SK hynix (KOSE:A000660) Launches Venture Arm As Its AI Memory Story Still Looks Undervalued

Samsung Electronics (KOSE:A005930) issued Q3 2026 guidance, forecasting ₩195 trillion in sales and ₩107.4 trillion in operating profit. Shares have declined 4.17% in 7 days and 7.19% in 90 days, despite a 105.84% year-to-date gain. The company's fair value is estimated at ₩500,000, suggesting it is undervalued at the last close of ₩264,500. Investors debate whether to buy at current levels or wait for a lower price.

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.

Atkore plans to redeem $400M of 4.25% Senior Notes due 2031 at 102.125% of par, with a redemption date of Oct 19, 2026. The redemption is contingent on the completion of its merger with Prysmian and Prysmian providing the necessary funds. The company may delay or rescind the redemption if conditions are not met.

Calix Inc (NYSE:CALX) shares rose 4.8% in after-hours trading after the company's board authorized an additional $100 million for its stock repurchase program, aiming to enhance capital allocation flexibility. The program allows for open market and privately negotiated purchases, subject to market conditions and SEC rules.