Collected
Oct 27, 2026
Oct 27, 2026
Anthropic IPO Filing Lifts Memory Stocks; Nomura Sees Shortage Lasting to 2028; SK hynix Weighs $12B Special Dividend
As of October 26, 2026, Anthropic filed for a Nasdaq IPO reporting $16.29 billion in first-half revenue, lifting memory stocks. Nomura expects the memory shortage to persist to 2028; Counterpoint puts CXMT at 10% of global DRAM revenue in Q2 2026; SK hynix is reportedly weighing a $12 billion special dividend from Kioxia gains; Samsung guided to a record 107.4 trillion won in Q3 operating profit.
Source: VentureBeat, October 26, 2026 — Anthropic files S-1 for Nasdaq listing as ANT, H1 2026 revenue of $16.3B — https://venturebeat.com/technology/anthropic-files-to-go-public-on-nasdaq-as-ant-with-16-3b-in-revenue-for-first-six-months-of-2026; Bloomberg via Yahoo Finance, October 26, 2026 — SK hynix weighs ~16 trillion won special dividend from Kioxia gains — https://sg.finance.yahoo.com/news/sk-hynix-shares-defy-ai-022420041.html; TradingKey, October 26, 2026 — SK hynix Q3 preview: consensus revenue and the reported special dividend — https://www.tradingkey.com/analysis/stocks/us-stocks/262238750-sk-hynix-q3-earnings-preview-hbm4-special-dividend-skhy-tradingkey; Samsung Newsroom, October 8, 2026 — Q3 2026 earnings guidance: ~195 trillion won sales, 107.4 trillion won operating profit — https://news.samsung.com/global/samsung-electronics-announces-earnings-guidance-for-third-quarter-2026; Counterpoint Research, September 2026 — global DRAM market share, Q2 2026: CXMT at 10% — https://counterpointresearch.com/en/insights/global-dram-and-hbm-market-share; TechNode, September 4, 2026 — CXMT reaches 10% of global DRAM market in Q2 — https://technode.com/2026/09/04/changxin-memory-reaches-10-of-global-dram-market-in-q2/; CLS.cn, October 22, 2026 — JCET raises 2026 investment plan to RMB 18.2 billion — https://www.cls.cn/detail/2512575