Movement Alert｜SK hynix Falls 3.14% in Regular Trading, HBM4 Competitive Shift and Analyst Downgrade Weigh on Shares

Market Focus09-01 22:29

On September 1, SK hynix fell 3.14% in regular trading, trading at approximately 159.52 USD/share, with turnover of 5.52 billion USD, as a confluence of negative catalysts pressured the stock.

Korean brokerage LS Securities downgraded its target price on SK hynix while simultaneously upgrading Samsung Electronics, citing a normalizing competitive landscape in high bandwidth memory (HBM). Samsung's HBM4 mass production yield has improved significantly, with its HBM4 shipment share surging from roughly 5% in Q1 to approximately 35% in Q2. Industry analysis firm SemiAnalysis further noted that SK hynix has been facing challenges achieving top HBM4 speeds and was forced to redesign its base die, resulting in delayed supply to NVIDIA's Rubin platform.

Adding to the pressure, the broader semiconductor sector saw widespread declines. Within the sector, NVIDIA fell 1.39%, Micron Technology dropped 2.36%, AMD declined 3.79%, Intel lost 3.48%, and Marvell Technology slid 2.95%. Separately, SK hynix is evaluating Intel as a secondary foundry partner for HBM4E base dies to reduce its reliance on TSMC and improve cost competitiveness.

(The above content is based on publicly available market information, generated by a program or algorithm, and is intended solely as a stock movement alert. It does not constitute investment advice or a basis for trading decisions.)

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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