Le Kospi sud-coréen a enregistré un bond historique de 17,91% en une séance le 31 juillet, effaçant trois jours de chute. Ce rebond, le plus fort jamais mesuré, a été déclenché par les résultats solides d'Amazon AWS, rassurant sur la demande en puces IA, et par des achats massifs d'investisseurs étrangers.
Le contrat perpétuel SKHYNIX de Trade.xyz sur Hyperliquid a subi une chute de prix anormale le 27 juillet, entraînant la liquidation forcée de près de mille positions. Trade.xyz a annoncé le remboursement des pertes, qualifiant l'incident de mesure discrétionnaire due à un "mauvais tick" provenant d'une transaction isolée sur un marché coréen.
Trade.xyz will cover eligible liquidation losses following a price anomaly in its SK Hynix contract on Hyperliquid, triggered by an external market transaction affecting the oracle's mark price.
SK Hynix reports a 1,242% year-over-year increase in Q2 net profit to 93.9tn won, driven by AI industry demand for advanced memory chips. Despite record profits, shares fell 9.6% due to missed revenue and operating profit expectations.
Nvidia secures a $500 billion deal with SK Hynix for AI memory supply, including 2027 data center launches, alongside a $1 billion investment in Korean cloud company Naver, amidst a global memory shortage driven by AI demand.
SK hynix to report record Q2 operating profit of 64.1 trillion won, driven by HBM market leadership and AI-driven semiconductor demand, with a 75-77% operating profit margin.
Researchers at Fudan University in Shanghai have developed a device, named Guiyi, that can store a single bit of information using just one electron, a significant reduction from the 200,000 electrons required by current DRAM chips.
Corea del Sur prohíbe nuevas cotizaciones de ETF apalancados sobre acciones como SK Hynix y Samsung, que generaron gran volatilidad. La medida, que incluye elevar depósitos y lotes mínimos, llega tarde tras una caída del patrimonio gestionado y busca corregir una decisión precipitada para frenar la debilidad de la divisa.
South Korean retail investors are experiencing significant losses on leveraged single-stock ETFs tied to AI champions like Samsung Electronics and SK Hynix, following a sharp market reversal. This speculative trading boom has prompted the central bank to warn against magnified volatility and regulators to implement tougher rules, including a higher minimum cash requirement for trading these products.
South Korean retail investors are suffering significant losses from leveraged bets on AI-driven chip stocks like SK Hynix and Samsung Electronics, with some ETFs down 70%. This highlights the risks of speculative trading, prompting regulators to introduce tougher rules for single-stock leveraged ETFs.
Çinli bellek üreticisi CXMT, 2026'nın ikinci yarısında 12,8 Gbps hızında LPDDR6 belleklerin seri üretimine başlayacağını duyurdu. Bu hamleyle şirket, Samsung ve SK Hynix gibi küresel devlere meydan okuyarak DRAM pazarındaki payını artırmayı hedefliyor.
Oil prices soared and Asian stocks plummeted after the US launched new strikes against Iran, escalating tensions over the Strait of Hormuz. Brent crude rose 4.7%, while markets like South Korea's Kospi dropped 8%. Chip companies were severely hit.
SK Hynix shares dropped over 15% in Seoul, marking their worst day, following a strong Nasdaq debut. Investors are booking profits and assessing AI memory chip demand against recent stock surges, creating valuation uncertainty.
SK Hynix shares dropped over 15% in Seoul, marking its worst trading day, following a strong Nasdaq debut. Investors are booking profits and assessing AI memory chip demand against the stock's recent surge, creating valuation uncertainty.
Chip stocks, led by South Korea's SK Hynix, experienced steep losses triggering circuit breakers. Oil prices rose amid US-Iran exchanges of strikes over the weekend. Reporting season begins with major companies like JPMorgan and Netflix.
South Korea's Kospi index plunged 7% on Monday due to rising Middle East geopolitical tensions and concerns over AI stock valuations. Oil prices surged, strengthening the US dollar and increasing interest rate hike bets. Tech stocks led the decline in Seoul, with SK Hynix and Samsung Electronics falling sharply.
SK Hynix shares dropped over 12% in Seoul Monday following a strong Nasdaq debut Friday. Investors are weighing AI memory chip demand against valuation concerns and profit-taking, creating a discount between its US and Korean listings.
受中東地緣政治風險升高影響，南韓兩大記憶體晶片廠SK海力士與三星電子股價今（13日）盤中分別一度重挫超過10%及6%。市場分析指出，除地緣政治風險外，南韓券商下修SK海力士獲利預測，也加劇賣壓。
SK海力士在美國那斯達克掛牌交易後股價大漲，但因投資人獲利了結及對第2季財報預期保守，今天首爾早盤股價一度下跌10.1%。分析師指出，HBM4出貨增幅未達預期，且SK海力士較依賴HBM市場，獲利提升幅度可能低於預期。
SK Hynix shares dropped over 10% in Seoul after a strong Nasdaq debut, as investors took profits and debated AI chip demand versus stock valuation. Analysts cited confusion over fair pricing and a discount rate between US and Korean listings.
CEO SK Hynix Kwak Noh-jung dự báo tình trạng khan hiếm chip nhớ sẽ đạt đỉnh vào năm tới và kéo dài đến 2030 do nhu cầu chip AI tăng cao. Các đối thủ và ngân hàng đầu tư cũng đưa ra dự báo tương tự, trong khi các hãng bán dẫn chạy đua mở rộng sản xuất.
Seoul shares opened lower on Monday as investors adopted a cautious stance due to heightened Iran uncertainty, despite SK hynix's successful U.S. listing last week. The KOSPI index saw an initial dip.
SK hynix's successful Nasdaq ADR debut raised $26.5 billion, the largest offering by a foreign firm in US history. This influx is expected to bolster South Korea's foreign exchange reserves and stabilize its currency market.
SK hynix raised $26.5 billion on Nasdaq, the largest foreign company offering, at a premium. This success highlights Korea's capital market limitations and the need for reforms to support globally competitive firms.
