Subject


SK Hynix


2025-12-02

[News] Memory Price Rally May Run Past 2028 as Samsung, SK hynix Reportedly Cautious on Expansion

With DRAM prices climbing sharply and supply still constrained, Samsung and SK hynix are prioritizing profitability. According to Hankyung, the two companies—together commanding roughly 70% of the DRAM market—signaled caution toward aggressive capacity expansion during recent IR meetings with ma...

2025-12-01

[News] Samsung Reportedly Supplies 60%+ of Google TPU HBM3E, Set to Remain Primary Supplier in 2026

Google’s TPUs are emerging as a credible alternative to NVIDIA, and Samsung is reportedly supplying the majority of the HBM fueling that momentum. According to Hankyung, industry sources say Samsung Electronics provides more than 60% of Google’s HBM shipments in 2025 through Broadcom. The report...

2025-11-27

[News] Samsung Reportedly Targets HBM4 Price Parity with SK hynix Amid Strong NVIDIA Demand

Samsung is reportedly in discussions with NVIDIA over next year’s HBM4 pricing, and industry attention is focused on how the final terms will be set. According to Dealsite, although Samsung reduced the price of its 12-hi HBM3E, it is internally targeting price parity with SK hynix for 12-hi HBM4, ...

2025-11-27

[News] AI Memory Showdown: SK hynix Unveils 48 Gb/s GDDR7 and LPDDR6; Samsung Showcases HBM4

The memory race is accelerating in the AI era, with South Korea’s chip giants preparing new technologies to meet soaring AI demand. According to ZDNet, Samsung Electronics and SK hynix are set to showcase a broad lineup of next-generation DRAM solutions at the 2026 International Solid-State Circui...

2025-11-25

[News] SK hynix Drives 65% of Group’s First 3 Quarters Exports, Poised to Lift 2025 to Record High

SK hynix has emerged as the growth engine of SK Group, powering the conglomerate’s strong performance in global exports. According to Prime Economy and Hinews, SK Group’s exports are on track to surpass last year’s 102.5 trillion won and hit a record-breaking 120-trillion-won total in 2025, fu...

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