#SK Hynix

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.

I held a 10M-won SK Hynix position through the KOSPI's worst month on record and its biggest single-day gain. A day-by-day log from July 21 through the August 1 review.

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.

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 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.

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.

SK hynix lists a Nasdaq ADR as early as July. Via the TSMC mirror: how high the local shares can run, Korea vs US tax, the Kospi impact, and the real risks.

Samsung, SK Hynix, Micron and SanDisk across revenue growth, P/S normalization and SOTP. Top pick SK Hynix, with Micron at a 16.7x peer premium.

The four memory makers rose 420% to 4,109% in a year. Share price misleads; market cap over revenue shows who is actually cheap, in plain English.