SK HYNIX
Global Market | SK Hynix weighs $12 billion special dividend ahead of Q3 Results: Reports
SK Hynix said it would announce shareholder-return measures alongside its quarterly results amid reports that it was considering a special dividend funded by gains from its Kioxia stake sale. The review comes as investors push major chipmakers to distribute more cash generated by the AI memory boom through dividends and share buybacks.
Global Market: South Korean shares fall over 1% as AI trade concerns weigh; won strengthens
South Korean shares fell as AI-related concerns weighed on sentiment ahead of major US technology earnings. The won strengthened against the dollar, while government bond yields declined.
Global Market Today: Asian shares slip as AI jitters deepen ahead of big tech earnings
MSCI Inc.’s Asia Pacific equities gauge fell 0.2% ahead of this season’s busiest earnings week in Asia. US equity-index futures erased earlier gains and traded little changed.
SK Hynix drops US IPO plan for Solidigm: Report
The news comes weeks after SK Hynix said it was reviewing various options to strengthen Solidigm's competitiveness, but that no decisions had been made.
South Korea's Kospi crashes 41% from June peak as AI frenzy fizzles out. Can this benefit Dalal Street?
South Korea's stock market hit all-time highs before a sharp decline, marked by a 41% drop in the Kospi index since June, which has significantly affected investor wealth. As South Korean investors grapple with this downturn, experts believe that India’s market might benefit, citing its diverse sectors. It's encouraged that investors proceed with caution, keeping an eye on local demand and foreign investments.
Christopher Wood swapped Nvidia for a Greek infrastructure stock. The bet is paying off
Jefferies’ Christopher Wood replaced Nvidia with Greek infrastructure company GEK TERNA in his global long-only equity portfolio in October 2025. Since then, GEK TERNA has gained 65% in US-dollar terms, compared with Nvidia’s 15%. The shift reflects Wood’s preference for infrastructure, fiscal reform and improving economic fundamentals over crowded AI trades.
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South Korean shares fall 2% as AI selloff weighs on global markets
South Korea’s KOSPI fell 2.14% on Friday, heading for a second straight weekly decline as a global selloff in AI-related stocks weighed on sentiment. Samsung Electronics, Hyundai Motor and POSCO Holdings led losses, while foreign investors remained net sellers. The won strengthened against the dollar, and government bond yields declined.

Global Market Today: Asian stocks slide after US tech rout
MSCI Inc.’s regional equities benchmark slipped 0.3%, declining for a second day, leaving the gauge hovering around levels last seen in July. Taiwan’s stock exchange will be shut Friday due to a typhoon. Sentiment stayed weak as contracts for the Nasdaq 100 Index fell 0.3% in early Asian trading.

Global Market: South Korean shares fall over 1% as chip stocks retreat
South Korean shares fell as investors booked profits in semiconductor stocks after a sharp rally. Attention shifted to the Bank of Korea’s policy outlook, while falling government bond yields and a marginally weaker won reflected mixed sentiment across financial markets.

Global Market: South Korean shares jump 3% as chipmakers rally on strong exports, AI demand
South Korea’s KOSPI surged 3.03% after hitting a six-month closing low, supported by a rally in chipmakers, record semiconductor exports and optimism over sustained AI infrastructure demand. Foreign investor buying also aided the rebound.

South Korean shares post more than 6-month closing low as chipmakers fall on AI concerns
"The sustainability of the recent rebound was limited as credit and profitability concerns around AI investment remained not fully resolved," said Lee Kyoung-min, an analyst at Daishin Securities.

Korea’s KOSPI crashes another 5% as AI rout deepens; AI bellwether down over 40% from peak
Chip heavyweight SK Hynix Inc. headed for its lowest close since April. Data-center infrastructure company Elice Inc. plunged as much as 32% in its trading debut in Seoul. Both AI bellwethers SK Hynix and Samsung have plunged 35% and 22%, respectively.

Global Market Today: Asian stocks decline in break from US chip rally
Losses were led by a more than 2% drop in South Korea’s Kospi Index — a bellwether for artificial intelligence investments — as chip heavyweight SK Hynix Inc. headed for its lowest close since April. Data-center infrastructure company Elice Inc. plunged as much as 32% in its trading debut in Seoul.

Global Market: South Korea regulator says Solidigm US listing may breach dual-listing rules
South Korean regulators are examining whether a US listing of SK Hynix subsidiary Solidigm would breach dual-listing rules. The review raises questions about minority shareholder protections as the company reportedly considers an IPO valuing it at up to $150 billion.

Global Market: South Korean shares fall as AI investment worries weigh on chipmakers
South Korea’s Kospi fell as AI investment concerns triggered technology stock selling, although dip buying helped recover early losses. Semiconductor shares remained weak, while automakers, battery makers and select heavyweight stocks gained. Foreign investors were net sellers, while currency and bond markets showed mixed movements amid ongoing global market uncertainty.

Samsung to use TSMC technology for Nvidia's next-generation memory chips: Report
Nvidia has asked Samsung, SK Hynix and Micron Technology to use TSMC's process for NVHBM base dies, and sixth-generation DRAM technology for its core dies, the newspaper said, citing industry sources.

Jefferies’ Chris Wood says it’s time to diversify beyond AI. Where should investors look now?
Jefferies’ Chris Wood is urging investors to diversify beyond AI as earnings growth for global AI stocks is expected to slow sharply and valuations remain elevated. His Asia portfolio retains exposure to semiconductor companies while avoiding heavy AI capex spenders, with India, China and other Asian markets featuring prominently in the allocation.

Global Market: South Korean shares rebound, but head for biggest weekly loss in 18 years
South Korea’s KOSPI rebounded 2.36% on bargain hunting after a steep selloff, but remained on track for its biggest weekly decline since October 2008. Concerns over AI investment sustainability and continued foreign selling weighed on investor sentiment.

SK Hynix seeks US nod to expand China chip output, ties approval to US plant: Report
SK Hynix is attempting to obtain approval from the US to export chipmaking equipment to China. This export is intended to facilitate an increase in production at its Dalian facility. Solidigm, the US arm of SK Hynix, is considering a factory in the US contingent on this approval. The US is enforcing restrictions on such exports to maintain technological superiority.

South Korea triggers 'sidecar' trading halt, KOSPI slumps nearly 8%
On Thursday, South Korea's KOSPI index plummeted, triggering a trading halt. This sharp decline was primarily driven by a tech-led selloff from the US market amidst rising inflation concerns. Prominent firms, including Samsung Electronics and SK Hynix, suffered considerable losses as foreign investors intensified their sell-offs, reflecting a broader struggle in the market. The global economic climate continues to foster serious fluctuations in stock and bond markets.

SK Hynix conditions new US factory on more US chip equipment exports to China, sources say
The Trump administration is pressing SK Hynix, Samsung and other foreign chipmakers to build plants in the US in a drive to rebuild US manufacturing capacity and create jobs.

Global Market: Why China’s CXMT is putting global memory chip giants under pressure
Global semiconductor stocks tumbled as Chinese chipmaker CXMT’s reported progress on a new memory chip design raised concerns about intensifying competition. Samsung, SK Hynix and Micron face potential pricing pressure as Chinese manufacturers seek to narrow the technology gap. The selloff also reflects growing scrutiny of AI valuations and whether heavy investment in AI infrastructure will deliver sustainable returns.

Global Market: South Korean shares rebound as chipmakers recover after five-day losing streak
South Korea’s KOSPI rebounded 0.74% on Wednesday as investors bought semiconductor stocks after five consecutive sessions of losses. Samsung Electronics and SK Hynix advanced, supported by a recovery in US AI chipmakers. Despite positive market breadth, foreign investors remained net sellers, while the won strengthened slightly and bond yields mostly rose.

US chip stocks slide as China’s CXMT advances; AI spending fears rattle investors
Shares in US chip manufacturers tumbled, primarily influenced by memory and data storage firms, following competitive moves from China's CXMT. The sector faced significant pressure, stemming from concerns over escalating rivalry and demands for AI investments. Key players like Micron Technology, Seagate Technology, SanDisk, and Western Digital saw notable declines in their stock prices.

Global semiconductor stocks sell-off over AI boom worries pulls Asian shares lower
Global equities showed mixed performance, with Asian markets notably declining due to major setbacks in semiconductor stocks. A steep fall in South Korea's Kospi index raised alarms for investors worried about competition from the Chinese behemoth CXMT. Japan faced a downturn as key players like Tokyo Electron and SoftBank struggled.

Global Market: South Korea’s Kospi plunges over 7% as chip stocks tumble on CXMT concerns
South Korea’s Kospi plunged over 7% amid concerns about rising competition from Chinese semiconductor makers, triggering a temporary trading curb. Samsung Electronics and SK Hynix suffered sharp losses, while foreign investors sold equities heavily. Weak technology stocks, a softer won and falling bond yields reflected growing market uncertainty and investor anxiety.

Global Market: South Korean shares fall nearly 2% as Middle East tensions weigh on sentiment
South Korean shares fell nearly 2% on Monday as renewed Middle East attacks heightened concerns over global energy supplies. Foreign investor selling and losses in chipmakers weighed on the KOSPI, while the won strengthened to its highest level since October 2024.

Once-hot AI trade leaves Korean stocks struggling for buyers
South Korea's stock market is facing a significant downturn after a dominant run in the global AI sector, as the Kospi has dropped 22% since its peak, marking it as the worst performer in the second half of the year. A startling 70% decline in turnover has prompted withdrawals from both foreign and local investors.
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