Odaily Odaily reports that Citrini analyst jukan posted on platform X, stating that KIS Semicon analyst Minsook Chae expects SK Hynix's operating profit for the second quarter of 2026 to be 60.4 trillion Korean won, a 61% increase quarter-over-quarter and a 556% increase year-over-year, which is 8% lower than the market consensus of 65 trillion Korean won.

The analyst stated that the lowered forecast is mainly due to SK Hynix's higher proportion of HBM sales compared to peers, lower-than-expected price increases for general DRAM, and the stabilization of ASP (Average Selling Price) due to long-term supply agreements (LTAs). The forecast for the quarter-over-quarter growth rate of the comprehensive DRAM ASP in the second quarter of 2026 has been lowered to 28.9%, compared to the previous 50.0%; the growth rate for commodity DRAM ASP has been lowered to 34.2%, compared to the previous 60.6%. With the mass production of HBM4 officially commencing in the third quarter of 2026, the comprehensive ASP growth rate is expected to return to an average market sequential growth rate of approximately 10%.

However, the analyst believes that this adjustment is not a signal of an industry downturn. The recent forecast revision is a more realistic reflection of the 3 to 5-year LTA structure, which is expected to lead to more stable long-term profit growth. The year-over-year growth rates for operating profit from the 2026 to 2028 fiscal years are projected to be 419%, 53%, and 19%, respectively.

Odaily星球日报讯 周一，韩国股市下跌，韩国交易所对基准韩国综合股价指数 KOSPI 启动熔断机制，KOSPI 指数成分股交易暂停 20 分钟。当天下午 1 时 28 分左右，北京时间 12 时 28 分，由于 KOSPI 指数较前一交易日收盘价下跌超过 8%，韩国交易所触发全市场熔断机制。此前，美国与伊朗围绕霍尔木兹海峡局势爆发新一轮交火。

Odaily Planet Daily News According to Gate data, South Korea's KOSPI index fell 8%, SK Hynix is currently down 13%, and Samsung Electronics fell 9%.

Odaily reported, according to Gate data, South Korea's KOSPI index drop once expanded to 7%, and SK Hynix's stock price fell over 12%.

Odaily星球日報訊 據 Hyperinsight 監測顯示，SK 海力士價格快速下挫，引發多頭倉位連環強平。過去 4 小時，SK 海力士美股及正股合約累計爆倉約 2,479 萬美元，超過 BTC 和 ETH，位居全網首位；其中，SKHX 還出現同期全網最大單筆爆倉。

本輪爆倉主要集中於 3 名巨鯨多頭。過去約 2 小時，3 個地址先後觸發 10 筆強制平倉，累計清算約 1,395 萬美元多單，實現虧損約 159 萬美元。強平價格從約 1,391 美元一路下移至 1,309 美元，區間跌幅接近 6%。

Odaily Planet Daily News: The Bank of Korea (BOK) released a report on Monday stating that the global semiconductor market is still experiencing a supply shortage and expects the current "super cycle" driven by artificial intelligence (AI) to continue for some time. The central bank used this report to refute investor concerns that the chip cycle has peaked.

In the report, the Bank of Korea pointed out: "Although semiconductor demand has surged significantly driven by investment in AI infrastructure, the pace of supply expansion has been relatively slow." The central bank added that there are no signs yet of a slowdown in the semiconductor cycle. (Jinshi)

Odaily Planet Daily News: On-chain analyst Ai Yi posted on platform X, stating that Hynix dropped over 9.6%, and the "smart money that profited over $5.293 million from long and short positions in U.S. stocks" has started to give back profits. Its MU 2x long position holds $9.41 million, with an opening price of $1,005.1, incurring a floating loss of $620,000; its SK Hynix 2x long position holds $8.85 million, with an opening price of $1,494.5, incurring a floating loss of $1.18 million. The total floating loss for the two major stocks has reached $1.8 million.

Odaily reports, according to Gate data, South Korea's KOSPI index has fallen below 7,100 points, down 5.04% intraday. SK Hynix is currently down 9.6%, and Samsung Electronics is down 5.7%.

Odaily星球日報訊 韓國SK海力士週一在首爾股市早盤股價一度下跌8.2%，投資者獲利了結。SK海力士上週五納斯達克上市首日大漲12.8%。NH投資證券高級分析師Ryu Young-ho表示，SK海力士完成美國上市後，投資者獲利了結，同時市場情緒也因對SK海力士第二季業績的謹慎預期而受到影響。

他指出，投資者原本預期SK海力士HBM4晶片出貨量將從第二季起增長，但這種增長似乎並未大規模實現。Ryu還表示，投資者已下調盈利預期，因為與競爭對手三星電子相比，SK海力士在HBM市場的敞口更高，因此在近期DRAM晶片價格漲勢的受益程度料將較低。(金十)

According to data from Gate, South Korea's KOSPI Index fell by 4%, breaking below the 7,200-point mark, with SK Hynix dropping 8.3% and Samsung Electronics falling 4.2%.

Odaily Planet Daily News: Citrini analyst jukan posted on the X platform, stating that local South Korean brokerages expect SK Hynix's operating profit to reach 60.4 trillion KRW, a 61% increase quarter-over-quarter and a 556% increase year-over-year. However, this is still 8% lower than the market consensus of 65 trillion KRW. The lower-than-expected figure is mainly attributed to SK Hynix's higher proportion of HBM revenue compared to its peers, resulting in a slower average selling price increase than the market average.

Odaily reported that according to Gate data, South Korea's KOSPI index has widened its decline to 2%, with SK Hynix dropping nearly 7% and Samsung Electronics falling over 1%.