8 Min Read
Micron guided to $61.5B in first-quarter revenue and said supply will stay tight into 2028. But its 86.25% margin guidance fell short of investor expectations; the stock slipped 0.8% after hours, and SanDisk and Western Digital edged lower.
MU · Since The Event− 15.15%Read8 Min Read
Solidigm, the unit SK Hynix bought from Intel for about $9 billion in 2020, has met banks about a 2027 Nasdaq listing. Korea's new rules also cover overseas IPOs, and Seoul reacts on Monday after the holiday.
September 2025 keynoteSeptember 2026 keynote
7 Min Read
At its Connect event in Shanghai, Huawei pulled the Ascend 960DT chip from the fourth quarter of 2027 into the first. In place of the 15,488-chip supernode announced a year ago for that same generation stood a 4,096-card system.
NVDA · Since The Event+ 0.98%Read8 Min Read
Reuters reported on September 16, citing three people, that SK Hynix is weighing a lease of Intel's idle Ohio campus or a venture with cloud firms. Nothing in force today compels what Washington wants; the Korean law that reviews such a transfer is already on the books.
September 15, a nineteen-year highSeptember 16, 2:20 p.m. New York
9 Min Read
Kevin Warsh's first hike as chair passed unanimously, lifting the target range to 3.75%-4.00%. Futures had priced the decision at 92.9%, and the real move came before the announcement: the 10-year yield backed away from Tuesday's nineteen-year high and slipped below 5%.
9 Min Read
Dario Amodei asked AI companies on Saturday to slow the rate of capability gains, and Sam Altman, Elon Musk and Satya Nadella agreed. The White House refused on Sunday; by Monday morning the Kospi was down 3.3% and SK Hynix 6.4%.
8 Min Read
FTSE Russell redrew its style rankings in June: 45.8% of Apple's market cap and exactly half of Microsoft's were assigned to the value index. The three megacaps' combined weight rose from 1.9% to 16.2%, while the year's best-performing memory stocks dropped off the list entirely.
7 Min Read
OpenAI introduced GPT-6 Astra, which can work for hours unattended, on September 3. Four days later memory makers flew in Seoul, bought by foreign and institutional investors and sold by retail.
Fiscal Q3 2025Fiscal Q3 2026
9 Min Read
Two unions in Taoyuan and Taichung are asking for a one-off bonus worth seven years of pay for fiscal 2026, and 15% of operating profit from fiscal 2027. The first mediation session, on September 4, ended without an agreement.
MU · Since The Event− 5.68%Read
