Movement Alert｜SK hynix Falls 3.22% in Regular Trading, HBM Competition Shift and US Tariff Threats Compound Pressure

Market Focus09-03 21:36

On September 3, SK hynix fell 3.22% in regular trading, trading at $158.57/share, with turnover of $4.21 billion. Multiple negative catalysts converged to weigh on the stock.

On the competitive front, the HBM landscape has shifted materially. LS Securities downgraded SK hynix's target price while upgrading Samsung Electronics, citing Samsung's significant progress in HBM4 mass production yields, with HBM4 shipment share surging from roughly 5% in Q1 to approximately 35% in Q2. Industry analysts noted that SK hynix faces challenges with HBM4 data rates, forcing a base die redesign that has delayed deliveries to key customers.

Adding to the pressure, the US government signaled a new round of semiconductor tariffs, with the Commerce Secretary explicitly naming Samsung and SK hynix. Memory chips produced in South Korea and exported to the US could face additional tariff costs even as both companies pursue US investment plans.

The broader semiconductor sector also traded weak, with Broadcom down 5.26%, Micron Technology down 3.26%, AMD down 3.21%, and Intel down 1.99%, while NVIDIA edged up 0.9%.

(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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