SK Group
SK Group is the largest telecom and third-largest conglomerate in South Korea.
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SK Hynix Plans to Invest Trillions of KRW in a Memory Chip Fab in Miyagi Prefecture, Japan
Odaily News, Citrini analyst jukan stated on X platform that, according to informed sources, SK Hynix is advancing plans to invest trillions of KRW to build a memory chip wafer fab in Miyagi Prefecture in northeastern Japan. If realized, this would mark the first large-scale investment by a Korean semiconductor company establishing a local manufacturing base in Japan. As investment in Japan progresses, the United States is also expected to intensify pressure on Korean companies to expand memory chip production capacity in the U.S., further complicating future investment allocation decisions.According to reports from South Korea's Hankyoreh on the 20th, SK hynix is seeking to build a memory chip wafer fab in Miyagi Prefecture, located in northeastern Honshu, Japan. A business insider said, "As far as I understand, SK Group Chairman Chey Tae-won recently visited the region in person." Miyagi Prefecture, along with Kyushu and Hokkaido, is one of three regions that the Japanese government plans to develop into major semiconductor industry hubs.It is reported that the project's investment scale is expected to reach trillions of KRW. Compared with the hundreds of trillions of KRW invested in domestic semiconductor clusters in Yongin and the Honam region of Korea, the Japan plant will be a relatively smaller-scale production base. The Miyagi fab will serve as an additional overseas manufacturing site, while SK hynix will continue its planned domestic investments in the Yongin and Honam semiconductor clusters as originally scheduled. The plan appears aimed at proactively expanding production capacity amid the ongoing global memory chip shortage.If realized, SK hynix would become the third foreign semiconductor company to operate semiconductor manufacturing facilities in Japan, following U.S.-based Micron and Taiwan's TSMC. Samsung Electronics currently operates only an advanced semiconductor packaging research center in Yokohama.However, the investment also carries risks. The United States has been pressuring the Korean government and Korean companies to invest in memory chip wafer fabs on U.S. soil. If SK hynix moves forward with investment in Japan, Washington may further demand that it expand local production capacity in the U.S. Additionally, SK hynix must navigate domestic political uncertainties in Korea, as well as the social sensitivity surrounding investment in Japan for strategic industries such as semiconductors.
based
KingDefi
Memory
Analyst: US-made semiconductors will command a premium, Korean memory makers need to accelerate US fab construction
Citrini analyst Jukan stated on X platform that in the future, "Made in USA" semiconductor products may gain market premiums due to supply chain stability advantages. Korean memory chip companies need to respond to this trend by building wafer fabs in the US. Currently, US-made optical module products have already begun to reflect premiums. For example, optical communications company AAOI has stated that optical modules produced in the US can command higher prices. Meanwhile, US hyperscalers are also willing to pay additional premiums for US-made Micron DRAM.Jukan believes that the price advantage of US-made chips does not come solely from the products themselves, but reflects the value of supply chain stability and supply assurance. Against the backdrop of ongoing adjustments in the global semiconductor supply chain, companies and customers are increasingly valuing localized production capacity to reduce geopolitical and supply disruption risks.Regarding Korean memory manufacturers, Korean companies need to actively advance the construction of US-based production capacity, a trend that has already begun to emerge. For example, SK Group Chairman Chey Tae-won has previously discussed plans to build a memory chip front-end wafer fab in the US on multiple occasions.As AI infrastructure construction drives growth in memory demand, and regionalization trends in the global supply chain continue, US-made semiconductors may form a new pricing system. Chip companies with US-based production capacity will gain additional advantages in future market competition.
American Coin
based
Meanwhile
SK Group reportedly seeks relaxed repeat listing regulations to advance Solidigm's Nasdaq IPO
Odaily News: Citrini analyst jukan posted on X platform, stating that SK Group has reportedly asked the government to relax regulations on repeat listings in order to support the Nasdaq initial public offering of Solidigm, a NAND subsidiary of SK hynix.
"Unease and anticipation are just two sides of the same coin": SK Hynix stock pulls back but remains favored by institutions, market focuses on HBM4 technology moat
Odaily News: SK Hynix's stock price has recently seen a pullback. On August 3, the stock fell 8.79%. Although it rebounded slightly by 0.64% and 5.77% on August 4 and 5 respectively, it plunged another 10.37% on August 6, closing at 1.495 million KRW; on August 7, it dropped a further 4.88%, closing at 1.422 million KRW.Against the backdrop of heightened market volatility, SK Group released an advertisement quoting founder Choi Jong-gun’s famous saying: "Despair and hope are two sides of the same coin; you can turn despair into hope as easily as flipping your palm," and adapted it to: "Unease and anticipation in the AI era are also two sides of the same coin; you can turn unease into anticipation," thereby conveying confidence in the long-term development of the AI industry.Securities institutions believe that short-term stock price fluctuations have not changed SK Hynix's fundamentals, and the market should focus on its HBM4 technology leadership and the earnings stability brought by long-term supply agreements (LTAs). Specifically:1. Hyundai Motor Securities expects SK Hynix's DRAM and NAND bit growth to reach 9.7% and 1.5% respectively in the third quarter. As HBM4 sales contributions expand, even with a higher proportion of LTAs, DRAM average selling prices (ASP) are still expected to rise 19.9% quarter-over-quarter. Companies such as OpenAI and Anthropic are advancing plans to build their own hyperscale AI data centers and intend to raise funds for related construction through IPOs. Even if some large tech companies adjust capital expenditures (Capex) in the future, this could be offset by demand from other AI infrastructure. Additionally, regarding competitive concerns over China's CXMT, given the U.S. continued tightening of semiconductor equipment export restrictions, as well as Micron's expansion of domestic U.S. investment, the likelihood of major companies like Apple adopting Chinese memory chips is relatively low.2. SK Securities is also bullish on SK Hynix's competitive advantages, believing that with its leading position in HBM, partnerships with major North American GPU companies, and AI-driven LTA demand, SK Hynix's market position remains solid. Currently, the HBM supply-demand fulfillment rate is below 70%, and the core value of LTAs lies in ensuring profit sustainability and earnings stability through a "mutual binding structure" between customers and suppliers. With value-reassessment initiatives such as an ADR listing progressing, along with dividend income from the sale of SPC assets related to Kioxia, the company's goal of achieving net cash of 100 trillion KRW may be reached earlier than expected. As shareholder return policies gradually become clearer, this will help the market re-evaluate the value of the LTA model and drive a further re-rating of SK Hynix. (Daum)
Apple
Aspecta
August
GPU.Net
KingDefi
Node AI
SK Hynix Stock Still Favored by Institutions After Volatility: HBM4 and Long-Term Supply Agreements Support AI-Era Growth
According to Korean media NATE, driven by the AI investment boom, SK Hynix's stock price has recently experienced severe volatility. Against the backdrop of intensifying market volatility, SK Group released an advertisement quoting the famous words of founder Choi Jong-geon (최종건): "Despair and hope are two sides of the same coin; despair can be turned into hope like flipping a hand," and rewrote it as "Anxiety and expectation in the AI era are also two sides of the same coin; anxiety can be turned into expectation," thereby conveying confidence in the long-term development of the AI industry. Securities firms believe that short-term stock price volatility has not changed SK Hynix's fundamentals, and the market should focus on its HBM4 technology leadership advantage and the performance stability brought by Long-Term Agreements (LTA). Hyundai Motor Securities analyst Noh Geun-chang (노근창) stated that SK Hynix's DRAM and NAND bit growth rates for the third quarter are expected to reach 9.7% and 1.5% respectively; with the expansion of HBM4 sales contribution, even if the proportion of Long-Term Agreements increases, DRAM Average Selling Price (ASP) is still expected to rise 19.9% quarter-over-quarter. Regarding competition concerns brought by China's ChangXin Memory Technologies (CXMT), Noh Geun-chang believes that considering the US continues to strengthen semiconductor equipment export restrictions and Micron is expanding domestic investment in the US, the possibility of major companies like Apple adopting Chinese memory chips is relatively low.
Apple
Aspecta
Long
Memory
Price
SK 集团会长崔泰源买入 3620 股 SK 海力士
According to Newsis, SK Group Chairman Chey Tae-won purchased 3,620 shares of SK Hynix.
SK Hynix: SK Group Chairman Chey Tae-won Acquires 3,620 Shares of SK Hynix
Odaily News: SK Hynix announced that SK Group Chairman Chey Tae-won has acquired 3,620 shares of SK Hynix.
Bill Gates Plans to Visit South Korea as Early as Next Month to Discuss AI Cooperation
According to Yonhap News, Microsoft co-founder and Gates Foundation Chair Bill Gates is advancing plans to visit South Korea as early as next month and is coordinating schedules for a meeting with South Korean Prime Minister Han Duk-soo, with specific visit dates and discussion content yet to be determined. Last August, Gates visited South Korea and met successively with major corporate leaders including Chey Tae-won (SK Group), Jung Ki-sun (HD Hyundai), and Lee Jae-yong (Samsung Electronics) to discuss cooperation in AI, biotechnology, and next-generation nuclear power. If this visit to South Korea proceeds, the above topics are expected to continue as core agenda items. Gates also serves as the founder and chairman of the board of next-generation nuclear power enterprise TerraPower. The company is developing a "sodium" reactor small modular reactor (SMR) based on a molten salt energy storage system, which has received widespread industry attention for its adjustable power output and high safety.
August
based
Foundation
Foundation
Shimmer Network
Korean Media: SK Hynix Plans to Build New Headquarters in Gangnam, Seoul
Odaily News SK Group is pushing forward with the acquisition of the former Le Méridien Seoul site in Gangnam-gu, Seoul, and plans to build the SK Hynix headquarters. Reports indicate that the site is approximately 1 kilometer from the Samsung Group headquarters, "Samsung Town." SK Group Chairman Chey Tae-won is said to have requested that the new building be "5 meters taller than Samsung's."Currently, the specific method of participation in the project has not been finalized. Options including land acquisition, equity in the project company, or the pre-purchase of office buildings are still under discussion. (Asia Economy)
Headquarters
SK Group Chairman Chey Tae-won Responds to Stock Price Plummet: Avoid Frequent Trading, Long-Term Holding Is More Beneficial for Asset Preservation
According to EToday, SK Group Chairman Chey Tae-won responded to the sharp plunge in SK Hynix's stock price, stating that although SK Hynix's stock price has recently corrected significantly, investors should not trade frequently but should hold the stock from a long-term perspective. As the artificial intelligence industry continues to develop, storage demand will continue to grow.
Long
Price
SK Group Chairman Chey Tae-won: Even if SK hynix accelerates factory construction, memory shortage will still persist.
SK Group Chairman Chey Tae-won: Even if SK Hynix accelerates factory construction, the memory shortage will still persist. (Jin10)
SK Group Chairman Choi Tae-won Meets Jensen Huang in Taipei; Both Parties Reaffirm Commitment to Deepening HBM Collaboration
According to Yonhap News Agency, Choi Tae-won, Chairman of South Korea’s SK Group, met with NVIDIA CEO Jensen Huang in Taipei on June 1. The two discussed collaboration on AI memory chips, jointly reviewed achievements made by both companies in the field of AI memory chips, and reaffirmed their commitment to jointly driving a new era of AI infrastructure development. SK hynix President Kook Roo-jung and other senior executives from both companies also attended the meeting. Later, Huang attended the “Korea Partner Night” dinner hosted by the Korean side, stating that the most critical elements of the HBM supply chain are performance, quality, reliability, and supply capacity—and that NVIDIA is working closely with SK.
June
Kook
NVIDIA