# SK Hynix

Type: Company (000660.KS)

Source: GetYourBrief — https://getyourbrief.com/entity/sk-hynix
Canonical HTML page: https://getyourbrief.com/entity/sk-hynix

## Timeline

- **2028**: Phase 1 Production Start — First phase of the new plant is scheduled to reach capacity of 30,000 wafers per month, with eventual expansion to 45,000 wpm.
- **2027**: Massive Capex Deployment Year — Pending board approval, Nanya aims to execute over T$200 billion in capital spending, primarily for its new fabrication plant.
- **2026-09**: Tim Cook to step down as CEO — Apple's CEO transition to John Ternus, scheduled for September 2026, will occur under the company's renewed valuation leadership.
- **2026-07-31**: Friday Rebound — Strong Amazon and Microsoft earnings spark a massive recovery; Kospi jumps nearly 20%, and US indices regain ground, though the week remains deeply negative.
- **2026-07-30**: Nasdaq Correction — Nasdaq falls over 10% from recent high, entering correction territory; Nvidia loses more than 5% and is overtaken by Apple as world's largest firm.
- **2026-07-29**: Kospi Extends Losses — Kospi drops a further 6%, deepening the rout; global AI-linked shares remain under heavy pressure.
- **2026-07-28**: Kospi Tumbles — South Korea's Kospi index falls 11.5%, led by SK Hynix and Samsung Electronics, on fears of memory chip commoditization and supply chain disruption.
- **2026-07-27**: CXMT IPO and DUV Breakthrough — CXMT lists on Shanghai stock exchange, surging 466% to 3.3tn yuan; reports emerge that China has developed its own DUV lithography tools.
- **2026-07-20**: Memory Stocks Enter Bear Market Amid AI Boom — Despite record structural demand from AI data centers, memory stocks slide into a bear market as investors fear history repeating.
- **2026-07-20**: Memory Stocks Enter Bear Market Amid AI Boom — Despite record structural demand from AI data centers, memory stocks slide into a bear market as investors fear history repeating.
- **2026-07-17**: Moonshot Announces Kimi K3 — Chinese startup Moonshot unveils Kimi K3, a powerful low-cost AI model, evoking memories of the DeepSeek shock and sparking a fresh global tech rout.
- **2026-07-17**: Global AI Stock Sell-Off — U.S. indexes fall sharply (S&P -1%, Dow -0.8%, Nasdaq -1.4%); Asian markets tumble (Taiex -6.5%, Nikkei -4%, Shanghai -3%); Nvidia drops 2.2%, Applied Materials -5.6%.
- **2026-07-17**: Oil Prices Rise on Iran War — Crude oil continues its climb as the war with Iran fuels supply disruptions fears, adding to the risk-off sentiment in equity markets.
- **2026-07-17**: Apple overtakes Nvidia as world's most valuable company — Apple's market cap reaches $4.88 trillion, edging past Nvidia's $4.86 trillion after a 3.5% Nvidia decline.
- **2026-07-16**: Bank of Korea surprises with rate hike — The BOK raised its policy rate for the first time since 2023, explicitly citing the need to combat inflationary pressures from the ongoing Iran war.

## Recent coverage (20 stories, network-wide)

### AppLovin SaaS Pivot Hits 61% Net Margin on $5.5B
2026-08-20 03:50:32 · Sector: saas · Sentiment: Neutral · Impact: 5/10 · Sources: 3

AppLovin's exit from gaming made it a pure-play advertising SaaS business with $5.5B revenue and 61% net margin. In contrast, C3.ai's enterprise AI SaaS revenue dropped 35.7% as it pivots to consumption-based pricing.
Full story: https://getsaasbrief.com/story/applovin-saas-margin-c3ai-consumption-2026

### AI Retail Checkout Push Meets Navitas' 44.9% Revenue Drop
2026-08-20 03:50:17 · Sector: retail · Sentiment: Neutral · Impact: 5/10 · Sources: 3

Rezolve AI's Brain Commerce and Brain Checkout target streamlined mobile retail, but the comparison with Navitas Semiconductor shows how hardware spending can swing. Retailers evaluating AI checkout should watch infrastructure costs and vendor stability.
Full story: https://getretailbrief.com/story/ai-retail-hardware-navitas-rezolve-2026

### AppLovin's 61% Net Margin Shows AI Ad Tech's Profit Power
2026-08-20 03:50:03 · Sector: marketing · Sentiment: Neutral · Impact: 5/10 · Sources: 3

AppLovin's pure-play AI advertising platform generated $5.5B in FY2025 revenue and a 61% net margin. For marketers, its Axon-driven user acquisition and in-app bidding tools signal where performance marketing budgets are heading.
Full story: https://getmarketingbrief.com/story/applovin-ai-adtech-profit-margin-2026

### Marvell's $8.2B AI Revenue Up 42% vs. Telecom Income
2026-08-20 03:49:48 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 3

Marvell's FY2026 revenue reached nearly $8.2B, up 42.1%, with a 32.6% net margin, while Verizon offers steady cash flow and dividends. The broader Better Buy series pits AI infrastructure growth against income and defense stability across eight tech names.
Full story: https://getfinancebrief.com/story/marvell-verizon-ai-chip-stock-better-buy-2026

### Marvell AI Silicon Revenue Jumps 42.1% to $8.2B
2026-08-20 03:49:32 · Sector: ai · Sentiment: Neutral · Impact: 5/10 · Sources: 3

Marvell's AI-optimized hardware pushed FY2026 revenue to $8.2B, up 42.1%, while SK Hynix grew 47% and Navitas' power chips declined. Enterprise AI software showed weakness as C3.ai revenue fell 35.7%.
Full story: https://getaibrief.com/story/marvell-ai-infrastructure-vs-c3ai-2026

### Kospi Soars 4% as AI-Led Wall Street Rally Lifts Asian Markets
2026-08-13 05:50:06 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Seoul's Kospi surged 4% to 6,844.65 as Samsung and SK Hynix led a global AI-chip rally, while U.S. inflation at 3.4% in line preserved market risk appetite. Hong Kong and Shanghai added more modest gains. The session underscores how AI-driven earnings and semiconductor pricing are now central to global equity returns.
Full story: https://getfinancebrief.com/story/kospi-4-percent-ai-led-rally-asian-markets

### SK Hynix Up 7.1%, Samsung 5.4% as AI Chip Rally Spreads to Asia
2026-08-13 05:49:57 · Sector: ai · Sentiment: Neutral · Impact: 5/10 · Sources: 2

Asian AI hardware names jumped after stronger-than-expected spring earnings from AI-linked companies triggered a Wall Street rally. SK Hynix rose 7.1% and Samsung gained 5.4%, signaling continued demand for AI memory and compute. The regional move reinforces the hardware supply chain as a key AI value driver.
Full story: https://getaibrief.com/story/sk-hynix-samsung-ai-chip-rally-asia

### Kospi Surges 4% to 6,597 as Asian Markets Climb; Oil Tops $89 on Mideast Risks
2026-08-12 09:41:18 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 2

South Korea’s Kospi index rallied 4% on a semiconductor wave, while Brent crude rose to $89.67 as Iran‑war stalemate and Houthi attacks threaten supply. Upcoming U.S. inflation data will test the rally.
Full story: https://getfinancebrief.com/story/kospi-4-percent-oil-prices-89-aug-2026

### Apple Tests 1 Chinese Firm to Break Memory Triopoly: CXMT Chips
2026-08-12 00:26:09 · Sector: supply · Sentiment: Neutral · Impact: 6/10 · Sources: 2

Apple has begun testing memory chips from Chinese firm CXMT in a bid to diversify its supply chain away from the Samsung-SK Hynix-Micron oligopoly. The move, driven by AI-induced global memory shortages, could reshape procurement strategies and introduce new geopolitical risks to component sourcing.
Full story: https://getsupplybrief.com/story/apple-tests-cxmt-chips-supply-chain

### Apple Tests 1st Chinese DRAM Supplier to Tackle AI Memory Shortage
2026-08-12 00:25:59 · Sector: ai · Sentiment: Neutral · Impact: 6/10 · Sources: 2

The explosive growth of AI models is fueling a global memory chip crunch, prompting Apple to explore Chinese supplier CXMT for its iPhones and MacBooks. This unprecedented move underscores how AI's insatiable infrastructure demands are reshaping hardware supply chains and forcing tech giants to rethink component strategies.
Full story: https://getaibrief.com/story/apple-tests-cxmt-chips-ai-memory

### Sensex Rises 70 Pts, Nifty IT Sinks 3% as FII Inflows Hit ₹7,360 Cr
2026-08-09 20:33:21 · Sector: finance · Sentiment: Neutral · Impact: 5/10 · Sources: 3

Indian markets opened higher with Sensex advancing 70 points and Nifty IT plunging 3%, highlighting a sharp rotation from tech to domestic cyclicals. FIIs bought shares worth ₹7,360 crore over three sessions, signaling renewed foreign confidence. Falling crude oil prices and global volatility reinforced India's safe-haven appeal.
Full story: https://getfinancebrief.com/story/sensex-rises-70-pts-nifty-it-sinks-3-fii-inflows-7360-cr

### Nasdaq AI Rebound Pushes Up 1.1% as $28B SK Hynix IPO Looms
2026-08-02 16:11:43 · Sector: ai · Sentiment: Neutral · Impact: 5/10 · Sources: 2

AI stocks staged a sharp recovery on Monday, with the Nasdaq rising 1.1% as Broadcom rallied on an Apple deal. The rebound comes just days before SK Hynix's historic $28 billion Nasdaq IPO, which will be the latest test of investor appetite for AI infrastructure.
Full story: https://getaibrief.com/story/ai-stocks-rebound-broadcom-sk-hynix-ipo

### CXMT’s $365B IPO Reshapes AI Chip Landscape, Opening Doors for Startups
2026-08-02 11:57:35 · Sector: startups · Sentiment: Negative · Impact: 7/10 · Sources: 2

The record-smashing IPO of China’s CXMT and its homegrown DUV breakthrough are redrawing the AI hardware map. While posing threats to incumbents, these moves signal a fragmenting supply chain where agile startups can introduce novel memory architectures and alternative lithography approaches.
Full story: https://getstartupbrief.com/story/cxmt-365b-ipo-reshapes-ai-chip-startups

### Kospi 11.5% Plunge Exposes AI Economy's Opacity After CXMT IPO
2026-08-02 11:57:25 · Sector: finance · Sentiment: Negative · Impact: 7/10 · Sources: 2

China's CXMT flew 466% on its $365bn IPO and unveiled indigenous DUV lithography, triggering a Kospi rout and Nasdaq correction. Strong Big Tech earnings stabilized markets, but the episode reveals acute concentration and geopolitical risk in the AI supply chain—demanding a re-rating of semiconductor exposure.
Full story: https://getfinancebrief.com/story/kospi-11-5-plunge-ai-economy-cxmt-ipo

### China’s DUV Breakthrough Sends Nvidia Down 5% as AI Supply Chain Fractures
2026-08-02 11:57:16 · Sector: ai · Sentiment: Negative · Impact: 7/10 · Sources: 2

A homegrown Chinese DUV lithography advance and CXMT’s $365bn entry have exposed critical dependencies in AI hardware. Nvidia shed 5% as markets feared supply chain fragmentation, but the shift could also democratize compute—lowering memory costs and diversifying GPU sourcing for model training.
Full story: https://getaibrief.com/story/china-duv-breakthrough-nvidia-5-drop

### Samsung's $62B Q2 profit signals AI hardware supply chain dominance
2026-07-30 03:49:12 · Sector: ai · Sentiment: Strongly positive · Impact: 8/10 · Sources: 4

Samsung's semiconductor division drove a record $62 billion quarterly profit as AI demand for high-bandwidth memory (HBM) chips outstripped supply. The earnings highlight how Korean memory makers are critical to scaling AI infrastructure, even as massive capex plans and Chinese competition pose risks.
Full story: https://getaibrief.com/story/samsung-62b-q2-ai-hardware-profit

### SK hynix Posts 1,242% Profit Surge to $64B: AI Boom Defies Bubble Fears
2026-07-29 07:51:53 · Sector: finance · Sentiment: Strongly positive · Impact: 8/10 · Sources: 2

SK hynix's Q2 2026 net profit catapulted to 94 trillion won ($64B), a 1,242% YoY jump, fueled by AI memory demand and a 20 trillion won Kioxia stake sale. The results, coupled with a 40 trillion won capex plan, challenge market skepticism about the AI investment cycle's durability and re-rate memory stocks.
Full story: https://getfinancebrief.com/story/sk-hynix-finance-earnings-1242-profit-record

### Kospi Craters 10% as $150B Wiped Out in Chip Stock Rout
2026-07-28 09:49:14 · Sector: finance · Sentiment: Strongly negative · Impact: 7/10 · Sources: 3

South Korea's Kospi index suffered a catastrophic 10%+ intraday drop on July 28, wiping out an estimated $150 billion in market value as AI-fueled chip stocks collapsed. The crash, led by Samsung and SK Hynix, sent shockwaves through global markets and raised urgent questions about the durability of AI-driven equity gains.
Full story: https://getfinancebrief.com/story/kospi-crashes-10-percent-chip-stocks-loss

### AI Boom Anxiety Triggers 10% Kospi Crash on Chip Stock Dump
2026-07-28 09:49:07 · Sector: ai · Sentiment: Strongly negative · Impact: 7/10 · Sources: 3

Doubts over AI's return on investment reached a fever pitch as South Korea's Kospi index crashed 10%, driven by massive selling of Samsung and SK Hynix. The rout reflects deep-seated concerns that the AI hardware gold rush may be overhyped, threatening the pipeline of innovation and deployment.
Full story: https://getaibrief.com/story/ai-boom-fears-kospi-crash-chipmakers

### Nvidia's $750B AI Deal Spree Threatens Startup Valuations
2026-07-28 01:52:14 · Sector: startups · Sentiment: Negative · Impact: 8/10 · Sources: 5

Nvidia is assembling over $750 billion in AI infrastructure deals that include backing for OpenAI and an SK Hynix initiative. Critics warn of circular financing that could overinflate startup valuations and distort demand signals across the AI ecosystem, leaving early-stage companies exposed if the bubble bursts.
Full story: https://getstartupbrief.com/story/nvidia-750b-ai-circular-financing-startup-risk

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