SK Hynix
SK Hynix business and news from across the web.
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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.
New IDC report claims worldwide PC shipments fell by 5% but revenue didn't, as 'vendors are pushing through price increases faster than demand is dropping'
A new IDC report indicates a 4.9% year-over-year decline in worldwide PC shipments during Q2, marking the first decrease after nine quarters of growth, largely attributed to the ongoing memory crisis. Despite falling unit sales for major manufacturers like Lenovo, HP, Dell, and Asus, overall revenue has increased due to vendors implementing faster price hikes than demand is dropping. Apple notably saw a 10% increase in shipments and market share during this period.
Analysts think SK hynix's DRAM and NAND prices will finally drop by the end of 2028, but not before a huge rise…
Analysts from Bernstein predict that SK hynix's DRAM and NAND prices will see a significant rise through 2027 before dropping in 2028. Despite the eventual decline, prices are expected to remain considerably higher than 2025 levels. SK hynix is investing heavily in increased chip output, but aims to manage production to avoid oversupply.
SK hynix to invest over $60 billion in chip plants in South Korea, but the memory crisis still seems a long way from…
SK hynix plans to invest over $65 billion in South Korea to build new chip plants, focusing on NAND flash memory and chip packaging. This significant investment comes amid a global memory crisis, with companies like Samsung and Micron also facing supply shortages. The article analyzes the long-term implications of these investments and the ongoing memory crisis, suggesting it may persist beyond 2028.
Rockstar workers hit back, PlayStation ditches physical discs, and chipmakers accused of price fixing - Patch Notes #59
Several significant developments have occurred in the gaming industry, including Rockstar Games facing accusations of pay inequity and crunch, Sony's PlayStation preparing to discontinue physical software production in January 2028, and major chipmakers being sued for alleged price-fixing. Additionally, Ubisoft has hired Christoph Hartmann to oversee its Tom Clancy franchises, while Krafton has agreed to pay bonuses to the Subnautica 2 developer Unknown Worlds following a legal dispute and CEO resignation. Microsoft is also reportedly testing a disc-to-digital feature for its Xbox consoles.
PS6 could cost nearly $1,000 USD just to produce
A leaker suggests the PlayStation 6 could cost nearly $1,000 USD to produce due to rising component prices, particularly for RAM and SSDs driven by the AI boom. Sony Interactive Entertainment CEO Hideaki Nishino indicated that the company may not absorb all increased costs, implying higher retail prices for future consoles. This trend is also impacting sales of current-generation consoles like the PlayStation 5 and Xbox Series X.
Memory manufacturers sued in class action suit alleging price and supply fixing
Memory manufacturers Samsung, SK Hynix, and Micron are facing a class-action lawsuit alleging they fixed component prices and reduced supply. The suit claims the companies coordinated their exit from DDR3 and DDR4 RAM production to focus on high-bandwidth memory for AI data centers, leading to significant price increases. This alleged manipulation has impacted console manufacturers like Sony and Nintendo, who have cited memory shortages as a factor in recent hardware price hikes.
The RAM Crisis Is One Big Price-Fixing Monopoly, New Lawsuit Claims
A new class-action lawsuit has accused Samsung, Micron, and SK Hynix of colluding to fix prices for consumer RAM and storage, creating a monopoly. The lawsuit claims the manufacturers simultaneously shifted production away from consumer-grade DDR3 and DDR4 to focus on High-Bandwidth Memory for AI data centers, orchestrating a supply constraint. This alleged price-fixing has impacted the cost of PC and gaming hardware, leading to price increases across various platforms.
Amidst a lawsuit for RAM price fixing, Micron has signed manufacturing agreements with 16 of its clients that will ensure high memory costs for another five years
Micron has signed five-year manufacturing agreements with 16 clients, locking in high memory costs for another five years. This comes amidst a lawsuit accusing Micron, Samsung, and SK Hynix of price fixing by artificially limiting supply. CEO Sanjay Mehrotra stated these agreements ensure contracted supply assurance and robust gross margins for Micron.
Three Biggest RAM Makers Sued for Price-Fixing DRAM, Causing Supply Shortage
SK Hynix, Samsung, and Micron are facing a class-action lawsuit alleging price-fixing and supply manipulation of DRAM components. The lawsuit claims the companies artificially limited DDR3 and DDR4 RAM supply to drive up prices, while prioritizing more profitable High Bandwidth Memory for AI data centers. This alleged behavior has impacted the prices of consumer electronics, including gaming consoles like the PlayStation 5, Xbox Series X, and Nintendo Switch.
Memory crisis heads to court: Class-action lawsuit calls Samsung, SK Hynix, and Micron DRAM market 'oligopolists', alleging anticompetitive behavior
A class-action lawsuit has been filed against Samsung, SK Hynix, and Micron Technology, alleging anticompetitive behavior and price-fixing in the DRAM market since 2022. The suit claims these companies acted as 'oligopolists,' coordinating production cuts and price increases that have driven up conventional DRAM prices significantly. The lawsuit seeks damages and an injunction to end these alleged practices, with the companies yet to issue an official comment.
The largest RAM and storage component manufacturers are being sued for alleged price fixing and stoking "supracompetitive prices"
Samsung, SK Hynix, and Micron, the world's largest RAM and storage manufacturers, are facing a class-action lawsuit alleging price-fixing and intentional supply limitations. The suit claims these actions have led to 'supracompetitive prices' for consumers, impacting devices from PCs and consoles to AI data centers. This is not the first time these companies have faced such accusations, with past incidents involving DRAM price-fixing leading to significant fines.
South Korea's president declares that it will invest over $580 billion in its AI chip industry, with Samsung and SK…
South Korea, through President Lee Jae Myung's declaration, plans to invest approximately 900 trillion won ($583 billion) in its AI chip industry over the next decade. The majority of this investment, 800 trillion won, will come from major companies Samsung and SK hynix, aiming to secure the nation's position in AI hardware manufacturing.
US lawsuit accuses Samsung, SK Hynix and Micron of worsening the RAM crisis by fixing memory prices and supply
Samsung, SK Hynix, and Micron are facing a US class-action lawsuit accusing them of fixing RAM prices and supply, thereby worsening the global memory crisis. The lawsuit alleges the companies colluded to shift production from consumer RAM to High Bandwidth Memory for AI data centers, reducing overall supply and driving up prices since 2022. Micron has stated they disagree with the allegations and will defend themselves.
RAM prices "will never be like last year again," predicts PC maker Lenovo
Lenovo predicts that high RAM and SSD prices, driven by AI data center demand, are likely to persist for years, potentially until 2030 or beyond. Despite increased production capacity from manufacturers like SK Hynix and Samsung, demand is expected to keep prices elevated compared to previous years. The company advises consumers to carefully consider their RAM needs, suggesting 16GB may be sufficient for many gaming PCs, while 32GB is recommended for more demanding tasks like streaming or video editing.
