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sk hynix

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APPLE · 08/06/2026

CXMT’s Beijing Expansion Is the Small Story. Its LPDDR6 Progress Is the One That Matters

CXMT's stock surged 470% on its Shanghai debut, financing a second wafer plant in Beijing. The company is nearing LPDDR6 production, potentially challenging Samsung…

4 MIN

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Samsung & SK Hynix quietly testing Chinese chip tools from AMEC, shown with semiconductor manufacturing equipment in a neon-lit facility

CHIPS & AI · 08/05/2026

Samsung and SK Hynix Are Testing Chinese Chip Tools, and Samsung Says They Aren’t

Samsung and SK Hynix have quietly tested Chinese chip manufacturing tools from AMEC in their Chinese factories for two years, amid concerns over U.S.…

4 MIN

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Nvidia-SK Hynix $500B Deal — The HBM Scarcity Play, featuring stacked AI memory chips, from m1k.tech

AI · 07/27/2026

Nvidia’s $500 Billion SK Hynix Deal Is About Memory Scarcity, Not Chips

Nvidia's $500 billion SK Hynix deal is not just a memory purchase. I lay out why locking up HBM supply is Nvidia extending its…

4 MIN

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Executive pointing at digital graph showing SK hynix AI memory chip profit increase from Q1 2023 to Q3 2024

AI · 01/22/2025

SK Hynix Records Profits: The Memory Maker Behind Every AI GPU

SK Hynix achieved record profits in 2024, with a net income of $1.3 billion in Q4 and $4.5 billion for the year, largely due…

3 MIN

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