...
Nicolas Baratte
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322 Views
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bullish
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Korean Air Lines
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31 Mar 2025 14:43
Korean Holdcos Vs Opcos Gap Trading Opportunities in 2Q 2025
In this insight, we highlight the recent pricing gap divergences of the major Korean holdcos and opcos which could provide trading opportunities in...
Douglas Kim
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2k Views
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bearish
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Thematic (Sector/Industry)
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15 Mar 2025 04:15
IS AI Spending Poised to Fall?
Hyperscaler CapEx growth may be slowing as Microsoft cuts spending in Q4 while Amazon, Facebook, and Alibaba increase theirs, leading to a...
Jim Handy
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536 Views
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bullish
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Hua Hong Semiconductor
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20 Feb 2025 15:15
BUY/SELL/HOLD: Hong Kong Stock Update (February 20)
Mainland investors are buying record amounts in HK during secular bull mkt. AAC Tech reported positive earnings surprise and Hua Hong is rapidly...
David Mudd
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298 Views
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bullish
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Taiwan Semiconductor (TSMC)
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26 Jan 2025 05:11
Tech News: Smartphone and PC Stabilize. Semicon Capex Cuts. Cloud Capex Up. TSMC Increasing Prices.
Smartphone and PC small growth in 2024 and 2025, but Silicon content in processors and DRAM will increase. Semiconductor Capex cuts in 2025. Cloud...
Nicolas Baratte
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427 Views
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