Browsing Tag
DRAM
7 posts
SK hynix near all-time high as record Q1 2026 earnings confirm AI memory supercycle thesis
SK hynix posts record Q1 2026 results: 37.61 trillion won operating profit at 72% margin. What the numbers mean for AI memory and semiconductor investors. Read more.
What makes high-bandwidth memory the next battleground in AI hardware economics?
High-bandwidth memory is redefining AI hardware economics. Discover why HBM is now the biggest bottleneck—and opportunity—in the AI infrastructure race.
Can Micron become the third pillar in the global AI memory race after SK Hynix and Samsung?
Micron is investing $9.6B to build HBM chips in Japan. Can it rival SK Hynix and Samsung to reshape the global AI memory market? Read the full analysis.
Can Micron’s $9.6bn Japan factory challenge Samsung and SK Hynix in AI memory?
Micron to invest $9.6 billion in Japan to build a next-gen HBM chip facility by 2028. Learn how it reshapes AI memory supply and Japan’s chip ambitions.
Lam Research launches Akara and ALTUS Halo to advance semiconductor manufacturing
Lam Research Corporation has introduced two semiconductor manufacturing technologies designed to overcome critical scaling challenges in the chip…
SK Hynix shatters records in 2024: AI memory demand drives unprecedented growth
SK Hynix Inc., a global leader in semiconductors, achieved a historic milestone in 2024, reporting its highest-ever revenues…
SK hynix’s jaw-dropping $6.8bn bet on Yongin’s future could revolutionize the semiconductor industry
In a bold move set to reshape the global semiconductor landscape, SK hynix Inc. has announced a staggering…