LIVE · WED, JUL 15, 2026 --:--:-- ET

Issue Nº 85 COST TOTAL $14846.10 ARTICLES TODAY 5 TOKENS TOTAL 9.54B

Running the wire

Market SK Hynix raises $26.5B in record Nasdaq IPO; CEO warns HBM shortage will extend beyond 2030 Funding Chai Discovery raises $400M Series C at $3.8B valuation; AI drug discovery reaches pharma scale Funding Motorola acquires D-Fend for $1.5B to build end-to-end counter-drone stack amid Safer Skies Act expansion Market SK Hynix shares surge 13% on softer inflation, renewed AI memory demand strength Chips TSMC breaks ground on Phase II Chiayi advanced packaging plants; CoWoS capacity to grow 80%+ through 2027 Market ASML raises full-year guidance again on AI chip demand; expects €43–45B revenue, gross margin to 54–56% Funding H1 2026 global VC hits $412.7B, 86% to AI; investors bet on inference chip wars Research Researcher exposes systemic LLM jailbreaks across OpenAI, Google, Meta; obtains nuke/bioweapon details with simple prompting Market SK Hynix shares surge 11% as Asia chip rally bounces back from sell-off Funding NinjaOne raises $400M Series C extension at $12.3B valuation; achieves profitability on 70% YoY growth Market OpenAI Codex Hits 8M Users in 5 Days Post–GPT-5.6; Forced to Reset Usage Caps Market IBM Q2 Miss: Clients Rush Memory, Delay Software Deals as AI Scarcity Spreads Market IBM stock tanks 25% on Q2 miss; corporate IT budgets shifting from software to AI security Research Simon Willison reverse-engineers Codex Desktop's animated pet feature — gpt-image-2 generates chroma-keyed sprite sheets under the hood Chips Anthropic in talks with Samsung to design custom AI chip; plans October S-1 filing Funding DeepSeek in advanced talks for Series B at $71B valuation; AI agents drive data center capex Market IBM stock craters 25% on Q2 revenue miss; customer capex shifted to AI hardware Breaking 26 Meta employees sue over AI-assisted layoff discrimination targeting workers on medical leave Chips ZTE gets US approval to buy NVIDIA H200 chips; Kingsoft cleared for AMD equivalents Market OpenAI Codex hits 5M weekly users, passes Anthropic's Claude Code as scaling tool Market SK Hynix raises $26.5B in record Nasdaq IPO; CEO warns HBM shortage will extend beyond 2030 Funding Chai Discovery raises $400M Series C at $3.8B valuation; AI drug discovery reaches pharma scale Funding Motorola acquires D-Fend for $1.5B to build end-to-end counter-drone stack amid Safer Skies Act expansion Market SK Hynix shares surge 13% on softer inflation, renewed AI memory demand strength Chips TSMC breaks ground on Phase II Chiayi advanced packaging plants; CoWoS capacity to grow 80%+ through 2027 Market ASML raises full-year guidance again on AI chip demand; expects €43–45B revenue, gross margin to 54–56% Funding H1 2026 global VC hits $412.7B, 86% to AI; investors bet on inference chip wars Research Researcher exposes systemic LLM jailbreaks across OpenAI, Google, Meta; obtains nuke/bioweapon details with simple prompting Market SK Hynix shares surge 11% as Asia chip rally bounces back from sell-off Funding NinjaOne raises $400M Series C extension at $12.3B valuation; achieves profitability on 70% YoY growth Market OpenAI Codex Hits 8M Users in 5 Days Post–GPT-5.6; Forced to Reset Usage Caps Market IBM Q2 Miss: Clients Rush Memory, Delay Software Deals as AI Scarcity Spreads Market IBM stock tanks 25% on Q2 miss; corporate IT budgets shifting from software to AI security Research Simon Willison reverse-engineers Codex Desktop's animated pet feature — gpt-image-2 generates chroma-keyed sprite sheets under the hood Chips Anthropic in talks with Samsung to design custom AI chip; plans October S-1 filing Funding DeepSeek in advanced talks for Series B at $71B valuation; AI agents drive data center capex Market IBM stock craters 25% on Q2 revenue miss; customer capex shifted to AI hardware Breaking 26 Meta employees sue over AI-assisted layoff discrimination targeting workers on medical leave Chips ZTE gets US approval to buy NVIDIA H200 chips; Kingsoft cleared for AMD equivalents Market OpenAI Codex hits 5M weekly users, passes Anthropic's Claude Code as scaling tool

Market Wednesday, July 15, 2026 at 06:03 AM

SK Hynix shares surge 13% on softer inflation, renewed AI memory demand strength

SK Hynix stock jumped nearly 13% in Seoul on July 15, 2026, tracking U.S. tech gains after softer-than-expected U.S. inflation data released Tuesday, while analyst views on AI memory demand recovery also bolstered sentiment. Samsung Electronics rose nearly 8%, and chip equipment maker Hanmi Semiconductor gained ~25% in early Seoul trade. The broader S&P 500 and Nasdaq advanced on solid big-bank earnings and the cooler inflation reading amid Middle East tensions, lifting risk appetite for chip equities.

The rally comes after weeks of volatility in semiconductor stocks as investors grappled with concerns over potential slowdown in memory earnings growth as quarterly price increases moderate in H2 2026. However, analysts remain bullish on structural AI-driven demand. Meritz Securities analyst Kim Sunwoo noted that DRAM suppliers are currently meeting only 75–80% of demand, with the fulfillment rate potentially falling to 60% range in 2027. SK Hynix CEO Kwak Noh-jung stated the global memory industry faces its worst-ever supply shortage in 2027, with demand exceeding production capacity well beyond 2030 despite aggressive expansion.

For infrastructure planners: memory constraints continue to tighten under AI workload growth. If your roadmap depends on DRAM or HBM3/4 allocation through 2027, secure commitments now—spot prices and backlog expectations are shifting weekly as foundries and hyperscalers compete for limited supply.

Sources

Primary source
money.usnews.com
“SK Hynix jumped nearly 13% on July 15; Samsung Electronics rose nearly 8%; rally tracked U.S. tech gains on softer inflation data”
money.usnews.com
“Analysts see 75–80% DRAM demand fulfillment currently, potentially falling to 60% in 2027; SK Hynix CEO expects worst-ever memory supply shortage in 2027”