Memory supply remains tight, and SK hynix addressed the situation during its earnings call. According to Aju News, the company said its DRAM inventory fell sharply year on year in the fourth quarter, adding that output is being shipped to customers immediately, leaving little room for inventory bui...

Riding the momentum from SK hynix’s impressive results yesterday, Samsung announced on Jan. 29 that fourth-quarter sales jumped 23.8% year on year to KRW 93.84 trillion, while operating profit more than tripled, soaring 209.2% to KRW 20.07 trillion, marking a record-breaking quarter. The strong...

While Samsung has yet to release its final earnings on January 29, SK hynix today reported record-breaking results for 2025: revenue of 97.15 trillion won, operating profit of 47.21 trillion won (49% margin), and net profit of 42.95 trillion won (44% margin). As ZDNet highlights, the company’s ope...

Competition over next-generation HBM4 is intensifying, with SK hynix and Samsung Electronics positioning for future supply to NVIDIA’s upcoming AI platforms. According to Yonhap News, sources say NVIDIA is expected to allocate roughly two-thirds of its HBM4 demand for the Vera Rubin platform to SK...

Samsung Electronics and SK hynix may be lifting LPDDR prices for iPhones. According to ZDNet, industry sources said the two companies have negotiated significant price hikes for LPDDR supplied to Apple in the first quarter. Samsung Electronics is said to have pushed for a quarter-on-quarter increase...