Foreign investors have sharply increased purchases of South Korea’s major chipmakers, led by Samsung Electronics and SK hynix, following a ceasefire agreement between the US and Iran. According to the Korea Exchange on Friday, foreign investors bought a combined 3.33 trillion won ($2.5 billion) worth of the two stocks over two trading days from Wednesday to Thursday. Samsung Electronics topped net purchases at 2.65 trillion won, followed by SK hynix at 441.9 billion won and Samsung Electronics p
SK hynix Inc. announced its plan to begin full-fledged supply of advanced storage solutions designed for artificial intelligence tasks to Dell Technologies starting this month.
TechnologymarketwatchTimes of India12d ago2 sources
Google's new TurboQuant algorithm, which significantly reduces AI model memory requirements, has caused a plummet in memory chip stocks like Samsung, SK Hynix, and Kioxia. An analyst has since provided a reality check, suggesting investors should not be overly concerned about these memory efficiency breakthroughs.
SK Hynix is reportedly considering a potential $14 billion U.S. listing on Wall Street as part of its ambitious plans in the field of artificial intelligence.
A business ticker reports on several developments including increased wages for chemical and pharmaceutical workers, Sony's decision not to launch its car, discounter Kik closing 300 stores, and SK Hynix awarding a major contract to ASML.
SK Hynix has confidentially filed for a 2026 US listing, with reports suggesting the move could raise up to $10 billion to support its expansion and meet growing memory chip demand.
SK Hynix has confirmed its plans to purchase $7.9 billion worth of equipment from ASML to meet growing memory chip demand and is reportedly considering a $10 billion U.S. listing to support its expansion.
Samsung is reportedly planning a $73 billion investment blitz to catch up to rival SK Hynix in the competitive artificial intelligence memory market. This move signals Samsung's aggressive strategy to secure a leading position in advanced memory technologies.
SK hynix, the world’s second-largest memory chip maker, is stepping up plans to list on the US market via American Depositary Receipts or ADRs, as it looks to close a persistent valuation gap with global semiconductor peers despite strong AI-driven earnings. SK Group Chairman Chey Tae-won confirmed Monday that the company is actively reviewing an ADR issuance, signaling a more concrete move beyond earlier disclosures. In a regulatory filing in December, SK hynix said it was considering various s
SK hynix has overtaken Samsung Electronics as the most preferred employer among South Korean job seekers, underscoring the rising appeal of semiconductor companies amid the global artificial intelligence boom. According to a survey released by job platform Saramin on Monday, 20 percent of the 2,304 respondents selected SK hynix as their top employer of choice. It marks the first time the memory chipmaker has surpassed Samsung Electronics, which had held the top spot since the survey began, Saram
The world suddenly cannot get enough memory chips. Artificial intelligence data centers are consuming unprecedented volumes of DRAM, pushing prices higher and squeezing supply for everything from smartphones to laptops. The two companies at the center of that boom, Samsung Electronics and SK hynix, earned more than 72.1 trillion won ($48.7 billion) in operating profit last year. And yet the shortage continues. The question seems obvious. If demand is booming and profits are soaring, why not simp
SK hynix said Tuesday it has developed a next-generation 16-gigabit LPDDR6 DRAM built on its 10-nanometer-class sixth-generation 1c process, designed to support on-device artificial intelligence in mobile devices. LPDDR, or low-power double data rate memory, is widely used in smartphones and tablets because it operates at a lower voltage to reduce power consumption. The company recently completed what it said was the world’s first certification for a 1c-based LPDDR6 product after unveiling the c
SanDisk is partnering with SK Hynix to establish a global standard for high-bandwidth flash memory specifically designed for AI inference applications.
SK hynix announced on Wednesday an additional investment of 21.6 trillion won ($15.1 billion) to build its first semiconductor fabrication plant at the Yongin Semiconductor Cluster, which will serve a
Nvidia's CEO marked his 63rd birthday with a strawberry cake from Paris Baguette.
Patrick T. Fallon / AFP via Getty Images;Smith Collection/Gado/Getty Images
The cake Jensen Huang had for his birthday is easier to find than Nvidia's GPUs.
Huang, who turned 63, celebrated his birthday with a strawberry soft cream cake from Paris Baguette.
He celebrated at a fried chicken joint with about 30 engineers behind SK hynix's DRAM and HBM.
Nvidia's GPUs may be hard to snag, but Jensen Huang's birthd...
Samsung Electronics and SK hynix are locked in a race to mass-produce sixth-generation high-bandwidth memory, but Chinese rivals are making gains elsewhere — flooding the legacy DRAM market with chips priced at roughly half the going rate. According to industry sources on Friday, China’s top DRAM manufacturer CXMT has been offering older-generation DDR4 chips at about half the prevailing market rate. The move comes as global supply shortages have driven prices sharply higher, allowing the compan
KB Securities has increased its target price for SK hynix to 1.9 million won ($1,400) per share, citing accelerating earnings growth driven by AI-led memory demand and rising chip prices. The brokerage maintained a "buy" rating for the South Korean chipmaker.
Memory chip stocks, including Micron, have collectively shed $100 billion after new research suggested AI data centers will require less memory, leading Micron to reassess its AI memory outlook as TurboQuant and SK Hynix reshape the sector.
Tech giants Samsung and SK Hynix are taking steps to conserve energy, including dimming lights and discouraging driving, as part of a broader energy push.
SK Hynix has confidentially filed for a potential U.S. listing to raise capital for expanding AI memory chip production, with its stock jumping 6% in Seoul as plans move forward.
SK Hynix has announced plans to purchase extreme ultraviolet (EUV) scanners worth $8 billion from ASML Korea, a significant investment in advanced semiconductor manufacturing technology.
SK hynix, a leading memory chip manufacturer, is implementing a pilot bilingual work policy in its AI unit, requiring employees to use both Korean and English to enhance global competitiveness.
Samsung Electronics unveiled its seventh-generation HBM4E chip at Nvidia’s GPU Technology Conference, widely known as GTC, highlighting its push to strengthen its position in the AI memory market. Samsung on Monday announced its participation in GTC 2026 in San Jose, California, which runs Monday to Thursday, where it presented the HBM4E technology alongside a range of memory solutions designed to support Nvidia platforms. At the event, Samsung set up an exhibition area dubbed the “HBM4 Hero Wal
Applied Materials and SK Hynix have announced a new research and development partnership in Silicon Valley, aiming to collaborate on advanced technology initiatives.
SK hynix posted its highest-ever research and development spending last year, approaching the 7 trillion won ($4.66 billion) mark as the company accelerates investment in next-generation artificial intelligence memory technologies. According to an audit report disclosed through the Financial Supervisory Service’s electronic disclosure system on Sunday, SK hynix spent a total of 6.73 trillion won on R&D in 2025. The figure marks a sharp increase of 35.9 percent from the 4.95 trillion won spent a
The Aramco chief has warned of a 'catastrophic' impact on the oil market if the Strait of Hormuz remains closed, reiterating that Saudi Aramco could restore full production within days of its reopening.
Applied Materials has announced strategic partnerships with Micron and SK Hynix to advance the development and production of memory chips specifically designed for artificial intelligence applications.
SK Innovation announced plans to invest US$380 million in SK Hynix's artificial intelligence (AI) affiliate based in the United States, signaling a strategic move into the AI sector.
Karnage: Korea Kospi Suffers Biggest Crash In History - Is It A Buying Opportunity?
Yesterday we discussed the dramatic move in Korean stocks, which saw the Kospi tumble by 7.4%, its biggest drop since the August 2024 carry trade unwind, and which put a dramatic halt to the historic meltup in the country's stock market driven almost entirely by memory (Samsung and SK Hynix) and semiconductor stocks.
However, as we noted earlier this week when we pointed out the unprecedented pi...
SK hynix and Sandisk have agreed to jointly pursue global standardization of High Bandwidth Flash, a next-generation memory technology designed to improve artificial intelligence inference systems, the companies said Thursday. The two chipmakers launched the HBF Spec Standardization Consortium at Sandisk’s headquarters in California, announcing plans to form a dedicated workstream under the Open Compute Project, the world’s largest open data center technology initiative. The workstream will focu
SK Hynix shares experienced a significant 15% jump after Samsung Electronics announced a forecast for blowout financial results, indicating positive sentiment across the semiconductor industry.
Global stock markets, including major Indian indices like Sensex and Nifty, experienced a significant rally, with Sensex jumping nearly 1900 points, driven by investor optimism and hopes for a swift resolution to the Middle East conflict following comments from Trump about leaving Iran soon.
Memory chip giant SK Hynix is reportedly exploring a significant US IPO, a move that could potentially help alleviate the ongoing global memory chip shortage, dubbed 'RAMmageddon'.
New leveraged Exchange Traded Funds (ETFs) tracking Samsung and SK Hynix are reportedly scheduled to debut in May, offering investors new ways to gain exposure to these tech giants.
The combined amount of cashable assets of SK hynix more than doubled in 2025 from a year earlier on the back of robust earnings led by high bandwidth memory products, a report showed Tuesday. SK hynix held 34.9 trillion won ($23.4 billion) worth of cashable assets in 2025, rising sharply from 14.1 trillion won a year earlier, the company's regulatory filing showed. The company's debt, on the other hand, came to 22.2 trillion won in 2025, down 435.8 billion won from the previous year, indicating
Despite global equity market volatility due to Middle East tensions, analysts are raising price targets for South Korea's leading chipmakers, Samsung Electronics and SK hynix, anticipating strong demand.
A recent survey in South Korea revealed that SK hynix Inc. is the most preferred company among job seekers, a sentiment attributed to the chipmaker's strong earnings amidst the artificial intelligence boom.
Applied Materials has entered into a long-term research and development partnership with SK hynix, aiming to collaborate on advancements in semiconductor technology.
Applied Materials and SK Hynix have announced a partnership focused on developing next-generation memory solutions specifically designed for artificial intelligence applications.
Google's AI boss Demis Hassabis said the memory market came down to "a few suppliers of a few key components."
PONTUS LUNDAHL/TT NEWS AGENCY/AFP via Getty Images
Google DeepMind CEO Demis Hassabis said that the "whole supply chain" for memory chips is constrained.
"You need a lot of chips to be able to experiment on new ideas," Hassabis told CNBC.
Google produces its own TPUs, but Hassabis said that there were still "key components" that were supply-constrained.
The memory shortage takes no prisoners. Even Google isn't immune.
AI companies are duking it out for greater and greater quantities of memory chips. The problem? The industry is heavily supply-constrained. Costs have skyrocketed, products have been tied up, and some companies — especially those in consumer electronics — are increasing prices.
On the AI front, Google DeepMind CEO Demis Hassabis told CNBC that physical challenges were "constraining a lot of deployment." Google sees "so much more demand" for Gemini and its other models than it could serve, he said.
"Also, it does constrain a little bit the research," Hassabis said. "You need a lot of chips to be able to experiment on new ideas at a big enough scale that you can actually see if they're going to work."
Researchers want chips, whether they work at Google, Meta, OpenAI, or other Big Tech companies, and memory is a key component. Mark Zuckerberg said that AI researchers demanded two things beyond money: the fewest number of people reporting to them, and the most chips possible.
Hassabis said that wherever there was a capacity constraint, there was a "choke point."
"The whole supply chain is kind of strained," Hassabis said. "We're lucky, because we have our own TPUs, so we have our own chip designs."
Google has long built TPUs — Tensor Processing Units — for internal use. The company also leases them to external customers through its cloud, which has also put Nvidia on edge.
But even access to their own TPUs won't save Google from having to navigate the highly competitive memory market. "It still, in the end, actually comes down to a few suppliers of a few key components," Hassabis said.
Three suppliers dominate memory chip production: Samsung, Micron, and SK Hynix. These companies are struggling to meet demand for chips from AI hyperscalers without dropping their longtime electronics customers.
It doesn't help that AI companies mainly want a different type of memory chip than PC manufacturers do. Large language model producers want HBM (high-bandwidth memory) chips.
Don't expect Google's spending on AI infrastructure and chips to go down anytime soon. On its fourth-quarter earnings call, the company projected capital expenditures of $175 billion to $185 billion for 2026.
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