Subject


SK Hynix


2025-12-30

[News] Samsung, SK hynix Escape Worst-Case as China VEU Ends: Annual Review Risks Loom

With the U.S.'s VEU (Validated End User) designation for Samsung and SK hynix in China expiring December 31, 2025, the potential impact on the memory giants' operations is drawing close scrutiny. According to Hankyung, the companies have avoided the worst-case scenario, as the U.S. will now permit e...

2025-12-29

[News] SK hynix Reportedly Plans First U.S. 2.5D Packaging Line, Eyes Turnkey HBM to Challenge TSMC

As SK hynix continues to advance next-generation memory, the company is also reportedly moving to build capabilities in cutting-edge packaging technologies. According to ZDNet, sources say SK hynix is preparing to set up its first 2.5D packaging mass-production line at a new U.S. packaging facility ...

2025-12-29

[News] SLC-Based AI SSDs Gain Traction as SK hynix and Kioxia Accelerate Development With NVIDIA

AI is reshaping the data center SSD market, with SLC-based AI SSDs gaining traction as a next-generation storage solution. According to ZDNet, data center SSDs have traditionally prioritized higher storage capacity, but major memory companies are now shifting toward SLC (single-level cell)–based d...

2025-12-24

[News] Samsung, SK hynix Reportedly Plan ~20% HBM3E Price Hike for 2026 as NVIDIA H200, ASIC Demand Rises

AI-driven demand is reshaping the memory market, with HBM3E pricing expected to trend higher amid tightening supply. According to Chosun Biz, following reports that NVIDIA has been approved to sell its H200 AI chips to China, sources say Samsung Electronics and SK hynix have raised HBM3E supply pric...

2025-12-23

[News] Memory Price Surge Reportedly to Push Samsung, SK hynix Gross Margins Above TSMC in 4Q25

Soaring AI demand is pushing memory prices sharply higher, reshaping profit dynamics across the semiconductor industry. According to Hankyung, Samsung Electronics’ memory division and SK hynix are expected to surpass TSMC in gross margin in the fourth quarter of 2025. This would mark the first tim...

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