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SK Square's Razor-Thin Math to Keep Control of SK hynix
SK Square has succeeded in solving a complex equation to protect its 20% stake in subsidiary SK hynix.SK hynix's American Depositary Receipts (ADRs) closed their first day of trading on the Nasdaq on ...
2026-07-16 목요일 | 정채윤 기자
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Growing Reliance on SK Hynix... SK Square's Dilemma
While Korea's stock market has repeatedly risen and fallen, the share price volatility of SK Square (402340) has far exceeded the market average.While the KOSPI index rose 72% from the end of 2025, SK...
2026-07-10 금요일 | 두경우 전문위원
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Samsung, SK hynix Face a KRW 250 Trillion Question: Reward Shareholders or Reinvest in AI
Samsung Electronics and SK hynix, riding the current semiconductor supercycle, stand at a crossroads over shareholder returns. Under each company's free cash flow (FCF)-based shareholder return policy...
2026-07-01 수요일 | 곽호룡 기자
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Why Samsung Lost Its Market-Cap Crown to SK hynix
The battle between Samsung Electronics and SK hynix over the top spot in market capitalization is intensifying. It is a picture that would have been hard to imagine just a few years ago. SK hynix, whi...
2026-06-24 수요일 | 곽호룡 기자
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Samsung Electronics Surpasses 30% NAND Market Share, Bolsters 'Super-Gap' Lead Through NVIDIA Alliance
Samsung Electronics (Co-CEOs Jeon Young-hyun and Roh Tae-moon) has leveraged the generative artificial intelligence (AI) boom to more than double its NAND flash revenue quarter-over-quarter in the fir...
2026-05-27 수요일 | 곽호룡 기자
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SK hynix Eyes KRW 40 Trillion in Q1 Operating Profit — Is AI Ushering in a Long-Term Boom?
SK hynix is setting its sights on an unprecedented era of KRW 200 trillion in annual operating profit. In the first quarter alone — before the full impact of High Bandwidth Memory (HBM) has even kick...
2026-04-15 수요일 | 곽호룡 기자
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SK Hynix Weighs Growth Over Governance in Treasury Share Strategy [Treasury Share Report]
SK Hynix continues to walk a fine line between business pragmatism and corporate governance controversy in its approach to treasury share management.The chipmaker has repeatedly deployed its treasury ...
2026-04-01 수요일 | 곽호룡 기자
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Beyond Hynix: SK's Three-Company AI Alliance Eyes Full-Stack Jackpot
SK Telecom, SK Square, and SK Networks — three SK Group affiliates — are drawing growing market attention as they undergo fundamental business transformations centered on artificial intelligence. De...
2026-03-11 수요일 | 정채윤 기자
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SK Chairman Takes Center Stage in Global AI Race on Record HBM Profits
SK Group Chairman Chey Tae-won has positioned himself at the center of the global artificial intelligence (AI) ecosystem. While asserting SK's presence amid an acute shortage of high bandwidth memory ...
2026-03-05 목요일 | 곽호룡 기자
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Samsung Electronics and SK Hynix Engage in High-Stakes AI Chip War [KFT Topic]
Samsung Electronics and SK Hynix intensified their fierce competition for dominance in the artificial intelligence (AI) memory market through earnings announcements held consecutively on the same day....
2026-01-30 금요일 | 곽호룡 기자
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Samsung's 'Last Chance': Lee Jae-yong Pushes HBM4 as Make-or-Break Moment [KFT Topic]
Samsung Electronics is set to restore its pride as a "memory powerhouse" after completing preparations for mass production of High Bandwidth Memory (HBM) 4.According to industry sources on the 27th, S...
2026-01-27 화요일 | 곽호룡 기자
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'Stock Price Soars' SK Square… Expectations Rise for 'AI & Semiconductor' Investments [KFT Topic]
SK Square (CEO Kim Jung-gyu), SK Group's investment intermediate holding company, has seen its stock price more than double over the past year, entering the top 10 market capitalization rankings on th...
2026-01-15 목요일 | 정채윤 기자
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Lee Jae-yong and Chey Tae-won, Korea's 'Semiconductor Duo,' Head to China... What's the Status of Local Operations? [KFT Topic]
Lee Jae-yong, Chairman of Samsung Electronics, and Chey Tae-won, Chairman of SK Group, who lead South Korea's memory semiconductor business, are visiting China as part of an economic delegation. With ...
2026-01-06 화요일 | 곽호룡 기자
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SK Bets KRW 600 Trillion on Yongin Semiconductor Fab Alone... AI Infrastructure Speed Race
SK is pouring KRW 600 trillion into the Yongin semiconductor cluster—five times its original plan—going all-in to secure artificial intelligence (AI) infrastructure. The government also plans to fac...
2025-12-31 수요일 | 곽호룡 기자
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SK Hynix's Five-President Team Set to Usher in KRW 100 Trillion Profit Era
In times of recession, CFOs (Chief Financial Officers) lead companies. Strategic investment and cost efficiency are important weapons. This is the so-called 'CFO heyday.'However, this expression does ...
2025-12-16 화요일 | 곽호룡 기자
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Samsung Electronics and SK Hynix Eye KRW 150 Trillion Operating Profit Era
South Korea's memory semiconductor "big two," Samsung Electronics and SK Hynix, are expected to generate approximately KRW 150 trillion in combined operating profit next year. This represents a stagge...
2025-11-17 월요일 | 곽호룡 기자
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Can Underperforming SK Square Become SK Group’s Portfolio Standout?
SK Square, the core vehicle for SK Group’s portfolio rebalancing, is successfully improving its corporate structure through a comprehensive business realignment. Since assuming the CEO role last year...
2025-08-01 금요일 | 정채윤 기자
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SK Hynix Surges to 41% Operating Margin in Q2; Puts Full Force Behind HBM4 Pricing Defense
SK hynix (CEO Gwak Noh-Jung) achieved a quarterly operating profit above KRW 9 trillion, driven by high-bandwidth memory (HBM).On July 24, SK hynix announced that it achieved revenue of KRW 22.232 tri...
2025-07-25 금요일 | 곽호룡 기자
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SK hynix Rides HBM3E Wave—Is the Era of KRW 10 Trillion Quarterly Operating Profit Here?
SK hynix is forecast to post its highest-ever quarterly results in the second quarter. Strong sales of high-value HBM3E 12-high memory, along with growing AI demand, are seen as the main drivers behin...
2025-07-04 금요일 | 곽호룡 기자
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'DRAM Leader' SK hynix — Can It Make a Mark in 'Non-Memory' Too?
“Even Samsung Electronics struggles with non-memory—does SK really have a secret weapon?”This was the reaction from an industry insider to news that SK keyfoundry, SK hynix’s non-memory subsidiary...
2025-06-30 월요일 | 곽호룡 기자
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Samsung Electronics Loses D-RAM Top Spot After 33 Years... Will It Struggle All Year?
SK hynix, which has secured a leading position in the high bandwidth memory (HBM) market, is expected to maintain its No. 1 spot in the DRAM sector this year. Samsung Electronics plans to counterattac...
2025-06-05 목요일 | 곽호룡 기자
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SK Group Doubles Cash Generation on Semiconductor Gains... Energy Sector Increases Borrowing
SK Group’s cash generation capacity has rebounded for the first time in three years, yet Chairman Chey Tae-won remains highly vigilant about the current crisis. From the beginning of the new year, Ch...
2025-05-26 월요일 | 곽호룡 기자
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SK hynix Posts Over KRW 7 Trillion in Q1 Operating Profit… “Strong Demand for HBM to Persist”
SK hynix has reported profitability that exceeded market expectations, driven by robust growth in high-bandwidth memory (HBM). Despite concerns stemming from China’s DeepSeek and potential semiconduc...
2025-04-25 금요일 | 김재훈 기자