Temasek’s First Direct Stakes in Samsung and SK Hynix Lift Memory Shares
The news hit the Korean market on Friday afternoon: Singapore’s sovereign wealth fund Temasek had completed its first direct investments in Samsung Electronics and SK Hynix. The disclosure, reported by…
SK Square’s Record Profit Becomes Ammunition for AI and Chip Deals
The numbers that SK Square reported on August 14 came from a single source: SK Hynix. The investment holding company of South Korea’s SK Group posted second-quarter profit roughly 13…
Samsung’s First-Half R&D Hits Record 27.3 Trillion Won as Memory Boom Funds Expansion
The regulatory filing, published Aug. 14, is a snapshot of a company reinvesting every advantage it has: Samsung Electronics spent 27.3 trillion won, about $19 billion, on research and development…
China’s YMTC Jumps to No. 3 in NAND Shipments, Passing Micron and Kioxia
Counterpoint Research’s second-quarter shipment data, published Aug. 14, shows a shift in the memory industry that had been coming for years: Yangtze Memory Technologies, the Chinese NAND flash maker, rose…
SK Hynix Plans $720 Billion Expansion to Triple Memory Capacity by 2034
The construction site stretches across the hills south of Seoul, where cranes now outnumber the trees. CNBC toured the complex on Aug. 13, and the scale of what SK Hynix…
SK Hynix to Break Ground on Indiana Plant as Labor Talks Stall at Home
SK Hynix will hold a groundbreaking ceremony on Aug. 27 for its chip packaging plant in West Lafayette, Indiana, the Korean memory maker said, moving forward with a roughly $3.9…
Memory Makers Tie Worker Reviews to AI Deployment
Inside SK Hynix’s chip plant in Cheongju, south of Seoul, engineers who validate production equipment now have a new item on their scorecard: how well the AI systems they deploy…
SK Hynix Plans to Lift China NAND Output by 50% by 2027, Defying the Trade Winds
The memory maker at the center of the world’s semiconductor trade tensions is doubling down inside China. SK Hynix plans to raise NAND flash output at its Chinese facilities by…
Temasek Weighs First Korean Equity Bet, Targeting Samsung and SK Hynix
Singapore’s Temasek is considering its first direct foray into Korean stocks, and it has set its sights on the country’s two memory-chip giants. The sovereign fund has been weighing investments…
Nanya Technology Joins ASML’s EUV Customer Roster, Signaling a Shift
Nanya Technology, the Taiwanese DRAM maker long known for mature process nodes, is set to become the newest customer for ASML’s EUV lithography systems, according to Bits&Chips, a purchase that…
