Movement Alert|SK hynix Rises 3.09% in Regular Trading, Global NAND Market Surges 70% QoQ Fueling Storage Sector Rebound

Market Focus09-04 21:43

On September 4, SK hynix rose 3.09% in regular trading, trading at $169.1/share, with Turnover of $597 million. The stock rebounded following several consecutive sessions of decline driven by HBM competition concerns.

On the news front, the latest data from Counterpoint Research showed that global NAND market sales surged 70% quarter-over-quarter in Q2, primarily driven by price increases, extending the strong momentum from Q1's 90% sequential growth. Samsung Electronics maintained the top position with a 28% market share, while SK hynix ranked second at 19%, followed by Micron Technology at 15%. China's YMTC achieved higher-than-expected revenue, tying with Kioxia at 14% each.

The broader storage sector saw a collective rebound in pre-market and regular trading, with SanDisk, Seagate, and Western Digital rising over 2%. Additionally, SK hynix disclosed in a regulatory filing that its US subsidiary Solidigm is reviewing various measures to strengthen competitiveness, though no fundraising or IPO decisions have been finalized. The current bounce also carries a technical recovery element, as the stock had previously fallen amid concerns over Samsung's improving HBM4 yields narrowing SK hynix's competitive lead.

(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.)

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