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SK Hynix reported KRW 79.3187T of Q2 revenue and KRW 60.5426T of operating profit, but shares fell about 9% as expectations for AI memory stayed above the record result. Operating margin reached 76%.

ChangXin Memory Technologies (688825.SH) closed 466% above its ¥8.66 IPO price after raising ¥57.92B in Shanghai, putting the DRAM maker into Tier-1 IPO and single-stock-move territory.

NVIDIA $NVDA and SK Group outlined a $500B-plus AI infrastructure partnership that links large AI factories with next-generation memory supply. SK Telecom plans a 2GW Vera Rubin DSX AI Factory, while SK hynix will co-develop and supply HBM-class AI memory.

Intel reported Q2 revenue of $16.1B, up 25% year over year, and non-GAAP EPS of $0.42. The company guided Q3 revenue to $15.8B-$16.8B, while market reports showed $INTC up about 12% after hours on the beat.

TSMC reported second-quarter EPS of NT$27.25, with revenue up 36.0% year over year and net income and diluted EPS both up 77.4%. The result keeps AI semiconductor demand at the center of global chip-capex expectations.

ASML reported Q2 net sales of €9.3B, a 54.0% gross margin and €2.9B net income, then raised its 2026 sales outlook to €43B-€45B. CNBC’s market feed showed the stock up about 3% after the release, making the beat-and-raise the clearest semiconductor earnings catalyst of the session.

SK Hynix (000660.KS) priced 177.9M U.S. ADRs at $149, raising $26.5B in one of the largest foreign listings on a U.S. exchange. The Nasdaq debut gives U.S. investors a direct memory-chip and HBM vehicle as AI server demand keeps capital spending elevated.

Samsung Electronics (005930.KS) estimated Q2 operating profit at 89.4 trillion won, about 1,810% above last year and 6.2% above consensus, while revenue reached 171 trillion won. The stock still fell as much as 10% as investors questioned AI-memory margins after a 2026 rally.

Etched came out of stealth with a working chip, $800 million raised and more than $1 billion in signed customer contracts. The bigger signal is that AI inference is becoming a full-stack systems race, not just a hunt for more general-purpose GPUs.

Micron $MU rose about 18% in premarket trading after fiscal Q3 revenue reached $41.46B, above the $35.91B consensus cited by earnings trackers. Non-GAAP EPS was $25.11, and Micron guided fiscal Q4 revenue to about $50B plus or minus $1B.

Cerebras reported Q1 revenue of $193.4M, up 92% year over year, but the stock fell 10% after Q2 core gross-margin guidance of 36-38% compared with 47% in Q1.

SK Hynix plans to issue 17.79 million new shares behind Nasdaq ADRs valued at KRW 45.45 trillion, or $29.65B. The filing points to a July 10 trading start and a broader U.S. investor base for the AI-memory supplier.