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SK Hynix expects demand for its memory chips to outpace supply through 2030, signaling that already high RAM prices may climb further amid AI-driven demand.
Samsung is converting its Xi'an NAND plant to 286-layer V9 chips under the "Monami" project, while SK Hynix seeks to upgrade its Dalian facility to 240+ layers, both reportedly in consultation with US export authorities despite Commerce Department restrictions on capacity and technology upgrades.
South Korean regulators said Solidigm's potential listing could violate dual-listing rules, raising questions about the SK Hynix-owned memory chipmaker's plans to go public.
SK hynix is building its first high-bandwidth memory (HBM) packaging base in Indiana with a $4 billion investment, backed by US government funding under the CHIPS Act, with operations set to start by 2028-2029.
SK Hynix predicts that by Q1 2027, the U.S. and China will account for 95% of compute demand, highlighting a concentration of AI compute buying power in these two countries.
Memory pricing has boosted the compensation and social value of Samsung and SK Hynix chip engineers, with large bonuses averaging around $400K-$500K per employee.
SK hynix and SanDisk unveiled the High Bandwidth Flash (HBF) standard to bridge the performance gap between HBM memory and SSDs, targeting up to 3TB/s bandwidth and 512GB capacity to speed AI inference.
SK Hynix introduces CMM-Ax, an ASIC-based CXL-PNM solution developed with Marvell Technology, designed to overcome memory bottlenecks in long-context LLM inference, achieving up to 5.5× higher throughput than GPU-only systems.
A newsletter covering a chip talent war between Samsung and SK Hynix, the AI Hype Index, and other tech news including an OpenAI rogue agent incident and Hugging Face deepfakes issues.
SK Hynix stock has dropped 40% in 30 days, potentially signaling lower RAM and GPU prices due to eased supply constraints.
Samsung chip engineers are defecting to rival SK Hynix, attracted by larger bonuses fueled by profits from AI memory chips. The talent war highlights the fierce competition in the high-bandwidth memory market.
SK Hynix CEO Kwak Noh-Jung predicts memory-chip shortages will persist beyond 2030, despite market concerns over oversupply from increased production capacity.
Southern 2x Long SK Hynix ETF (07709) saw a single-day drop of nearly 30%, highlighting the huge risk of leveraged products.
SK Hynix, a major supplier of memory chips for Nvidia's AI accelerators, had a successful US IPO, opening at $170 per share and reaching a $1 trillion valuation amid surging demand for DRAM and HBM driven by AI data center buildout.
SK Hynix raised $26.5B in the largest foreign IPO in US history, driven by demand for its HBM memory chips used in AI GPUs. The US Commerce Secretary urged the company to build new fabrication plants in the US to reduce reliance on South Korean production.
SK Hynix is planning a US IPO of nearly 17.8 million shares via ADRs, aiming to raise around $28 billion, as the memory chipmaker benefits from AI-driven demand for memory chips like HBM, DRAM, and NAND.
According to Bernstein, SK Hynix has a 90% profit margin on DRAM, highlighting high profitability in the memory chip market.
A new lawsuit accuses Samsung, SK Hynix, and Micron of colluding to fix DRAM prices, with potential impacts on AI demand for memory chips.
Bathaee Dunne LLP is pursuing an antitrust lawsuit against Samsung, SK Hynix, and Micron for allegedly fixing RAM prices, and the post asks how to help the law firm win the case.
Samsung, SK Hynix, and Micron are being sued in the US for allegedly conspiring to fix memory chip prices.