SK Hynix’s Chey Tae-won: Next Year to See Most Severe “Memory Shortage” as AI Customer Demand Nearly Doubles

① On Thursday, SK hynix Chairman Chey Tae-won described the competition for memory chips as “akin to a war” in an interview, warning that the most severe “memory shortage” will occur next year; ② He also affirmed the importance of its partner NVIDIA in the AI infrastructure boom and refuted external concerns about SK hynix’s excessive reliance on NVIDIA.

cls.cn13:08

Market Chatter: SK Hynix Faces Investor Backlash Over Potential Solidigm Nasdaq Listing

SK hynix (SKHY) is facing investor concerns over a potential Nasdaq listing of its US subsidiary Solidigm, with critics warning that the move could create a complex multiple-listing structure and

MT Newswires16:39

Express News | SK Hynix recognized a loss of KRW 3.98 trillion due to the conversion of convertible bonds into shares and a rise in its stock price.

According to regulatory filings, SK Hynix recognized a derivative‑related loss of KRW 3.98 trillion in the first half of 2026, stemming from exchangeable bonds issued in April 2023. This loss arose from the exercise of conversion rights by the bondholders and from the appreciation in the market price of SK Hynix's listed shares in South Korea. The company stated that this accounting loss will not result in any actual cash outflows, and that gains on the disposal of treasury shares recognized upon the conversion of the exchangeable bonds into equity have largely offset the related loss.

Breakings16:39

SanDisk's (SNDK.US) long-term financial guidance boosts market confidence! Are Asian memory chip stocks poised for a turnaround?

Asian memory chip stocks rose on Friday, buoyed by SanDisk’s optimistic performance outlook presented at its 2026 Investor Day, which reinforced market confidence that the artificial intelligence (AI) boom will deliver long-term benefits to the industry.

Zhitong Finance11:38

Hong Kong Stocks in Focus | Memory Chip Stocks Lead Gains; SanDisk's Long-Term Financial Guidance Far Exceeds Expectations, with AI Demand Poised to Extend the Memory Industry Upcycle

Shares of memory chip-related companies led the gains. As of press time, the CSOP SK Hynix Daily 2x Leveraged Product (07709) rose 10.18% to HK$37.

Zhitong Finance10:24

Asian Equities Rise Amid More Signs of Cooling U.S. Inflation

By Ronnie Harui Asian equity markets advanced Friday morning amid signs of cooling U.S. inflation that eased concerns regarding a near-term interest-rate increase by the Federal Reserve and

WSJ09:07