SK Hynix — The Projection

News · last 7 days

SK hynix told the SEC for a second time that no decision has been made on a rumored 5-10 trillion won ($3.6-7.2bn) pre-IPO raise for Solidigm, its US NAND arm — meeting a deadline it set itself, and immediately setting another. 2026-09-04

Summary

SK Hynix's record Q2 print still missed expectations, even as Korea's chip-heavy market suffered a historic single-day sell-off.

SK Hynix's Q2 2026 results were a record quarter that nonetheless missed market expectations, per its own investor release.
Korea's benchmark closed a "Black Tuesday" session down 10 to 11 percent, with circuit breakers triggered.
Anthropic reportedly asked SK Hynix, alongside Samsung, directly for chip supply.
Samsung chip workers are reportedly jumping to SK Hynix amid the tightening memory capacity race.
Korean markets round-tripped on SK Hynix's earnings print before breaking lower again, the Korea Herald reported.

Whether SK Hynix's HBM4 push to 'full ramp' in the second half of 2026 turns this record print into a market-moving quarter is still open.

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· Memory Squeeze — developing · last seen 2026-09-04

· ASML — the EUV Monopoly — open · last seen 2026-08-25

Items this week

SK hynix told the SEC for a second time that no decision has been made on a rumored 5-10 trillion won ($3.6-7.2bn) pre-IPO raise for Solidigm, its US NAND arm — meeting a deadline it set itself, and immediately setting another. The Form 6-K filed September 4 says "no matters have been determined." The sequence: an 08-05 Korea Economic Daily report put Solidigm's pre-IPO ask at roughly 5 trillion won; an 08-06 6-K denied any final decision and committed to an update within a month, making today the deadline; today's filing repeats the non-answer and pushes the next commitment to December 4, 2026. Read from the filing itself, not from coverage of it. Worth keeping straight: Solidigm is the NAND business, not the HBM/DRAM line the memory squeeze runs through — so this is a capital-markets signal about a memory maker keeping an option open through the squeeze, not a supply-side development. (SEC EDGAR, Form 6-K, Korea Herald) 2026-09-04