Wells Fargo raises its PT on Western Digital to $730 from $575.

SK Group chairman Choi Tae-won said SK Hynix is open to issuing additional U.S. shares (ADRs) if returns improve and the stock remains stable, noting the priority is to maintain share-price stability while preserving long-term upside. He pledged to increase the company's investment in the United States and said the AI era has materially boosted demand for memory chips. All three leading memory suppliers are accelerating capacity expansion; SK Hynix and Samsung last week announced a combined investment of 800 trillion won to build new fabs as part of a plan to double South Korea’s memory capacity within five years.

创业板指跌超1%，此前一度涨超1%。