2027 Memory Capacity Is Already Sold Out, Suppliers Say
Two years is a lifetime in the memory business, long enough for a boom to become a bust and back again. Yet Samsung, SK Hynix and Micron have already sold…
HBM Spot Prices Hit Five Times Contract Levels as AI Demand Surges
In the memory market’s spot trade, where chips are bought for immediate delivery at whatever the market will bear, the price of HBM has gone vertical. Korea Economic Daily reported…
SK Hynix Weighs Japan Fab, Hands HBM Base Dies to Intel Foundry
For decades, the message from Korea’s memory makers was consistent: fabs stay home. On Monday, SK Group chairman Choi Tae-won broke that pattern, publicly confirming that SK Hynix is considering…
SK Hynix CEO Sees Memory Shortage Running to 2030
In the cleanrooms where SK Hynix etches memory chips, the machines are running flat out, and the chief executive says they will be for years. Kwak Noh-jung, who runs the…
Samsung and SK Hynix Lead 10 Trillion Won Buyback Wave to Prop Up KOSPI
South Korea’s chip giants are buying their own stock at a pace rarely seen, with Samsung Electronics and SK Hynix leading a wave of share repurchases totaling about 10 trillion…
Micron to Spend $10 Billion on AI Research Lab as Trump Praises Memory Maker
Micron Technology said it will invest $10 billion in an artificial intelligence research laboratory in Boise, Idaho, its home city, and President Donald Trump on the evening of Aug. 27…
SK Hynix Breaks Ground on First U.S. HBM Packaging Plant in Indiana
SK Hynix held a groundbreaking ceremony on Aug. 27 for its first U.S. high-bandwidth memory packaging plant, a facility in West Lafayette, Indiana, that will cost more than $4 billion…
Micron Promotes Manish Bhatia to COO in Executive Reshuffle
Micron Technology announced on Aug. 26 a restructuring of its senior leadership, promoting Manish Bhatia to chief operating officer and naming Scott DeBoer chief technology and product officer, a reorganization…
Samsung Confirms HBM4E Hits 16 Gbps as Memory Race Accelerates
The number was brief, and the implications were not. Samsung confirmed on Aug. 24 that its HBM4E memory, the next generation of the high-bandwidth chips used in AI processors, has…
SK Hynix Union Rejects Preliminary Wage Deal
The vote was close enough to hurt. By a margin of 50.08% to 49.92%, with turnout of 93.81%, the union at SK Hynix, the world’s second-largest memory-chip maker, has rejected…
