SK hynix American Depositary Shares

TradingKey - On September 25, Eastern Time, Reuters reported, citing three people familiar with the matter, that Solidigm, the U.S. storage subsidiary of SK Hynix (SKHY), is considering a U.S. listing as early as 2027, with a potential valuation of up to around $150 billion and fundraising that could reach $15 billion.

TradingKey - Rapidly growing demand from AI servers for high-bandwidth memory (HBM) and data center storage has made both SK Hynix (SKHY) and Micron (MU) direct beneficiaries.

TradingKey - As demand for AI servers grows rapidly, HBM, DRAM, NAND, and enterprise SSDs have become some of the most closely watched keywords in the semiconductor market. However, for everyday investors, these memory products can easily be confused: Do AI servers actually require more HBM or NAND? And how do Micron (MU), SanDisk (SNDK), and SK Hynix (SKHY) benefit from these respective segments of demand?

As memory prices continue to rise, market concerns over supply shortages are intensifying. Jason Chen, Chairman of PC and IT hardware giant Acer, provided a starkly contrasting assessment of the current price-hike narrative in the memory market. He stated bluntly that repeated claims by the top three memory suppliers—Samsung, SK Hynix (SKHY), and Micron (MU)—that "price increases will persist into 2027" are not factual. Instead, constrained by antitrust regulations that forbid direct price coordination among manufacturers, they are using public statements to signal one another. "Anyone who has been through this cycle will understand that this is actually just signaling."

TradingKey - During the Asian session on September 16, South Korean Deputy Prime Minister and Minister of Science and ICT Bae Kyung-hoon stated that South Korea will not slow down its pace of artificial intelligence research and development. He advocated replacing simple speed control with "responsible speed," strengthening safety management alongside the advancement of R&D and industrial applications.

The Nikkei and KOSPI both closed higher, with SK Hynix surging over 4%, while SoftBank and Kioxia both fell.

TradingKey - On Monday (September 14) ET, futures on the three major U.S. stock indexes moved lower in pre-market trading. A rare call from the leaders of OpenAI, Anthropic, and xAI to slow the development of frontier AI models sparked market concerns over investment and growth prospects in the AI sector. Meanwhile, a continued surge in oil prices reignited inflationary pressures, weighing broadly on global risk assets.

TradingKey - On September 14, memory sector stocks in the US market broadly weakened in pre-market trading. Micron Technology (MU) and SanDisk (SNDK) both fell more than 5%, SK Hynix (SKHY) dropped over 7%, and Western Digital (WDC) and Seagate Technology (STX) declined by over 4%.

TradingKey - Anthropic CEO Dario Amodei called for slowing the pace of capability enhancements in frontier AI models, a stance subsequently supported by OpenAI CEO Sam Altman and SpaceX (SPCX) CEO Elon Musk. The statements heightened market concerns over the growth of the AI industry and the outlook for chip demand. During the Asian trading session on September 14, multiple semiconductor and AI-related stocks fell sharply.

Japanese and South Korean stock markets plunged at the open, with the KOSPI tumbling 3.3% to fall below 6,900 points, while chip stocks plunged across the board.