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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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Clarification on Rumors or Media Reports (Unconfirmed)
SK Hynix clarified that there are currently no confirmed plans regarding a reported 5 trillion KRW (~$3.51 billion USD) Pre-IPO for its U.S. subsidiary, Solidigm.
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Hyundai Motor Securities: SK Hynix – Focus on Shifted Supply Structure, Premium Products to Drive Blended ASP
Hyundai Motor Securities maintains a Buy rating with a Target Price of 3,300,000 KRW, emphasizing that premium AI-driven products and a shifted supply structure will sustain long-term valuation despite short-term ASP growth moderation.
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Hyundai Motor Securities: Samsung Electronics – Expecting Expansion in HBM Market Share
Hyundai Motor Securities maintains a Buy rating with a Target Price of 440,000 KRW, driven by expected HBM4 revenue growth and strong memory ASP increases.
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SK Securities Maintains Buy Rating on SK Hynix Following 2Q26 NDR
SK Securities maintains a Buy rating and a Target Price of 4,000,000 KRW, citing strong HBM competitiveness, the strategic value of LTAs, and upcoming shareholder return plans as catalysts for valuation re-rating.
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[Correction] Single Sales and Supply Agreement (Voluntary Disclosure)
Techwing corrected the termination date of its HBM inspection equipment supply contract with Samsung Electronics to October 30, 2026, due to delivery schedule changes.
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Report on Large-Scale Holdings of Shares (General) – Samsung C&T Corporation
Samsung C&T Corporation and its specially related parties maintain a 19.69% stake in Samsung Electronics, with a marginal decrease of 99,646 shares due to on-market trading.
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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 (~$21.27M USD) due to a variance of over 20% from previous estimates.
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Jusung Engineering Preliminary Consolidated Financial Results for Q2 2026
Jusung Engineering returned to operating profit in Q2 2026 with 1,423 million KRW (~$0.99M USD), despite a 24% Year-over-Year (YoY) decline in revenue.
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Notice of Upcoming Financial Results Disclosure
Wonik IPS announced that it will disclose its preliminary consolidated financial results for the second quarter of 2026 on August 6, 2026.
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Insurance Transaction with Related Party
Samsung Electronics entered into a 24-month package insurance agreement with Samsung Fire & Marine Insurance for its domestic DX and DS division facilities, totaling 247.87 billion KRW (~$173.9M USD).