On September 25, SK hynix rose 3.23% in regular trading, trading at approximately $192.69/share, with turnover of $5.08 billion, as storage concept stocks rallied broadly.

On the news front, institutions noted that the rise of AI agents is further intensifying CPU and memory demand, exacerbating supply shortages and extending the memory upcycle. AI accelerator shipment visibility has improved, lifting demand for related components including optical modules, memory, and PCBs. SK hynix maintains industry leadership with approximately 50% of HBM revenue share, while Samsung rose from 21% in Q1 to 33% in Q2, and Micron holds 18%. SK hynix expects memory market supply-demand balance no earlier than 2030 and has committed roughly $38.3 billion to domestic capacity expansion in South Korea.

Within the Semiconductors sector, Micron Technology up 1.15%, NVIDIA up 0.34%, Advanced Micro Devices up 1.44%, Intel down 1.59%, Broadcom up 0.93%.

(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.)