$XL2CSOPHYNIX(07709.HK) I'm back again, small bets are for fun
SK Hynix - WI
SKHYV168.0100.00% ( 0.000 )
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- 谋
[Mou Zhou's Notes] Cheapness is not the reason for you to buy in (Week 31 of 2026 | Issue No. 281)
In 1992, the Shanghai and Shenzhen exchanges listed a strange type of stock: B-shares. The same company, with identical equity and dividends, had two different prices. A-shares were denominated in RMB and sold only to domestic investors; B-shares were priced in US dollars or HKD and sold exclusively to foreign investors. Two groups of buyers, separated by a wall of foreign exchange controls, bought independently. The result was: same shares, same rights, but B-shares traded at a long-term discount of 30% to 50% compared to A-shares. This wasn't because the companies were worse; it was simply because the pool of money able to buy B-shares did not interoperate with the pool able to buy A-shares. This discount persisted for nearly ten years...
Memory Supercycle: MU, SNDK, SKHY Jump. Real or Late? - G
US stocks rose (SPX +0.4%, NDX +1.0%) as a global chipmakers’ rebound led by SK Hynix (+30%) and Samsung (+21%) lifted South Korea’s Kospi by an unprecedented 18%. In addition, $Amazon(AMZN.US) ‘s strong earnings last night (+12% pre-mkt) eased AI spending concerns. Apple fell -7% on weak guidance, while $Alphabet - C(GOOG.US) and $Meta Platforms(META.US) gained. $Tesla(TSLA.US) +1.5% after the WSJ reported that TSLA is considering a potential separation of its China business to pave the way for a possible merger with $SpaceX(SPCX.US). $Rivian Automotive(RIVN.US) +4% after beating 2Q rev and EBITDA estimates and guiding to stronger FY’26 results on the initial strength of R2 SUV sales, RIVN’s cheaper $45K SUV that started deliveries in June. The chip rally followed Citadel buying discounted positions from the giant Situational Awareness hedge fund, which lost half its assets. Hyperscaler FY’26 AI CapEx guidance rose only modestly to ~$730B from $700B previously.
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$XL2CSOPHYNIX(07709.HK) I'm here
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- SK Hynix 2Q26
- $52.8B revenue in 2Q26 (+51% q/q, +257% y/y); new ATH; 83% GM up from 79%in 1Q- DRAM and NAND demand projected to grow mid-20% and high teens in ‘26- Blended DRAM ASP affected by shipment delays for some high-value products and product-mix changes- 2026 CapEx expected in the high KRW 40T range ($30B+)- LTAs completed with around 10 customers; Typical LTA duration around 5 yrs- HBM4 mass production shipments started in 2Q26; ramp planned in 2H26- HBM4 yield and quality already approaching mature HBM3E levels- HBM4E samples delivered to major customers in 1H26Source: Sravan Kundojjala
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Similar spaceX 🚀situation...we have only this pool of investors daily ..it hard to maximise when scattered
SK hynix: Memory Rally Over; Are LTAs the Safe Harbor?
SK hynix released its FY26 Q2 results (quarter ended Jun 2026) after the U.S. close, in the morning of Jul 29 (Beijing time). Key takeaways: 1) Core metrics: revenue of KRW 79 tn (+51% QoQ), below consensus (KRW 85 tn).
Growth was driven by both DRAM and NAND, with memory price hikes the largest contributor. GPM was 83%, below street (84–85%)...
+7
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So let me get this straight,
1. First Hynix ER came shit then memory crashes, bears made fun of bulls2. Then during the call it went back, so bulls made fun of bears3. Ah, KOSPI as expected started the day crashing and now bears partying again.I told you a million times don't worry about them right now. The memory and chips trend is gone, money is in energy and healthcare and even effing coca cola is going. Focus on what's moving now, not what's behind. - D
SK hynix (Trans): LTAs include deposits; capacity adds won't cause immediate oversupply
The following is Dolphin Research's Trans of $SK Hynix(SKHY.US) FY26 Q2 earnings call. It compiles key points from management's discussion.
Core highlights recap begins with shareholder returns. Cash generation has reached a record high, aided by the sale of the Kioxia stake and the ADR offering.The company is assessing multiple incremental return-of-capital options. Due to regulatory and procedural constraints tied to the ADR offering, it cannot yet disclose the form, size, or timing. It aims to update the market within the year...
SK HynixConference Minutes - D
SK Hynix 2Q26 First Take: results disappointed despite an expected sharp memory upcycle. Revenue and GPM both came in below street expectations.
The shortfall mainly stemmed from DRAM, which accounts for over 70% of revenue. DRAM rose 42% QoQ, with shipments up high single digits (~8%) and ASP up ~30% QoQ.
Commodity DRAM prices in Q2 climbed more than 50% QoQ at the market level. SK Hynix’s ASP increase was materially weaker.
This softer ASP reflects a capacity pivot toward HBM. With smaller exposure to commodity DRAM, recent price hikes contributed less than the market had hoped.
The current memory upcycle has been driven by AI capex. With Meta leasing compute, the K3 model in focus, and Anthropic’s ARR growth slowing, investors have started to question the durability of CSP capex, prompting a pullback across the AI pricing chain, including memory.
The market remains divided on the cycle’s path. Some houses expect memory prices to start rolling over in 2H27, while others argue that LTAs signed by memory majors could delay the downcycle.
A slower slope of price gains is now broadly consensus. Street expectations for QoQ price moves in 2026 Q1/Q2/Q3 are roughly 90% → 55% → 15%. From a second-derivative lens, the surge phase has passed.
In sum, the print was weak, and investors do not expect sustainably outsized profits (e.g., 80%+ GPM). More important than this quarter is the trajectory of LTAs and whether they support steady earnings over the next few years.
The -10% after-hours drop directly reflected the miss. The subsequent rebound followed the company’s slide deck first officially confirming that LTAs include prepayments and other financial mechanisms, though no specific amounts were disclosed (Micron has disclosed prepayments and RPO).
The low valuation also embeds concern over future uncertainty. Clearer disclosures on order and price locks under LTAs would be key to restoring confidence in the multiple. For more updates, follow Dolphin Research’s upcoming commentary and Trans.$SK Hynix(SKHY.US)
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$XTALPI(02228.HK) The issue I'm most concerned about right now is whether the Korean market will drag the whole world down? Stop messing with SK Hynix and come mess with our big XtalPi instead. 😄
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🎯 [Earnings Week Poll] 7 Tech Giants, 1 Winner!
After Alphabet’s earnings, the market made one thing clear: strong AI spending alone isn’t enough—execution matters.
Now, it’s the turn of 7 tech heavyweights to report:
📅 29 Jul (EST)
- $Microsoft(MSFT.US)
- $Meta Platforms(META.US)
- $SK Hynix(SKHY.US)
- $Arm(ARM.US)
- $Qualcomm(QCOM.US)
📅 30 Jul (EST)
- $Apple(AAPL.US)
- $Amazon(AMZN.US)
📈 Who will be the top performer?
Winning criteria: Highest share price gain by Friday’s market close (weekly performance after earnings)
🎁 Guess correctly and win 500 Task Coins!
📌 Follow @Longbridge Singapore
⏳ Voting ends Thursday, July 30
🎉 Rewards will be distributed within 5 working days.
Who will be the Top Performer of the week?
Microsoft21%Meta9%SK Hynix11%Arm1%Qualcomm2%Apple42%Amazon4%None of the above, all bearish9%Voting ended615 votes - N
SK Group and NVIDIA today announced a $500 billion-plus initiative spanning AI factories and next-generation memory.
➡️ @SKtelecom is building a 2-gigawatt NVIDIA Vera Rubin DSX AI Factory in Korea to serve global compute demand. ➡️ @SKhynix and NVIDIA will codevelop next-generation AI memory, including HBM.Korea is ready to become a global AI powerhouse with world-class networks and data centers, leadership in chip technology and vast industrial scale.Source: NVIDIA_X
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📢 𝐉𝐔𝐒𝐓 𝐈𝐍: SK Group Chairman Chey Tae-Won: Anthropic Has Decided to Make Its Own 'computing Power
Anthropic CEO: Have Signed Supply Deal With Samsung Electronics and SK Hynix - H
📢 𝐉𝐔𝐒𝐓 𝐈𝐍: Samsung, SK Hynix to Ink Large Chip Supply Deals With US Firms- Bloomberg - $SK Hynix(SKHY.US) $Micron Tech(MU.US) $Sandisk(SNDK.US)
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$Intel(INTC.US) and $AMD(AMD.US) to sign CPU LTAs with Chinese customers for AI DCs (Reuters).
- Prices of some CPU products have risen more than 40% in China since the start of the year from sources. - Month-on-month increases topping 10% for some productsCPUs were already a bottleneck, following CPU ratios due to AI inference... But the broader trend of LTAs seems to be appearing from: - Memory, with $Micron Tech(MU.US), Samsung, $Sandisk(SNDK.US), and SK Hynix signing DRAM/NAND LTAs.- Photonics, with $Lumentum(LITE.US), $Coherent Corp.(COHR.US) signing EML LTAs. And recent Trendforce reports that $AMD(AMD.US) and hyperscalers are now pursuing CW LTAs. And I'm sure there's many more from MLCCs to all the way to substrates. +1 for the bottleneck investors... hard to be a "bubble that pops" if you have take or pay demand spanning multiple years.
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everyone talking micron and hynix but tsmc is the source of this whole move. the 2027 wafer price hike report is what lit the fuse, up to 10% on advanced nodes. tsm only +3% today which feels light given they set off the rally. adding on this one
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7709 is the 2x sk hynix play for those who cant easily buy the us line lah. underlying up 14% so the leverage did its thing today. good for a quick trade but i dont hold these overnight for long, decay is real. took profit and out
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SK hynix dropped 15% in one seoul session over the HBM4 slip to Q3. is this the first real crack in the memory trade or just a shakeout before earnings on the 29th? honestly cant tell anymore
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SK Hynix had its worst day ever in Seoul, down 15% in one session, and it barely made the SG news. same memory supercycle everyone loves, but the second ASP growth slowed the stock got wrecked. lesson: those locked HBM contracts cap how fast earnings can jump when demand runs hot 😮💨
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BABA Qwen 3.8 challenges Fable 5; Tencent doubles down on embodied AI | Daily News Recap
Jul 20 | Dolphin Research Focus: 🐬 Macro/Industry — HKEX is evaluating a trading-hours reform, planning to scrap the current 12:00–13:00 lunch break and extend the overall session length. The proposal remains in the study phase, with market feedback to be solicited from brokers and institutions.
The objective is to increase overlap with US/EU and onshore A-share trading windows. HKEX also seeks to enhance Hong Kong market liquidity and global competitiveness.Near term, the headline is positive for HKEX. However, longer hours would raise staffing and ops costs for brokers and asset managers, and there is still debate over whether it can materially lift turnover in the medium to long term...
Today’s Key News Recap
