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SK Hynix Inc. may follow up its new mega stock buyback with additional shareholder returns woth at least $130 billion through next year, according to JPMorgan Chase & Co.
TSMC sits at $413.625 as Samsung raises selected foundry prices amid tight advanced-chip manufacturing capacity.
Samsung Electronics raised prices for some advanced chipmaking services by up to 15% for new orders, as surging AI demand fills key production lines and pushes customers toward alternatives to capacity-constrained Taiwan Semiconductor Manufacturing Co. (NYSE:TSM). Prices for U.S. and...
Full advanced-node capacity signals powerful demand, but Korea's semiconductor selloff overwhelmed the news.
Stock markets rose on Wednesday and the dollar fell sharply after the US Treasury signalled action to push down government bond yields, easing fears that higher borrowing costs would weigh on economic growth worldwide.But the US Treasury surprised markets Wednesday by saying it would increase "by at least double" its sovereign bond buybacks to push down 30-year yields that have soared in recent days.
Samsung reportedly raising prices for manufacturing processors should be good news for its competitors Intel and Taiwan Semiconductor Manufacturing.
SK Hynix just approved the largest treasury share cancellation in South Korean stock market history, and the move is pulling the entire memory sector off its lows. The real question is whether record capital returns and record fab spending can coexist without one of them breaking.
Payout target moves from within 50% of free cash flow to over 50% through 2027
Micron Technology shares were failing to rebound early Wednesday after a sharp drop in the previous session. Micron shares were flat in premarket trading. In fact, the combined revenue of the top five publicly listed NAND flash-memory brands rose 77% in the second quarter from the previous quarter, to $68.87 billion, according to research firm Trendforce in data published Wednesday.
The South Korean company's SF4 production line at its Pyeongtaek plant has been running at full capacity since late last year
U.S. stock futures are muted with investors focused on retailer earnings and minutes from the Fed’s July meeting.
According to a Reuters report, Samsung Electronics is raising prices on some advanced foundry services by up to 15% amid strong demand for AI chips.
Samsung Electronics (USOTC:SSNHZ) has increased prices for some of its advanced contract chip manufacturing services by as much as 15% on new orders, according to two people familiar with the matter, as booming demand for artificial intelligence chips puts pressure on available foundry capacity. Demand from Chinese customers has been particularly strong.
Samsung Electronics has raised prices for some advanced contract chipmaking services by up to 15% for new orders, two people familiar with the matter said, as demand for AI chips tightens capacity in a business long dominated by TSMC. Demand from Chinese customers has been particularly strong, but Samsung has been unable to meet all orders because it must serve U.S. customers and reserve part of its capacity to support its own chip production, said the sources, who spoke on the condition of anonymity because they are discussing sensitive commercial matters. Chinese customers are among those accepting the steepest price increase, one of the sources said, underscoring how U.S. curbs on exports of advanced chipmaking equipment to China have increased local firms' reliance on overseas foundries.
Kospi fell 6.45% Wednesday as chip stocks slid, triggering another Korea Exchange sell-side sidecar halt on the benchmark.
SK Hynix said on Wednesday it would buy back and cancel 40 trillion won ($28.61 billion) worth of treasury shares and allocate more than 50% of free cash flow generated between 2025 and 2027 to boost shareholder returns. The move comes amid growing pressure from investors for SK Hynix and Samsung Electronics to return a bigger share of excess cash through dividends or share buybacks, after the chipmakers offered scant detail on capital returns despite reporting record profits fuelled by booming demand for AI memory chips. Those calls have intensified as SK Hynix and Samsung shares retreated after hitting record highs in June amid concerns about the durability of AI spending, though their stock prices remain far higher than earlier this year.
Samsung Electronics (KOSE:A005930) has expanded its Advanced Foundry Ecosystem through a new collaboration with Movellus Circuits focused on AI and high performance computing chip designs. The partnership makes Movellus' Aeonic IP platform available to Samsung Foundry customers targeting advanced process nodes for power optimization and telemetry. AI and HPC system on chip designers can now license additional IP through Samsung Foundry to support performance, reliability, and efficiency...
Shares slipped Wednesday in Asia after Wall Street pulled further from its all-time high as artificial-intelligence stocks resumed their decline. Samsung Electronics shed 6.9%, while memory chipmaker SK Hynix tumbled 7.9%. Apart from renewed jitters over criticism that AI-related stocks have shot too high, rising oil prices also were clouding market sentiment.
South Korea led a selloff in Asian chip stocks early Wednesday, as rising bond yields exacerbated worry over the large sums of cash being shelled out by Big Tech.
Samsung Electronics (KOSE:A005930) has entered a five year patent cross license and supply agreement with Netlist, closing a long running memory patent dispute and adding a multi hundred million dollar licensing and product supply component. See our latest analysis for Samsung Electronics. The Samsung Electronics share price has had a mixed few months, with a 12.11% 7 day share price return and a 5.29% 30 day share price return, yet a 90 day share price return that is down 2.72%. Even so, the...
Xiaomi Corp. posted its third consecutive profit decline, underscoring the heavy toll a persistent global memory shortage has taken on one of the world’s top smartphone makers.
President Donald Trump is pressuring longtime American ally South Korea over trade and security by, once again, making public overtures to Kim Jong Un.
Google (NASDAQ:GOOGL) is preparing to end production of its Pixel smartphones, smartwatches and wireless earbuds in China from 2027, with manufacturing set to shift to Vietnam and India, according to a report from Nikkei Asia on Tuesday. The planned relocation forms part of Google’s efforts to diversify its supply chain and reduce its manufacturing exposure to China as tensions between Washington and Beijing continue to affect the global technology industry.
Demand from artificial-intelligence servers is expected to continue to support NAND flash market growth in the third quarter, even as smartphone and PC demand remains weak, according to research firm TrendForce.
The JPMorgan International Value ETF (JIVE) has outpaced the S&P 500 this year, offering low-volatility, diversified international exposure with a 1.22% yield and rising institutional demand.
SanDisk issued bullish targets for 2030 last week, prompting analysts to raise their price targets on the memory chipmaker’s shares.
CXMT Corp.’s ascent to the pinnacle of Chinese markets heralds a potentially consequential shift away from private-sector giants toward a new generation of hardware companies more closely aligned with Beijing’s strategic ambitions.
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