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SK Hynix needs a Trump 2027 deal to expand its Dalian NAND fab

South Korean memory chipmakers must secure new United States licenses by year-end to keep shipping top-end American tools to their Chinese factories, after the Trump administration scrapped blanket permits last year. To win the permits, SK Hynix and Samsung must promise to build or expand factories in the US. SK Hynix’s one-year license to ship […]

The post SK Hynix needs a Trump 2027 deal to expand its Dalian NAND fab appeared first on Asia Times.

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The Frontier Express: when Samsung gets money

For most of the past thirty years, the semiconductor industry ran on a remarkably clean division of labor. Everybody knew their place. The caricature was almost this simple: TSMC printed. Memory makers crammed capacitors. Designers drew. And the money followed the drawing. TSMC took designs from Nvidia, Apple, AMD, Broadcom and others and reproduced them […]

The post The Frontier Express: when Samsung gets money appeared first on Asia Times.

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Why Americans pay 41% more for SK Hynix shares than Koreans

On September 30, SK Hynix’s American depositary shares closed at US$184.15 on the Nasdaq. Earlier that day in Seoul, one ordinary share closed at 1,776,000 won, about $1,308.80. Ten ADSs represent one Seoul share, so each ADS’s slice was worth about $130.88. Comparing those two closing prices gives the ADSs a 40.7% premium. The markets […]

The post Why Americans pay 41% more for SK Hynix shares than Koreans appeared first on Asia Times.

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