SK Hynix

Both firms saw a brutal sell-off in July as doubts grew over the pace of rapid AI infrastructure buildout

The firm’s annual report lists SK Hynix’s claim as risk factor, saying it represents a possible conflict of interest

Amid other reasons, two companies account for its performance: Samsung Electronics and SK Hynix

Morgan Stanley estimates the deleveraging process is more than half over

Classified information on CMOS image sensors was leaked to the Chinese firm in 2022

A potential stake sale may value the facility at about US$3 billion

At present, both Samsung and SK Hynix target shareholder returns equivalent to half of free cash flow

Recollections of brutal boom-and-bust cycles are weighing heavily on memory makers’ shares

MSCI’s Asia Pacific equities gauge slips 0.4%, with a regional semiconductor benchmark down 1.6%