Industry executives say nearly all major memory chipmakers are running at or near full capacity, with 2026 production slots almost “sold out” due to AI demand
TAIPEI/TOKYO/SEOUL — Since October, SK Hynix's headquarters in Icheon, near Seoul, has seen a steady stream of visitors … X: @nikkeiasia and @nikkeiasia X: @nikkeiasia : The AI boom is driving huge de...
SK Hynix's union approves SK's 6% wage bump plus 10% of SK's annual profit allocated to a bonus pool, costing ~$2.7B for 33,625 staff in 2025, averting a strike
Yoolim Lee / Bloomberg :
TSMC says the US revoked its authorization to ship gear to its main Chinese chipmaking base in Nanjing, after the US revoked Samsung's and SK Hynix's waivers
The US has revoked Taiwan Semiconductor Manufacturing Co.'s authorization to freely ship essential gear to its main Chinese chipmaking base …
The demand for AI chips is driving fierce competition among HBM chipmakers, as Samsung and Micron race to catch up to SK Hynix, which has over 52% market share
surge in HBM, enterprise SSD, DDR5 server memory chip expected to drive margins Anton Shilov / AnandTech : SK hynix Reports That 2025 HBM Memory Supply Has Nearly Sold Out Eui-Myung Park / KED Global ...
A look at SK Hynix's NAND flash memory chip plant in Dalian, China, acquired from Intel for $9B in 2020, which is now in limbo because of US-China export rules
Bloomberg : X: @mackhawk , @samkimasia , @samkimasia , and @pstasiatech X: Mackenzie Hawkins / @mackhawk : New: South Korea's economy relies heavily on chips. That makes it especially vulnerable to U...
Despite a rough year for the memory chip business, SK Hynix's stock rose almost 60% in 2023, benefiting from AI applications that rely on high bandwidth memory
Wall Street Journal :
China's Micron ban may boost Samsung's and SK Hynix's sales, an uncomfortable position for South Korea given the companies' exposure to Chinese and US pressure
Samsung, SK Hynix would be best positioned to fill Micron's void, though geopolitical pressure from both Beijing and Washington make for a tough choice