SK Hynix
SK Hynix business and news from across the web.
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NAND and HBM have been merged into a dorky megazord for datacenters by Sandisk and SK hynix
SK hynix and Sandisk have unveiled High Bandwidth Flash (HBF), a new memory technology merging High Bandwidth Memory (HBM) and NAND capabilities for data centers. HBF aims to provide high-speed data transfer with expanded capacity, leveraging an open standard via the Open Compute Project and the Universal Chiplet Interconnect Express (UCIe) interface. This development comes amidst a growing demand for AI infrastructure and ongoing memory supply shortages.
Samsung, who've been accused of worsening the RAM crisis via price fixing, reckon components will only get more expensive in 2027
Samsung predicts the ongoing RAM crisis will worsen in 2027, with supply unlikely to improve until 2028. The company's Q2 earnings call revealed that AI firms are securing future supply through long-term contracts, which benefits Samsung's financial outlook but contributes to higher consumer prices. This situation is at the center of a US lawsuit accusing Samsung, SK Hynix, and Micron of fixing RAM prices.
AMD graphics card price hikes are reportedly following Nvidia's, as the AI-fuelled RAM shortage continues to set wallets alight
AMD is reportedly increasing its graphics card prices by 10%, following Nvidia's earlier price hike of up to 30%. This is attributed to an ongoing RAM shortage, exacerbated by the demand for AI hardware, which is also leading to a lawsuit against major memory chip makers for alleged price fixing. Concerns are also raised about potential new AMD Radeon RX 9050 cards with only 4GB of VRAM.
Memory chip maker Samsung says the component shortage will continue to get worse in 2027, while earning a pretty penny from it
Samsung, a major memory chip manufacturer, predicts that global component shortages will worsen through 2027 and potentially 2028, driven by high demand from AI companies. This situation is leading to increased prices for consumer electronics, including gaming consoles like the PlayStation 5, Xbox Series X/S, and Nintendo Switch. Samsung, along with SK Hynix and Micron, faces accusations of price fixing related to these shortages.
Evening Reading - July 30, 2026
This article is a news roundup from Shacknews for July 30, 2026, featuring updates on various games including Silent Hill: Townfall, Battlefield 6, and Gears of War: E-Day. It also touches on business news such as EA CEO Andrew Wilson's compensation and SK Hynix's earnings, alongside mentions of Atari's World Championships and the use of AI in content creation.
The memory crisis keeps getting worse: Nvidia graphics card prices now rumoured to increase by as much as 30%
Nvidia graphics card prices are reportedly set to increase by 20-30% due to an ongoing memory crisis, affecting both GDDR6 and GDDR7 components. This potential price hike has caused concern among distributors in China, with some high-end models like the RTX 5090 D and RTX 5080 seeing significant price jumps. The memory crisis is expected to continue until at least 2029, impacting the cost of building gaming PCs.
Gleefully counting its billions, Samsung cries warning of a 'severe' memory supply crisis next year
Samsung Electronics reported record profits for Q2 2026, driven by AI data center demand, but warns of a severe memory supply crisis expected to worsen through 2028. Competitor SK hynix also faces scrutiny over HBM4 shipment slowdowns. Both companies are experiencing record profits amidst these supply constraints.
Evening Reading - July 29, 2026
This edition of Evening Reading covers several gaming industry updates, including a sequel in development for Wuchang: Fallen Feathers and a DLC release for Pokemon Pokopia. Financial reports from Capcom, SK Hynix, Electronic Arts, Facebook, and Microsoft are highlighted, with EA CEO Andrew Wilson's compensation increasing due to Battlefield 6's success. Additionally, Facebook's Reality Labs reported significant losses, while Silent Hill: Townfall is noted for its innovative use of outdated technology. The article also touches on streaming events and new content for Marvel's Spider-Man 2.
SK Hynix (SKHY) Q2 2026 earnings results miss revenue expectations despite 257% YoY increase
SK Hynix reported its Q2 2026 earnings, with revenue reaching 79.32 trillion won ($54.55 billion), a 257% year-over-year increase. Despite this record performance, the company failed to meet analyst expectations of 84 trillion won. The demand for AI components has significantly boosted SK Hynix's position, though concerns about potential overproduction and strategic adjustments by other companies have impacted its stock.
Morning Tech Bits
Intel's Optane technology, specifically its KV cache, is discussed as a potential solution to ease RAM price increases. SK hynix is noted for its record-breaking $55.6 billion in revenue, highlighting significant activity in the semiconductor market.
RAM prices be damned, SK hynix's record-breaking $55.6 billion quarter still failed to meet investors' wild AI…
SK hynix reported a record-breaking revenue of $55.6 billion for its second quarter of 2026, driven by strong demand from the AI industry. However, the company missed investor expectations due to a slowdown in HBM4 shipments, leading to a significant drop in its share price. Despite this, SK hynix plans to increase capital spending to support anticipated future demand.
Memory chipmaker CXMT sees shares surge 466%, becomes one of China's most valuable listed companies right below…
Chinese memory manufacturer CXMT experienced a massive surge of 466% on its initial public offering on Shanghai's STAR market, becoming one of China's most valuable listed companies. Despite concerns about speculation and potential market bubbles, CXMT's expansion plans and its appeal to major players like Apple highlight its growing significance in the global memory market.
TSMC admits its 'jealous' of memory chipmakers' margins, but is limiting its own price hike because its customers would not survive price increases of 'four to five times'
TSMC, a leading semiconductor foundry, plans to increase prices by 5-10% in 2027 due to rising material costs and overseas expansion projects. While acknowledging higher margins in the memory chip sector, TSMC's chairman stated that drastic price hikes would be unsustainable for their customers. This follows recent price increase announcements from AMD, Intel, and Apple.
'There are limits to how much prices can be raised' says SK hynix chairman about memory crisis but I'm…
SK hynix group chairman Chey Tae-won acknowledged that current memory prices are "abnormally high" and stated there are limits to how much they can be raised, especially for PC and smartphone manufacturers whose customers cannot absorb increased costs. He suggested increasing supply, potentially through a new US factory, to lower prices and prevent "chipflation," emphasizing that market sustainability requires growth and preventing shrinkage, even if it means reduced profit margins.
DRAM demand predicted to outstrip supply by 28.7 exabytes in 2030, which is almost as much as the actual DRAM in the…
Research predicts a significant DRAM shortfall by 2030, with demand exceeding supply by 28.7 exabytes, even with increased production from Chinese manufacturers. This deficit is driven by AI demand and general market bottlenecks, potentially keeping DRAM prices inflated. Innovations in AI efficiency could offer some relief, but the overall trend points to continued supply constraints.
'Customer demand will remain higher than our supply capacity even beyond 2030': SK hynix CEO predicts memory…
SK hynix CEO Kwak Noh-Jung predicts the global memory supply crisis will persist beyond 2030, with customer demand consistently exceeding supply capacity. Despite ongoing capacity expansions by major players like SK hynix, Samsung, and Micron, the CEO forecasts that next year will be the worst in the industry's history from a supply perspective. Analysts express concerns about potential oversupply due to new capacity builds and the uncertain monetization of AI spending.
Evening Reading - July 10, 2026
This edition of Evening Reading covers various gaming news items, including a trailer for Dune 3, QuakeCon 2026 plans, a Pokemon GO anniversary event, and Id Software confirming layoffs. It also touches on business news like SK Hynix's stock performance, Apple suing OpenAI, Meta suspending an AI feature, and EA College Football 25 removing microtransactions. Additionally, it highlights deals for Nintendo and Square Enix games, Palworld exiting Early Access, and new map collections.
SK Hynix (SKHYV) ADR closes first day of American trading up 13%
SK Hynix's American Depositary Receipts (ADRs) closed their first day of trading up 13%, reaching $168.31 per share. The memory chip manufacturer has seen a surge in demand for its DRAM and flash memory products, driven by the booming AI sector and increased spending on data center components. This growth contributed to SK Hynix reaching a $1 trillion valuation in May 2026.
Multiple motherboard and PC component makers move forward with Chinese-made memory validation
Motherboard manufacturers MSI and Asus are validating DDR5 memory from Chinese supplier CXMT, enabling support for higher speeds on their AMD AM5 platforms. This move comes as major memory producers like Samsung, SK hynix, and Micron are still expanding capacity, with CXMT becoming a significant player in the DRAM market despite controversies.
What memory crisis? 79% of PC Gamer readers are rocking 32 GB or more RAM in their gaming rigs
A survey by PC Gamer reveals that 79% of its readers have 32 GB of RAM or more in their gaming PCs, with 50% specifically having 32 GB. This data contrasts with industry concerns about memory shortages and rising prices, indicating that PC gamers have largely equipped themselves with ample RAM. The article also touches on the broader impact of the memory crisis on other PC components and peripherals.
