Before Monday, the SK Hercules stock record continued to rise, continuing the rebound of the chip plate. Market sentiment, on the one hand, is underpinned by AI infrastructure needs and, on the other hand, is digesting the latest corporate disclosure of customer and regional income structures.
Up front to $172.
According to the latest market data, the United States certificate for SK Hercules in NASDAQ received 166.33 last Friday, an increase of 0.4 per cent that day. By Monday, the stock price had further risen to approximately $17,248 by about 3.7 per cent.
This round is not a stand-alone event. Mizuki rose by about 3 per cent before the opening of Monday, and Sandisk, Hiter and Western data went up in parallel, indicating that the funds were reflowing to store the chip plates.
The report also mentioned that the United States Minister of Commerce, Howard Lutnik, had reportedly discouraged Apple from purchasing storage chips from Chinese suppliers, a news that had also boosted the mood on the plate.
The demand-driven income structure of the British Vida
The semi-annual report submitted by SK Hercules on 14 August showed that in the first half of 2026, the company ' s income from a single external customer was 17.61 trillion won, or 13.35 per cent of total sales. According to the report, the client was widely considered to be British Wida. The latter is one of the most important customers of SK Hercules and the main buyer of his high-bandwidth memory.
In regional terms, United States market revenues amounted to 84.56 trillion won, or 64.1 per cent of the company ' s first half of the year. This ratio reflects the fact that US AI and data centre expenditure has become an important underpinning of SK Hercules performance.
The Board approves long-term expansion investments
Companies are also preparing for subsequent expansion of demand. The Board recently approved an additional 54.3 trillion won of semi-conductor investments to 2031, totalling approximately $38 billion, to expand DRAM, high bandwidth memory and NAND capacity.
Related investments will be invested in Korea ' s Yong-in and Qingzhou production facilities. For the market, this means that the company is continuing its advanced storage layout around AI servers and high-performance computing requirements.
The SK Hercules stock price, which had previously fallen to a low of US$ 124.80 after the July financial statements, then rebounded significantly, was still below the US$ 19480 high point after NASDAQ was listed. As the stock price approaches $173 by Monday, the market will continue to observe the continuation of the memory plate mood and whether US AI infrastructure expenditure continues to support the company ' s valuation restoration.