How chip news actually moves stocks — measured in α, not raw %.
Events on the radar. They auto-drop into the timeline with α attached once they hit.
Major analysts raised SK Hynix price targets in succession on extended HBM super-cycle conviction, producing a strong alpha response.
At Nvidia GTC, the SK chairman said HBM supply shortage would last through 2030, but the message was largely already priced in.
Following the Reuters report on 1/26, Bloomberg reported Samsung's HBM4 qualification was in its final stage, but the market reaction was muted.
Reuters first reported Samsung had passed Nvidia HBM4 qualification, raising concern about SK Hynix's monopoly premium compressing.
Samsung formalized its HBM4 mass-production timeline for Nvidia, signaling a potential end to SK Hynix's sole-supplier position.
Korea Herald reported Samsung's HBM4 Nvidia testing was progressing favorably, lifting both Korean memory names together.
Micron reported Q1 FY26 results and projected the HBM market to reach $100B by 2028, reinforcing the HBM super-cycle narrative.
After a long delay, Samsung was reported to have passed Nvidia qualification for HBM3E 12-high, raising hopes of a reshuffled HBM competitive landscape.
SK Hynix announced completion of the world-first HBM4 mass-production system, cementing its lead in the next AI memory cycle.
Goldman Sachs downgraded SK Hynix citing HBM price erosion, while taking a more constructive stance on Samsung.