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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.
- 3Memory 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.