SK Hynix

Samsung Elect

2026-10-02 07:55:58

Samsung reportedly seeks sharply higher HBM4 pricing for 2027 as Micron says supply is largely booked

Samsung Electronics has reportedly proposed a mid-to-high $4 per Gb price for 2027 HBM4 supply in talks with major customers, according to South Korea’s Maeil Business Newspaper. That compares with roughly $1.5 per Gb for current mainstream HBM3E, putting the new quote at more than three times higher. The report said much of next year’s HBM capacity has already been discussed and pricing talks are expected to wrap up within this month, making the outcome important for Samsung’s average selling price and profit profile. Micron added another signal on supply tightness. In its fiscal 2026 fourth-quarter earnings call on Oct. 1, the company said it had already signed contracts covering most of its 2027 HBM bit supply. CEO Sanjay Mehrotra said HBM pricing next year would be "well above 2026," and that HBM profitability, which had recently lagged conventional DRAM, would improve as prices rise. TrendForce estimates average HBM selling prices in 2027 will climb about 121% from this year, citing tight supply, a larger mix of higher-priced HBM4, and volume ramp for HBM4E in the second half of next year. Counterpoint Research data also showed Samsung’s HBM revenue share rose from 21% in Q1 to 33% in Q2, while SK hynix remained the market leader.

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Samsung Elect

2026-10-01 04:09:57

Samsung and SK hynix draw scrutiny after childcare leave rates edge lower

Samsung Electronics and SK hynix are facing renewed attention over employee benefits after their childcare leave take-up rates both slipped in the first half of 2026 from a year earlier. Samsung’s overall rate fell from 36.2% to 35.5%, while SK hynix dropped from 4.0% to 3.2%, with male and female employee participation declining at both companies. The discussion comes as the two chipmakers have already reached labor agreements to allocate 10.5% and 10% of operating profit, respectively, to uncapped performance bonuses. That structure has fueled debate over whether the prospect of larger payouts could raise the opportunity cost of taking extended leave. Still, the available figures do not establish a direct one-to-one causal link between the bonus systems and the decline in leave usage. The report notes that childcare leave decisions are shaped by several non-financial factors, including family caregiving arrangements, career planning, and team staffing needs. It also points out that Samsung and SK hynix use different statistical bases, making direct comparisons difficult.

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South Korea

2026-10-01 03:12:24

South Korea’s chip exports jump 263% in September as KOSPI swings to a 1% gain

South Korean equities reversed earlier losses, with the KOSPI extending gains to 1% after having fallen as much as 1%, according to Gate data. Among major stocks, Samsung Electronics rose 1.12% and SK Hynix added 1.80%. The move came as fresh trade data from the Korea Customs Service showed a sharp rise in exports. On a working-day adjusted basis, South Korea’s September exports reached $120.9 billion, a record high, up 104.9% from a year earlier. Chip exports were a standout: September semiconductor exports surged 263% year over year to a record $60.3 billion. The figures were released by the customs agency on Thursday and helped support sentiment in the local equity market.

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SK Hynix

2026-09-30 06:29:36

SK Hynix expands outsourced flip-chip packaging for memory semiconductors

SK Hynix is increasing the scale of outsourced flip-chip packaging for its memory semiconductor business. After working with OSAT provider A-PROTECH, the company has started assigning more packaging work to Winpac, marking a renewed partnership between the two companies four years after their previous collaboration. Under the plan, part of SK Hynix’s packaging orders for DDR4 and DDR5 DRAM memory chips will be handled by Winpac. The company has completed equipment tuning and other production-line preparations at its packaging plant in the P complex and has now moved into mass production. The complex is responsible for packaging high-performance products including DRAM, NAND flash, and embedded Universal Flash Storage, or eUFS. Its monthly capacity has increased from 44 million units to 50 million units, according to the report cited by Odaily.

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U.S. stocks

2026-09-29 08:05:31

U.S. memory-related stocks edge higher premarket, with Micron up 1.6%

U.S. storage and memory-related stocks posted modest gains in premarket trading, according to data from MSX.COM cited by Odaily. Micron Technology (MU.O) rose 1.6%, marking the largest move among the names listed in the update. SK Hynix (SKHY.O) gained 1.36%, while SanDisk (SNDK.O) added 1.13%. Seagate Technology (STX.O) and Western Digital (WDC.O) each climbed 1.14%. The report was published as a brief market update by Odaily on Sept. 29, 2026. No additional context or drivers for the moves were provided in the source item.

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U.S. stocks

2026-09-28 14:17:38

U.S. storage stocks slide intraday as SK Hynix and SanDisk drop more than 5%

U.S. semiconductor stocks moved lower during intraday trading, with the Philadelphia Semiconductor Index down 2.16%, according to data from MSX.COM. Weakness was also visible across storage names. Micron Technology fell 3.28%, while SK Hynix dropped 5.00% and SanDisk lost 5.07%. Western Digital declined 4.77%, Seagate Technology slipped 3.87%, and Kioxia ADR fell 5.02%. The move pointed to broad selling pressure across the semiconductor segment during the session, with storage shares among the weaker groups in the market snapshot cited by Odaily.

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SK Hynix

2026-09-28 07:06:22

SK Hynix weighs U.S. IPO for Solidigm as ownership concerns hit Korean chip stocks

SK Hynix is reviewing a potential U.S. initial public offering for its American NAND Flash subsidiary Solidigm, a move Bloomberg said could value the company at as much as $100 billion and come as early as next year. The report triggered a sharp market reaction in South Korea. SK Hynix fell 5%, marking its biggest one-day drop in nearly two weeks, while its largest shareholder SK Square dropped more than 8% and holding company SK Inc. lost more than 6%. The proposed listing has drawn scrutiny over the group’s layered ownership structure. The Korea Corporate Governance Forum said in August that SK Hynix should abandon the plan, arguing that Solidigm is held indirectly through the U.S. unit AI Company, making it a sub-subsidiary and deepening an already pyramid-style structure if listed separately. That has fueled concerns about duplicate listings and shareholder dilution. Jung In Yun, chief executive of Fibonacci Asset Management Global, said investors should stay cautious rather than panic. In his view, a U.S. listing could unlock Solidigm’s value and raise funds for capacity expansion, but existing SK Hynix shareholders would also give up part of the unit’s future earnings. He said the outcome depends on the final valuation and how the proceeds are used. Rising oil prices have also added pressure, pushing risk-off sentiment higher and weighing on Korean semiconductor names including Samsung Electronics.

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South Korea s

2026-09-28 06:32:41

South Korea’s KOSPI closes down 2.7% as Samsung Electronics and SK Hynix fall more than 5%

South Korea’s benchmark KOSPI index closed lower on Sept. 28, falling 191.17 points, or 2.7%, to 6,889.75, according to a newsflash published by Odaily. The move marked a broad decline in the local equity market at the close of trading. Among major stocks, Samsung Electronics and SK Hynix both dropped more than 5%. The brief update did not provide additional drivers behind the sell-off, and no further company-specific details were disclosed in the source material. The item was categorized as a 7x24 newsflash and published by Odaily on Sept. 28. The source provided the closing level of the KOSPI, the point decline, the percentage drop, and the moves in the two chipmakers.

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