SK Hynix is the leading supplier of High Bandwidth Memory (HBM), the stacked-DRAM technology that sits next to every modern AI accelerator and is frequently the binding constraint on how many GPUs a vendor can actually ship. It has been NVIDIA’s primary HBM partner through successive HBM3/HBM3E/HBM4 generations, and its capacity and yield updates are closely watched as a leading indicator for AI accelerator supply. Samsung and Micron compete for the same HBM sockets.
Recent
-
2026-10-08 Samsung’s Q3 2026 preliminary print landed: operating profit above ₩107 trillion (~$75B), up 782% year over year, topping 100 trillion won for the first time on a quarterly basis. SK Hynix’s own print is the next memory-pricing checkpoint after micron’s and Samsung’s. Pulse2 (independent)
-
2026-09-30 TrendForce raised its 2027 HBM price outlook to a 121% year-over-year jump, with 36GB HBM4 modules seen rising from roughly $600 to about $1,300; says SK Hynix and Samsung are both pushing harder on price in current 2027 negotiations than in prior rounds, taking a more aggressive stance than micron. Seoul Economic Daily (independent)
-
2026-10-01 Explicitly denies any decision has been made on a reported Solidigm (its NAND/SSD unit) US IPO, after Bloomberg-sourced reports of a near-$100B valuation triggered a same-day selloff across SK Hynix, Micron, and Samsung shares around Micron’s record Sept 30 earnings. Korea Times (independent)
-
2026-09-28 Publicly denies any confirmed plans on the reported Intel Ohio memory deal: “no specific plans or arrangements have been finalized at this time.” Intel calls the reporting “speculation” but confirms it’s still investing to ready the Ohio site. Unite.AI (independent)
-
2026-09-20 cxmt, China’s top domestic DRAM maker, said its fifth-generation (G5) platform entered mass production at 11.95nm with two new 24Gb LPDDR5X parts, narrowing the legacy-node process gap with SK Hynix and Micron just as AI demand keeps DRAM pricing tight. Seoul Economic Daily/Reuters (independent)
-
2026-09-16 In talks with Intel to manufacture memory chips in the US for the first time — either taking over part of Intel’s Ohio fab or forming a joint venture with cloud hyperscalers for secured HBM/DRAM supply. Both sides call it exploratory; SK Hynix says “no matters have been determined.” Intel stock jumped 5.2% premarket, SK Hynix rose 4.1% in Seoul. South Korea’s Industrial Technology Protection Act could restrict any HBM/DRAM tech transfer. TechCrunch (independent) · Benzinga (independent)
-
2026-09-14 SK Hynix fell over 6% in Seoul, part of a broad AI/chip stock slide (Nvidia, Broadcom, AMD, Samsung, SoftBank all down) after darioamodei’s pacing essay plus sama and elonmusk’s public backing raised doubts about near-term AI growth. CNBC (independent)