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SK Hynix
000660.KS / SKHY (NASDAQ)
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005930.KS
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Latest Intelligence Feed
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Korea Semiconductor Exports Hit $33.57B in Jun 2026 (+173.9% YoY) (Updated 2026-07-28 10:59:35)
Korea’s semiconductor exports (HS 8542) totaled $33.57B in June 2026, ▲ +173.9% YoY and ▲ +14.0% MoM. Data sourced from Korea Customs Service.
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Amendment of Goods and Services Transactions with Affiliates
SK Hynix amended its Q4 2026 transaction volume with SK Innovation to 30,420 million KRW (~$20.71M USD) due to a cost increase of over 20% from previous estimates.
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Amendment of Goods and Services Transactions with Affiliates
SK Hynix amended its Q3 2026 transaction agreement with SK Inc. to a total of 120,640 million KRW (~$82.1M USD) for system development, maintenance, and educational services.
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Amendment of Goods and Services Transactions with Affiliates Invested by the Same Person
SK Hynix amended its Q4 2026 transaction disclosure with SK Inc. to reflect a total purchase of 704,450 million KRW (~$479.2M USD) for system development and maintenance.
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Report on Large-Scale Holdings of Shares (General)
Samsung C&T Corporation reported a marginal change in its aggregate stake in Samsung Electronics, maintaining a 19.69% holding as of July 22, 2026.
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Clarification on Rumors or Media Reports (Unconfirmed)
Samsung Electronics clarified that reports of a 90 trillion KRW (~$65.2 billion USD) treasury share buyback are unconfirmed, though the company is reviewing share purchases for stock-based compensation.
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Mirae Asset Securities Maintains Buy Rating on SK Hynix; Target Price Unchanged
Mirae Asset Securities maintains a Buy rating and a target price of 4,200,000 KRW, viewing the recent price dip as a buying opportunity despite a slight downward revision in 2Q26 estimates.
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Disclosure of New Facility Investment (Cheongju P&T7 Construction)
SK Hynix will invest 7.0931 trillion KRW (~$5.14 billion USD) to construct the Cheongju P&T7 facility to expand production capacity for AI memory.
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Clarification on Rumors or Media Reports
SK Hynix officially denied media reports claiming the company is pursuing the acquisition of Intel’s semiconductor fabrication plant in Ohio, USA.