$SKHYNIX Hynix really had a rough day today. South Korean stocks fell more than 9%, and futures plunged to around 1064 🥲
ChangXin Memory has also made new progress with its 4F² DRAM technology, and plans to launch related DDR5 server memory products before the end of the year.
Strong AI demand is one thing; intensifying competition is another. Hynix’s profits are so high right now, but the market is starting to worry about whether it can keep them up in the future.
TSMC will release its full Q3 earnings report on Thursday. Revenue has already hit a record high, so we’ll see whether its comments on future AI demand can give the market some confidence.
#sk海力士 #半导体
ChangXin Memory has also made new progress with its 4F² DRAM technology, and plans to launch related DDR5 server memory products before the end of the year.
Strong AI demand is one thing; intensifying competition is another. Hynix’s profits are so high right now, but the market is starting to worry about whether it can keep them up in the future.
TSMC will release its full Q3 earnings report on Thursday. Revenue has already hit a record high, so we’ll see whether its comments on future AI demand can give the market some confidence.
#sk海力士 #半导体