阿斯麦(ASML.O)首席执行官：客户持续加快产能扩张计划。

Barclays analyst Simon Coles set a $330 target for SK Hynix ADR (SKHY.O), implying nearly 2x upside, citing a prolonged memory-chip supply shortfall. Barclays expects shortages to deepen into 2027 with only limited improvement by 2028, keeping sector supply tightness and upside for suppliers. The bank calls memory stocks "severely undervalued" and forecasts SK Hynix’s cash and equivalents will exceed 40% of its current market cap by end-2027, with the company likely to expand share buybacks.

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