$SKHYNIX It’s been accumulating at low levels for so long, and finally there’s a rebound!
$SKHY rebounded from around 980 to 1090. The short-term downward structure has been broken. The price has returned to the previously dense trading range—funds are switching hands here.
Tonight’s U.S. CPI was in line with expectations. Inflation continued to cool further month-over-month, and the market’s biggest fear—an upside-surprise negative—did not materialize.
This data has a very direct impact on Micron/“Hynix” (SK hynix). Pressure on the Fed to keep hiking interest rates has eased. U.S. Treasury yields and the dollar are under pressure, and risk appetite for overvalued tech stocks and the semiconductor sector has started to improve.
Recently, SK hynix and SNDK jointly released the first HBF open standard, preparing to bring high-bandwidth flash memory into AI inference scenarios. Going forward, SK hynix’s growth will not rely only on the HBM storyline.
SK hynix’s Q2 performance also set a record. Demand for HBM, AI server DRAM, and enterprise SSDs has remained strong. The company also believes that in 2027, storage shortages could become even more severe.
Today the market is also trading rumors that Temasek may invest in SK hynix and Samsung. While the information hasn’t been fully confirmed yet, together with the CPI coming in as expected, capital has already started flowing back into Korea’s semiconductor sector.
Back to the chart: 1090—1100 is the near-term supply-overhang zone. After it holds steady on increased volume, then look at 1140—1180. If the upside momentum can’t keep up with the volume, a short-term pullback to 1060 is possible. Below that, 1030—1040 is a more important support area.
With macro pressure easing and fundamentals also providing catalysts, what really needs to be observed now is whether the main forces can absorb the trapped shares near 1100. Even if the news stays hot, without volume/price confirmation, it’s still easy to see a high-and-fade move.
$SNDK #韩股KOSPI涨近5%启动买方侧车
$SKHY rebounded from around 980 to 1090. The short-term downward structure has been broken. The price has returned to the previously dense trading range—funds are switching hands here.
Tonight’s U.S. CPI was in line with expectations. Inflation continued to cool further month-over-month, and the market’s biggest fear—an upside-surprise negative—did not materialize.
This data has a very direct impact on Micron/“Hynix” (SK hynix). Pressure on the Fed to keep hiking interest rates has eased. U.S. Treasury yields and the dollar are under pressure, and risk appetite for overvalued tech stocks and the semiconductor sector has started to improve.
Recently, SK hynix and SNDK jointly released the first HBF open standard, preparing to bring high-bandwidth flash memory into AI inference scenarios. Going forward, SK hynix’s growth will not rely only on the HBM storyline.
SK hynix’s Q2 performance also set a record. Demand for HBM, AI server DRAM, and enterprise SSDs has remained strong. The company also believes that in 2027, storage shortages could become even more severe.
Today the market is also trading rumors that Temasek may invest in SK hynix and Samsung. While the information hasn’t been fully confirmed yet, together with the CPI coming in as expected, capital has already started flowing back into Korea’s semiconductor sector.
Back to the chart: 1090—1100 is the near-term supply-overhang zone. After it holds steady on increased volume, then look at 1140—1180. If the upside momentum can’t keep up with the volume, a short-term pullback to 1060 is possible. Below that, 1030—1040 is a more important support area.
With macro pressure easing and fundamentals also providing catalysts, what really needs to be observed now is whether the main forces can absorb the trapped shares near 1100. Even if the news stays hot, without volume/price confirmation, it’s still easy to see a high-and-fade move.
$SNDK #韩股KOSPI涨近5%启动买方侧车