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10.12.25 - 16:00
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Futures Flat With Fed Rate Cut, Oracle Earnings On Deck (ZeroHedge)
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Futures Flat With Fed Rate Cut, Oracle Earnings On Deck
US equity futures are flat ahead of a Fed meeting where a rate cut is assured (the only question is whether it will be hawkish or dovish) and Oracle results later. As of 8:00am ET, S&P and Nasdaq 100 futures are unchanged, with Mag 7 stocks mixed in premarket trading (TSLA +0.5%, META -0.5%, AAPL -0.3%, NVDA -0.2%). Bond yields are mostly unchanged and the USD is flat ahead of the Fed. Commodities are mixed: oil added 0.2%; base metals are lower (copper -1.1%); silver added 0.6% this morning. It's a big day for capital markets, with SpaceX said to be moving ahead with plans for potentially the biggest IPO of all time and South Korean chipmaker SK Hynix exploring a possible New York share listing. US economic calendar includes 3Q employment cost index at 8:30am and the FOMC decision at 2:00pm.
In premarket trading, Mag 7 stocks are mixed (Tesla +0.3%, Nvidia +0.1%, Amazon -0.01%, Apple +0.08%, Microsoft -1.6%, Alphabet -0.7%, Meta -...
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02.12.25 - 06:06
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Samsung, SK Hynix set profit-first DRAM regime (Digitimes)
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Samsung Electronics and SK Hynix, which control about 70% of the global DRAM market, signalled in recent IR meetings with global investment banks that they will not pursue aggressive supply expansion. Their cautious stance comes as DRAM shortages widen from servers to PCs and smartphones....
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12.11.25 - 08:49
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SK Hynix targets 70% DRAM profit margin amid supply crunch (Digitimes)
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The AI boom has caused memory giants to concentrate production on HBM, resulting in a shortage of general-purpose DRAM and high prices. According to Chosun Biz, DRAM prices are expected to continue rising as a product of the supply shortage. Analyses indicate that SK Hynix's general-purpose DRAM operating profit margin could reach 70%, drawing attention to its future developments....
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30.10.25 - 04:30
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Samsung′s chip profit soars after AI fuels demand for memory (SCMP)
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Samsung Electronics' semiconductor arm reported a bigger-than-expected 80 per cent surge in profit, suggesting global AI demand is helping drive a recovery at the Korean company's most important business.
The unit, which competes with SK Hynix and US-based Micron Technology, said it will focus next year on mass production of the next generation of high-bandwidth memory or HBM4 – designed to work in tandem with AI accelerators from Nvidia. The company echoed SK Hynix's prediction that a spending......
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29.10.25 - 06:54
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SK Hynix mit Rekordgewinn dank KI-Boom (Cash)
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Chipkonzern - Der südkoreanische Chipkonzern SK Hynix hat dank des Booms von Künstlicher Intelligenz einen Rekordgewinn erzielt und seine gesamte Produktion für das kommende Jahr bereits verkauft....
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29.10.25 - 05:06
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SK Hynix′s AI hot streak: record earnings, HBM4 next (Digitimes)
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SK Hynix achieved its strongest quarterly results on record in the third quarter of 2025, driven by surging demand for AI-related memory and higher DRAM and NAND prices. The company reported revenue of KRW24.45 trillion (US$17 billion), operating profit of KRW11.38 trillion, and net income of KRW12.6 trillion, with operating and net margins at 47% and 52%....
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29.10.25 - 03:54
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SK Hynix posts record US$7.9 billion profit on AI-driven chip boom (SCMP)
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South Korean chip giant SK Hynix reported record profit in the third quarter on Wednesday, boosted by strong demand for artificial intelligence.
The world's second-largest memory chipmaker dominates the market for high-bandwidth memory (HBM) semiconductors and is a key supplier for US titan Nvidia.
The company's operating profit rose 61.9 per cent year-on-year to a record 11.38 trillion won (US$7.9 billion), with an operating margin of 47 per cent.
“The company achieved its highest-ever......
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21.10.25 - 06:24
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SK Hynix hits profit milestone that puts Samsung on notice (Digitimes)
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SK Hynix is on track to log its first-ever quarterly operating profit of KRW10 trillion (US$7 billion) in the third quarter of 2025, making it only the second South Korean firm after Samsung to hit that benchmark. Analysts foresee the memory upcycle lasting several years, fueling an intensifying race between the two Korean chip giants as they keep rewriting industry records....
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18.09.25 - 01:00
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SK Hynix overtakes Samsung as 2Q25 DRAM revenue surges (Digitimes)
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Global DRAM shipments saw their sharpest increase in nearly two years during the second quarter of 2025, solidifying SK hynix's lead over Samsung Electronics. The surge was driven by the rapid expansion of artificial intelligence, with high-bandwidth memory, or HBM, emerging as the key growth engine for the sector....
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17.09.25 - 06:42
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SK Hynix leads South Korean companies in operating profit and tax payments in 1H25 (Digitimes)
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In the first half of 2025, SK Hynix recorded the highest operating profit and the largest corporate tax payment among South Korean companies. The surge in demand for high-bandwidth memory (HBM), fueled by advancements in artificial intelligence (AI) applications, significantly contributed to the semiconductor manufacturer's financial performance, according to The Chosun Ilbo....
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