News

SK Hynix and Micron rally as investors bet AI-driven HBM shortages could last through 2027.

HBM demand tied to AI workloads may exceed supply for three years, supporting pricing and driving higher capital spending

Chipmaker confidentially submits for New York listing while AI-driven memory demand accelerates and investment plans expand.

Deal secures advanced chipmaking equipment as AI-driven memory demand intensifies and supply competition rises

South Korean chipmaker considers ADR sale to raise 10--15 trillion won for AI infrastructure and memory capacity growth.

Chairman Chey Tae-won of SK Hynix's (HXSCL) parent SK Group has signaled that the company intends to deepen its exposure to the artificial intelligence buildout, pledging to expand production of high-bandwidth memory chips as global data center demand accelerates. Speaking in Washington on Feb. 20, Chey described HBM as a monster chip that is generating enormous profits for SK Hynix, underscoring how central the product has become to the AI hardware stack. The backdrop is a sharp re-rating in SK Hynix's shares, which have more than quadrupled over the past year on record earnings, reflecting investor conviction that advanced memory remains a critical bottleneck in the AI supply chain.

Asian stock markets wobbled under tech-sector pressures Thursday, after the Nasdaq closed down 1.5%

Memory chip stocks are flying high on the AI build-out.

We came across a bullish thesis on Micron Technology, Inc. on Beating The Tide’s Substack by George Atuan, CFA. In this article, we will summarize the bulls’ thesis on MU. Micron Technology, Inc.’s share was trading at $435.28 as of January 628h. MU’s trailing and forward P/E were 39.00 and 12.97 respectively according to Yahoo Finance. Micron Technology, Inc. […]

The Kospi index is up 25.5% year to date, a world-best performance. The iShares MSCI South Korea ETF is up more than 27%, also outperforming country-specific ETFs. The S&P 500, by comparison, has nearly erased its 2026 gains.

SanDisk (SNDK) stock just got one of the most aggressive votes of confidence on Wall Street. Bernstein SocGen Group analyst Mark C. Newman just dropped a jaw-dropping new price target of $1,000 on the memory chip players' stock while keeping an outperform rating. The new target represents a 72.4% ...