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The Latest Breaking News from SK Hynix

CXMT reportedly begins risk production of HBM3E memory in breakthrough for Chinese DRAM production — company could be in mass production in 2027

CXMT is reportedly sampling its HBM3E memory with Alibaba Group's T-Head and Cambricon Technologies.

Tom’s Hardware

Global Market: KOSPI gains as AI-driven chip demand lifts South Korean export

Global Market: KOSPI gains as AI-driven chip demand lifts South Korean export

South Korean shares gained on Tuesday, with the KOSPI rising 0.33%, as stronger-than-expected exports and robust semiconductor demand linked to the AI boom supported technology stocks. Samsung Electronics, SK Hynix and LG Energy Solution led gains, while the Korean won weakened and government bond yields rose.

The Economic Times

These 5 ETFs Have Raked in Cash This Year—What Do They All Have in Common?

These 5 ETFs Have Raked in Cash This Year—What Do They All Have in Common?

AI-linked ETFs like DRAM, QQQ, QQQM, SOXX, and EWY drew massive 2026 inflows and gains tied to semiconductors and memory chips, but recent sell-offs highlight concentration risk.

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China's CXMT beats Western chipmakers to announcement of LPDDR6 mass production — Xiaomi smartphones to debut industry’s first LPDDR6 chips

CXMT claims to be the first to mass-produce LPDDR6 memory. Yet, for a niche phone.

Tom’s Hardware

SK hynix open to US investment, sees memory shortage through 2030

SK hynix CEO Kwak Noh-jung said SK hynix was looking globally for potential sites that could support its development and testing needs, citing power, water and government incentives among key considerations. Kwak also said the company's newly established AI Co. would serve as an investment vehicle for startups and companies…

The Economic Times

NVIDIA's Record Quarter Confirms Chipmakers Are Winning the AI Boom

NVIDIA earnings 2026 confirm a structural shift: semiconductor stocks are dramatically outperforming Big Tech as AI spending flows to hardware makers. Micron is up 220%, Marvell up 185%, while the Magnificent Seven ETF gains just 4%. NVIDIA's record $96.2 billion quarter and Vera CPU delivery to AWS mark why chipmakers…

International Business Times

The Last Time Money Fled U.S. Stocks, Emerging Markets Won for a Decade... But This Time Around, 'EM' Means Taiwan Semi and Samsung.

Active investors pulled $284 billion from U.S. stocks over the past year. The last time this happened, emerging markets crushed the S&P 500 for a decade. But today's EM index is stacked with names like TSMC, Samsung, and SK hynix, the same AI supply chain driving U.S. markets higher.

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America Wants More AI Chips Made At Home. SK Hynix's Has Broken Ground In Indiana.

America Wants More AI Chips Made At Home. SK Hynix's Has Broken Ground In Indiana.

SK Hynix says the project will create about 7,000 direct and indirect jobs, while federal and state incentives could exceed $1 billion.

International Business Times

Chinese memory maker YMTC wants to dethrone Samsung and SK hynix by the end of 2027

Chinese memory maker YMTC wants to dethrone Samsung and SK hynix by the end of 2027

YMTC has some big plans.

Micron workers increasingly support strike over bonus pay — labor union wants profit-sharing scheme, as employees at Samsung, SK hynix enjoy bonuses worth hundreds of thousands of dollars

Micron workers increasingly support strike over bonus pay — labor union wants profit-sharing scheme, as employees at Samsung, SK hynix enjoy bonuses worth hundreds of thousands of dollars

80% of Micron workers in Taiwan have signaled that they're willing to go on strike if the company does not strike a deal over bonuses. The employees want to replace the current bonus system with a profit-sharing scheme, allowing them to take advantage of the AI-driven memory boom.

Tom’s Hardware

SK hynix breaks ground on the first HBM plant in the US, bringing key AI component production to the States — says production starts in 2029

SK hynix breaks ground on the first HBM plant in the US, bringing key AI component production to the States — says production starts in 2029

SK hynix breaks ground on HBM assembly plant in the U.S. that will form a connection between DRAM wafers produced in South Korea and their consumers among AI companies in the U.S.

Tom’s Hardware

China's YMTC aims to become the world's largest NAND maker by the end of 2027, report says — company plans to overtake Samsung and SK hynix

China's YMTC aims to become the world's largest NAND maker by the end of 2027, report says — company plans to overtake Samsung and SK hynix

The target would require YMTC to nearly double its market share in 16 months.

Tom’s Hardware

SK Hynix holds groundbreaking ceremony for $4 billion Indiana AI chip packaging facility

SK Hynix holds groundbreaking ceremony for $4 billion Indiana AI chip packaging facility

The facility, at the Purdue Research Park in West Lafayette, is scheduled to begin cleanroom operations in the second half of 2028, according to SK Hynix's website and press statements. The site will house a next-generation high-bandwidth memory (HBM) packaging line as well as an AI semiconductor research and development…

The Economic Times

Global Market: Bank of Korea hikes rates again to 3% as growth, inflation stay firm

Global Market: Bank of Korea hikes rates again to 3% as growth, inflation stay firm

South Korea’s central bank raised its benchmark interest rate by 25 basis points to 3% for a second straight meeting, citing stronger-than-expected economic growth and persistent inflationary pressures from higher energy costs. The Bank of Korea also upgraded its growth forecasts, while strong semiconductor exports and AI-driven chip demand are…

The Economic Times

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The Economic Times

Global Market: Kospi gains over 1% as Nvidia outlook lifts chipmakers

South Korean shares rose, led by chipmakers after Nvidia forecast strong AI-driven revenue growth. The KOSPI gained 1.22%, while Samsung Electronics and SK Hynix advanced. The Bank of Korea raised rates by 25 basis points to 3% and upgraded its 2026 growth forecast to 3.3%, keeping investors focused on future…

SK hynix Stock Jumps as AI Memory Expansion Accelerates. How to Play SKHY Here.

SK Hynix's stock is gaining as the memory giant considers another major manufacturing expansion amid rapidly rising AI infrastructure demand.

Nvidia’s Biggest Customers Face a Painful New AI Bill

Nvidia server prices are jumping more than 15% as memory costs soar, and Microsoft, Google, and Oracle are already feeling the heat.

The Economic Times

Global Market: KOSPI rises as investors await Nvidia results for AI trade cues

South Korean shares edged higher on Wednesday as investors turned cautiously optimistic ahead of Nvidia’s quarterly earnings, with semiconductor stocks leading gains. The KOSPI rose 0.44%, while Samsung Electronics and SK Hynix advanced. Investors are closely watching Nvidia’s results for clues on AI chip demand, infrastructure spending and the sustainability…

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Tom’s Hardware

OpenAI’s 700W Jalapeño ASIC outpaces 1,400W Nvidia flagship GPU — claims up to 1.9x throughput per kilowatt and 3.6x lower latency, co-developed with Broadcom

OpenAI arrived at Hot Chips on Tuesday with benchmarks claiming its first in-house chip beats Nvidia's GB300.

International Business Times

SK Hynix Workers Were Offered A 6.3% Pay Raise. They Rejected The Deal By Just 25 Votes.

The vote sends management and unions back to negotiations as booming demand for AI memory chips drives record profits and unusually large employee bonuses.

The Economic Times

Samsung, SK Hynix stand to benefit as Nvidia AI server costs surge

Server manufacturers notified major data center customers, including Microsoft, Google, and Oracle, that prices for Nvidia-based AI systems would rise by more than 15% in many cases for shipments starting in early 2027. The price adjustments affected systems built on Nvidia's next-generation Vera Rubin and current Grace Blackwell platforms, with…

The Economic Times

Global Market: SK Hynix workers reject pay deal amid bonus dispute

SK Hynix workers narrowly rejected a wage agreement by just 25 votes, with 50.08% opposing the proposed 6.3% pay hike and revised bonus structure. Resistance centred on receiving 60% of bonuses in shares amid stock volatility. The decision comes as strong AI-driven HBM demand boosts profits but raises compensation concerns.

The Economic Times

Global Market: Kospi drops 2% as chip stocks tumble ahead of Nvidia earnings

South Korea’s KOSPI fell nearly 2% as semiconductor stocks declined ahead of Nvidia’s earnings, reflecting investor caution over AI investment returns. Samsung Electronics and SK Hynix led losses, while foreign investors sold heavily. The won strengthened modestly, and 10-year government bond yields eased, despite the index retaining strong year-to-date gains.

A $130 Billion Reason to Buy SK Hynix Stock Now

SK Hynix stock is a good name for medium-term investors to consider.

SK hynix Could Close Its Valuation Gap Soon, Says Wedbush. That’s Good News for SKHY Stock.

SK hynix’s share buyback could help its stock close the valuation gap, according to Wedbush.

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