XL2CSOPHYNIX(07709.HK)

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XL2CSOPHYNIX
07709.HK
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Profits triple! Samsung expects Q4 profit of 20 trillion won and revenue of 93 trillion won, both hitting record highs, as AI triggers "out-of-control" price increases in storage

The company released its Q4 earnings guidance: operating profit is expected to reach 20 trillion won, tripling year-on-year and surging 64% quarter-on-quarter, setting a historical record, while sales are also soaring to a historical high of 93 trillion won. With the strong boost from the AI frenzy, Samsung is declaring the arrival of the strongest seller's market for memory chips to Wall Street through a "runaway" increase in both volume and price. The company is expected to release its complete financial report later this month

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With HBM4 and dual catalysts for the US stock listing, JP Morgan raises the target price for SK Hynix to 1 million KRW

JP Morgan raised the target price for SK Hynix to 1 million KRW, believing that the long-term growth in AI memory demand and the plan for a U.S. stock listing will drive the stock price up. Analysts maintained an "overweight" rating, expecting a 20% to 25% upward revision in earnings per share for the fiscal years 2026 to 2027. SK Hynix's stock price rose 1.26% to 765,500 KRW per share. JP Morgan recommends that investors accumulate positions based on strong expectations for an upward cycle in the storage industry

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Storage Chips "In the Game Within the Game"

PC assemblers and gamers are funding the development of AI infrastructure. Manufacturers prioritize meeting the needs of AI customers, leading to a continuous shrinkage in availability at the retail end. Samsung, SK Hynix, and Micron produce nearly all of the world's DRAM, and such concentration has created systemic vulnerabilities that have not yet received sufficient regulatory attention

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Wallstreetcn·
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SK Hynix weighs U.S. listing as its stock price soars

SK Hynix is considering a U.S. listing to narrow the valuation gap with competitors, driven by increased demand for memory chips and corporate governance changes. The company may list shares as ADRs, attracting capital from passive funds. SK Hynix shares have risen significantly this year, and the company reported record Q3 earnings. No final decision on the listing has been made yet.

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Memory chipmakers rise as global supply shortage whets investor appetite

Shares of leading memory chipmakers surged as investors anticipate further price increases due to a global supply shortage driven by rising demand for AI infrastructure. Samsung's co-CEO described the situation as "unprecedented," with constraints expected to last for months or years. Memory chipmakers are reallocating production to high-bandwidth memory for AI, impacting supply for other sectors. Prices have more than doubled in some segments since February 2022. Analysts predict the current market upturn, termed a "supercycle," could extend into 2027.

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SK Hynix or Samsung?

In the wave of rapid development in the AI industry, while major companies are frantically increasing computing power, the memory industry is also rapidly rising. As the two larges...

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SK Hynix is speeding up new fab operations to meet surging DRAM memory chip demand, Reuters reports, citing CEO Sungsoo Ryu. It will begin operations at a new fab in February, and also open the 1st of......

SK Hynix will invest 19 trillion won (US$12.9 billion) in an advanced semiconductor packaging plant in South Korea to keep up with strong AI-related demand, Reuters reports. Construction will begin in......

$Taiwan Semiconductor(TSM.US) hits a new high; $Alphabet(GOOGL.US) has settled with Apple, no worries about the cloud, the most critical variable in 2C seems to be settled. In the morning, Deepseek pu......

SK Hynix plans to open the 1st of four facilities at its Yongin campus in South Korea in March next year, 2-months earlier than the planned, as it accelerates DRAM capacity expansion amid heavy demand.....................

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