SKHY SK Hynix Inc - ADR

TrendForce: DRAM contract prices have led to a +59.5% q/q increase in total DRAM industry revenue, reaching nearly $154.73B in 2Q26 Growing demand for AI servers, fueled by expanding LLM training & AI inference, has driven higher shipments of HBM3e, LPDDR5X, & high-capacity RDIMMS. On the supply side, suppliers’ inventories remain at historic lows, with additional supply mainly allocated for server use DRAM contract price growth is projected to moderate to +13% to +18% q/q - this reflects a shift in some demand from high-capacity RDIMMs toward lower-capacity products, as well as the limited ability of PC & smartphone customers to absorb further price increases. Consumer DRAM is expected to post the strongest price growth, as suppliers have significantly curtailed supply. Samsung posted the strongest q/q bit shipment growth among the three major suppliers in 2Q26, supported by its early move into HBM4 mass production & shipments. Combined w/ a substantial increase in ASP, this lifted Samsung’s quarterly revs to $60.98B, up +63.4% q/q $SKHY ranked 2nd. Since HBM accted for the highest proportion of its total bit shipments among the top 3 suppliers, growth in ASP was relatively limited. Its 2Q26 revs increased +37.9% q/q to $38.59B, while market share edged down to 24.9%. $MU continued to prioritize higher-priced server DRAM in its product mix amid capacity constraints. Revs rose +65.5% q/q to $36B in 2Q26, lifting its market share slightly to 23.3% China CXMT’s global DRAM rev share rose to 9.5% in 2Q26 from 7.6% in 1Q26, placing it 4th TrendForce notes that from 2026 to 2027, the three major suppliers will primarily increase bit supply by accelerating migrations to advanced processes $DRAM $RAM

Watchlist 10/5 $SKHY 197.50 Calls above $195.53 Target: $199.87 Support: $187.95 $TER 455 Calls above $451.86 Target: $463.66 Support: $444.17 $SPCX 160 Calls above $159.86 Target: $167.90 Support: $149.34 $TSM 480 Calls above $474.79 Target: $478.95 Support: $452.88 Backburners: (Means keep a eye on): $MSFT FOLLOW US FOR MORE LEVELS & ALERTS 🚨

Micron Technology Inc CEO Sanjay Mehrotra notes that a major customer is pulling back on HBM orders, sparking fears of an oversupply, but he remains optimistic that demand will stay strong through 2027 and 2028. $SKHY $MU $SNDK $SPY $QQQ

$SKHY if you’re not buying here don’t come whining Wednesday when $MU blows earnings away Wednesday.

$SKHY there won’t be more super dip by the middle of this month the buyback shares will finish and the price is going higher and then the earnings

$SKHY prime was flat to slightly red, ADR premium increased again, sector moving but $SKHY leading… move into MU earnings. Believ it’s a best but mkt conditions, yields will make the earnings sell the news event imo. Took another short bet here. Pt $177, 172

$SKHY Bloomberg reports SK Hynix is weighing a US IPO of Solidigm, its NAND and enterprise-SSD unit, as early as 2027. Reported valuation: up to 100B. For context, that is the same business SK Hynix bought from Intel for about 9B (2020 announcement; second close March 2025). A 100B print would be more than 10x the purchase price. AI storage demand rewrote the math. The tape is not celebrating the mark-up. SK Hynix -5% in Seoul Monday, its US ADRs -3% overnight, SK Square -8%. The worry is the carve-out: the listing hands existing holders a smaller slice of the growth asset, and the Korea Corporate Governance Forum has been pushing back since August on the pyramid ownership structure (Solidigm sits as a "grandchild company" inside the group). Solidigm is also the cleanest read on SK Hynix's non-DRAM optionality: enterprise SSDs feeding AI data centers. The ADR listed on Nasdaq about 3 months ago at 149 and is still about 25% above it.

SK Hynix’s U.S.-Based Solidigm Unit Reportedly Weighs IPO – Offering Expected Next Year At A Valuation Near $150B $SKHY $MU $SNDK https://stocktwits.com/news/equity/markets/sk-hynix-s-u-s-based-solidigm-unit-reportedly-weighs-ipo-offering-expected-next-year-at-a-valuation-near-150-b/cZMOiYuRBOK

$SKHY still amazed that commons were down -1.5% in Korea and US adr decided to pump today via correlation. Will Korea be green tonight, Elliott showing ABc correction and last night they started to validate the move lower. premium has now increased north of 40%

$SKHY this is only holding this 195 Level because of OPEX today on that contract, next week, this DUMPS. $MU $SNDK

$SKHY ANALYZIG with tools Massive gap between the physical spot price and the underlying options structure, signaling a highly asymmetric setup for today's session. * Definitive Ceiling (Call Wall / Key Delta Strike): $210.00 * The Pivot Zone (Key Gamma Strike): $190.00 * Definitive Floor (Put Wall): $165.00 * Immediate Intra-day Support (Hedge Wall): $175.00 * The Long Trigger: A clean 5-minute candle close above the $190.00 Gamma. If it breaks $190, the path clears rapidly toward $198.50 (the top of the daily implied move) and structurally toward the $210 Call Wall. Because IV Rank is at 0.00%, buying slightly out-of-the-money calls (e.g., $190 or $195 strikes) offers immense leverage with very little premium decay risk. * The Failure / Cut Level: If the morning momentum fizzles here at $188 and the price drops back below the $184.57 volume shelf (marked on your 5-minute chart), the breakout is dead for the morning, and the stock will likely mean-revert down toward the $175 Hedge Wall.

$SKHY undervalued compared to $MU . $100 Billion separating their market cap and $SKHY is knocking down $40 Billion more in revenue. This should be at least $250 a share.

$SKHY nothing of any substance has happened here. Yes markets can stay illogical for a bit.  Ultimately the earnings will be impossible to ignore. I’m sitting tight.

$SKHY Finished the day perfectily closing it trading gap to 6889. The gap from 9/18. So much for a rebound but at least that gap is out of the way. There is another farther down at 6700. I imagine that one is in store for tomorrow since the market didn't rebound at all. Not sure if the Korean Govt will care too much for that. Nothing but good news and massive stock buybacks just to see the market sold down by tutes again.

$SKHY good! They’re beating up memory overnight. It will be a great opportunity to load the boat and sell on the recovery tomorrow.

$SKHY SKHY Q3 2026 expected EPS: ~$6.15 per ADR That's a huge jump from $1.25 in Q3 2025 — roughly +392% YoY. The consensus revenue number is around $70.0BN. October 27, 2026 SK hynix Q3 report, $MU on Wed will change all this.

$SKHY Korea down -1.5% expect the same or more today. Also Elliott showing ABC correction or about 25% downside ahead of us

$SKHY Will they finally let Kospi run? Yesterday it closed at 6971. It has been over 7k a few times since its epic fall from 9400. Micron reported earnings and had 0 mention of competition, now or in the forseeable future. All the major memory manufacturers are sold out, Micron is writing contracts through 2031 at 50% of expected production. It is pretty crazy. You think they were mining gold. Maybe they are. What applies to Micron applies to SK and Samsung. If they are all smart and dont get too crazy on capex, this gravy train will persist. Its a far cry from the boom to bust of old. That wasn't a respectable way to do business, but it was the only way. That ship has sailed. I gotta believe that SK and Samsung will finally be bought and held. They trade too cheaply.

$SKHY no one cares about your roll call of stocks this is a skhy message board you annoying retards

$SKHY This is purely controlled by KOSPI and SK HYNIX Korea markets. MU’s earnings may play a little role, but not a significant role. Agentic AI is about to start. That is the next phase of AI.