SK Hynix (000660 KS) is to construct US NAND memory facility targeting AI data centre needs

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SK Hynix (000660 KS) is to construct US NAND memory facility targeting AI data centre needs. Greenfield memory fab announcements of this kind sit within a well-worn capex cycle pattern: producers commit capacity at the point of strongest demand signals, and the street's read has historically hinged on whether the spend lands ahead of or behind the peak in the pricing cycle. The distinction worth drawing here is NAND versus the DRAM and HBM complex where this producer's recent strength and margin mix have been concentrated; an AI data centre framing points toward enterprise solid-state storage rather than the high-bandwidth memory that has driven its outperformance, and the two end-markets have followed different supply-demand rhythms. US-located memory capacity has also carried a policy dimension in recent years, with onshoring incentives and trade considerations shaping siting decisions, so the terms of any government support are a natural follow-on. What has tended to matter next in comparable episodes is the construction and qualification timeline, the wafer-start scale relative to existing industry supply, and whether peers respond with matching commitments, since clustered expansion has been the historical precursor to oversupply rather than any single plant. Contract pricing in the NAND complex and management commentary on capex discipline are the usual tells. 30 Oct, 00:25 PRE-MARKET TAIWAN AND SINGAPORE STOCKS NEWS: ASE Technology Holding (3711 TT) raised its annual capex budget for the third time to USD 11.5bln (prev. USD 10.5bln) 29 Oct, 23:14 PRE-MARKET JAPNESE AND SOUTH KOREAN STOCKS NEWS: BoJ Rate Decision in focus 29 Oct, 22:31 PRE-MARKET AUSTRALIAN STOCKS NEWS: Coles Group (COL AT) Q1 (AUD) supermarket sales revenue rose 3.6% Y/Y to 10.32bln, with comparable sales rising 2.7% Y/Y but lagged behind its main rival Woolworths (WOW AT) 29 Oct, 12:03 Vanke (2202 HK) Q3 2026 (CNY): Net -8.9bln (prev. -16.1bln) 29 Oct, 09:50 China to hold party congress in Beijing in H2 of 2027, Bloomberg reports BYD (1211 HK) Q3 2026 (CNY): Net profit 10.02bln (exp. 12.08bln), Revenue 221.5bln (exp. 240.9bln) 15 hours ago Sinopec (386 HK) Q3 2026 (CNY): IFRS net profit 13.6bln, +64% Y/Y 15 hours ago Hyundai Motor (005380 KS) lowered its 2026 sales goal by 160k vehicles to 4mln units 19 hours ago Toyota (7203 JT) September global vehicle production fell 3.2% Y/Y and parent-only global vehicle sales fell 2.2% Y/Y in September 20 hours ago Hyundai Motor (005380 KS) Q3 (KRW) oper. profit 2.68tln (exp. 2.61tln) 20 hours ago HSBC (5 HK) maintains prime rate at 5% in Hong Kong 20 hours ago Geely Auto (175 HK) Q2 (CNY) net 4.8bln (exp. 5.2bln), rev. rose 10% Y/Y to 99.0bln 20 hours ago PRE-MARKET INDIAN STOCKS NEWS: Earnings from Hero MotoCorp, Hyundai Motor India, JSW Energy, TVS Motor & United Spirits 21 hours ago Tencent (700 HK) plans to sharpen focus on AI for businesses 22 hours ago Denso (6902 JT) H1 (JPY) 229.8bln (prev. 131.4bln Y/Y), rev. 3.84tln (prev. 3.59tln Y/Y), announces JPY 200bln of buybacks 22 hours ago SK Hynix (000660 KS) says it's considering various ways to increase competitiveness of its Solidigm unit and says nothing decided on the Solidigm US plant 23 hours ago PRE-MARKET CHINESE STOCKS NEWS: Earnings deluge 23 hours ago Samsung Electronics (005930.KS) Q3 (KRW) net 75.2tln (exp. 89.1 tln, prev. 12.0tln Y/Y), operating profit 107.4tln (prelim. 107.4tln), revenue 195.3tln KRW (prelim. 195tln) 23 hours ago PRE-MARKET TAIWAN AND SINGAPORE STOCKS NEWS: Keppel (KEP SP) 9M net rose 20% Y/Y, recurring income rose over 10% Y/Y, 1 day ago Star Entertainment (SGR AT) accepts USD 183.6 mln anti‑money laundering penalty 1 day ago

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