Samsung Pledged 110T Won. Hynix Won the Week.
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SK Hynix pledged a 40 trillion won buyback-and-cancel. Two days later Samsung pledged 110 trillion. The smaller number won, and here is why.
#Memory Chips
6 posts
KRW Stabilized at 1,481, So Why Did SK Hynix Crash 38%?
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The won firmed to 1,481 and SK Hynix still crashed 38% from its peak. The five new engines behind it, and a fact-check of the scenarios from two weeks ago.
When Good News Sells: 4 Reasons SanDisk Keeps Falling
SanDisk fell 11% on the day Bernstein raised its target to $3,000. Four reasons good news turned into a sell signal, plus the downside scenarios.
Foreigners Sold 150T Won: Why SK Hynix Falls First
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Foreigners dumped 150 trillion won on the KOSPI as the won hit 1,540. Why the most-held names crack first, the ADR myth, and the downside scenarios.
KOSPI's 8,000 Breaks: Real Crisis or Just a Fit?
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The M7, semis, the KOSPI and SK Hynix all fell together. This is not rotation, it is a cash grab. The mechanics of the deleveraging, and what survives.
Memory's Power Reversal: When the AI Cycle Flips Back
HBM swallowed commodity DRAM and flipped memory pricing power for the first time in 30 years. The reversal, chipflation, and the 2028 to 2030 signals.