---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42790983.md"
description: "$SK Hynix(SKHY.US) July 29 seems to be an important day for SK Hynix. With the earnings report and US ADRs, arbitrage between US stocks and Korean stocks becomes possible. The current spread will narrow rapidly. Either Korean stocks will rise or US stocks will fall. Try to trade SK Hynix as little as possible from now until July 29.I will also wait until after July 29 before entering the market. I remain bullish on the future of memory storage.Disclaimer: Personal holding of a small position in Micron and DRAM."
datetime: "2026-07-19T14:57:24.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42790983.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42790983.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42790983.md)
author: "[APTAPT](https://longbridge.com/en/profiles/9694950.md)"
---

# $SK Hynix(SKHY.US) July 29 seems to be an importan…


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## Comments (7)

- **普通村代表 · 2026-07-20T00:11:02.000Z**: The night session opened higher today
  - **APTAPT** (2026-07-20T00:47:36.000Z): Hoping to see the premium narrow
- **APTAPT · 2026-07-19T16:54:56.000Z**: One more thing I forgot to mention: July 29 is also the earnings day/week for Microsoft, Meta, and Amazon among the 'Magnificent Seven'. Their outlook on capital expenditures this year is crucial for the future trend of memory semiconductors.
- **私董會 · 2026-07-19T16:20:04.000Z**: Micron will fall to an unimaginable and unbearable extent. Even the boss-level stock of SK Hynix is unstable, so Agang (Micron) is even less valuable.
  - **APTAPT** (2026-07-19T16:51:54.000Z): No worries, the position size is small so let it fall. Stock trading goes against human nature. When prices drop, many are bearish; when they rise, many are bullish. In my view, Micron's continued dec
- **G•H · 2026-07-19T15:51:27.000Z**: TSMC has always had a premium, right? The US capital gains tax is very steep.
  - **APTAPT** (2026-07-19T16:49:40.000Z): TSMC also has a premium, but not as high as SK Hynix's current premium.