Sources: Nvidia has allocated ~70% of its 2026 HBM4 demand to SK Hynix; Counterpoint estimates SK Hynix will account for 54% of the global HBM4 market in 2026
SK hynix Inc. has secured over two-thirds of high-bandwidth memory (HBM) supply orders from U.S. tech giant Nvidia Corp. to be used …
AMD CEO Lisa Su says AMD's annual revenue growth will average more than 35% and AI data center revenue growth will average 80% over the next three to five years
Lineup confirms 2026 release for Zen 6, coming with expanded AI features Samantha Subin / CNBC : AMD stock soars 10% on strong growth projections as CEO Su calls AI spending ‘the right gamble’ Kara Gr...
TrendForce estimates DRAM in 2026 will bring in over 4x as much revenue as the 2023 trough, reaching a record ~$231B, driven by AI industry demand for HBM chips
Jiyoung Sohn / Wall Street Journal :
SK Hynix says its DRAM, NAND, and HBM production capacity for next year “has been sold out” and that it would set up a production system to meet OpenAI's demand
Song Jung-a / Financial Times :
A deep dive into Huawei's Ascend AI chip production, SMIC, TSMC, US export controls, HBM bottlenecks, China's HBM issues, Huawei's data center chips, and more
H20 Shipments, Blackwell B30A, Bottlenecks to Chinese Chip Production, Export Controls, CXMT, SMIC, Cambricon
How SK Hynix's rise as Nvidia's main HBM chip supplier, ahead of Samsung and Micron, disrupted the old order at the top end of the memory chip market
www.ft.com/content/36be... [image] Philip Stafford / @staffordphilip : Very nice piece on why memory chips, the unglamorous corner of the chip market, are having a moment in the sun. — www.ft.com/c...
DRAM prices remain high after doubling from May 2025 to June 2025, amid speculation that China's CXMT may have halted DDR4 production to focus on DDR5 and HBM
Nikkei Asia :
SK Hynix reports Q2 revenue up 35% YoY to ~$16.2B, vs. ~$14.9B est., operating profit up 68% to ~$6.7B, vs. ~$6.5B est., expects sustained HBM demand in 2025
2nd Update Evertiq AB : SK Hynix reports record jump in profit as demand for AI chips soars Jo He-rim / THE INVESTOR : SK hynix posts record quarterly profit on AI chip boom Chris Mellor / Blocks and ...
In Q1 2025, SK Hynix overtook Samsung for the first time to lead global DRAM revenues with a 36% share, driven by its dominant 70% market share in HBM
Counterpoint Research :
Samsung has turned to Chinese customers like Baidu to prop up its ailing chip business; SemiAnalysis says Samsung is the “biggest supplier of HBM into China”
Deals with Chinese tech giant Baidu come as South Korean giant loses ground in US and navigates Washington's curbs