Browsing Tag
SK hynix
52 posts
South Korea exports surge 93.7% to $115.28bn as AI chip shipments triple
South Korea’s exports increased 93.7% year-on-year to $115.28 billion in October 2026, marking the strongest annual growth rate…
Samsung profit surges 783% to KRW107.4tn as AI memory boom exposes smartphone weakness
Samsung Electronics reported record quarterly revenue of KRW195.3 trillion and operating profit of KRW107.4 trillion as artificial intelligence demand transformed semiconductor profitability. However, losses in its consumer device businesses and a planned KRW84.4 trillion capital expenditure programme raise questions about the sustainability of the earnings boom.
Micron plans a record $35.16bn share buyback. Why did its stock still fall nearly 4%?
Micron Technology has expanded its share repurchase authorization to $35.16 billion, but new developments at China's ChangXin Memory Technologies are intensifying questions about future competition in the AI memory market.
Applied Materials opens $5bn AI chip research hub. Can it change how semiconductors are made?
Applied Materials has unveiled its EPIC Center in Silicon Valley, bringing leading chipmakers and research institutions into a shared development environment designed to accelerate advanced semiconductor manufacturing.
Samsung guides Q3 operating profit to KRW107.4tn as memory boom reaches new scale
Samsung Electronics has issued extraordinary preliminary third-quarter figures after record memory earnings in Q2, but the October 29 detailed results must establish how much of the jump came from semiconductors and whether those economics can persist.
Solidigm weighs IPO at up to $150bn valuation as AI storage demand surges
SK hynix-owned Solidigm is considering an initial public offering that could value the United States storage-chip company at as much as $150 billion, according to Reuters, potentially creating another major publicly traded beneficiary of artificial intelligence infrastructure spending.
CXMT targets NAND flash as $8.6bn IPO gives China’s memory champion room to expand
ChangXin Memory Technologies is preparing a NAND flash research and development production line in Beijing, Reuters reported, potentially taking China’s newly listed DRAM champion into direct competition with Samsung, SK Hynix, Micron and domestic rival YMTC.
Intel and SK Hynix explore US memory-chip production as AI strains supply
Intel Corporation and SK Hynix are discussing potential US memory-chip manufacturing arrangements that could put part of Intel’s delayed Ohio semiconductor complex to work while helping the South Korean memory leader respond to soaring AI-driven demand. The talks remain exploratory, however, and any transfer of advanced memory technology could face scrutiny in Seoul.
South Korea expands espionage law beyond North Korea as Seoul moves to protect chip technology
South Korea’s revised espionage law took effect on September 13, extending criminal liability to spying for any foreign country as Seoul tries to protect semiconductors, batteries and artificial-intelligence technology.
China’s ChangXin Memory Technologies sues Pentagon as advanced memory push accelerates
China’s leading DRAM producer ChangXin Memory Technologies has sued the U.S. Department of Defense over its military-company designation just as the chipmaker reports explosive revenue growth and pushes advanced LPDDR6 memory into Xiaomi devices.