Every report in our own archive tagged with this symbol, newest first — fetched from the archive alongside the market data.

• SPECIAL REPORTNEUTRAL2026-08-24
  Memory Chip Rally in Micron, SanDisk, SK Hynix Echoes Past Boom-Bust Cycles

  Historical patterns in memory-chip cycles suggest today's rally in Micron, SanDisk and SK Hynix will eventually cool, though both reports note structural AI demand could make this cycle longer than past ones.

• BREAKING STORYBULLISH2026-08-23
  SK Hynix to Cancel 3.3% of Shares in Buyback Overhaul

  SK Hynix is buying back 3.3% of its outstanding shares and canceling every one of them, permanently shrinking its share count rather than just offsetting dilution.

• BREAKING STORYBULLISH2026-08-19
  SK Hynix Unveils $29 Billion Buyback in Landmark Capital Return for Korean Tech

  SK Hynix announced plans to buy back and cancel approximately $28–29 billion of treasury shares, a scale of capital return with few precedents in Asian technology. The move underscores management's confidence in sustained high-bandwidth memory demand and marks a structural shift in Korean corporate governance toward shareholder value.

• SPECIAL REPORTBULLISH2026-08-18
  AI Infrastructure Bottleneck Migrates From Compute to Optics and Memory

  The binding constraint in AI datacenter construction is moving downstream from GPUs to optical interconnect and high-bandwidth memory, concentrating pricing power in a narrow set of suppliers. At the same time, sell-side analysis warns the arithmetic supporting AI valuations is deteriorating.

• SPECIAL REPORTNEUTRAL2026-08-18
  China's YMTC Seizes 14% of Global NAND as Supply Chains Bifurcate

  YMTC's rise to third place in global NAND flash with a 14% share represents a durable structural shift in memory supply, threatening incumbent pricing discipline. Simultaneously, Google's reported plan to end Pixel production in China by 2027 illustrates that the decoupling is bidirectional, with Western OEMs relocating assembly as Chinese suppliers scale.

• SPECIAL REPORTBULLISH2026-08-16
  AI Capex Cycle Enters Payoff Phase as Alphabet Lifts Spend to $205 Billion, Cloud Backlog Swells to $514 Billion

  Alphabet's raised 2026 capital expenditure guidance to $205 billion arrived alongside a $514 billion Google Cloud backlog, reframing the AI investment debate around revenue conversion rather than balance-sheet strain. Strategists now argue spending is directly feeding earnings, a thesis reinforced by SK Hynix's blowout week, record Applied Materials revenue and Nvidia's growing role as system-wide financier of the AI supply chain.

• MARKET REPORTNEUTRAL2026-08-10
  Korean memory results put focus back on Micron pricing outlook

  Commentary following SK Hynix and Samsung earnings has drawn attention to what their disclosures imply for Micron, whose shares recently bounced about 10% off their lows.

• MARKET REPORTNEUTRAL2026-08-10
  Asian equities rebound; crude firms on Strait of Hormuz uncertainty

  Japanese and Korean stocks recovered while oil prices rose as traders weighed uncertainty around shipping through the Strait of Hormuz.