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000660.KS / SKHY (NASDAQ)
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Latest Intelligence Feed
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Notice of Investor Relations (IR) Meeting – Hanmi Semiconductor
Hanmi Semiconductor will hold an IR session on September 15, 2026, to discuss HBM4/4e TC Bonder supply, capacity expansion via a new factory, and the establishment of ‘HANMI USA’.
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Korea Semiconductor Exports Hit $16.48B in September 2026 (1-10) (+270.1% YoY)
Korea’s semiconductor exports (HS 8542) totaled $16.48B in September 2026 (1-10), ▲ +270.1% YoY and ▲ +65.6% MoM. Data sourced from Korea Customs Service.
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Response to Inquiry Regarding Rumors or Reports (Unconfirmed) – SK Hynix
SK Hynix stated that there are no confirmed plans regarding the reported 4 trillion KRW (~$2.98B USD) equity sale of its Chongqing plant, though it is reviewing options to strengthen packaging competitiveness.
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Report on Changes in Share Ownership of Largest Shareholder – Samsung Electronics
Samsung Electronics reported a slight decrease in the total shares held by its largest shareholder group to 1,151,617,799 shares (17.32%), primarily due to on-market trading by the Samsung Life Insurance Special Account.
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[Correction] Major Report on Decision to Dispose of Treasury Shares – HPSP
HPSP corrected its treasury share disposal plan to increase the number of shares to be issued to 38 employees to 59,917 shares, totaling approximately 2.15 billion KRW (~$1.59M USD).
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Notice of Corporate Investor Relations (IR) Meeting – ISC
ISC will conduct a U.S. Non-Deal Roadshow (NDR) from September 14 to 19, 2026, to discuss H1 2026 business performance and investment plans with global institutional investors.
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Mirae Asset Securities: SK Hynix – HBM Customer Diversification Gains Momentum
Mirae Asset Securities raised SK Hynix’s target price to 3,100,000 KRW (~$2,310 USD), citing an absolutely low valuation despite downward profit revisions due to exchange rate adjustments.
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Mirae Asset Securities Raises Target Price for Samsung Electronics as HBM Offsets Macro Concerns
Mirae Asset Securities raised its target price to 400,000 KRW (~$298.14 USD) with a Buy rating, concluding that HBM growth will drive DRAM ASPs and overcome macro-economic concerns despite exchange rate headwinds.
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Report on Substantial Shareholding (Simplified) – Techwing
Manulife Investment Management (Hong Kong) Limited increased its stake in Techwing from 5.46% to 6.79% via open-market purchases for simple investment purposes.
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Clarification on Rumors or Media Reports (Unconfirmed) – SK Hynix
SK Hynix clarified that there are currently no confirmed plans regarding the reported 5 trillion KRW (~$3.7 billion USD) Pre-IPO for its U.S. subsidiary, Solidigm.