SKHY News
R40 coverage for SK hynix Inc. (SKHY).
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SK hynix Approved ₩54 Trillion of New Fabs Twelve Days Before Its ₩40 Trillion Buyback. The Buyback Is Not Capacity Discipline.
SK hynix's ₩40 trillion buyback is being read as a memory maker choosing shareholders over fabs. Its own board approved ₩54.3 trillion of new fabs on August 7, first-half capex is up 73%, and full-year guidance is the high ₩40 trillion range. It is doing both — and the new capacity lands in 2028, which is the year Micron's bear case names.
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SK hynix Tripled Its Revenue in a Year and Listed on Nasdaq a Month Ago
SK hynix's June quarter revenue was a won equivalent of $52.1B, up 257% year over year, at a 76% operating margin. It listed ADSs on Nasdaq on 10 July at $149.00. Coverage starts sparse on purpose — a US-listed history one month old is all the SEC record holds.
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