Browsing Tag
SK hynix
52 posts
Anthropic’s $965bn mark resets the AI race as an October IPO looms
Anthropic's $65 billion Series H values it at $965 billion, leapfrogging OpenAI as Micron, Samsung, and SK hynix join the compute arms race. Read more.
Jensen Huang moves to lock in Nvidia ($NVDA), SK hynix and TSMC as the AI memory and logic axis
As memory becomes the AI bottleneck, Jensen Huang moves to lock in Nvidia, SK hynix, and TSMC supply while committing $150B a year to Taiwan. Read more.
Why Micron Technology and Western Digital are becoming key AI infrastructure stocks in 2026
AI demand is turning memory chips into a market battleground. Find out why Micron and Western Digital stocks are back in focus.
Samsung Electronics posts record Q1 2026 with KRW 57.2T operating profit as HBM4 ships to NVIDIA Vera Rubin
Samsung Electronics posted record KRW 57.2T operating profit, but the harder question is whether one HBM4 win can hold against SK Hynix dominance.
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.
KIOXIA bets on QLC economics to widen client SSD adoption
KIOXIA has launched its EG7 QLC SSDs for PC OEMs. Read why this lower-cost storage push could matter for laptops, margins, and market share.
SK hynix commits $13.4bn to South Korean AI chip packaging plant and R&D hub
SK hynix is investing $13.4B in a South Korean AI chip packaging facility. Find out what this means for AI memory leadership and global semiconductor supply chains.
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.