Samsung says it sent the first commercial HBM4 shipments to customers; Samsung seeks to supply Nvidia and compete with memory rivals like SK Hynix and Micron
Samsung Electronics Co. claimed an early lead in the race to supply memory chips for Nvidia Corp. AI accelerators …
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
SK Hynix surpassed Samsung in annual operating profit for the first time in 2025; SK Hynix posted a record profit of ~$33B in 2025 while Samsung posted ~$30.5B
Dylan Butts /CNBC:
SK Hynix reports Q4 revenue up 66% YoY to $23B, above ~$22.4B est., and operating profit up 137% YoY to $13.3B, both company records, driven by AI HBM demand
South Korea's SK Hynix on Wednesday posted record quarterly revenue and profit, boosted by surging memory prices and demand …
South Korea's Kospi stock index breaks through the record 5,000 level, driven by chip stocks, led by Samsung, up ~3x, and SK Hynix, up ~4x, in the past year
Kospi is up almost 20% in 2026 as reforms to woo investors spur market — South Korea's Kospi benchmark has broken through …
SK Hynix will invest ~$12.9B to build an advanced chip packaging plant in South Korea to meet rising memory chip demand, targeting completion by the end of 2027
South Korea's SK Hynix (000660.KS) said on Tuesday it has decided to invest 19 trillion won ($12.90 billion) …
Sources: the US has granted an annual license to Samsung and SK Hynix to ship their chip manufacturing equipment to their facilities in China for 2026
The U.S. government has granted an annual licence to Samsung Electronics (005930.KS) and SK Hynix (000660.KS) to bring in chip manufacturing equipment …
Samsung, up 125%, and SK Hynix, up 268%, accounted for nearly half of the 76% gain in South Korea's Kospi, the world's best-performing major stock index in 2025
South Korea's stock market renaissance in 2025 was one for the history books. Buoyed by world-beating gains in arms exporters …
Samsung, TSMC, SoftBank, SK Hynix, and others closed as much as 10% down, matching their US peers, as investors worry over stretched AI and tech valuations
Shares in Japan's SoftBank Group closed 10% lower on Wednesday, amid a broader drop in AI-linked companies as investors turned wary …
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 :