Tag · 15 stories
Every story tagged SK Hynix on AI Chat Daily.
The South Korean memory giant would use Intel's US fabs for the first time, a potential shift in where HBM for AI accelerators gets built.
Vera Rubin and Grace Blackwell systems shipping early next year will cost hyperscalers more, with memory makers squeezing the world's most profitable chipmaker.
SK Hynix's HBM windfall is triggering an exodus from Samsung's foundry, where bonuses landed at roughly $135,000 per employee.
Sequoia led the round; the AI inference chip startup says it has booked $1B in orders and is running silicon in its lab.
Handset makers squeezed as Samsung, SK Hynix, and Micron divert capacity to HBM for AI accelerators; entry-level India segment collapses 45%.
Seoul projects 2.6% GDP growth in 2026, up from 2.2% in 2025, as memory-chip orders from AI data-center buildouts drive exports.
The chipmaker says AI-driven demand for HBM and DRAM will outstrip supply beyond 2030, tightening a market already running hot.
The Nvidia HBM supplier priced above Seoul, opened 14% higher, and eclipsed Alibaba's 2014 record as Washington pushes for US fabs.
South Korea's memory giant will offer 17.8 million ADRs this week, joining Micron as Wall Street hunts for the next Nvidia.
Samsung, SK Hynix, and Hyundai anchor a national plan to double DRAM output and ship 30,000 Atlas robots a year by 2028.
Seoul unveils a national plan: $518B for four new memory fabs, $52B for HBM packaging, and $356B for AI data centers through 2035.
The HBM leader expects to start trading July 10, issuing 17.79 million shares at a 45.45 trillion won value to broaden its US base.
Only 16% of South Koreans are more worried than excited about AI — the lowest of 25 countries Pew surveyed, versus 50% in the US.
The Korean memory maker is closing in on a milestone reached only by a handful of companies, powered by HBM orders from AI chipmakers.
Shares jumped more than 10% on Wednesday after talks with Apple over US chip manufacturing surfaced, making Samsung Asia's second trillion-dollar company.
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