SK Hynix Inc (000660.KS) — the peer cohort

Long reads

• Where to Invest in the AI Chip Constraint ChainDossier · $29 · 3 Mar 2026One structural update since publication: SK Hynix now also trades in the US as SKHY after its July 2026 Nasdaq ADR listing.
• AI Economy — Three Futures for 2030, and the One the Model Leaves OutReport · 14 Sept 2026The capital stock that the extreme scenario needs — 56% above its no-AI path by 2030, 14% in the substantial case — is being ordered now, and the ordering is itself a demand shock the model does not carry: Alphabet’s…
• Nvidia Ecosystem — Wave 1: The ‘Stacking’ PeakReport · 20 Feb 2026SK Hynix 000660.KS 0.94 Correlation Tier I Classification 2026/27 Peak Role HBM4 Market Leader Why Primary yield leader for 16-layer HBM4 stacks.

101 and glossary

• Memory Wall & HBM Economics: The Next AI Constraint101Only two companies can produce HBM at scale: SK Hynix and Micron (Samsung is catching up but trailing).
• NVIDIA Investor's Timeline: Hopper to Blackwell to Rubin and Beyond101Companies that benefited from Hopper ramp (TSMC CoWoS, SK Hynix HBM3) are now looking at Blackwell and Rubin for growth.

Dailies

• Fed — minutes point to another rate hike by year-end; Samsung earns a record $80 billion in one quarterMorning 10 · 8 Oct 2026
• Storage — Seagate −9.2%, Western Digital −6.9% on a record day for the S&P 500 and the NasdaqMorning 10 · 7 Oct 2026Overnight Asia's memory-chip makers slid — Kioxia −4.5%, SK Hynix −2.5%.
• Nasdaq — record close at 27,477 while the chip funds sit 5–15% below their June peaksMorning 10 · 6 Oct 2026Overnight Korea reopened after a holiday and sold its memory makers: SK Hynix −3.3%, Samsung −1.5%, the Kospi −1.1%.
• Asia — Nikkei back near 70,000, Taiwan +2.4%; euro at a 17-month low, US futures slightly lowerMorning 10 · 5 Oct 2026South Korea's market is closed for a public holiday and mainland China is still on its National Day break, so SK Hynix and Samsung — Asia's two memory makers — do not trade today.
• Markets — Nasdaq +1.5% before the open even as TLT breaks 78; Tokyo +3.3% on Micron's record quarterMorning 10 · 1 Oct 2026Seoul's Kospi opened lower, then turned up about 1% to around 6,920, with Samsung Electronics and SK Hynix up about 2% each by midday.
• Bonds — TLT closes at a one-year low but holds 78; oil slides on a reserve release, Micron reports tonightMorning 10 · 30 Sept 2026Samsung and SK Hynix fell more than 5% on Monday when Seoul reopened after its holiday; Micron's outlook tonight sets the tone for them in October.
• Bonds — the long end breaks: 30-year at 5.56%, gold -3.9%; MongoDB sinks 18% as Meta moves inMorning 10 · 29 Sept 2026Asia lower this morning: Nikkei -1.29%, Kospi -0.91%, Hang Seng -0.62%; Samsung +0.56%, SK Hynix -0.90%, TSMC +0.20%
• Memory — Same Name as 2022, a Different Product: Why the AI Cycle Is Not the Old OneDaily Pulse · 28 Sept 2026Seoul reopened after Chuseok and closed 2.37% lower; Samsung fell 4.73% and SK Hynix 4.57%, and the selling spread to flash storage and HBM suppliers while the tool makers held.