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- SK Hynix shares slide after chipmaker scraps Solidigm IPO plans
SK Hynix shares rebounded on Friday after falling as much as 3% earlier in the session, trading 3.2% higher following the company's decision to halt a review of a potential U.S. IPO for its subsidiary Solidigm. Solidigm said it made the decision after assessing capital market conditions and share price trends, and it will explore other funding options for a new U.S. chip fab. The company said an IPO could have funded expansion and provided more flexibility for shareholder returns, but market volatility led it to reassess whether the listing would benefit existing shareholders. South Korea's financial regulator said a U.S. listing could violate rules restricting dual listings and is examining minority shareholder protections. Broader markets were under pressure, with the Nasdaq Composite down 2.6% on Thursday, Nvidia down 4.4% and AMD down 8.1%, while CoreWeave fell 10% and was down 36% for the month and Australia's NextDC dropped nearly 40% on Wednesday after cutting its earnings forecast.
- SK Hynix Sinks 4% as Seoul Selloff Revives AI Spending Fears; SanDisk Drops 3%, Micron Eases
Memory chip stocks fell as a sharp selloff in Seoul, where South Korea's Kospi led Asian markets lower, revived concerns about how long the AI spending boom can last. SK Hynix (SKHY) was down 4% at $137.03, SanDisk (SNDK) fell 3% to $1,336.86, and Micron (MU) eased 2% to $886.64. The Roundhill Memory ETF (DRAM) dropped 3% to $46.75, a steeper decline than the 0.5% fall in the Invesco QQQ Trust (QQQ), pointing to a memory-led selloff. Separately, a union at Micron's Taoyuan operation in Taiwan plans a strike later this week over employee bonuses and profit sharing, and SK Hynix's upcoming earnings report could show whether AI memory demand holds up.
- SK hynix launches W2tr financing program to bolster chip suppliers
SK hynix has launched a 2 trillion won ($1.5 billion) financing program with major commercial banks and a state-run trade insurer to help domestic chip suppliers secure cheaper funding. Under the deal, SK hynix and the participating banks will contribute 100 billion won, while the Korea Trade Insurance Corporation will provide guarantees worth up to 20 times that amount, supporting as much as 2 trillion won in financing. The initiative targets small and midsized suppliers of semiconductor materials, parts and equipment, who face high borrowing costs. The company is also building the Trinity Fab, an 870 billion won testing facility at the Yongin cluster where suppliers can validate products under real manufacturing conditions.
- Samsung , SK hynix sell - off excessive as memory outlook stays strong : analysts
Samsung Electronics and SK hynix shares fell 23.9% and 31.5% over seven consecutive sessions starting Oct. 6, even as earnings forecasts rose on strong AI demand and tightening memory supply. Analysts said the sell-off reflected weak buying support and investor confidence rather than deteriorating fundamentals, calling the decline an excessive correction. SK Securities said next year's forecasts are being revised upward because the memory supply shortage may deepen and high-bandwidth memory prices may rise, while long-term supply agreements could improve earnings sustainability. Both stocks rebounded Friday as the KOSPI snapped its seven-session losing streak. SK hynix is scheduled to report third-quarter earnings on Oct. 28, followed by Samsung Electronics on Oct. 29.
- SK Hynix stock : Up big in H1 , down 58 % from peak in H2 is the AI boom losing steam ?
SK Hynix shares fell another 11% on Thursday, erasing much of their 2026 gains and leaving the stock 58% below its summer peak. Investors pulled back from chip stocks over rising Chinese competition, tight NAND supply and doubts about AI spending, with Samsung Electronics down 9% and South Korea's Kospi in bear-market territory, about 21% below its September peak. Hotter-than-expected US inflation data raised fears that the Federal Reserve could delay rate cuts or hike again, which could constrain AI data-centre investment. The sell-off accelerated after China's CXMT reportedly advanced a new memory-cell design aimed at a server-memory product by the end of 2026. Warnings are mounting: Paul Tudor Jones flagged a difficult 2027 for US stocks, while Ray Dalio called AI a potential classic bubble.
- Broadcom vs. SK Hynix: Which Technology Stock Is a Better Buy in 2026?
The article compares Broadcom, which designs custom chips, networking gear and infrastructure software and relies on large customers, with SK Hynix, a memory maker focused on high-bandwidth memory (HBM). In its FY 2025 report, Broadcom posted revenue of nearly $63.9 billion, up about 23.9%, net income of roughly $23.1 billion and free cash flow of nearly $26.9 billion, with its top five customers accounting for about 40% of net revenue. SK Hynix reported revenue of nearly $72.4 billion, up about 46.8%, net income of nearly $32.0 billion and free cash flow of roughly $18.5 billion. The article flags SK Hynix's exposure to volatile memory prices and industry cycles, and Broadcom's customer concentration, and it concludes investors are more likely to be better off choosing Broadcom. The text is cut off before the full SK Hynix analysis.
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