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AI Is Breaking the Memory Chip Business Model
Investors who piled into SK Hynix’s $28 billion blockbuster Nasdaq debut on Friday should be aware: The business model on which the world’s leading memory chip makers are thriving is set to shift to one that requires a bit more strategic and financial gambling. So far, SK Hynix Inc. is making all the right moves but it’s unclear how well the field’s leading players will deal with that disruption.
SK hynix Charts Its Business and Technology Direction at the 2026 Future Forum—”Now Is the Golden Time to Leap Forward”
▲ SK hynix Vice President Jaewuk Ju, head of the Smart Manufacturing Technology/AX Advance department, delivering the first keynote presentation
Apple Clings to Samsung as RAM Prices Soar
Apple is significantly increasing its reliance on Samsung for iPhone memory as component prices surge, according to The Korea Economic Daily. Apple is said to be expanding the share of iPhone memory it sources from Samsung due to rapidly rising memory prices. The shift is expected to result in Samsung supplying roughly 60% to 70% of the low-power DRAM used in the iPhone 17, compared with a more even split with SK Hynix in previous generations, with Micron also participating as a smaller supplier.
NVIDIA N1 Gaming SoC Surfaces on Laptop Motherboard with 128 GB LPDDR5X Memory
NVIDIA's upcoming N1 SoC, designed for gaming laptops, has officially appeared for the first time alongside its motherboard intended for a laptop. Featuring 128 GB of LPDDR5X memory running at 8,533 MT/s, the SoC is paired with SK hynix modules. NVIDIA's OEM partners for this launch, including Dell ...
SK Hynix Unpacks Advanced Packaging Technologies, Including Intel EMIB, For Its Next-Gen HBM Memory As It Eyes 3D Structures For The Future
SK Hynix leverages advanced packaging technologies such as Intel's EMIB for its next-gen HBM solutions, which will enter the 3D stage.
South Korean tech giants to build a $518 billion chipmaking hub to serve soaring AI demand
South Korean tech giants Samsung Electronics and SK Hynix plan to invest a combined $518 billion in a new computer chip manufacturing hub, capitalizing on surging artificial intelligence-driven demand.
Hyperliquid Is Building A $1B Business, Says Grayscale – But Traders Just Got Reminded Of The Risks Amid SK Hynix Turmoil
HYPE's circulating supply is estimated at 270-310 million tokens by 2027, said Grayscale, influenced by the unlocking of vested tokens at a rate of 550,000 per month.
Why Memory Chips Are Dominating the A.I. Rally
Three major producers — Micron, Samsung and SK Hynix — are now trillion-dollar companies. Politicians and Wall Street have taken notice.
SK Hynix’s Stock Market Bargain Mirage | AI & Business for July 7
Plus, AI giants offer discounts, and college kids are doing startups instead of summer internships.
Micron 2 GB GDDR7 Memory Chips Reach End Of Life, Leaving RTX 50 Series Fully Dependent On Samsung And SK Hynix
Micron halts production of 2 GB GDDR7 memory chips, impacting RTX 50 GPU availability; 3 GB modules deemed largely ineffective.
Breaking: NVIDIA N1 laptop motherboard has been pictured, features 128GB LPDDR5X memory
NVIDIA N1 engineering board leak shows 128 GB LPDDR5X memory with SK hynix chips NVIDIA entry into the laptop market seemingly confirmed. An
Asus could produce DDR5 RAM to ease memory shortage and keep laptop prices reasonable
With DDR5 RAM prices out of control, Asus may have a strategy that will benefit laptop buyers and gamers. A new report suggests that it will begin manufacturing DRAM as soon as 2026. Even with this development, Asus would struggle to open factories without the help of Samsung, Micron, or SK Hynix.
Cboe expects SK Hynix options to trade two business days after Nasdaq debut, source says
Derivatives exchange Cboe Global Markets expects to list options on SK Hynix's U.S.-listed shares two business days after the stock's trading debut, a source familiar with the matter told Reuters on Friday. The South Korean chipmaker, which raised $26.5 billion in share sale, is set to make its Wall Street entry later in the day. SK Hynix, which is valued at about $1.03 trillion based on its South Korea-listed shares, did not immediately respond to a Reuters request for comment.
Cboe expects SK Hynix options to trade two business days after Nasdaq debut, source says
Derivatives exchange Cboe Global Markets expects to list options on SK Hynix's U.S.-listed shares two business days after the stock's trading debut, a source familiar with the matter told Reuters on Friday.
SK hynix Charts Its Business and Technology Direction at the 2026 Future Forum—”Now Is the Golden Time to Leap Forward”
▲ A panoramic view of the 2026 SK hynix Future Forum venue On September 8, SK hynix held the 2026 SK hynix Future Forum (Future Forum) at the SUPEX Center on its Icheon Campus under the theme, “The Golden Time
SK Hynix slumps after US debut euphoria
SK Hynix's US listing became the biggest foreign stock offering in US history, surpassing Alibaba's $25 billion IPO more than a decade ago.
The AI chip frenzy is creating a new trillion-dollar contender
SK Hynix is a top supplier of memory chips to Nvidia, whose AI accelerators have become the backbone of the AI race.