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 …
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 :
TechInsights: Huawei used components from TSMC, Samsung, and SK Hynix in some of its Ascend 910C chips; TSMC says the analyzed dies were made before Oct. 2024
Huawei Technologies Co. used advanced components from Asia's largest technology firms in at least some of its leading Ascend AI processors …
SK Hynix passed Samsung as the world's top memory maker in Q2, reporting $15.6B in memory revenue vs. Samsung's $15.2B, as Nvidia heavily relies on its products
SK Hynix Inc. surpassed Samsung Electronics Co. as the world's top memory maker in the second quarter, largely due to AI-driven demand.
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 :
SK Hynix starts mass producing its new 12-layer HBM3E chips with 36GB per chip capacity, up 50% from its previous gen, slated for delivery by the end of 2024
Anniek Bao / CNBC :
SK Hynix plans to invest ~$75B in chips through 2028, allocating ~80%, or ~$60B, to manufacturing HBM chips, as part of the parent company SK Group's bet on AI
hopes for AI business boost DigiTimes : SK Hynix aims to lead HBM Market for AI Chips, invests $75 Billion by 2028 Aamir Sheikh / Cryptopolitan : Korea's SK Group will invest $58 billion in AI chip ma...
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 ...