Hynix coverage.

SK hynix-owned Solidigm is plotting a new $45 billion flash memory factory for the US, report claims

SK Hynix expects memory shortages to persist through at least 2030; it has long-term deals with 14 major buyers for 50%+ of its output in 2027 and 2028 (Simon Sharwood/The Register)

Sources: CXMT plans to start HBM3E production despite yields of just 20% to 30%; its HBM3E performance is closer to that of SK Hynix's previous-gen HBM3 chips (Reuters)

SK Hynix says memory shortages to persist until 2030

SK Hynix plans to return $22B+ in dividends and ~$15B in buybacks to shareholders, on top of its ~$30B buyback program completed in August (Kwanwoo Jun/Wall Street Journal)

SK Hynix reports Q3 revenue up 328% YoY to ~$78.8B, vs. ~$74.07B est., and operating profit up 632% to ~$62.76B, vs. ~$57.78B est. (Jenny Lee/CNBC)

Report: SK Hynix gained ~$15B from selling down its Kioxia stake earlier this year, and plans to return ~$12B to shareholders via a special dividend (Bloomberg)

Bloomberg : Report: SK Hynix gained ~$15B from selling down its Kioxia stake earlier this year, and plans to return ~$12B to shareholders via a special dividend — SK Hynix Inc.'s s…

SK hynix will build a US fab for Solidigm, but scraps IPO plans

SK Hynix says its SSD subsidiary Solidigm has halted a review of a potential US IPO to fund a new US chip fab, citing "market conditions and share price trends" (P.R. Venkat/Wall Street Journal)