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The author analyzes the reasons for the pullback in memory chip stocks, attributing SK Hynix's decline to divorce-case selling pressure and Micron's to a technical pullback, with fundamentals unchanged. Emphasizes that AI demand is driving upstream strength, consumer electronics capacity is being squeezed, and the supply chain remains a seller's market.
SK hynix is delaying the transition of some HBM3E production lines to HBM4 in order to increase general-purpose DRAM output, which currently offers higher operating profit margins.
Nvidia and SK Hynix have signed a multiyear technology partnership for next-generation HBM4 memory, while Nvidia's Vera Rubin AI platform enters production with 10x agent throughput, shipping to major cloud providers in Q3.
SK hynix and NVIDIA have signed a multi-year cooperation agreement covering joint design and manufacturing planning of advanced DRAM, as well as AI infrastructure (supercomputers, AI PCs, Jetson) and digital twin factory technology, marking that the AI infrastructure competition has reached the memory level.
This tweet shares internal information about Samsung's 2026 profit forecast and tight memory supply at SK Hynix.
This social media post details the birth years and educational backgrounds of SK Hynix's three heirs, noting that two of them previously studied in Beijing.
Samsung, SK, and OpenAI announced strategic partnerships as part of OpenAI's Stargate initiative, with Samsung and SK scaling advanced memory chip production to 900,000 DRAM wafer starts per month and exploring AI data center development across Korea to support global AI infrastructure.