SK hynix designs and sells memory chips, like the ones powering your phone and computer.
The company makes money selling DRAM and NAND flash memory chips. In 2024, revenue was KRW 66.19 trillion with a net margin of 29.90%.
SK hynix is one of the few companies globally that can produce advanced memory chips at scale, facing limited competition from Samsung Electronics and Micron Technology.
Key events, in time order
Third-party research sees sustained memory price hikes, boosting SK hynix earnings outlook
SK Hynix buyback continues to draw attention as Samsung's larger shareholder return plan intensifies capital return competition amid surging memory profits.
Preliminary wage deal pays 60% of bonuses in shares, 40% cash; union to vote
Musk highlights memory, not compute, as the rate limiter for agentic AI, reinforcing SK Hynix's HBM/storage demand thesis.
Phison CEO sees 2027 capacity constraints worse than 2026, with 4-year expansion lead times, tightening NAND supply for SK Hynix.
M1 details Yongin Y2 & Cheongju M17 at 54.3T won, M17 cleanroom Dec 2028; adds specifics to existing fab approval line
M3 & M6 independently cite WSJ; US pressure on Apple could strengthen SK Hynix's position in Apple supply chain
Chairman says memory demand doubling this year, capacity doubling insufficient, cycle extended
Meta becomes first hyperscaler in HBF consortium, aiming to reduce HBM dependence, strengthening SK Hynix's position in AI memory ecosystem.
Union unites workers across roles and sites to boost bargaining power, potentially affecting labor relations and production stability.
Two major banks issue bullish notes amid recent pullback, suggesting fundamentals intact
Multiple independent sources confirm expansion driven by AI data center demand for enterprise SSDs
Pricing miss plus slowing AI demand contrasts with $38B LTA prepayments, mixed signals
Yonhap reports former employee sentenced for leaking semiconductor manufacturing tech to a Chinese firm, highlighting IP risks.
Multiple sources report Apple testing CXMT memory, HBM insulated but conventional memory competition intensifies
Reuters and X posts confirm, involving semiconductor tech leak to Chinese firm
Goldman advises buy dip; analysts see short-term sell memory/long optical; JPM notes margin plateau but sales growth
Would create lower-cost GPU options while underscoring HBM scarcity, impacting suppliers
Bloomberg: in talks with advisers on potential deal, partial monetization possible
Multiple outlets highlight AI memory solution, reinforcing core beneficiary status
Local govt support talks start, may intensify memory competition affecting SK Hynix
UBS sees hyperscaler memory spending doubling to $761B in 2027, ~75% of capex, signaling persistent demand.
The KIC-based vehicle will back long-term investments in strategic industries as Seoul expands its industrial-policy toolkit.
Citadel took over the bulk of the AI hedge fund’s public book after a leveraged selloff; the private portfolio remains intact.
Company says major customers request more supply; long-term investments won't cause immediate oversupply
Revenue and operating profit missed estimates despite huge YoY growth; shares hit record daily drop
SKHA and SKHN offer 2X long and short exposure for sophisticated investors
WSJ flags abnormal US premium; analyst notes AI memory demand intact despite selloff
Deal includes SK Hynix HBM4 supply and 2GW data center, impacting AI supply chain
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SK hynix is poised to benefit from explosive growth in the HBM market, projected to reach $196 billion by 2028 with a 70% CAGR. This surge is driven by AI demand, leading to price increases for AI servers.
Main discussion
Different voices
HSBC, HBM 시장 및 수요 전망 분석 $MU, $SKHY, Samsung 1. HBM 시장 규모 성장 전망 압도적인 연평균 성장률: 2025년부터 2028년까지 HBM 시장의 매출 규모는 연평균 70%(CAGR)라는 놀라운 속도로 성장할 것으로 예상됩니다. 시장 규모의 급증: 2022년 10억 달러 수준에 불과했던 시장 규모는 2025년 400억 달러를 돌파하며 본격적인 성장 궤도에 오를 것으로 보입니다. 2028년 1,900억 달러 돌파: 이후 2026년 730억 달러(전년 대비 83% 증
Very good insights brought here thx. to Damnang fren. An expert from Samsung talking about Memory, Storage, novelty interconnection and... microLEDs Of course, HBM is here to stay, and will give HUGE profits to the Memory Majors the next 3 years at least $MU $SKHY
엔비디아 AI 서버 가격 15% 이상 인상 통보 $NVDA, $MU, $SKHY, Samsung, $SNDK, Kioxia 가격 인상 및 원인: 메모리 반도체 비용이 급등함에 따라 엔비디아 AI 칩이 탑재된 서버 가격이 다수의 경우 15% 이상 인상될 예정입니다. 적용 시기 및 적용 대상: 내년 초 출하되는 시스템부터 적용되며, 차세대 플래그십 칩인 베라 루빈(Vera Rubin) 및 그레이스 블랙웰(Grace Blackwell) 기반 시스템 등이 포함됩니다. (인상률은 칩 세대와 메모리 사양에
HSBC expects the HBM market to grow at a CAGR of 70% between 2025 and 2028. Interestingly, HSBC expects HBM bit demand to be 59 billion Gb in 2028, which seems to be on the low side in my opinion. Meritz Securities is expecting HBM bit demand to be in the range of 100 billion Gb
HSBC: Memory Market Growth & Valuation > Explosive Market Expansion: The HBM market is projected to surge rapidly, scaling from USD 1 billion in 2022 to an estimated USD 196 billion by 2028. > Aggressive CAGR: The market is expected to grow at an exceptional 70% CAGR between 2025
(뭔가 톤 변화가..) $MU, $APPL, $SKHY, Samsung 마이크론 보도자료 중 팀 쿡(Tim Cook), 애플 CEO: "20년이 넘는 시간 동안 마이크론은 전 세계 사람들이 매일 사랑하고 사용하는 애플의 혁신적인 제품들에 메모리 기술을 공급해 온 중요한 파트너였습니다. 마이크론 연구소(Micron Research Labs)의 출범과 함께, 마이크론은 반도체 연구 분야의 리더십 유산을 바탕으로 향후 수십 년간 메모리 및 컴퓨팅 분야의 획기적인 발전을 이끌어 갈 것입니다. 애플은 미국
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