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$SK Hynix(SKHY.US) I hope Longbridge can generate a daily P&L report and save it, so I can check my past P&L for any specific day at any time. I also want to be able to select a date range to view the P&L report within that period.
Sell sell sell, sell all what you have?
STOCKS | Samsung and SK Hynix Closely Monitor NVIDIA Leadership Uncertainty
South Korea’s semiconductor exports soared 331.2% year-on-year in the first 10-days of November to US$16.6 billion and accounted for 49.7% of all exports, media report, adding overall exports more than doubled to $33.5 billion from $15.7 billion the same time a year ago. $SK Hynix(SKHY.US) $SSNLF $Micron Tech(MU.US) #Samsung #DRAM #semiconductors
Source: Dan Nystedt
‘TSMC can’t do 3D DRAM,’ because logic chip manufacturing and DRAM memory cell production are vastly different, said Charles Kau, former chairman of China’s YMTC, and of Taiwan’s Inotera Memories, media report. He said the big threat in memory is China, since its memory chip makers will ramp up multiple new fabs and flood the market in about 2-years (late 2028), pressuring prices and reshaping the global memory chip industry. $Taiwan Semiconductor(TSM.US) $SK Hynix(SKHY.US) $Micron Tech(MU.US) $SSNLF #semiconductors
Source: Dan Nystedt
Hotter CPI pushed U.S. Treasury yields toward 5%, prompting a rotation out of NVDA and into AVGO and TSM. Anthropic unveiled office productivity tools during its roadshow, weighing on MSFT as well.
$SK Hynix(SKHY.US)
Beyond short-term share price movements, SKHY’s earnings outlook deserves closer attention. Sustainable business growth, management execution and improving investor confidence will ultimately determine whether its valuation can strengthen over time.
With a Congressional hearing and earnings just a day apart, how long can NVDA’s valuation discount last?
Anthropic: $80bn ARR in Oct., yet still under the Jensen Huang overhang?
SEMI has joined a Samsung, SK Hynix and Micron early-stage working group to set a charging standard for mobile robots in semiconductor fabs, media report, including batteries, charging-station communications, connectors and battery-management systems, aiming to reduce maintenance burdens and dependence on individual robot vendors. $SK Hynix(SKHY.US) $Micron Tech(MU.US) $SSNLF #Samsung #SEMI
Source: Dan Nystedt
ASML is playing DRAM kingmaker as Samsung and SK Hynix compete for ASML's EUV lithography machines, the key to expanding advanced DRAM production, media report, adding the two South Korean gaints are each investing ₩10 trillion to ₩20 trillion won for EUV machines (US$7.2B-$14.4B) for delivery by 2027-2028, but they may have to wait as delivery times stretch - as much as twice as long as the previous maximum - due to heavy demand.
ASML said on its Q3 call that the current 2027-2028 supply plan will not meet demand. Samsung and SK Hynix will begin receiving EUV machines in stages starting next year. The one able to ensure on-time delivery will gain a march on the other. In March, SK Hynix disclosed a ₩11.95 trillion EUV equipment order with a delivery deadline of end-2027. $ASML(ASML.US) $SK Hynix(SKHY.US) $SSNLF #Samsung #semiconductorsSource: Dan Nystedt
