$KOSCF

SK hynix (KOSE:A000660) launched SK hynix Ventures to invest in AI technology, focusing on computing, data centers, and related software. The unit will collaborate with startups through equity stakes and partnerships, aiming to strengthen its role in AI infrastructure. SK hynix is a major semiconductor producer, and this move aligns with its strategy to support AI hardware ecosystems.

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 and Movellus Circuits said they will collaborate to provide on-die power optimization and telemetry IP for AI and high performance computing chip designers via Samsung Foundry’s SAFE Program. The companies aim to add power management technology to Samsung’s foundry offering for advanced process nodes, expanding Samsung’s AI-related IP beyond earlier memory-focused work.

SK hynix and SanDisk, via the Open Compute Project, released a new High Bandwidth Flash (HBF) specification for AI systems. The standard targets near-compute flash for high bandwidth, high capacity memory to support AI inference. It is intended to guide AI hardware designers and encourage early ecosystem adoption in AI infrastructure.

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.

Simply Wall St reports SK hynix’s fair value estimate was cut to ₩3,179,719 from about ₩3,408,502, citing revised growth and margin assumptions tied to HBM supply and demand. It notes Barclays started coverage with an Overweight rating and a US$330 price target, expecting tighter industry supply into 2027. Model revenue growth and net margin assumptions were lowered.

Simply Wall St reports SK hynix’s board approved a larger investment in its Cheongju P&T7 advanced packaging plant to support AI memory semiconductor production. The stock is cited at ₩1,759,000, up 159.82% YTD, but down 39.70% over one month. A “fair value” of ₩3,408,502 is presented as undervaluation.

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.