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KRX:000660 News 1 January 2026 - 6 February 2026

Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Micron stock dips after report says Nvidia HBM4 orders may bypass it for SK Hynix, Samsung

Micron shares fell 0.5% in premarket trading Friday after Semianalysis cut its forecast for Micron’s Nvidia HBM4 memory supply share to zero. The firm now expects Nvidia’s HBM4 orders to go 70% to SK Hynix and 30% to Samsung. DigiTimes reported Nvidia is seeking early HBM4 deliveries from Samsung as memory shortages loom. Micron stock had been up earlier on Amazon’s $200 billion capex plan.
6 February 2026
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Dow Jones today: Dow hovers near 49,000 as Fed decision and mega-cap earnings loom

Dow Jones today: Dow hovers near 49,000 as Fed decision and mega-cap earnings loom

The Dow Jones hovered near 49,000 Wednesday morning, dipping 3.56 points to 48,999.85 as UnitedHealth’s sharp fall continued to weigh on the index. The S&P 500 briefly topped 7,000, boosted by chip stocks after upbeat results from ASML and SK Hynix. The Federal Reserve’s policy decision is due at 2 p.m. EST. Meta, Microsoft, Tesla, and IBM report earnings after the bell.
28 January 2026
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Intel stock jumps before the bell as ASML orders, SK Hynix profit spark chip rally

Intel stock jumps before the bell as ASML orders, SK Hynix profit spark chip rally

Intel shares rose 3.4% to $43.93 in premarket trading Wednesday, leading gains among chip stocks after ASML reported record orders and SK Hynix posted its highest-ever profit. Micron and Microchip Technology also advanced sharply. Investors are repositioning ahead of the Federal Reserve’s rate decision and major tech earnings later today.
28 January 2026
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Micron stock slides on Samsung’s Nvidia HBM4 push — what MU investors watch next

Micron stock slides on Samsung’s Nvidia HBM4 push — what MU investors watch next

Micron shares fell 2.6% to $389.09 Monday after reports that Samsung will soon supply Nvidia with next-generation HBM4 memory chips. Samsung reportedly passed HBM4 qualification for both Nvidia and AMD and will begin shipments next month. Nvidia shares slipped 0.7%, AMD dropped 3.3%. Investors await Samsung and SK Hynix earnings for more on HBM4 demand.
26 January 2026
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SK hynix stock near highs ahead of Jan. 29 earnings: what investors watch this week

SK hynix stock near highs ahead of Jan. 29 earnings: what investors watch this week

SK hynix shares rose 1.6% to 767,000 won Friday, nearing a 52-week high ahead of its Jan. 29 earnings release. The company plans to invest 19 trillion won in a new chip-packaging plant and aims to open its Yongin fab in February 2027. Investors are focused on high-bandwidth memory supply and pricing as AI demand grows. The Kospi closed at 4,990.07 after briefly topping 5,000.
25 January 2026
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SK hynix stock: what traders are watching before Jan. 29 earnings

SK hynix stock: what traders are watching before Jan. 29 earnings

SK hynix shares closed up 1.59% at 767,000 won Friday, near their Jan. 8 intraday high. The company, which held a 61% global HBM market share last year, reports fourth-quarter results Jan. 29. Investors are watching for updates on memory pricing and supply as AI demand strains capacity. CEO Sungsoo Ryu said SK hynix will speed up new fab openings amid “tremendous” demand.
25 January 2026
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KOSPI Breaks 5,000 as Samsung, SK Hynix Jump and Trump’s Greenland Retreat Eases Jitters

KOSPI Breaks 5,000 as Samsung, SK Hynix Jump and Trump’s Greenland Retreat Eases Jitters

South Korea’s KOSPI index broke above 5,000 for the first time Thursday, reaching 5,019.54 in early trade. Samsung Electronics and SK Hynix led gains as investors bet on strong AI-driven demand. The rally came despite data showing South Korea’s GDP shrank 0.3% in the fourth quarter. Regional markets steadied after President Trump withdrew a tariff threat linked to Greenland.
22 January 2026
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Micron stock in focus as retail traders crowd memory names and BofA lifts target to $400

Micron stock in focus as retail traders crowd memory names and BofA lifts target to $400

Micron shares fell 0.7% to $335.63 Wednesday morning after a strong rally. Bank of America raised its price target to $400, citing higher memory prices. Retail traders have ramped up bets on chipmakers, with Micron among the most traded names on Interactive Brokers. SK Hynix announced a $12.9 billion investment in advanced chip-packaging facilities.
14 January 2026
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Micron Technology stock drops after hours as SK Hynix launches $13B AI-memory buildout

Micron Technology stock drops after hours as SK Hynix launches $13B AI-memory buildout

Micron Technology shares fell 2.2% in after-hours trading Tuesday after SK Hynix announced a $12.9 billion investment in a new chip-packaging plant in South Korea. Construction will begin in April and finish by late 2027. SK Hynix controlled 61% of last year’s high-bandwidth memory market, compared to Micron’s 20%. Analysts raised price targets but warned of limited clean room space and possible future oversupply.
13 January 2026
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Sandisk stock surges 22% on AI data-center SSD boom — but valuation doubts grow

Sandisk stock surges 22% on AI data-center SSD boom — but valuation doubts grow

Sandisk shares surged 22% to $335 in early U.S. trade Tuesday, driven by forecasts of rising NAND flash prices as AI data center demand outpaces supply. TrendForce expects NAND contract prices to jump up to 38% in the March quarter. Research notes flagged Sandisk’s premium valuation and projected over 45% revenue growth in 2026. Micron shares also rose about 7%.
6 January 2026
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Korea Exchange today: KOSPI breaks 4,300 record as Samsung HBM4 talk lifts chip stocks

Korea Exchange today: KOSPI breaks 4,300 record as Samsung HBM4 talk lifts chip stocks

NEW YORK, January 4, 2026, 08:51 ET — Market closed South Korean shares on the Korea Exchange ended Friday at fresh highs, with the benchmark KOSPI jumping 95.46 points, or 2.27%, to a record 4,309.63. The tech-heavy KOSDAQ rose 2.17%, while the won was last quoted at 1,441.8 per dollar near the close. KBS World The surge was powered by heavyweight chip names after Samsung Electronics’ co-CEO and chip chief Jun Young-hyun said customers had praised the competitiveness of its next-generation HBM4 chips, adding that “Samsung is back.” Samsung shares rose 7.2% and SK Hynix gained 4%, both hitting record
4 January 2026
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AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

AI stocks rally today as Nvidia seeks more H200 chips; AMD and Micron lead early gains

Nvidia shares climbed 2.9% after reports it asked TSMC to boost H200 chip production, with Chinese firms ordering over 2 million units for 2026, far above current inventory. Chip stocks surged, with AMD up 5.5%, Micron 7.8%, and TSMC 4.7%. Baidu’s AI chip unit confidentially filed for a Hong Kong listing; Baidu shares jumped 12.5%. China has not yet approved H200 shipments.
2 January 2026
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TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

TSMC stock forecast 2026: New U.S. China licence and Nvidia H200 push put targets in focus

The U.S. granted TSMC’s Nanjing plant a new annual export licence for U.S. chipmaking tools, replacing an expired waiver. Sources said Nvidia has asked TSMC to ramp up H200 AI chip production for China in 2026, with work starting in Q2. TSMC’s ADRs last closed at $303.89, with analyst targets above that level. TSMC began 2-nanometre chip production in late 2025, with an enhanced version set for mass production in late 2026.
1 January 2026
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KOSPI’s next test: exports jump ahead of Korea Exchange’s Jan. 2 reopen

KOSPI’s next test: exports jump ahead of Korea Exchange’s Jan. 2 reopen

South Korea’s exports jumped 13.4% in December, pushing 2025 shipments to a record $709.7 billion, government data showed. The KOSPI ended 2025 at 4,214.17, up 75.6% for the year, its biggest gain since 1999. Regular trading on the Korea Exchange resumes at 10 a.m. local time on Jan. 2 after year-end holidays. The Bank of Korea’s first 2026 rate meeting is set for Jan. 15.
1 January 2026
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Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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