SK Hynix

Samsung, SK Hynix exceeds value of Chinese duo as AI boom shifts

AI investment frenzy has shifted towards infrastructure, benefiting the Korean chipmakers

In Asia, attention is on the race for leadership in next-generation HBM4, which is set to be integrated with Nvidia’s upcoming flagship Rubin processors.

From Meta to Samsung, global tech unleashes spending to chase AI

Memory manufacturers are reallocating production lines towards lucrative HBM to satisfy the needs of AI data centres

The shares of SK Hynix, the leading supplier of high-bandwidth memory (HBM) for Nvidia’s AI accelerators, have roughly tripled since the start of September.

SK Hynix profit surges on relentless appetite for AI memory

Operating profit doubles to 19.2 trillion won (S$17 billion) in the December quarter

Samsung shares climbed 2.2 per cent after the announcement.

Samsung to start production of HBM4 chips next month for Nvidia supply: source

Both Samsung and SK Hynix will announce their fourth-quarter earnings on Thursday

SK Hynix will open the first factory at its new chip facility in Yongin, South Korea, three months early in February 2027.

SK Hynix speeds up new chip fab opening to meet memory demand, executive says

The global memory chip market is experiencing an unprecedented boom

SK Hynix expects the HBM market to grow at an average annual rate of 33 per cent from 2025 to 2030.

SK Hynix to invest nearly US$13 billion in chip packaging plant in South Korea

[SEOUL] SK Hynix Inc. plans to spend 19 trillion won (S$16.6 billion) building a new advanced chip packaging facility, kicking off a major expansion aimed at meeting surging demand from AI application...

The approval is a temporary relief for the South Korean firms and follows a US decision earlier this year to revoke licence waivers given to some tech companies.

US approves Samsung, SK Hynix chipmaking tool shipments to China for 2026: sources

Trump’s administration has been re-examining export controls that it thought were too relaxed under the Biden administration

High-profile firms that are still essential to the nuts-and-bolts requirements of AI are likely to see their stocks bounce back after some cooling off.

Big shift in AI stock trade drives hunt for new stars in Asia

Rather than completely abandon the AI trade, investors are moving to other stocks

The AI-driven demand has sparked a “supercycle” for Korean chip stocks.

World-beating stock rally creates new headaches in South Korean market

Up 61% so far in 2025, Kospi is on track to post their strongest gains in a quarter century