Analysts Call Samsung, SK hynix 'Extremely Undervalued' After 40% Slide
Markets

Analysts Call Samsung, SK hynix 'Extremely Undervalued' After 40% Slide

KB Securities sees AI memory earnings as barely priced into the two chipmakers after a leveraged unwind, while SK hynix'...

Yael Ben-David 👁 10 💬 0
Samsung Plans Record $65–80 Billion Shareholder Payout After AI Memory Boom
Companies

Samsung Plans Record $65–80 Billion Shareholder Payout After AI Memory Boom

The Korean chipmaker's largest-ever return programme, including buybacks and dividends, is about five times its previous...

Declan Byrne 👁 51 💬 0
Kospi Re-enters Bull Market as Memory-Chip Rally Lifts Sandisk and Asian Indexes
Markets

Kospi Re-enters Bull Market as Memory-Chip Rally Lifts Sandisk and Asian Indexes

A 20% rebound from July's low has put South Korea's Kospi back in bull territory after Sandisk's 2030 growth plan sparke...

Yael Ben-David 👁 53 💬 0
SK Hynix’s August 2026 Valuation Snapshot: 92.7% ROE, No Dividend and a 0.27 PEG
Markets

SK Hynix’s August 2026 Valuation Snapshot: 92.7% ROE, No Dividend and a 0.27 PEG

A market data page shows a lofty 92.7% trailing return on equity, a low 0.27 PEG and no forward payout — raising questio...

Yael Ben-David 👁 49 💬 0
South Korea's Kospi Enters Bull Market Just Two Weeks After Sharp Selloff
Markets

South Korea's Kospi Enters Bull Market Just Two Weeks After Sharp Selloff

The index is 22% above its July 30 low, with Samsung and SK Hynix leading a rebound tied to AI-driven memory demand.

Yael Ben-David 👁 48 💬 0
South Korea’s Kospi Enters Bull Market as AI Memory-Chip Trade Rebounds
Markets

South Korea’s Kospi Enters Bull Market as AI Memory-Chip Trade Rebounds

The Kospi has climbed roughly 23% from its late-July low, pushing it into a technical bull market as Samsung Electronics...

Yael Ben-David 👁 70 💬 0
SK Hynix Bets $38 Billion on AI Memory Boom with Two New Fabs
Technology

SK Hynix Bets $38 Billion on AI Memory Boom with Two New Fabs

The South Korean chip giant will build massive DRAM and NAND plants to feed AI demand, but production won't begin until ...

Eitan Shapiro 👁 37 💬 0
Intel’s Top Researcher Says US and Korea Both Foster Semiconductor Innovation—But Culture Makes the Difference
Lifestyle

Intel’s Top Researcher Says US and Korea Both Foster Semiconductor Innovation—But Culture Makes the Difference

Myung-hee Na, who spent decades at IBM, SK Hynix, and now Intel Foundry, explains why American independent thinking and ...

Ciara Whelan 👁 29 💬 0
SanDisk's Guidance Miss Erases Gains, Sends Storage Chip Stocks Tumbling in After-Hours Trade
Companies

SanDisk's Guidance Miss Erases Gains, Sends Storage Chip Stocks Tumbling in After-Hours Trade

SanDisk's fiscal Q4 revenue soared 372% on booming AI server demand, but a weaker-than-expected revenue forecast for Q1 ...

Declan Byrne 👁 169 💬 0
South Korea’s KOSPI Jumps 15% as AI Chip Rally Reignites on US Cloud Earnings
Markets

South Korea’s KOSPI Jumps 15% as AI Chip Rally Reignites on US Cloud Earnings

KOSPI surged past 6,400 after two days of circuit breakers, led by Samsung and SK Hynix, as stronger-than-expected Azure...

Yael Ben-David 👁 37 💬 0
Kospi Surges 16.5% as Microsoft’s AI Profits Ease Bubble Fears
Markets

Kospi Surges 16.5% as Microsoft’s AI Profits Ease Bubble Fears

South Korean stocks staged their strongest single-day rally in years, with Samsung and SK Hynix surging over 24%, after ...

Yael Ben-David 👁 37 💬 0
SK Hynix Wins 100% Buy Ratings on Wall Street as ADR Debut Lags Seoul Shares
Companies

SK Hynix Wins 100% Buy Ratings on Wall Street as ADR Debut Lags Seoul Shares

Six banks initiated coverage with buy ratings and an average 75% upside target, while Barclays outlines a share buyback ...

Declan Byrne 👁 42 💬 0
Fed, Big Tech, and Oil Converge to Test Fragile Market Confidence
Markets

Fed, Big Tech, and Oil Converge to Test Fragile Market Confidence

A South Korean chip stock rout, the Fed's most uncertain meeting since 2018, and renewed Middle East strikes set a tense...

Yael Ben-David 👁 44 💬 0
SK Hynix Record Quarter Misses Lofty AI Forecasts, Shares Tumble 15%
Companies

SK Hynix Record Quarter Misses Lofty AI Forecasts, Shares Tumble 15%

SK Hynix posted record Q2 revenue and profit but fell short of sky-high analyst estimates, reigniting fears of a slowdow...

Declan Byrne 👁 56 💬 0
Crude Jumps 4% on Hormuz Clash; Tech Rout Deepens as AI Doubts Mount
Markets

Crude Jumps 4% on Hormuz Clash; Tech Rout Deepens as AI Doubts Mount

Oil prices surged more than 4% after Iran halted tankers in the Strait of Hormuz and US-Saudi strikes hit Iraq. Asian te...

Yael Ben-David 👁 55 💬 0
After 50% Crash, SK Hynix Trades at 4.5 Forward P/E — Is the Memory Cycle Misread?
Companies

After 50% Crash, SK Hynix Trades at 4.5 Forward P/E — Is the Memory Cycle Misread?

SK Hynix stock plunged nearly 50% after a fourfold rally, compressed to a forward P/E of 4.5. But wafer-capacity math an...

Declan Byrne 👁 67 💬 0
Asian Chip Stocks Tumble as AI Spending Doubts Spark Largest Sell-Off in Months
Markets

Asian Chip Stocks Tumble as AI Spending Doubts Spark Largest Sell-Off in Months

Shares of semiconductor leaders SK Hynix, Samsung, and TSMC plunged in Asian trading Tuesday, wiping billions in market ...

Yael Ben-David 👁 41 💬 0
South Korea’s KOSPI Plunges 7.4% as Global Chip Selloff Intensifies; Japan’s Nikkei Tumbles Over 3%
Markets

South Korea’s KOSPI Plunges 7.4% as Global Chip Selloff Intensifies; Japan’s Nikkei Tumbles Over 3%

A sharp selloff in semiconductor stocks, fueled by AI spending worries and rising Chinese competition, sent South Korea’...

Yael Ben-David 👁 43 💬 0
$950 Billion AI Chip Bonanza Fails to Rally SK Hynix, Samsung Shares
Technology

$950 Billion AI Chip Bonanza Fails to Rally SK Hynix, Samsung Shares

SK Hynix and Samsung signed supply deals worth $950 billion with Nvidia and Broadcom for AI memory chips, yet both stock...

Eitan Shapiro 👁 33 💬 0
Hang Seng Eyes August Gains as Nasdaq’s 25,000 Level Becomes Last Line of Defense
Markets

Hang Seng Eyes August Gains as Nasdaq’s 25,000 Level Becomes Last Line of Defense

The Hang Seng Index recovered two-thirds of its spring losses in July but faces a critical test at 25,000. Meanwhile, th...

Yael Ben-David 👁 36 💬 0
SK Group Chairman to Pay Ex-Wife €570 Million in Final Divorce Ruling
Companies

SK Group Chairman to Pay Ex-Wife €570 Million in Final Divorce Ruling

South Korea's top court slashed the payout from earlier billions, capping it at €570 million after a decade-long battle ...

Declan Byrne 👁 43 💬 0
Citi Reiterates Buy on Samsung and SK Hynix, Dismisses Memory 'Peak-Out' Fears
Technology

Citi Reiterates Buy on Samsung and SK Hynix, Dismisses Memory 'Peak-Out' Fears

Citi Research says tight supply chains and surging AI infrastructure demand will keep memory chip undersupply, brushing ...

Eitan Shapiro 👁 47 💬 0
South Korea’s Chip Market Emerges as Global AI’s First-Morning Signal
Markets

South Korea’s Chip Market Emerges as Global AI’s First-Morning Signal

Fund managers from London to Tokyo are tracking Seoul’s Kospi and chip giants SK Hynix and Samsung as early indicators o...

Yael Ben-David 👁 71 💬 0