SK Hynix Inc (000660.KS) — the peer cohort

Long reads

• Where to Invest in the AI Chip Constraint ChainDossier · $29 · 3 Mar 2026One structural update since publication: SK Hynix now also trades in the US as SKHY after its July 2026 Nasdaq ADR listing.
• AI Economy — Three Futures for 2030, and the One the Model Leaves OutReport · 14 Sept 2026The capital stock that the extreme scenario needs — 56% above its no-AI path by 2030, 14% in the substantial case — is being ordered now, and the ordering is itself a demand shock the model does not carry: Alphabet’s…
• Nvidia Ecosystem — Wave 1: The ‘Stacking’ PeakReport · 20 Feb 2026SK Hynix 000660.KS 0.94 Correlation Tier I Classification 2026/27 Peak Role HBM4 Market Leader Why Primary yield leader for 16-layer HBM4 stacks.

101 and glossary

• Memory Wall & HBM Economics: The Next AI Constraint101Only two companies can produce HBM at scale: SK Hynix and Micron (Samsung is catching up but trailing).
• NVIDIA Investor's Timeline: Hopper to Blackwell to Rubin and Beyond101Companies that benefited from Hopper ramp (TSMC CoWoS, SK Hynix HBM3) are now looking at Blackwell and Rubin for growth.

Dailies

• Yen — the Bank of Japan hikes and the dollar holds 157: the carry trade pays, the lines held, chips +3.4% over $505Morning 10 · 18 Sept 2026This morning Tokyo Electron is +4.2% in Tokyo, the Nikkei +1.6% at 65,159, the Kospi +2.8% with SK Hynix +6.0%, the Taiex +1.9%; US futures +0.3%.
• Rates — Fed day at a 5% 10-year: the hike is priced, the cycle is not; Yardeni cuts the S&P target to 7,900Morning 10 · 16 Sept 2026Overnight Asia is green — Kospi +0.7%, SK Hynix +2.6%, Samsung +1.3%, Taiex +0.7%, Nikkei +0.3%, SoftBank −1.9% — and the futures are flat; Brent $108.16, gold $4,364, the yen 155.3 with the Bank of Japan expected to hike to 1.25% on…
• AI trade — sellers of compute sold, buyers bought: chips −5.6%, software +5%, SoftBank +7% in TokyoMorning 10 · 15 Sept 2026Overnight Asia is calmer than Monday — the Kospi −1.2%, SK Hynix −0.9%, TSMC unchanged — and SoftBank has bounced 7% in Tokyo after Monday’s 11% fall.
• AI trade — the labs ask for a slowdown: Kospi −3.3%, SoftBank −11%, Nasdaq futures −1.2%, oil back above $106Morning 10 · 14 Sept 2026Three frontier labs on one page is a new fact, and Asia traded it as a demand story for the physical layer: the Kospi lost 3.3% to 6,679 with SK Hynix −6.7% and Samsung −4.0%, SoftBank — OpenAI’s largest outside backer — fell 11.3% in…
• Oil settles at $107.63, the 10-year hits 4.95% and the 30-year 5.36%, its highest since 2007: chips lead a fourth down day, Oracle beats and jumps 4% after hours, Adobe beats and slips — and Asia sells its chipmakers 3% to 7%Morning 10 · 11 Sept 2026Asia sells the chips it bought on Thursday: Nikkei −2.0% to 63,971 after −2.8% intraday, Advantest −6.8%, Kioxia −7.0%, Lasertec −5.0%, SoftBank −4.2%; Kospi 6,923, −1.6%, after a 6,859 low, Samsung −3.3%, SK hynix −1.7%; Taiwan −1.6%…
• Brent closes above $100 for the first time since July and the 10-year hits 4.86%: Wall Street falls a third day while Cloudflare +10%, Datadog +7% and Meta +7% catch the money the chip leaders gave backMorning 10 · 10 Sept 2026Asia is selling the oil, not the chips: the Kospi fell more than 1% in the morning and has clawed back to 7,043, SK hynix +0.2%, Advantest +2.7%, the Nikkei −0.4%, Hong Kong −1.3% with Alibaba −3.2%, Australia −1.4%.
• Oil knocks on $100 and Wall Street sells everything but the AI pipe: Intel +9%, Lumentum +11%, Dow −1.2% — Seoul buys the dip and the Kospi is back above 7,000Morning 10 · 9 Sept 2026Asia took the chips and left the rest: the Kospi is up 1.2% at 7,038 with SK hynix +3.1%, the Nikkei is down 0.3% with Advantest −3.3% and SoftBank +3.2% on a $10–20 billion bond plan, and China’s producer prices rose 3.8%, the most in…
• The trade flips at midday: chips fade, software bounces — Meta +6%, Cloudflare +9%, Datadog +6% while oil holds $101 and the 10-year hits 4.85%Midday 10 · 9 Sept 2026Asia held its leg of the trade: Kospi closes 7,068, SK hynix ADR at a record, Furukawa Electric +13% in Tokyo