Analysis

TradingKey - During the Asian trading session on July 29, the Nikkei 225 Index continued to weaken following the open, as the semiconductor sector extended the previous day's panic selling momentum. As of writing, Kioxia Holdings fell nearly 8%, SoftBank Group dropped over 6%, and Tokyo Electron declined nearly 5%.

TradingKey - SK Hynix reported its second-quarter 2026 results. Driven by the sustained growth in AI server demand, the company's revenue increased by 257% year-on-year, and operating profit surged by 557% year-on-year. However, SK Hynix's share price at one point fell by more than 11%.

TradingKey - In early Asian trading on July 29, Japanese and South Korean stock markets rebounded following a sharp continuous correction the previous day. SK Hynix rose more than 3% after releasing its earnings report, Samsung Electronics gained over 4%, and Kioxia surged more than 7%.

TradingKey - July 28, SoftBank Group has recently seen new developments in both capital markets and M&A. A $40 billion bridge loan raised for investing in OpenAI attracted an additional 21 financial institutions during its syndication phase; meanwhile, negotiations to acquire Blackstone’s Japanese payment company SP.LINKS have entered the final stage.

TradingKey - On July 28, Japanese and South Korean stock markets encountered a new wave of sell-offs, with the South Korean market experiencing particularly severe declines. Samsung fell more than 13%, SK Hynix dropped over 14%, and Kioxia plummeted more than 18%.

TradingKey - During the Asian session on July 28, Japanese stocks opened lower and plummeted. As of writing, the Nikkei 225 Index fell by more than 4%, dropping below 62,000 points at one point to hit its lowest level since late May, while the TOPIX Index fell nearly 3%. The semiconductor sector collapsed almost across the board, serving as the primary drag on the broader market.

TradingKey - During the Asian trading session on July 28, the South Korean stock market experienced a sharp plunge. The KOSPI index continued to extend its losses, dropping by 8% as of press time and triggering an intraday circuit breaker. The Korea Exchange subsequently activated "Sidecar" mechanisms, suspending programmed sell orders to curb market volatility.

TradingKey - During the early Asian session on July 28, Japanese and South Korean stock markets suffered another heavy blow, with Samsung falling more than 7% and SK Hynix dropping over 9%. The Korea Composite Stock Price Index (KOSPI) fell 7.24% to 6,266.78 points. As market selling pressure continued to intensify, the Korea Exchange triggered a "sidecar" mechanism during intraday trading, suspending program sell orders on the KOSDAQ market to mitigate extreme market volatility.

TradingKey - SK Hynix will announce its second-quarter 2026 financial results on July 29. According to forecasts from 14 brokerage firms compiled by the South Korean financial information agency Yonhap Infomax, the company's Q2 revenue is expected to reach approximately 84.1 trillion KRW (about $57.6 billion), while operating profit is projected to hit 64.1 trillion KRW, with both figures set to break historical records.

TradingKey - During the Asian trading session on July 27, Japanese and South Korean stock markets overall continued their rebound. SK Hynix rose 3.5%, Samsung Electronics gained 2%, while SoftBank and Kioxia both declined.

TradingKey — On July 27, Changxin Technology (SSE: 688825), a leading Chinese memory chip manufacturer, officially debuted on the Shanghai Stock Exchange STAR Market, met with strong investor demand on its first day of trading. With an issue price of 8.66 yuan, the stock opened at 49.50 yuan, up 471

TradingKey - South Korean tech companies and the US AI supply chain have also announced a series of heavyweight collaborations. Companies including Samsung Electronics, SK Group, and NAVER have reached multiple long-term agreements with US tech firms such as Nvidia (NVDA), Broadcom (AVGO), OpenAI, and Anthropic, with the total scale of cooperation reaching $950 billion.

TradingKey - During the early Asian session on July 27, Japanese and South Korean stock markets attempted to stage a recovery following a sharp correction in the previous trading session. The KOSPI opened 1.7% higher, reaching a high of 6,806.27 points.

TradingKey - On July 24, both Japanese and South Korean stock markets declined, with SoftBank, Kioxia, SK Hynix, and Samsung all recording sharp losses.

TradingKey - In early Asian trading on July 24, Japanese and South Korean stock markets opened lower and continued to decline. Influenced by the sharp overnight pullback in US stocks and escalating geopolitical risks in the Middle East, market risk-off sentiment has risen markedly.

TradingKey - During the Asian trading session on July 23, Japanese and South Korean stock markets continued their rebound momentum, with SK Hynix, Samsung, and SoftBank rising by 3%-5%. The KOSPI Index closed up 4.40% at 7,096.82 points, marking its third consecutive trading day of gains.

TradingKey - During early Asian trading on July 23, Japanese and South Korean stock markets continued the rebound momentum from the previous session. Both major indices opened higher, with the KOSPI rising 3.41% and the Nikkei 225 up more than 0.5%.

Micron Technology’s stock price has surged and is nearing the $1,000 mark, with investors watching whether it can break through this key psychological level this week.

Japanese and South Korean stock markets retreated after an initial rally, with the KOSPI closing slightly higher while the Nikkei 225 turned lower. Kioxia, SK Hynix, and Samsung all significantly pared back their earlier gains.

SK hynix has denied the acquisition of Intel’s US fab, putting its stock price under pressure and causing it to briefly fall below the 2 million mark.