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The Latest Breaking News from SK Hynix

South Korea's president declares that it will invest over $580 billion in its AI chip industry, with Samsung and SK hynix coughing up most of the money

That's great and all that jazz, but can I have affordable DDR5 and SSDs again, please?

PC Gamer

Korea taps Samsung, SK Hynix in $576 billion AI-chip drive to cement global leadership

The plan, anchored by Samsung Electronics and SK Hynix, marks Lee's boldest push yet to align South Korea's AI and chip ambitions with his pledge to narrow domestic regional disparities and revive economies beyond the Seoul metropolitan area.

The Economic Times

Key facts on South Korea's three chip and AI 'mega projects'

Below is a summary of the investments and targets announced at the event and in corporate and government statements.

The Economic Times

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South Korea announces $1 trillion semiconductor and AI ‘megaprojects’ plan

Samsung stocks drop by four per cent despite major AI and semiconductor investment

The Independent UK

I knew we weren't crazy! Samsung, SK Hynix and Micron just got sued — accused of using 'AI' to fix prices and screw your wallet in RAMpocalypse

Samsung, SK Hynix, and Micron are facing a major federal class-action lawsuit alleging 2026 memory price-fixing. Here is what it means for your wallet.

Tom’s Guide

South Korean tech giants to build a $518 billion chipmaking hub to serve soaring AI demand

South Korean tech giants Samsung Electronics and SK Hynix plan to invest a combined $518 billion in a new computer chip manufacturing hub, capitalizing on surging artificial intelligence-driven demand

The Independent UK

South Korea to invest nearly $1.2 trillion in chips, AI data centres

SEOUL - South Korea will invest nearly US$1.2 trillion -- equivalent to more than two-thirds of its GDP -- in a new chip-building hub and AI data centres over several years, as it seeks to profit from soaring demand while developing previously neglected regions.

Bangkok Post

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Global Market: South Korean shares end flat as chipmakers cut losses on 'mega project' announcement

South Korean markets saw a mixed close Monday as chipmakers recovered from initial sharp declines following a massive $576 billion AI and data centre investment announcement. While the KOSPI edged down, construction stocks soared on anticipated demand. However, concerns linger about the long-term payoff of these substantial investments, as foreigners…

The Economic Times

Shares in chipmakers underpinning AI boom rocket in first half of 2026

Value of some chip manufacturers have tripled, or more, driving Asia Pacific stock markets sharply higher

The Guardian - UK

South Korean president to unveil massive AI and chip investment drive

Lee will preside over the event, framed as a national "great leap" due to be unveiled around 0500 ‌GMT, his office ⁠said, with ⁠ministries covering industry, science, climate and transport set to outline policy support.

The Economic Times

Q3 Results Proved That the Stars Are Aligned for Micron Stock

Micron is enjoying a rally of almost 297% so far this year. Is it any wonder that Stifel reiterated its "Buy" rating on the stock?

Barchart

Lenovo says the 'RAMageddon' is the new normal, outlines survival guide — at ISC 2026 an exec said 'it will never be like it was last year'

At the International Supercomputing Conference this past week, Lenovo reportedly said the memory market 'it will never be like it was last year.'

Tom’s Hardware

Funding the 'mother of all cycles': Chris Wood cuts Indian stocks to double down on South Korean chip giants

Christopher Wood has cut select Indian equities to increase exposure to South Korean chipmakers like SK Hynix and Samsung Electronics, betting on the AI-driven capex cycle. He views memory stocks as core beneficiaries, citing strong demand, attractive valuations and structural shifts, while warning that malinvestment risks could eventually disrupt the…

The Economic Times

Dear Future SK Hynix Stock Investors, Mark Your Calendars for July 10

South Korea's most valuable company is heading to Wall Street. Here's what that means for you.

Barchart

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Tom’s Hardware

Apple reportedly lobbies Uncle Sam for access to Chinese memory chips — tech giant allegedly wants to buy from blacklisted CXMT

Following a historic price hike, the Financial Times reports that Apple is lobbying in Washington to secure approval to buy cheaper RAM from CXMT. The manufacturer is currently designated as a Chinese military company, but is not entirely banned by the White House.

Windows Central

The RAM crisis is getting worse — I take a look at when prices might fall, and whether you'll ever see the savings when they do

The RAM crisis keeps getting worse, and the last couple of weeks have been particularly impactful as major companies have announced further price hikes on PCs, consoles, and other tech. Is there any way to stop the bleeding? Will PC prices ever return to normal? I take a deep look…

Tom’s Guide

Lenovo warns that higher RAM prices are the "new normal" and we might never see them go back down

At a recent conference, Lenovo reps said that the higher memory prices are the new normal and won't be going away anytime soon.

Barchart

Goldman Sachs Predicts 3 Stocks to Benefit Most From $757B AI’s Capex Supercycle

These three stocks give investors three distinct ways to participate in one of the largest technology investment cycles of the decade.

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Fortune

AI boom may be on its last legs amid stock volatility and dash for cash—but will go out in a blaze of glory with 'blow-off phase' before bubble pops

"This volatility is, in our view, evidence of excessive froth and calls into the question the sustainability of this rally."

International Business Times UK

Samsung Eyes $648 Billion Mega Investment to Supercharge South Korea's AI and Chip Ambitions

Samsung plans to invest 1,000 trillion won in South Korea over the next decade, focusing on AI and semiconductor manufacturing, aiming to boost regional development beyond Seoul.

The Economic Times

South Korea’s favourite AI stocks slide again, drag Kospi index down 8%

Heavyweights Samsung Electronics and SK Hynix, which together account for more than half of Kospi's market cap, fell around 9% each on Friday, forcing the exchange to trigger circuit breakers and halt trading for roughly 20 minutes.

Fortune

Meet Micron, the under-the-radar chipmaker that just reported a 346% sales surge and helped stop a global AI selloff

The company behind the memory chips powering AI started in a dentist’s basement in Boise.

The Economic Times

GIFT Nifty tumbles over 150 points as global sell-off in AI stocks rattles sentiment

GIFT Nifty signals a weak start for Indian markets after a sharp global sell-off led by declines in AI and semiconductor stocks across Asia. Profit booking, weak tech sentiment and mixed Wall Street cues weighed on markets, even as analysts maintain a positive near-term outlook for Nifty above key support…

The Economic Times

Samsung readies $648 billion bet, report says, as AI boom reshapes South Korea

The investment, which would include AI data centers, batteries and displays, will be announced at a meeting with President Lee Jae Myung at the presidential office, the Maeil Business Newspaper said on Friday, ‌without citing sources.

The Economic Times

Micron joins rivals pitching AI deals as cure for memory's boom-bust cycle

Memory chip giants like Micron are forging long-term "take-or-pay" deals, securing billions from customers like Nvidia to ensure consistent revenue. This strategy aims to break decades-old boom-bust cycles by guaranteeing cash flow even if the AI boom falters. These agreements, backed by customer cash commitments, signal a shift from treating…

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