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.