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1.
SK Hynix boss says the memory chip shortage is going to last until 2030 (techspot.com)
2.
Qatar helium shutdown puts chip supply chain on a two-week clock — SK hynix forced to diversify after 30% of global supply removed from the market (tomshardware.com)
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The memory stock cycle of boom-bust-repeat is over, executives say (cnbc.com)
4.
The War on Iran Puts Global Chip Supplies and AI Expansion at Risk (wired.com)
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CXMT has been offering DDR4 chips at about half the prevailing market rate (news.ycombinator.com)
6.
SK Hynix overtakes Samsung in annual profit for the first time as AI reshapes rivalry (cnbc.com)
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SK Hynix doubles profit in 2025 as memory shortages drive earnings beat (cnbc.com)
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SK hynix invests $10 billion in creating a U.S.-based 'AI solutions' company — company to restructure California-based Solidigm enterprise SSD brand to bolster American investments (tomshardware.com)
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SK Hynix pops 5% as it doubles profit in 2025 driven by the AI memory shortage (cnbc.com)
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South Korea's SK Hynix to establish a special ‘AI Company’ in the U.S. (cnbc.com)
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SK Hynix doubles 2025 profit as AI memory shortages drive earnings beat (cnbc.com)
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High-bandwidth flash progress and future (news.ycombinator.com)
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SK hynix to spend $13 billion on the world's largest HBM memory assembly plant amid the worst shortage on record — South Korea facility to handle packaging and testing for AI memory campus (tomshardware.com)
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SK hynix shows 16-Hi HBM4 memory for AI accelerators — 48 GB at 10 GT/s over a 2,048 interface (tomshardware.com)
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SK Hynix to invest $13 billion in new plant amid memory chip shortage (cnbc.com)
16.
SK hynix to build first U.S. packaging plant for HBM — plugs critical hole in U.S. supply chain, $3.9B investment challenges TSMC and reshapes AI supply chains (tomshardware.com)
17.
SK hynix expands U.S. presence with new Bellevue, Seattle office in efforts to get closer to its largest customers — offices near Nvidia, Amazon, and Microsoft highlight co-designed HBM efforts (tomshardware.com)
18.
Intel-certified 256 GB DDR5 stick could cut Xeon memory power by 18%, saving millions of dollars — a 32W-per-socket reduction could save millions per hyperscale data center (tomshardware.com)
19.
Nvidia supplier SK Hynix eyes U.S. listing as it expands on the AI boom (cnbc.com)
20.
RAM is ruining everything (theverge.com)
21.
SK hynix reveals DRAM development roadmap through 2031 — DDR6, GDDR8, LPDDR6, and 3D DRAM incoming (tomshardware.com)
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