SK hynix (KOSE:A000660) Launches SK hynix Ventures To Deepen Its AI Push

SK Hynix (KOSE:A000660) approved a ₩54 trillion investment to build new DRAM and NAND fabrication facilities in Yongin and Cheongju, South Korea. The expansion aims to meet long-term AI-driven demand and increase production capacity, positioning the company competitively in the semiconductor market.

Samsung Electronics, according to the article, has settled longstanding patent litigation with Netlist. The agreement includes a five-year cross-licensing and commercial deal covering patent fees, product supply arrangements, and Samsung’s equity investment in Netlist. The settlement ends disputes across jurisdictions and is linked to memory IP and AI/data-center technology relationships.

SK hynix (KOSE:A000660) approved a ₩7.1 billion expansion of its Cheongju advanced packaging plant P&T7, including accelerating the cleanroom opening and adding capacity for AI memory semiconductors. The article notes the stock trades around ₩1,830,000 and highlights implications for future production volumes and capital intensity.

Evercore raised its AAPL price target to $380 from $365, citing higher-than-expected upgrade demand for the iPhone 18 Pro range and Apple Watch Series 12, based on consumer surveys. The firm notes increased interest in higher-storage models and aging devices driving upgrades, despite some analysts' concerns about slow pre-orders.

GM Defense delivered Patriot missile parts to Lockheed Martin 22 days after signing a contract, aiming for $700M in defense revenue. GM also announced new V-8 engines for 2027 Silverado and Sierra pickups, with V-8s making up 55-61% of current sales.

Amazon.com (AMZN) signed a long-term deal with Generac Holdings for backup generators, with $2.4b in initial deliveries planned. AMZN's stock is down 3.18% in 30 days but up 10.90% year-to-date. Analysts suggest AMZN could be 47% undervalued at $251.19, with a fair value estimate of $475.09, citing high-margin growth in AWS and advertising segments.