# SK Hynix Type: Company (000660.KS) Source: Supply Chain Intelligence Brief — https://getsupplybrief.com/entity/sk-hynix Canonical HTML page: https://getsupplybrief.com/entity/sk-hynix ## Timeline - **2028**: Phase 1 Production Start — First phase of the new plant is scheduled to reach capacity of 30,000 wafers per month, with eventual expansion to 45,000 wpm. - **2027**: Massive Capex Deployment Year — Pending board approval, Nanya aims to execute over T$200 billion in capital spending, primarily for its new fabrication plant. - **2026-07-13**: U.S. launches airstrikes, Iran retaliates — The U.S. carries out multiple waves of airstrikes on Iranian targets; Iran responds with strikes across the Middle East. - **2026-07-13**: Oil prices surge and Asian markets tumble — Brent crude jumps 3.6% to $78.76; Kospi plummets 9%, leading a broad Asian selloff as geopolitical risk spikes. - **2026-07-13**: Trump reinstates blockade and demands cargo fees — President Donald Trump says the US is reinstating a blockade on Iranian ships in the Strait of Hormuz and calls for 20% payments on all cargo shipped through the strait. - **2026-07-13**: Oil price surge — Brent crude leaps 7.8% to $81.92 per barrel. - **2026-07-13**: Asian market rout — South Korea’s Kospi drops 8.9%, with SK Hynix plunging 15.4%—the worst for the stock since 1997. - **2026-07-13**: US stock market declines — S&P 500 falls 0.7%, Nasdaq composite down 1.4%, led by Micron (-4.9%) and Nvidia (-3.2%). - **2026-07-11**: Iran attacks container ship in Strait of Hormuz — Iran strikes a container ship transiting the Strait of Hormuz, setting it ablaze and leaving one crew member missing. - **2026-07-11**: Weekend attacks in Middle East — Fighting erupts between the US and Iran over the Strait of Hormuz, blocking oil tankers from transiting the vital chokepoint. - **2026-07-10**: ADRs Priced & Nasdaq Debut — SK Hynix prices ADRs at $149 each, raising about $26.5 billion; demand exceeded supply by 7 times; ADRs expected to begin trading on Nasdaq under ticker SKHY. - **2026-07-10**: Q2 2026 Earnings and 2027 Capex Plan Unveiled — Nanya reports unaudited Q2 revenue of T$82.55B (+684% YoY) and net income of T$50.19B (+1,324% YoY), and announces plan to spend over T$200B in 2027. - **2026-07-03**: Reference Price Set — SK Hynix indicates a reference price of 242,500 won per ADR for the upcoming U.S. listing, based on its closing price on the Seoul exchange. - **2026-06-26**: Russell Index Reconstitution Adds SpaceX — Annual Russell index reconstitution adds SpaceX to the Russell 1000, with estimated $150 billion in fund rebalancing expected to move markets. - **2026-06-25**: Micron Reports Stellar Q3 Earnings — Micron Technology reports quarterly revenues more than quadrupling year-over-year, with EPS surging to $25.11, driven by AI data center demand for memory chips. ## Recent coverage (11 stories) ### Memory Trio Sued for 90% Market Supply Squeeze as DRAM Shifts to AI 2026-07-21 16:37:30 · Sentiment: Bearish · Impact: 7/10 · Sources: 2 A class-action lawsuit accuses Samsung, SK Hynix, and Micron of curbing legacy DRAM output to favor AI-grade memory, sparking price spikes and supply chain headaches for procurement and electronics sectors. Full story: https://getsupplybrief.com/story/dram-supply-lawsuit-ai-memory-shift ### Strait blockade risks 21M bbl/day as Brent surges 7.8% to $81.92 2026-07-13 19:33:53 · Sentiment: Bearish · Impact: 7/10 · Sources: 5 Brent crude jumped 7.8% after US-Iran clashes shut oil tanker traffic through the Strait of Hormuz. The sudden disruption threatens a daily flow of 21 million barrels and adds a new 20% cargo fee proposed by President Trump. Full story: https://getsupplybrief.com/story/strait-hormuz-blockade-brent-surge-supply-chain ### Strait of Hormuz Airstrikes Send Brent +3.6%, Threaten Global Supply Chains 2026-07-13 16:59:56 · Sentiment: Bearish · Impact: 7/10 · Sources: 2 Renewed U.S.-Iran military strikes imperil shipping through the Strait of Hormuz, spiking oil prices and forcing logistics managers to brace for fuel cost hikes, delivery delays, and insurance spikes. Full story: https://getsupplybrief.com/story/oil-supply-chain-disruption-us-iran-strait-of-hormuz ### $26.5B SK Hynix IPO and Oil Swings Redraw Supply Chain Risk Maps 2026-07-12 16:51:55 · Sentiment: Bearish · Impact: 7/10 · Sources: 3 SK Hynix’s record $26.5 billion IPO underscores the world’s deepening reliance on advanced memory chips, while oil price yo-yoing after attacks on Iran signals renewed fuel-cost instability for logistics networks. The twin developments highlight concentrated supply risks in East Asian semiconductor production and the persistent geopolitical threats to energy supply routes. Full story: https://getsupplybrief.com/story/supply-chain-chip-ipo-oil-volatility-iran ### Nanya’s $6.2B Capex Plan Aims to Ease AI Memory Supply Crunch by 2028 2026-07-12 13:42:23 · Sentiment: Very Bullish · Impact: 8/10 · Sources: 2 Nanya Technology's fourfold capex jump to $6.2B and its new 45,000-wafer-per-month fab aim to alleviate the persistent AI-driven memory shortage that has strained supply chains for Nvidia, Qualcomm, and Google. Full story: https://getsupplybrief.com/story/nanya-6-billion-capex-supply-chain-memory ### SK Hynix's $26.5B U.S. Listing to Reshape HBM Supply Chain, Funding Fab Expansions 2026-07-12 13:25:58 · Sentiment: Very Bullish · Impact: 8/10 · Sources: 2 The $26.5 billion ADR listing by SK Hynix, the leading HBM supplier for AI chips, will inject massive capital into new manufacturing facilities. This move addresses surging AI memory demand, potentially alleviating supply bottlenecks but also underlines the strategic importance of securing HBM procurement pathways. Logistics and supply managers must brace for shifts in capacity allocation, lead times, and competitive dynamics. Full story: https://getsupplybrief.com/story/sk-hynix-26-5b-us-listing-hbm-supply-chain ### Strait of Hormuz Blockage Spurs 78 Cent Brent Swing, Threatening Supply Chains 2026-07-12 05:03:26 · Sentiment: Neutral · Impact: 7/10 · Sources: 3 Iran's demand for sole control of the Strait of Hormuz and a fresh wave of airstrikes are causing oil price gyrations and restricting tanker traffic. For logistics and supply chain operators, the chokehold on 20% of global oil and gas supply creates heightened risk of freight rate spikes, inventory shortages, and alternative routing that raises landed costs across industries. Full story: https://getsupplybrief.com/story/iran-war-strait-hormuz-supply-chain-disruption ### Oil Slides 5% to $79: Supply Chains Eye Strait of Hormuz Reopening 2026-06-28 13:20:55 · Sentiment: Bullish · Impact: 7/10 · Sources: 6 The interim US-Iran war deal sent oil prices tumbling 5% to below $80 a barrel, raising hopes for a full reopening of the Strait of Hormuz. For supply chains, this marks a potential shift from emergency rerouting to cost normalization, though mine clearance and insurance delays keep the near-term outlook uncertain. Full story: https://getsupplybrief.com/story/oil-slides-5-percent-supply-chain-hormuz ### Apple’s 17% Neo Laptop Price Hike Signals Supply Chain Memory Crunch 2026-06-27 00:14:15 · Sentiment: Neutral · Impact: 5/10 · Sources: 2 Micron’s blowout earnings highlighted a massive supply squeeze in memory chips, forcing Apple to raise prices overnight. For supply chain professionals, this is a textbook case of how concentrated upstream production and surging AI demand can cascade into price shocks downstream. The unfolding shortage is reshaping procurement strategies and testing supplier relationships. Full story: https://getsupplybrief.com/story/memory-chip-supply-chain-apple-price-hike ### Strait of Hormuz reopening talks send oil down 1%, supply chains eye relief 2026-06-22 06:38:40 · Sentiment: Bullish · Impact: 6/10 · Sources: 2 Progress in US-Iran negotiations reduces the risk of supply disruptions through the Strait of Hormuz, pushing oil prices lower. Logistics firms and shipping companies could benefit from lower bunker fuel costs and normalized transit routes. Full story: https://getsupplybrief.com/story/supply-oil-prices-us-iran-talks-2026 ### Iran War Triggers Global Supply Chain Repricing and Critical Helium Shortage 2026-03-15 04:38:30 · Sentiment: Bearish · Impact: 8/10 · Sources: 2 A prolonged conflict in Iran has evolved from a localized energy shock into a systemic global supply chain disruption, notably threatening semiconductor manufacturing through a massive helium shortage. As global stocks face their worst performance since 2022, investors are recalibrating for a high-inflation environment where the Federal Reserve is expected to delay rate cuts until mid-2027. Full story: https://getsupplybrief.com/story/iran-war-supply-chain-disruption-helium-semiconductors --- This page is a machine-readable summary. Sentiment measures the directional read of each development for this entity, not the tone of the reporting; impact weights consequence, not syndication reach. 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