$169
Memory Rally Driven by More Than Supply — Did Buybacks Push SK Hynix to an All-Time High?
Memory rose across the board: SK Hynix +7.05% to a record, Micron +2.75%, SanDisk +1.51%. Beyond the supply squeeze, S&P Global Market Intelligence projects a KRW 20–40tn SK Hynix buyback in Q4 with room left for dividends, feeding Korea's Value-up push; OpenAI keeps pulling AI memory on the demand side. Caliber note: that buyback is a forecast, not a company announcement. That is the risk: at a record high, any shortfall takes back the premium just paid. Micron's September 30 report is the year's biggest AI memory catalyst. Chase SK Hynix at records, or wait for Micron's numbers first?
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