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On July 29, South Korea's KOSPI index opened up 1.2%, with SK Hynix gaining 2% after reporting a surge in second-quarter operating profit that fell short of expectations; Samsung Electronics rose 3%. Japan's Nikkei 225 opened 0.18% higher. (Jin10)

[Japan and South Korea Stocks Open Higher; SK Hynix Rises 2% After Earnings]On July 29, South Korea's KOSPI index opened up 1.2%, with SK Hynix gaining 2% after reporting a surge in second-quarter operating profit that fell short of expectations; Samsung Electronics rose 3%. Japan's Nikkei 225 opened 0.18% higher. (Jin10)

Japan and South Korea Stocks Open Higher; SK Hynix Rises 2% After Earnings

On July 29, according to BIT (bit.com) market data, SK Hynix's after-hours shares in the US turned positive, recouping its earlier after-hours decline of about 9%. An analyst conference call is scheduled to begin at 8:00 (UTC+8).

[SK Hynix After-Hours Shares Rebound Ahead of Analyst Call at 8:00]On July 29, according to BIT (bit.com) market data, SK Hynix's after-hours shares in the US turned positive, recouping its earlier after-hours decline of about 9%. An analyst conference call is scheduled to begin at 8:00 (UTC+8).

SK Hynix After-Hours Shares Rebound Ahead of Analyst Call at 8:00

On July 29, SK Hynix disclosed in its earnings report that it achieved mass production and shipment of HBM4 in the second quarter, and will expand production and supply in the second half of the year. Samples of HBM4E were delivered in the first half of the year, using the optimal process technology. The company emphasized that it will continue to consolidate its leading position in HBM by leveraging high quality, high yield, stable supply, cost competitiveness, and top performance. It has also signed long-term chip supply agreements with 10 customers to improve mid-to-long-term demand visibility and address price fluctuations, and is evaluating additional shareholder return measures to enhance the scale and sustainability of returns. Capital expenditure is expected to reach a high level in the 40 trillion won range in 2026. In the third quarter, DRAM shipments are expected to increase approximately 10% quarter-over-quarter, while NAND shipments are expected to grow at a low single-digit percentage quarter-over-quarter. As supply constraints ease and AI applications expand, growth momentum in smartphones and PCs is expected to gradually recover, but related sales will be temporarily adjusted due to memory supply challenges. Improvements in AI model and software efficiency will expand accessibility and drive infrastructure demand. In 2026, DRAM market demand is expected to grow in the mid-20% to 30% year-over-year range, while NAND growth is expected to be in the high end of the 10% to 20% year-over-year range.

[SK Hynix Earnings: Q2 Operating Profit 60.5 Trillion Won, HBM4 Mass Production and Shipment Achieved, Annual CapEx Expected to Reach High Level]On July 29, SK Hynix disclosed in its earnings report that it achieved mass production and shipment of HBM4 in the second quarter, and will expand production and supply in the second half of the year. Samples of HBM4E were delivered in the first half of the year, using the optimal process technology. The company emphasized that it will continue to consolidate its leading position in HBM by leveraging high quality, high yield, stable supply, cost competitiveness, and top performance. It has also signed long-term chip supply agreements with 10 customers to improve mid-to-long-term demand visibility and address price fluctuations, and is evaluating additional shareholder return measures to enhance the scale and sustainability of returns. Capital expenditure is expected to reach a high level in the 40 trillion won range in 2026. In the third quarter, DRAM shipments are expected to increase approximately 10% quarter-over-quarter, while NAND shipments are expected to grow at a low single-digit percentage quarter-over-quarter. As supply constraints ease and AI applications expand, growth momentum in smartphones and PCs is expected to gradually recover, but related sales will be temporarily adjusted due to memory supply challenges. Improvements in AI model and software efficiency will expand accessibility and drive infrastructure demand. In 2026, DRAM market demand is expected to grow in the mid-20% to 30% year-over-year range, while NAND growth is expected to be in the high end of the 10% to 20% year-over-year range.

SK Hynix Earnings: Q2 Operating Profit 60.5 Trillion Won, HBM4 Mass Production and Shipment Achieved, Annual CapEx Expected to Reach High Level

On July 29, according to data from BIT (bit.com), SK Hynix (SKHY.O) reported its earnings. Driven by tech giants increasing investments in AI data centers and robust demand for advanced memory chips, the company's second-quarter operating profit surged 557% to 60.5 trillion won (approximately $41.62 billion), setting a new record, compared to 9.2 trillion won in the same period last year. However, this figure fell short of the market expectation of 64 trillion won, primarily because the company has a higher proportion of high-bandwidth memory (HBM) chips compared to competitors, which prevented it from fully benefiting from the strong price recovery cycle of conventional memory chips, exacerbating concerns that the AI boom driving the semiconductor industry may be slowing. SK Hynix's revenue also missed expectations, with second-quarter revenue at 79 trillion won versus the market expectation of 84 trillion won. Following the earnings release, SK Hynix's U.S.-listed shares closed down 9% on Tuesday and briefly dropped another 9% in after-hours trading. The stock was last down 2.74% in after-hours trading at $126.55.

[SK Hynix Earnings Miss Expectations, Shares Fall 9% in U.S. Trading, Drop Further 9% in After-Hours]On July 29, according to data from BIT (bit.com), SK Hynix (SKHY.O) reported its earnings. Driven by tech giants increasing investments in AI data centers and robust demand for advanced memory chips, the company's second-quarter operating profit surged 557% to 60.5 trillion won (approximately $41.62 billion), setting a new record, compared to 9.2 trillion won in the same period last year. However, this figure fell short of the market expectation of 64 trillion won, primarily because the company has a higher proportion of high-bandwidth memory (HBM) chips compared to competitors, which prevented it from fully benefiting from the strong price recovery cycle of conventional memory chips, exacerbating concerns that the AI boom driving the semiconductor industry may be slowing. SK Hynix's revenue also missed expectations, with second-quarter revenue at 79 trillion won versus the market expectation of 84 trillion won. Following the earnings release, SK Hynix's U.S.-listed shares closed down 9% on Tuesday and briefly dropped another 9% in after-hours trading. The stock was last down 2.74% in after-hours trading at $126.55.

SK Hynix Earnings Miss Expectations, Shares Fall 9% in U.S. Trading, Drop Further 9% in After-Hours

HTX data monitoring shows that BTC has surpassed 64,000 USDT, currently reported at 64,018.99 USDT, with a 24H increase of 0.36%.

【BTC breaks through 64000 USDT】HTX data monitoring shows that BTC has surpassed 64,000 USDT, currently reported at 64,018.99 USDT, with a 24H increase of 0.36%.

BTC breaks through 64000 USDT

On July 29, US stocks closed on Tuesday, with the Dow initially up 1%, the S&P 500 up 0.2%, and the Nasdaq down 0.2%. Memory concept stocks plunged again, with SK Hynix (SKHY.O) falling 8.98% and Micron Technology (MU.O) dropping 8.85%. Sandisk (SNDK.O) fell 14%, with its share price having plummeted more than 50% from the historical high set a month ago.

[US Stocks Close: Sandisk Falls Over 14%, Halved from Peak; Micron, SK Hynix Down Around 9%]On July 29, US stocks closed on Tuesday, with the Dow initially up 1%, the S&P 500 up 0.2%, and the Nasdaq down 0.2%. Memory concept stocks plunged again, with SK Hynix (SKHY.O) falling 8.98% and Micron Technology (MU.O) dropping 8.85%. Sandisk (SNDK.O) fell 14%, with its share price having plummeted more than 50% from the historical high set a month ago.

US Stocks Close: Sandisk Falls Over 14%, Halved from Peak; Micron, SK Hynix Down Around 9%

On July 29, SK hynix disclosed in its financial report that HBM4 has entered mass production and shipment in Q2, and production will be expanded in the second half of the year. Samples of HBM4E were delivered in the first half, utilizing the optimal process technology that balances technological maturity and production stability. SK hynix stated that in the HBM field, it will continue to solidify its leading position by leveraging its comprehensive advantages, including stable supply capabilities supported by high quality and high yield, cost competitiveness, and industry-leading performance. (Jin Shi)

[SK hynix: HBM4 to Expand Production in H2]On July 29, SK hynix disclosed in its financial report that HBM4 has entered mass production and shipment in Q2, and production will be expanded in the second half of the year. Samples of HBM4E were delivered in the first half, utilizing the optimal process technology that balances technological maturity and production stability. SK hynix stated that in the HBM field, it will continue to solidify its leading position by leveraging its comprehensive advantages, including stable supply capabilities supported by high quality and high yield, cost competitiveness, and industry-leading performance. (Jin Shi)

SK hynix: HBM4 to Expand Production in H2

On July 29, gold prices edged lower ahead of the Fed's key interest rate decision. Spot gold traded around $4,020 in early trading, extending the previous session's decline. Interest rate swaps showed the probability of a 25-basis-point rate hike by the Fed was about one-third. For a market approaching a decision, this level of uncertainty is unusually high by recent standards. Policymakers are likely torn between June's weaker-than-expected inflation data and oil price increases caused by the resumption of the US-Iran conflict this month. Since the outbreak of the US-Iran war five months ago, gold prices have fallen nearly a quarter, as high energy prices exacerbated inflation pressures. However, supported by bargain buying, gold has remained near the key support level of $4,000 per ounce since the end of June. (Jinshi)

[Gold Edges Lower as Traders Weigh Fed Rate Hike Prospects]On July 29, gold prices edged lower ahead of the Fed's key interest rate decision. Spot gold traded around $4,020 in early trading, extending the previous session's decline. Interest rate swaps showed the probability of a 25-basis-point rate hike by the Fed was about one-third. For a market approaching a decision, this level of uncertainty is unusually high by recent standards. Policymakers are likely torn between June's weaker-than-expected inflation data and oil price increases caused by the resumption of the US-Iran conflict this month. Since the outbreak of the US-Iran war five months ago, gold prices have fallen nearly a quarter, as high energy prices exacerbated inflation pressures. However, supported by bargain buying, gold has remained near the key support level of $4,000 per ounce since the end of June. (Jinshi)

Gold Edges Lower as Traders Weigh Fed Rate Hike Prospects

July 29, according to WSJ, the Trump administration is pushing a proposal to exempt space companies from some environmental review processes to speed up approval of commercial rocket launches. The report says that as U.S. commercial space launch activities continue to grow, the number of annual commercial space launches is expected to exceed 500 in the future, and the government hopes to accelerate industry development by simplifying regulatory procedures. The proposal is expected to benefit several commercial space companies including SpaceX, Rocket Lab, Blue Origin, and Stoke Space. If the policy is implemented, the approval cycle for future launch missions of related companies may be further shortened.

[Trump Proposes Exempting Space Companies from Environmental Reviews to Speed Up Commercial Launch Approvals, US Space Stocks May Benefit]July 29, according to WSJ, the Trump administration is pushing a proposal to exempt space companies from some environmental review processes to speed up approval of commercial rocket launches. The report says that as U.S. commercial space launch activities continue to grow, the number of annual commercial space launches is expected to exceed 500 in the future, and the government hopes to accelerate industry development by simplifying regulatory procedures. The proposal is expected to benefit several commercial space companies including SpaceX, Rocket Lab, Blue Origin, and Stoke Space. If the policy is implemented, the approval cycle for future launch missions of related companies may be further shortened.

Trump Proposes Exempting Space Companies from Environmental Reviews to Speed Up Commercial Launch Approvals, US Space Stocks May Benefit

On July 22, Russian Foreign Minister Lavrov stated that the meeting with U.S. Secretary of State Rubio has been scheduled for tomorrow.

[Russian Foreign Minister Lavrov: Meeting with U.S. Secretary of State Rubio Scheduled for Tomorrow]On July 22, Russian Foreign Minister Lavrov stated that the meeting with U.S. Secretary of State Rubio has been scheduled for tomorrow.

Russian Foreign Minister Lavrov: Meeting with U.S. Secretary of State Rubio Scheduled for Tomorrow

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