SK Hynix

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Key Facts

Founded1983

Key PeopleKwak Noh-Jung

HeadquartersIcheon, South Korea

ProductsHBM3E

Top News

Jensen Huang teases AI chip that will 'surprise the world' at Nvidia's GTC Conference in March

Nvidia CEO Jensen Huang has promised to unveil a chip that will surprise the world at GTC 2026 on March 16. While details remain scarce, speculation points to advanced Rubin architecture developments, HBM4 memory integration, or possibly an early reveal of Feynman architecture. The mystery chip emerges from Nvidia's partnership with SK Hynix and could address critical memory bottlenecks in AI computing.

Technology3 sources

Jensen Huang teases AI chip that will 'surprise the world' at Nvidia's GTC Conference in March

Technology3 sources

Sony considers PS6 delay to 2029 as AI chip shortage forces gaming industry to rethink strategy

Sony is weighing a significant PlayStation 6 delay to 2028 or even 2029 as surging demand for artificial intelligence infrastructure creates an unprecedented global memory chip shortage. The AI-driven chip crisis has left major memory manufacturers prioritizing high-margin AI chips over consumer electronics, forcing gaming companies to navigate longer console cycles and rising production costs.

Business2 sources

Sony considers PS6 delay to 2029 as AI chip shortage forces gaming industry to rethink strategy

Business2 sources

AI Demand Triggers Memory Shortage That Could Push Phone Prices Up 8% and Delay Consoles

A severe memory shortage driven by AI data center construction is reshaping consumer electronics. RAM prices have tripled to sextupled in months, forcing smartphone makers to raise prices by up to 8%, console manufacturers to delay launches until 2028-2029, and hardware vendors to shrink price quote windows. Cloud providers plan over $600 billion in capital expenditures, intensifying the supply crisis.

Business21 sources

AI Demand Triggers Memory Shortage That Could Push Phone Prices Up 8% and Delay Consoles

Business21 sources

AI Disruption Fears Tank US Stocks While Asian Chipmakers Surge 12% on Hardware Demand

Wall Street's AI anxiety is reshaping global investment flows. While US stocks decline on fears of business disruption from artificial intelligence, Asian markets have surged over 12% in 2026. Investors are pivoting toward Asian chipmakers like TSMC and Samsung, which dominate the AI supply chain as hardware producers with strong pricing power and surging memory chip prices.

Business2 sources

AI Disruption Fears Tank US Stocks While Asian Chipmakers Surge 12% on Hardware Demand

Business2 sources

DRAM Shortage Fueled by AI Boom Sends Laptop Prices Soaring Through 2028

The AI boom has created a severe DRAM shortage, pushing memory prices up 80-90% in early 2026. Memory-chip makers like Micron, Samsung, and SK Hynix are shifting production to high-bandwidth memory for AI data centers, leaving consumer-grade memory scarce. Major laptop makers including Dell and Lenovo are raising prices 15-30%, with Intel's CEO warning there's no relief until 2028.

Business7 sources

DRAM Shortage Fueled by AI Boom Sends Laptop Prices Soaring Through 2028

Business7 sources

Samsung and Micron begin shipping HBM4 memory as race for AI acceleration hardware intensifies

Samsung and Micron have started mass production and shipping of HBM4 memory, the next-generation high-bandwidth memory critical for AI acceleration hardware. Samsung claims industry-first status with 11.7Gbps speeds and up to 3.3TB/s bandwidth, while Micron confirms it delivered product a quarter ahead of schedule. The development signals readiness for Nvidia's upcoming Vera Rubin accelerators launching in Q2 2026.

Technology15 sources

Samsung and Micron begin shipping HBM4 memory as race for AI acceleration hardware intensifies

Technology15 sources

DRAM prices surge up to 95% in Q1 2026 as artificial intelligence boom strains global supply

Memory chip prices are experiencing their steepest increases in history, with DRAM contract prices jumping 90-95% in Q1 2026. TrendForce revised its forecasts upward as persistent AI and data center demands worsen the global memory supply and demand imbalance. PC memory prices are doubling while NAND flash surges 55-60%, forcing device makers to warn of higher costs ahead.

Business4 sources

DRAM prices surge up to 95% in Q1 2026 as artificial intelligence boom strains global supply

Business4 sources

South Korea exports surge 33.9% in January as AI chips fuel record growth amid tariff tensions

South Korea posted record January exports of $65.8 billion, marking a 33.9% year-on-year increase driven by booming demand for AI chips. Semiconductor exports more than doubled at 102.7%, reaching $20.5 billion as memory prices climbed on AI server demand. The milestone comes as Seoul navigates rising trade tensions with the U.S. over tariffs and ratification disputes.

Business2 sources

South Korea exports surge 33.9% in January as AI chips fuel record growth amid tariff tensions

Business2 sources

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