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[SK Hynix is betting on demand growth and plans to accelerate the construction of the Gwangju semiconductor cluster] October 9th, SK Group Chairman Choi Tae-won said on Friday that chip manufacturer SK Hynix is planning to build a new semiconductor industry cluster in Gwangju, South Korea as soon as possible, betting on strong demand growth, but did not disclose the specific start time. Cui Taiyuan said that the company has advanced the construction progress of Yongin Semiconductor Park by 12 years and may need to advance multiple projects at the same time if necessary.

#semiconductor #chip #semiconductor chip #U.S. stock trends #memory chip10-09 17:34

On October 9th, U.S. memory chip stocks rose slightly before the market opened, with SK Hynix, SanDisk, and Micron Technology rising by about 2%.

#chip #U.S. stock trends #semiconductor chip #memory chip10-09 16:06

On October 8, investment bank DA Davidson significantly raised the target price of Micron Technology from US$2,100 to US$3,000, the highest on Wall Street, and reiterated a "buy" rating.

#U.S. stock trends #Brokerage strategy #memory chip10-08 16:23

On October 7th, the memory chip sector of the US stock market rose. SanDisk rose by more than 2%, Micron Technology rose by nearly 1%, and SK Hynix's decline narrowed to 1.1%.

#chip #U.S. stock trends #semiconductor chip #memory chip10-07 22:24

On October 7, AMD CEO Su Zifeng said that he was very satisfied with HBM4.

#AMD #Su Zifeng #Global market intelligence #memory chip10-07 14:47

On October 7, AMD CEO Su Zifeng said in a speech in Seoul that Samsung and SK Hynix are crucial to the long-term supply chain.

#AMD #Su Zifeng #Samsung #Global market intelligence #semiconductor chip #memory chip10-07 14:30

On October 7, Micron Technology’s union in Taiwan announced that it had officially obtained the right to strike.

#memory chip10-07 14:20

On October 6, AMD CEO stated that the supply of memory chips is still tight and the demand in the next few years will be very high.

#AMD #chip #semiconductor chip #memory chip10-06 12:55

[Micron Technology’s stock price fell 1% during the pre-market trading session. The higher-than-expected quarterly results and guidance for the next quarter still failed to satisfy the market] On October 1, Micron Technology’s stock price fell 1% during the pre-market trading session to US$1,053 per share, after the company released quarterly results. After the market close on Wednesday Eastern Time, Micron Technology announced its fourth quarter fiscal 2026 and full-year financial results for fiscal 2026. Micron benefited from strong demand for AI data centers and rising storage prices. Its fourth-quarter revenue and gross profit margin were both higher than market expectations, and its revenue guidance for the next fiscal quarter was also higher than analysts' expectations. Micron Technology’s fourth-quarter revenue was US$54.23 billion, higher than analysts’ expectations of US$51.49 billion; its revenue guidance for the next fiscal quarter was approximately US$61.5 billion, higher than analysts’ expectations of US$56.8 billion. The core data center business revenue was US$18.0 billion, a month-on-month increase of approximately 56%, a year-on-year increase of approximately 1,042%, and a gross profit margin of 90%. It is the business unit with the highest revenue, accounting for approximately one-third of total revenue.

#Global market intelligence #U.S. stock trends #memory chip10-01 16:35

On October 1, D.A. Davidson raised the target price of Micron Technology from US$2,000 to US$2,100.

#U.S. stock trends #memory chip #Brokerage strategy10-01 11:41

[Micron Technology CFO: In the fourth quarter of fiscal year 2026, it will generate $33.2 billion in free cash flow and plans to increase stock repurchases starting from December 9, 2026] On October 1, Micron Technology Chief Financial Officer Mark Murphy said at the earnings call that in the fourth quarter of fiscal year 2026, Micron Technology generated an astonishing operating cash flow of $44 billion and free cash flow of $33.2 billion. Over time, we expect to return 100% of excess cash to shareholders. We intend to increase capital returns, primarily through share repurchases, beginning on December 9, 2026, the second anniversary of our signing of the CHIP Act final agreement.

#chip #U.S. stock trends #memory chip10-01 10:25

[Micron Technology: Capital expenditures in the first half of fiscal year 2027 will be approximately US$25 billion, and will be higher in the second half of the year] On October 1, Micron Technology expects capital expenditures in the first half of fiscal year 2027 to be approximately US$25 billion, and will be higher in the second half, and most of the increase will be used for new fabs (construction expenditures) rather than pure equipment purchases. Micron Technology CFO Mark Murphy explained that this is entirely because long orders provide sufficient demand visibility, and new greenfield factories require extremely long lead times.

#wafer #U.S. stock trends #memory chip #HBM10-01 10:21

[Micron Technology CFO: More than 75% of Micron Technology's production capacity in 2027 has been promised by customers] On October 1, Micron Technology CFO Mark Murphy said at the earnings call that currently, more than 75% of Micron's production capacity in 2027 has been promised by customers, and most current negotiations with customers have already started around 2028.

#TMT Industry Observation #U.S. stock trends #memory chip10-01 10:18

[Micron Technology CEO: HBM demand growth will continue to outperform traditional DRAM until 2028] On October 1, Micron Technology Chairman and CEO Sanjay Mehrotra said in an earnings call that the structural gap in supply and demand growth rates has led to continued supply tensions. Even taking into account the industry’s new DRAM clean room space plan, under the strong demand trend (including customers’ continuous incremental requirements), we cannot see the inflection point when supply and demand can return to balance. Industry HBM demand growth will continue to outperform traditional DRAM until 2028. Sanjay Mehrotra revealed that most of Micron's HBM supply in 2027 has already signed agreements, and "prices have increased significantly year-on-year, which has narrowed the gross margin gap between (HBM) and traditional DRAM."

#TMT Industry Observation #HBM #U.S. stock trends #memory chip10-01 10:14

[The market holds its breath waiting for Micron’s financial report; option pricing indicates that the stock price may fluctuate 7% this week] September 30th, Micron Technology will disclose its latest financial report after the market closes on Wednesday. Based on options pricing on Monday, Micron Technology shares are expected to move as much as 7% before the end of the week. From Monday's closing price, a move of this magnitude could push the stock to $1,127, close to June's all-time high, or pull it back below $982. As of the beginning of this week, Micron has become the most popular stock on Stocktwits, and retail investor sentiment rose to "bullish" last Sunday.

#options #memory chip #U.S. stock trends09-30 14:43

[On the eve of Micron’s earnings report, super bulls reiterated a $2,000 target price] September 29th, on the eve of Micron Technology’s earnings report on Wednesday, a super bull of the memory chip giant reiterated a $2,000 target price for the stock, which is close to the highest level on Wall Street. The target price given by D.A. Davidson analyst Gil Luria is about 100% higher than Micron Technology's latest closing price. Luria pointed out that memory is the key to running large AI models. The larger the memory capacity, the better the model, the faster the reasoning, and the longer the context window. Market participants across the board have repeatedly said that demand is still skyrocketing and that it will take at least a year for new supply to catch up. The current valuation multiples given by the market have ended the pricing storage cycle, but the demand for AI computing power continues to grow.

#AI computing power #large model #chip #Memory #Computing power #AI #semiconductor chip #memory chip09-29 14:19

[US stock storage sector collectively fell, SK Hynix and SanDisk fell more than 5%] On September 28, the US stock semiconductor sector fell generally during the session, with the Philadelphia Semiconductor Index falling 2.16%; in the storage sector, Micron Technology fell 3.28%, SK Hynix fell 5.00%, SanDisk fell 5.07%, Western Digital fell 4.77%, Seagate Technology fell 3.87%, and Kioxia ADR fell 5.02%.

#semiconductor #Global market intelligence #U.S. stock trends #memory chip09-28 22:16

[The storage sector continued to weaken before the U.S. stock market opened, with SK Hynix falling 4.1%] On September 28, before the U.S. stock market opened, the storage sector collectively weakened, with Micron Technology falling 2.40%, SK Hynix falling 4.12%, SanDisk falling 3.68%, Western Digital falling 2.80%, and Seagate Technology falling 2.44%.

#Global market intelligence #U.S. stock trends #memory chip09-28 16:54

September 28th, U.S. memory chip stocks fell before the market opened, with SK Hynix and SanDisk falling by more than 3%, and Micron Technology and Western Digital falling by more than 2%.

#chip #U.S. stock trends #semiconductor chip #memory chip09-28 16:03

[Solidigm plans to go public, SK Hynix’s valuation faces reconstruction] September 28th, investors are re-evaluating SK Hynix’s stock price because its U.S. subsidiary Solidigm may go public, which may lead to a reconstruction of SK Hynix’s valuation. Sources said Solidigm is considering an IPO in the U.S. market as early as next year and plans to raise about $15 billion. According to the Korean Corporate Governance Forum, a non-profit organization, Solidigm's IPO will further complicate the ownership hierarchy within the SK Hynix Group and deepen the pyramid-like ownership structure. The agency had urged SK Hynix in August to abandon its listing of Solidigm.

#memory chip #U.S. stock IPO news09-28 15:18

On September 28, industry sources revealed that SK Hynix has begun preliminary foundation works for a semiconductor wafer fab in Tohoku, Japan. It is unclear whether this will be an independently operated fab or a joint venture with Kioxia.

#semiconductor #wafer #semiconductor chip #Global market intelligence #memory chip09-28 11:01

[Solidigm, a subsidiary of SK Hynix, is said to be planning to IPO in the United States as early as 2027] On September 26, people familiar with the matter revealed that Solidigm, a subsidiary of SK Hynix, is considering an initial public offering in the United States as early as next year. Sources said the world's second-largest memory chip maker is negotiating with potential investment bank advisers on the listing of its NAND storage business unit, and the relevant information has not yet been made public. Some sources revealed that Solidigm’s valuation could reach up to US$100 billion after the listing is completed. Relevant discussions are still progressing, and details such as listing time and valuation may still change.

#chip #Futures Market Intelligence #semiconductor chip #memory chip #U.S. stock IPO news09-26 08:45

On September 24th, the Philadelphia Semiconductor Index opened down 2% to 12278.85 points.

#semiconductor #Global market intelligence #memory chip #semiconductor chip09-24 21:31

[Agency: TSMC will increase wafer foundry prices by 3% to 6% in January 2027] On September 24, according to DIGITIMES reports, TSMC wafer foundry prices are determined to rise again. Supply chain sources revealed that TSMC, which has a capacity utilization rate of over 100% at its 8-inch plant and is fully loaded with processes below 45 nanometers, has order visibility until 2030. It has been determined that wafer out prices will be adjusted according to different processes starting from January 2027, with an increase of approximately 3 to 6%. TSMC did not respond to market rumors. (China Business News)

#TSMC #wafer #Futures Market Intelligence #semiconductor chip #memory chip #Computing power chip09-24 03:30

On September 23, SK Hynix’s share price fell 4% to US$187.560 per share, with a total market value of US$1.37 trillion.

#Global market intelligence #U.S. stock trends #memory chip09-23 22:18

[The latest disclosure of the "Big Short": It has significantly increased short positions in Micron, Nebius, etc.] On September 23, Michael Burry, the "Big Short", recently published a post on the Substack platform and disclosed that he had increased his short positions on the memory chip giant Micron Technology, cloud computing service provider Nebius, iShares Semiconductor ETF and data analysis agency Palantir, and emphasized that the operation was "quite large."

#Palantir #semiconductor #cloud computing #chip #semiconductor chip #U.S. stock trends #memory chip09-23 16:52

[Xiaomi: HBM specification downgrade will not change the shortage background, and the compound growth rate of demand from 2026 to 2028 will still reach 63%] On September 23, JPMorgan Chase recently released a research report on the HBM storage industry. In response to market concerns about HBM specification downgrade, it updated industry supply and demand, downstream demand, technology iteration, manufacturer competition and investment judgment. The bank believes that even if specifications are reduced, HBM supply and demand will continue to be tight. The compound growth rate of HBM bit demand from 2026 to 2028 will still reach 63%. The upward price trend continues, and the storage sector has investment value.

#memory chip #memory09-23 15:06

[SanDisk’s stock price rose 6.6% to hit a new high in more than 2 months] On September 22, SanDisk’s stock price rose 6.6% to US$1,883.170 per share. The stock price hit a new high since July 10, with a total market value of US$275.7 billion.

#Global market intelligence #memory chip09-22 21:45

[Memory chip concept is active, Spacetime Technology is hitting the daily limit] On September 22, the memory chip concept is active, Spacetime Technology is hitting the daily limit, and Hengshuo Shares, Demingli, Changxin Technology, and Junzheng Shares are following suit. In terms of news, Changxin Technology officially announced at the World Manufacturing Conference that the fifth-generation DRAM process platform (G5) has achieved mass production, and simultaneously exhibited the 24Gb large-capacity LPDDR5X product developed based on this platform, officially entering the commercial verification stage for downstream customers.

#chip #Live broadcast #memory chip09-22 10:06

[JPMorgan Chase: Samsung Electronics’ third-quarter preview memory business remains strong and maintains an “overweight” rating] On September 21, JPMorgan Chase issued a research report stating that Samsung Electronics’ third-quarter performance preview showed that the memory business operations remained strong, but were affected by currency headwinds in the short term. The bank maintains an "overweight" rating and a target price of 400,000 won. It believes that the medium-term risk return is favorable and recommends investors to absorb it. The bank raised its HBM business assumptions, expecting Samsung Electronics' HBM value market share to increase from 20% in 2025 to 34% and 39% in 2026 and 2027, and predicted that the HBM mixed average selling price in fiscal 2027 will increase by 64% year-on-year. Affected by the strength of the Korean won, the bank lowered its adjusted earnings per share forecast for 2026 and 2027 by 4% and 4.6%, respectively, to 48,788 won and 68,995 won respectively. Taking into account foreign exchange changes, the bank lowered its operating profit forecast for the third and fourth quarter of this year from 7 trillion to 9 trillion won to 102 trillion to 109 trillion won, which is lower than market forecasts of 109 trillion to 121 trillion won. It also slightly lowered its earnings per share forecast for the next two years, reflecting the strengthening of the Korean won. The forecast in US dollars was raised due to the increase in HBM's business volume, pricing and profit margin forecasts. The bank believes positive shareholder returns are necessary for a smooth recovery in the stock price, and views the mid-term update on the third-quarter earnings conference call as the next key point of observation.

#Samsung #Global market intelligence #memory chip09-21 15:27