SK Hynix says it plans to invest ~$12.85B in a new fab in South Korea for advanced packaging to meet AI demand for HBM, with construction starting this month
SK Hynix (000660.KS) said on Wednesday it plans to invest 19 trillion won ($12.85 billion) in a new manufacturing plant in South Korea …
A profile of South Korea's SK Hynix, a once unloved memory chipmaker that now enjoys 58% operating margins and a ~$438B market cap amid the global HBM shortage
Once unloved SK Hynix is enjoying 58% operating margins amid a global shortage of memory chips
Samsung reports Q4 revenue up 24% YoY to ~$65.6B, vs. ~$65.28B est., and operating profit up 200%+ to ~$14.06B, driven by memory chip price hikes and HBM demand
Samsung Electronics shares rose 2.4% Thursday after the company reported an over threefold surge in fourth-quarter operating profits …
Filing: China's top DRAM maker CXMT plans to raise $4.2B in a Shanghai IPO; CXMT held a 4% global share in Q2 2025 and targets HBM production by the end of 2026
China's leading maker of DRAM chips, ChangXin Memory Technologies (CXMT) Corp, said on Tuesday it plans to raise 29.5 billion yuan …
Sources: Micron plans to invest $9.6B in Japan to build a production facility for next-gen HBM memory chips beginning in 2026, with shipments expected in 2028
TOKYO — U.S. semiconductor manufacturer Micron Technology will invest 1.5 trillion yen ($9.6 billion) to build a production facility …
SK Hynix reports Q3 revenue up 39% YoY to $17.02B, below $17.22B est., and operating profit up 62% YoY to a record $7.92B, boosted by demand for its HBM chips
South Korea's SK Hynix on Wednesday posted record quarterly revenue and profit, boosted by a strong demand for its high bandwidth memory used in generative AI chipsets.
SK Hynix reports Q1 revenue up 42% YoY to ~$12.4B, vs. ~$12.1B est, and operating profit up 158% YoY to ~$5.2B, vs. ~$4.6B est., on demand for its HBM chips
Dylan Butts / CNBC :
SK Hynix's Q4 operating profit grew over 20x YoY to ~$5.6B, beating Samsung's for the first time, with HBM chips making up 40% of its total DRAM chip revenue
Song Jung-a / Financial Times :
SK Hynix reports Q4 revenue up 75% YoY to a record ~$13.7B, a ~$5.6B net profit, and a ~$5.6B operating profit, in line with estimates, as HBM chip demand soars
- Its shares slide in Seoul after a 30% run-up this year — Demand for high-end memory soaring on datacenter rollouts
SK Hynix plans to invest ~$75B on chips through 2028, allocating ~80%, or $60B, on manufacturing HBM chips, as part of the parent company SK Group's bet on AI
- About 80%, or $60 billion, will be spent on HBM memory chips — Plan underscores overhaul at S. Korea's No. 2 business group