SK HYNIX

About SK Hynix

Technology company

Recent News about SK Hynix

• SK hynix chief expects AI memory crunch to last through 2030

  SK hynix CEO Kwak Noh jung told South Korean media that AI driven memory semiconductor shortages are likely to continue until the end of 2030. He argued that customized high bandwidth memory (HBM) products co designed with customers make demand more predictable and unlikely to collapse even in a downturn.

  Source: IT之家 (IT Home)2026-08-28T10:41:52.000Z

• Nvidia projects 70 percent sales growth on AI chip demand

  On August 27 2026, Nvidia forecast 70 percent sales growth for its next fiscal year, far above analyst expectations of around 45 percent. The guidance, driven by demand for AI accelerators and the new Vera Rubin chip line, sent Nvidia shares up 8.7 percent and added roughly $442 billion in market value.

  Source: Moneycontrol2026-08-27T22:58:00.000Z

• Samsung Electronics warns AI chip shortage to worsen by 2028

  Samsung Electronics reported a more than 250-fold jump in semiconductor profit for Q2 2026, driven by AI memory demand. Executives said on July 30 that AI chip shortages are likely to intensify through 2027 and 2028, even as the company races to expand high-bandwidth memory supply.

  Source: Business Recorder2026-07-30T03:07:00.000Z

• SK Hynix profit jump misses AI hype as stock sinks 13 percent

  South Korea’s SK Hynix reported a more than sixfold jump in quarterly operating profit on July 29, 2026 but still missed lofty market expectations tied to AI demand. Shares fell around 13 percent as Reuters reported delays in some advanced chip shipments and mounting investor worries over the sustainability of hyperscalers’ AI infrastructure spending.

  Source: Business Recorder (via Reuters)2026-07-29T06:11:00.000Z

• Apple hits $5tn value as investors rotate out of AI stocks

  On July 28, 2026, Apple briefly became only the second company in history to pass a $5 trillion market capitalization as its shares hit an intraday high of $342.89. The Guardian reports that the move came while chipmakers and AI‑exposed stocks sold off sharply on renewed worries about AI capex and competition from cheaper Chinese rivals.

  Source: The Guardian2026-07-28T16:51:00.000Z

• AI funding fears spark heavy selloff in Asian chip stocks

  On July 28, 2026, Reuters reported a sharp selloff in Asian markets led by chipmakers as investors grew nervous about the massive funding needs of the AI boom. South Korea’s KOSPI plunged more than 8 percent, triggering a circuit breaker, while Samsung Electronics and SK Hynix fell up to about 11 percent amid worries over Nvidia’s potential $250 billion OpenAI financing guarantee and rising Chinese competition.

  Source: MarketScreener Australia (Reuters wire)2026-07-28T02:27:00.000Z

• CXMT surges over 450 percent, becomes China’s top listed AI memory chipmaker

  On July 27, 2026 shares of ChangXin Memory Technologies (CXMT) soared more than 450 percent in their Shanghai STAR Market debut, briefly making the DRAM maker the most valuable company listed on mainland Chinese exchanges. The IPO raised at least 8.6 billion dollars and underscores how AI driven demand for memory chips is boosting China’s efforts to build a self sufficient semiconductor stack.

  Source: Euronews (AP)2026-07-27T11:30:00.000Z

• TMTPost Edge AI briefing tracks Anthropic chips and Google edge win

  China’s TMTPost published its July 27 Edge AI Daily briefing from Beijing at 08:13 local time, highlighting Anthropic’s reported talks with SK Hynix and Samsung about custom chips, an ESP32 edge demo running a 28.9 million parameter model using Google’s PLE technique, rapid growth of ChatGPT Work versus Codex, and Meta FAIR’s open UMA atomic model for AI‑driven materials discovery. ([tmtpost.com](https://www.tmtpost.com/8080059.html))

  Source: TMTPost2026-07-27T00:13:00.000Z

• Nvidia and SK Group unveil $500B AI factory and HBM pact

  On July 26, 2026, Chinese outlet IT之家 reported that South Korea’s SK Group and Nvidia have agreed a more than 500 billion dollar AI partnership, including a 2 gigawatt AI factory in Korea using Nvidia’s Vera Rubin platform. The first AI factory is slated to go online in 2027, alongside a long‑term HBM memory collaboration with SK hynix.

  Source: IT之家 (IT Home)2026-07-26T11:49:37.000Z

• SK hynix AI chip boom points to record 43.7B profit

  On July 26, 2026, Yonhap reported that SK hynix is forecast to post a record operating profit of 64.1 trillion won (about 43.7 billion dollars) in Q2 2026. Analysts attribute the surge to high bandwidth memory and SSD demand from global AI data centers and tech companies.

  Source: Yonhap News Agency2026-07-26T00:55:00.000Z