#Hynix

A top-performing technology fund plans to own SK Hynix Inc.’s shares, betting that tighter supply will further benefit the South Korean AI memory chipmaker after a 1,000% rally in the past year.

SK Hynix crossed a $1 trillion valuation as AI data center demand drives memory chip prices higher and reshapes the semiconductor market.

Two AI memory rallies, one country, and a market cap chart that has gone up 9x in two years. If SK Hynix crosses the threshold, South Korea becomes the first country outside the US to host two trillion-dollar companies at the same time.…

A planned strike at Samsung's manufacturing complex would not make supply chains happy.

From Latest from Tom's Hardware: Intel, SK hynix shares surge following reports of chip packaging partnership — SK is said to be testing Intel's 2.5D EMIB for HBM integration

From Latest from Tom's Hardware: Desperate SK hynix customers offer to buy its EUV machines and fund new fabs as memory capacity hits zero amid crushing AI-driven shortages — worsening global shortages pry open wallets to the tune of hundreds of millions…

From Pcgamer RSS Feed: 'Regardless of the type of offer, available capacity is essentially zero right now': SK hynix is reportedly being swamped with 'unprecedented' offers to secure memory chips

A $725bn hyperscaler capex ramp and a 20% HBM price rise have made the South Korean chipmaker the second-most valuable company on the KOSPI. The harder question is when supply catches demand.…

From Latest from Tom's Hardware: Samsung and SK hynix warn AI-driven memory shortages could last until 2027 and beyond, as HBM demand explodes — customers already reserving supply years ahead, while the wider DRAM market begins to tighten

After removing its previous bonus cap last September, SK Hynix is set to pay out 10% of its annual operating profits to employees as performance-based bonuses this year.…

: New site set to begin manufacturing and testing HBM memory just in time for Nvidia's Rubin-Ultra GPUs in 2028