Solidigm2026-10-27 15:44:19Solidigm said to be in talks on a $45 billion new chip plant in the USTechub, citing Bloomberg, reported that Solidigm, the U.S. subsidiary of SK Hynix, is in talks with the U.S. Department of Commerce over a plan to invest $45 billion in a new chip plant in the United States. The report said the move is intended to upgrade facilities at its factories in China. Solidigm is a subsidiary of South Korean memory chip maker SK Hynix. No further details on the talks, timeline, or plant location were disclosed in the source item.10
US stocks2026-10-27 10:38:48Storage stocks rise in U.S. premarket trading, with SK Hynix up 2.5%Storage names moved higher in U.S. premarket trading, according to data from MSX.COM. SanDisk rose 0.76%, Micron Technology gained 1.55%, SK Hynix climbed 2.5%, Seagate Technology added 0.91%, and Western Digital edged up 0.15%. Among the group, SK Hynix posted the largest advance in the premarket session covered by the data. Earlier information also indicated that SK Hynix is scheduled to release its fiscal 2026 third-quarter results after the U.S. stock market closes on Tuesday. The company is also set to disclose a new shareholder return plan at the same time. The move in premarket trading came ahead of that earnings release and the related capital return update.00
Alibaba2026-10-27 07:54:53Alibaba, Tencent and ByteDance reportedly in talks for long-term server DRAM supply dealsAlibaba Group, Tencent and ByteDance are in talks with Samsung Electronics and SK Hynix over long-term supply agreements for server DRAM, according to a report by National Business Daily cited by ChainCatcher. Some customers are seeking to extend supply commitments to 2035, creating 10-year contracts that would run longer than the usual three- to five-year terms. The demand covers server DDR as well as low-power memory LPDDR. The report said the push comes as major U.S. technology companies have already moved to secure memory supply through long-term agreements, prompting Chinese cloud service providers to compete for server memory resources. The goal, according to the report, is to support AI business expansion and meet server energy-efficiency requirements.30
South Korea e2026-10-27 06:35:32South Korea’s KOSPI Closes Up 3.09%, SK Hynix Gains About 5%South Korea’s KOSPI index closed higher on Tuesday, Oct. 27, according to Gate data. The benchmark rose 168.88 points, or 3.09%, to finish at 5,638.35. Among major stocks, SK Hynix gained about 5%, while Samsung Electronics rose about 4%. In Japan, the Nikkei 225 also ended the day in positive territory. The index climbed 1,078.72 points, or 1.73%, to close at 63,268.37 on the same day. Chip-related shares led the advance, according to the report. The move put semiconductor names in focus across the two markets, with SK Hynix and Samsung Electronics posting gains in South Korea and chip stocks leading in Japan.40
SK Hynix2026-10-27 06:00:00SK Hynix earnings set to test AI memory demand, capacity discipline and shareholder returnsSK Hynix is due to report its third-quarter 2026 results after the U.S. market closes on Tuesday, with a new shareholder return plan scheduled for release the same day. The report has become a key checkpoint for investors trying to assess whether demand for high-bandwidth memory, or HBM, and broader AI infrastructure spending can hold up after months of weakness in AI-linked assets. Ahead of the release, SK Hynix shares rose more than 5% in Korea, while Samsung Electronics also gained more than 5%, helping lift the Kospi by as much as 4.5% intraday. Investors are focused on three issues. First, whether HBM and DRAM orders remain strong enough to support current profitability. Second, how SK Hynix plans to manage new capacity while supply stays tight. Third, what form its additional shareholder return measures will take. Media reports in South Korea have floated figures ranging from about 16 trillion won, or roughly $12 billion, to as much as 60 trillion won, or about $45 billion, though the company has not confirmed a final amount or structure. The earnings release also lands as markets reassess the quality of AI infrastructure orders, the durability of hyperscaler spending, and the risks tied to financing costs and future supply additions.30
RBC Capital M2026-10-27 04:00:01RBC says rising HBM prices could extend DRAM upcycle, keep SK Hynix in focusRBC Capital Markets said persistent demand from artificial intelligence is still outpacing supply, and rising prices for high-bandwidth memory, or HBM, could support broader DRAM average selling prices. In its report, RBC said SK Hynix is likely to remain a key beneficiary of the memory chip upcycle. The bank projected HBM prices could rise 80% to 100% by 2027 and said the DRAM upcycle, already running for 14 quarters, may continue for another five quarters, with tight supply expected to last through 2027. RBC also forecast SK Hynix’s third-quarter results would come in slightly above market consensus, with revenue at 101.2 trillion won and adjusted earnings per American depositary receipt at 8,917 won, or about $6.72. The firm reiterated its outperform rating and set a $200 price target, about 40% above the latest close. Other brokerages also pointed to prolonged supply tightness, while SK Hynix is scheduled to release its third-quarter earnings on Wednesday.30
South Korea e2026-10-27 03:23:14KOSPI jumps 4.53% in early trading, triggering second buy-side curb in six daysSouth Korea’s KOSPI rose 4.53% to 5,717.30 in early trading on Oct. 27, prompting the Korea Exchange to halt program buy orders for five minutes at 9:13 a.m. Beijing time. It was the second buy-side circuit breaker triggered within six days. The move came as AI chip stocks led gains, with SK Hynix climbing 7.14% to 1.366 million won and Samsung Electronics rising 4.93% to 223,500 won. SK Hynix and Samsung Electronics are scheduled to release their third-quarter earnings on Oct. 28 and Oct. 29, respectively, in Korea time. The item was cited by Techub News and attributed to BeInCrypto.50
Nvidia2026-10-26 08:13:29Nvidia weighs mixed 8-Hi and 12-Hi HBM4 setup for Rubin Ultra as Samsung and SK hynix target Q2 2027 mass productionNvidia is reassessing the memory configuration for Rubin Ultra, its next-generation AI accelerator expected in 2027, according to a report cited by Korean media. The company is said to be evaluating a shift from an original 12-layer HBM4/HBM4E plan to a mixed 8-layer and 12-layer approach, with production stability and smoother supply as the main considerations. The report says Samsung Electronics and SK hynix have set Q2 2027 as the target window for mass production and shipments of 8-Hi HBM4 for Nvidia. The article argues that while 12-Hi HBM offers higher memory capacity and throughput on paper, it also brings heavier thermal loads and lower manufacturing yields. In AI server environments, that trade-off could reduce real-world performance if thermal constraints trigger clock throttling. It also notes that HBM4 moves the base die to a logic process, increasing Taiwan Semiconductor Manufacturing Co.’s importance in the supply chain. SK hynix has already announced an alliance with TSMC for production of that logic die. The report also says a lower per-GPU memory ceiling could push cloud service providers to buy more GPUs and expand rack deployments, potentially lifting demand across Taiwan’s server supply chain.730
