Overview
- SK Hynix reported on Wednesday that third-quarter and year-to-date revenue and net profit jumped sharply and the company proposed about 100 trillion won in shareholder returns including cash dividends and buybacks.
- The SK Hynix CEO said long-term supply agreements and negotiated orders have effectively committed the company’s DRAM and HBM capacity through 2029, signaling constrained supply and multi-year demand visibility.
- Seagate posted stronger-than-expected fiscal Q1 results driven by high-capacity nearline hard-disk demand from cloud and AI workloads and raised guidance that reflects continued pricing and volume strength.
- Chinese GPU maker Moore Threads said it turned a profit for the first nine months, with accelerating sales of full-function GPUs that media and analysts link to rising local AI compute demand.
- Short-form video platforms saw public tension over growth claims when a Douyin executive challenged broad market characterizations and Hongguo Short Drama officially denied widely circulated high-revenue figures, highlighting information risks in fast-moving platform competition.