search
SK hynix
Trends
- 1Samsung to more than double HBM4 memory output●Samsung is expected to more than double output of its HBM4 and HBM4E DRAM
Samsung plans to more than double production of its HBM4 and HBM4E high-bandwidth memory DRAM next year, according to industry sources cited by South Korean outlet Sedaily. The expansion targets booming demand from AI chip makers, as Samsung races rivals like SK hynix to supply next-generation memory for processors from Nvidia and other customers.
- 2SK hynix weighs US memory chip production▼SK hynix considers memory chip production in the US — Korea Herald
South Korean chipmaker SK hynix is considering producing memory chips in the United States, according to the Korea Herald. The potential move would expand the company's footprint beyond its home market and align with US efforts to boost domestic semiconductor manufacturing. It follows other Korean chipmakers' investments in American production capacity.
- 3US lags in memory chips as tariffs complicate catch-up●America Is Behind on Memory Chips--and Tariffs Threaten to Make Things Harder https://www.wsj.com/tech/ai/america-is-beh
The Wall Street Journal reports that the United States has fallen behind in producing memory chips, a critical component for AI and electronics dominated by Asian manufacturers such as Samsung and SK Hynix. The piece argues that tariffs, intended to bolster domestic industry, could raise costs for US chipmakers and equipment buyers, making efforts to rebuild American memory-chip capacity even harder.
- 4Memory Chip Stocks Surge as U.S.-Iran Strikes Halt▼MU, SNDK, SKHY, DRAM: Memory Chip Stocks Surge In Relief Rally As U.S.-Iran Reportedly Halt Strikes
Memory chip stocks including Micron (MU), SanDisk (SNDK) and SK Hynix (SKHY) rallied as reports said the United States and Iran have halted strikes. Investors read the de-escalation as a relief signal, lifting semiconductor and memory names broadly amid reduced geopolitical risk in the Middle East. Traders discussed the move as a rebound in risk appetite across the chip sector.
- 5Samsung and SK Join the Co-Packaged Optics Race for AI Chips▼[ChipTalk] AI Semiconductors Now Compete at the Speed of Light...Samsung and SK Join the CPO Race
Korean chip giants Samsung Electronics and SK Hynix are moving into co-packaged optics (CPO) technology, which links AI semiconductors using optical connections to boost data transfer speeds and energy efficiency. As AI computing demand surges, Korean media describe the shift as a new race in which chips compete 'at the speed of light', alongside global players developing similar interconnect solutions.
- 6Nvidia's Huang Pledges to Double Chip Supply, Securing 37% of HBM▼Huang’s 2x Chip Vow Locks Up 37% of HBM Supply [2026]
Jensen Huang has reportedly committed to doubling chip supply, a move that would lock up roughly 37% of the world's high-bandwidth memory (HBM) output for 2026. The pledge underscores Nvidia's aggressive push to secure memory for its AI accelerators amid shortages, leaving rival chipmakers competing for the remaining HBM capacity from suppliers like SK Hynix, Samsung and Micron.