Micron Earnings Nights: Why Samsung and SK Hynix Reprice Next Morning

Micron’s fiscal quarters end in August, November, February and May, so it reports real DRAM/NAND numbers weeks before Samsung Electronics and SK Hynix. Here is how to read its bit-shipment guidance, HBM commentary, inventory days and capex as direct inputs into the next morning’s Samsung Electronics and SK Hynix open in Seoul.

Fed Hikes, Foreigners Sell $1.8 Billion of Korean Stocks, Mostly Chips — and the KOSPI Barely Moves

The KOSPI closed flat at 6,715.41 after the Fed’s first rate hike since 2023, as foreign investors sold Korean stocks for a seventh straight session — dumping chips but buying shipbuilders. The KOSDAQ rose for a third day and the won slid to around 1,381 per dollar.

Foreign and Institutional Investors Dump Over $1.8B as KOSPI Falls; KOSDAQ Rallies on Cybersecurity

The KOSPI fell 0.85% as foreign and institutional investors sold over 2 trillion won amid $101 oil, 5% US yields and AI-pacing worries, while the KOSDAQ rose 0.70% on a cybersecurity stock surge. The won weakened to 1,359.68 per dollar ahead of the FOMC.