Korea’s Memory Lead — Micron Bets Against It
Buy “memory” after Nvidia’s blowout and there are three doors. Two hold Samsung and SK Hynix; Micron is the bet against them. Here’s the map.
HBM
SK Hynix Posted Its Best Quarter Ever. The Stock Swung From +4% to −20% in One Session.
Record Q2 operating profit of ₩60.5tn. A 24-point intraday swing, a 7.54% close, and a two-day drop of 22.5%. The market didn’t reject the quarter — it hasn’t bought the second half.
Buying Nvidia Buys the AI Demand. In San Francisco, Korea Just Made a National Claim on the AI Supply.
On July 24 President Lee Jae-myung stood in San Francisco — after meetings with the CEOs of Nvidia, OpenAI, Anthropic and Broadcom — and declared Korea…
The AI Boom Just Brought Back Rate Hikes — and Korea Went First
On July 16 the Bank of Korea raised rates for the first time in three and a half years — not to fight a slump, but a boom.
SK Hynix Q2 Earnings: The Bar, Not the Profit
SK Hynix reports Q2 on July 29. An analyst just cut the estimate to ₩60.4tn (from a ~₩65tn consensus) — yet kept the price target.
SK Hynix ADR vs Seoul Shares: Where the Premium Went
SK Hynix’s Nasdaq ADR (SKHY) dropped ~21% in its first full week. Read the Seoul tape next to the New York tape and most of that decline wasn’t the…
Two Halts, One Record Debut: Korea’s Stock Market This Week in 7 Numbers
A sell-side circuit breaker Tuesday, a buy sidecar Friday, a record Samsung profit and the biggest foreign listing in US history — Korea’s wild week, in…
When Does SK Hynix Report Earnings?
SK hynix reports Q2 2026 around July 22 — its first earnings as a Nasdaq stock. How Korean earnings season actually works for new SKHY holders.
SK Hynix ADR (SKHY): What the Nasdaq Filing Says
SK Hynix lists on Nasdaq as SKHY on July 10, 2026 — the largest ADR offering in Wall Street history.
EWY Top Holdings: You Bought Two Memory Stocks
SK Hynix and Samsung Electronics are now over half of the EWY ETF — and 57–60% of the KOSPI itself.