SK Hynix
SK Hynix business and news from across the web.
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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.
RAM prices will stay high, as 2027 memory production slots are already sold out
RAM prices, particularly for DDR5, are expected to remain high due to massive demand from AI firms and sold-out production slots for 2027. Major manufacturers Samsung, SK Hynix, and Micron have filled their capacity, prioritizing High Bandwidth Memory for AI servers over consumer-grade RAM. This shortage impacts gamers building PCs or buying new devices, with no immediate signs of price drops.
RAM, SSDs to Face “Significantly Reduced” Supply Throughout 2027 – Rumor
A rumor suggests that RAM and SSD supply will be significantly reduced through 2027, with major manufacturers Samsung, SK Hynix, and Micron reportedly selling out their fabrication capacity. This scarcity is expected to prioritize AI companies and potentially lead to price increases for consumer products and next-generation consoles like the PlayStation 5 and future Xbox models. While Sony has secured enough RAM for PlayStation 5 production until fiscal year 2027, future price hikes are possible.
Chinese memory maker CXMT mops up even more market share away from the likes of Samsung, SK hynix, and Micron, giving me…
Chinese memory maker CXMT is rapidly gaining market share, capturing 7% of the revenue market from established players like Samsung, SK hynix, and Micron. This growth is attributed to component validation for CXMT memory and a successful public offering. CXMT memory is reportedly being integrated into HP, Asus, and Acer notebooks, particularly in regions outside the US, as demand for memory, driven by AI, continues to outstrip supply.
Samsung and SK Hynix are reportedly testing Chinese chipmaking tools
Samsung Electronics and SK Hynix are reportedly testing chipmaking tools from Chinese company AMEC amid concerns over potential U.S. export restrictions. While no decision has been made to fully transition, the companies have been testing the tools for up to two years. These chips are crucial for smartphones, tablets, and AI technology, and potential restrictions could impact the broader tech and gaming industries.
It won't fix the RAM crisis, but CXMT is poised to bring back mass-market DRAM production and gaming laptop brands…
ChangXin Memory Technologies (CXMT) is increasing its global DRAM market share and is reportedly being used by laptop manufacturers like HP, Asus, and Acer to alleviate RAM shortages. While CXMT's current focus is on the Chinese market and standard laptops, its growth presents a potential challenge to established players like Samsung, SK Hynix, and Micron, who are prioritizing HBM production.
Chinese RAM is reportedly landing in laptops from HP, Asus and Acer but it won't change the memory crisis overnight
Chinese memory manufacturer CXMT is reportedly supplying chips to HP, Asus, and Acer for use in their laptops, primarily in non-US markets. While CXMT's market share is growing, the limited supply is intended to avoid disrupting relationships with major global memory chipmakers like Micron, Samsung Electronics, and SK Hynix. This development comes amidst a global memory crisis, with demand expected to outstrip supply for years to come.
