Subject


SK Hynix


2025-09-01

[News] NVIDIA’s Jensen Huang to Join APEC in Oct., Raising Hopes for US–Korea Chip Push

According to Chosun Daily, NVIDIA CEO Jensen Huang will attend the Asia-Pacific Economic Cooperation (APEC) summit in Gyeongju, Korea this October. Citing sources, the report says his participation has raised expectations for deeper U.S.–Korea semiconductor cooperation and underscores NVIDIA’s i...

2025-09-01

[News] U.S. Revokes China Chipmaking Tool Licenses for Samsung, SK hynix: Decoding Market Impact

Samsung and SK hynix, though temporarily spared from the risk of U.S. government stake-taking, are running into new obstacles in China as Washington revokes exemptions—granted under Biden after the 2022 export curbs—that previously allowed them to freely import American chipmaking equipment, acc...

2025-08-29

[News] Memory Giants Diverge on HBM Base Die: Micron Reportedly Delays Foundry Shift, Risks Losing Edge

With NVIDIA reportedly developing its own HBM base die for 2027 production, the spotlight is on memory giants moving base die manufacturing from DRAM to foundry processes. According to South Korea’s Digital Daily, Micron may take the most cautious approach, delaying the shift to foundries until HB...

2025-08-29

[News] SK hynix Launches Industry-First High-K EMC Mobile DRAM with 3.5x Higher Thermal Conductivity

While performance drop caused by heat has become not only an issue for AI data centers but for smartphones as well, SK hynix announced that it has begun supplying mobile DRAM with industry-first High-K Epoxy Molding Compound, offering highly efficient heat dissipation. According to its press rel...

2025-08-26

[News] NVIDIA Reportedly Plans 2027 HBM Logic Die Design to Gain Supply Chain Leverage Over TSMC, SK hynix

According to South Korean media outlet Hankyung, citing sources, NVIDIA is working to reinforce its position in the HBM value chain by taking on the design of the “logic die,” a core component of HBM, starting in the second half of 2027, while also planning to diversify where it sources them. ...

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