$HXSCL

SKHQ, a 2x inverse ETF tracking SK Hynix (SKHY), surged as SKHY reported record Q2 2026 revenue of KRW 79.32T, up 256.8% YoY. A potential HBM price decline could drop SKHY 15-25%, benefiting SKHQ. SKHQ's structure may erode value in sideways markets, with SKHY's high beta accelerating decay.

Micron Technology (MU) rose 5% after Intel's CEO warned of a worsening memory shortage, driving up prices. SK hynix (SKHY) also gained. Micron's Q4 results, due Sept. 30, will provide insights into the memory market's tight supply and pricing. Analysts predict elevated prices through 2027, benefiting Micron.

Intel (INTC) +8%, SK Hynix (SKHY) +5%, Micron (MU) +6% after reports of potential U.S. memory chip production partnership. Intel's Ohio complex could become operational, benefiting the company. SK Hynix seeks to mitigate tariff risks. Micron rises despite potential competitive pressure. No deal confirmed.

SK hynix Inc. (NASDAQ: SKHY) shares rose 3.97% on September 17, 2026, driven by talks with Intel to manufacture memory chips in the US. The company has a solid balance sheet with $176.1B in assets and $35.1B in cash. SKHY's stock has seen volatility, trading between $155 and $199 in recent weeks. The potential partnership with Intel could enhance SKHY's global competitiveness and position in the AI memory market, but no final deal has been confirmed.

SK Hynix (SKHY) rejected a prepayment for power costs, citing high expenses, while reporting Q2 revenue up 257% and net profit up 1,240% YoY. The company's strong HBM relationship with NVIDIA (NVDA) provides pricing leverage amid Korea's power shortage. SK Hynix is diversifying geographically, breaking ground on a U.S. production base. The company's valuation remains attractive, with a trailing P/E of 11x and forward P/E of 5x, and it plans to accelerate share repurchases.

Nvidia's (NVDA) Vera Rubin GPUs account for 70% of the $4M VR200 rack's bill of materials, with Micron (MU) benefiting from 22% for memory. CEO Jensen Huang expects 70% revenue growth in fiscal 2028, despite supply constraints. Nvidia's data center revenue hit $89.02B in Q2 FY2027, up 117% YoY, with Q3 guidance at $108B. NVDA shares are down 7.71% over the past week but up 854.66% over five years.

SK Hynix (SKHY) and Intel (INTC) are in exploratory talks for SK Hynix to manufacture memory chips in the U.S., possibly using Intel's Ohio facility. SK Hynix is reviewing options and no decision has been made. The Roundhill Memory ETF (DRAM) has seen significant inflows, with SK Hynix, Samsung, and Micron as top holdings. DRAM has gained 108% since its April launch.

Intel (INTC) and SK Hynix (SKHY) rose Wednesday after reports of potential U.S. production deal discussions. Intel gained 5.2% premarket, SKHY up 4.1% in Seoul and 3% on Nasdaq premarket. The deal could impact crypto mining hardware supply.

Intel (INTC) stock rose 4% after reports of potential talks with SK Hynix (SKHY) to manufacture memory chips in Intel's Ohio facility. SK Hynix is considering leasing part of the $28B plant or forming a supply agreement. Intel has struggled to attract customers for its foundry business. SK Hynix stock gained 2%. The deal faces regulatory hurdles from South Korea's government.

SK Hynix Inc. (SKHY) is expanding its U.S. semiconductor operations with a $4B Indiana facility for AI-driven high-bandwidth memory (HBM), set to begin production in 2H 2029. The company is also reportedly in talks with Intel Corp. (INTC) for potential U.S. memory chip manufacturing, which could further integrate its supply chain. This follows Samsung's (SSNLF) long-standing U.S. semiconductor production strategy, driven by increasing AI demand for HBM.