SK Hynix
SK Hynix business and news from across the web.
Latest coverage
The AI bubble may not have burst yet, but $1 trillion worth of air appears to have escaped
Major technology companies, particularly those in the AI and semiconductor sectors, have experienced significant stock price declines, collectively losing over $1 trillion in value. Factors contributing to this sell-off include concerns about potential oversupply in memory markets, increased production capacity, and rising financing hurdles for AI infrastructure development.
RAM shortages are only getting worse and will last until at least 2028, Micron boss declares from atop a mountain of money
Micron's CEO Sanjay Mehrotra predicts that RAM shortages and high prices will persist until at least 2028, with demand expected to exceed supply in 2027 and 2028. The company, along with Samsung and SK Hynix, is facing accusations of price fixing in a US lawsuit, as they prioritize AI data center orders, leading to increased costs for consumer memory.
Micron (MU) Q4 FY26 earnings results beat on revenue & consensus EPS expectations
Micron reported strong Q4 FY26 earnings, exceeding Wall Street expectations for both revenue and earnings per share, driven by a significant boom in demand for AI memory components. The company posted $54.23 billion in revenue and $33.42 per share, and has invested $3 billion in US semiconductor production.
"Supply has been consistently available" - Acer's CEO says it's "impossible" for the memory shortage to last until 2030, but that average PC prices will still increase by 5-20% by the end of 2026
Acer's CEO Jason Chen believes the current memory shortage will not last until 2030, contradicting many industry projections. However, he predicts PC prices will increase by 5-20% by the end of 2026 due to ongoing demand from AI companies and existing supply contracts, with prices potentially falling in mid-2027.
Woah, here's a tech CEO saying the memory crisis won't be as bad as everyone expects
Acer CEO Jason Chen believes the current memory crisis will not last until 2030, stating that DDR4 and some DDR5 chips are not in short supply. While acknowledging high-speed DDR5 chips are scarce, he suggests PC prices will rise 5-20% through late 2026 before dropping in mid-2027. The article notes conflicting forecasts from other industry leaders and manufacturers.
AMD hits $1 trillion market cap for first time
AMD has achieved a market capitalization of $1 trillion for the first time, driven by strong performance in its AI products and business, despite a softer PC market. The company's stock has seen a positive streak, placing it among other tech giants like NVIDIA, SK Hynix, and Micron.
Looks like SK hynix wants to make memory chips on US soil and it could work with Intel to do it
SK hynix is reportedly in talks with Intel to establish semiconductor manufacturing in the United States, potentially by leasing Intel's planned Ohio fab or forming a joint venture. This move could help SK hynix avoid tariffs and leverage Intel's infrastructure, with analysts highlighting the potential for collaboration with hyperscalers.
Valve's Steam Frame pricing starts at $1,059
Valve has announced the pricing for its new Steam Deck virtual reality device, with the base 256GB model starting at $1,059 and a 1TB model at $1,200. Additional accessories will further increase the cost. This pricing is significantly higher than the Meta Quest, with both companies adjusting hardware costs due to a computer memory shortage driven by AI firms.
Big chipmakers are already committed to using ASML's next-generation production technology by as soon as 2028
Major chipmakers like Samsung and TSMC are committing to ASML's next-generation High NA EUV lithography technology, with volume manufacturing expected by 2028 and 2030 respectively. This advanced technology, already in limited use by Intel and SK Hynix, promises faster production, higher yields, and more efficient chipmaking, driven by the significant demand from the AI industry.
Chinese memory maker YMTC wants to dethrone Samsung and SK hynix by the end of 2027
Chinese memory maker YMTC aims to become the global leader in NAND flash memory by the end of 2027, challenging current leaders Samsung and SK hynix. The company, which currently holds a 13% market share, is reportedly expanding its infrastructure to meet this ambitious goal. YMTC is also looking to increase its presence in the DRAM market, facing competition from CXMT.
Samsung SSD 9100 PRO Review – Blending speed and storage
This review examines the Samsung SSD 9100 PRO, a 2TB M.2 drive with a heatsink, highlighting its impact on PC gaming performance. While benchmarks showed mixed results compared to another SSD, the Samsung drive offered significantly faster write speeds and noticeably reduced game loading times, particularly for titles like No Rest for the Wicked.
Kioxia Exceria Pro G2 NVMe SSD review
The Kioxia Exceria Pro G2 NVMe SSD offers solid, dependable performance with good sequential speeds and 4K numbers, but it falls short of topping performance charts and can run a bit hot. While its hardware, featuring the Silicon Motion SM2508 controller and Kioxia's BiCS8 TLC NAND, is promising, its real-world results and in-game loading times are slower than some contemporaries, making it a drive of its time that leaves questions about its value and availability.
The memory crisis led me down a rabbit hole into nations forming rival factions to secure the flow of computer chips and AI, with names that wouldn't sound out of place in a Command & Conquer reboot
The article explores the geopolitical landscape surrounding semiconductor and AI chip production, highlighting the formation of rival factions like Pax Silica (US-backed) and WAICO (China-backed). These groups aim to control the global flow of these critical components, impacting industries like PC gaming through supply chain disruptions and price volatility. Governments are prioritizing AI infrastructure, potentially at the expense of consumer needs, leading to a new era of resource guarding and a potential technological arms race.
Why Are Video Game Consoles So Expensive These Days (And Games Historically Cheap)?
Video game consoles and games are becoming increasingly expensive due to a confluence of factors including tariffs, AI-driven demand for components, and a structural shift in the console business model. Experts predict hardware costs will remain high for several more years, potentially impacting future console generations like the PlayStation 6 and Project Helix.
Applied Materials (AMAT) Q3 FY26 earnings results beat revenue, but miss EPS whisper number
Applied Materials reported a record quarterly revenue of $9.12 billion for Q3 FY26, driven by demand for AI technology and semiconductors. While revenue surpassed analyst consensus, the company's earnings per share of $3.50 missed the 'whisper number' expectation, though it still beat Wall Street estimates. The company's stock price saw a decline in after-hours trading following the announcement.
Corsair isn't rolling in money from its mega-expensive RAM kits—and it's all thanks to higher component…
Corsair is experiencing a decline in gaming component and system revenue despite increased memory prices, due to higher component costs impacting their broader product offerings. While memory sales are up, other component revenues are down, affecting overall demand. The company sees potential in the AI workstation market to offset these challenges.
SK Hynix Pours $38 Billion Into Two New DRAM and NAND Plants — But Chips Won’t Ship Until 2029
SK Hynix announced a significant investment of 54 trillion Korean won ($38.1 billion) to construct two new semiconductor fabrication plants in South Korea. One plant in Yongin will focus on HBM and DRAM, while the other in Cheongju will produce NAND storage chips. Production is not expected to begin until at least June 2029, indicating a long-term strategy to meet anticipated demand from AI data centers.
SK Hynix pledges $38 billion to build two new DRAM and NAND factories
SK Hynix announced a significant investment of $38.1 billion to construct two new memory chip facilities in South Korea. These facilities will focus on the production of DRAM and NAND flash memory.
All Of 2027’s RAM Could Already Be Gone As Major Manufacturers Sell Out
Major PC component manufacturers Samsung, SK Hynix, and Micron have reportedly sold out of all Random Access Memory production for 2027, driven by high demand from AI companies. This shortage is expected to lead to increased prices for consumers across PCs, laptops, and gaming consoles, with Microsoft already warning of significant price hikes for Xbox Series X|S and PlayStation 5.
The three biggest RAM makers have already sold all their 2027 output, report says, potentially stretching price woes into 2028
The three largest RAM manufacturers, Samsung, Micron, and SK Hynix, have reportedly sold their entire expected output through 2027, potentially extending current high prices for PC components like RAM, storage, and graphics cards into 2028. This situation is exacerbated by demand from the AI industry and follows previous admissions from Samsung and Valve regarding ongoing shortages and price hikes.
