For Samsung and SK hynix, long-term deals with Big Tech offer stability in churning chip cycles

Prospective memory deals with Microsoft and Google may usher in a transition that commits Samsung Electronics and SK hynix to long-term supply contracts of up to five years, bringing much-needed stability to the highly cyclical chip industry.

2026-04-14

Korean chipmakers face greater risk as U.S. trade commission opens patent dispute probe into SK hynix

The U.S. International Trade Commission (ITC) has launched an investigation into a patent dispute involving SK hynix’s high bandwidth memory (HBM), adding to legal risks facing Korean chipmakers.

2026-03-31

SK hynix to purchase $8B in chip equipment from ASML

SK hynix decided on Tuesday to purchase advanced production equipment worth 12 trillion won from the Netherlands-based ASML, in line with efforts to address growing demand for memory chips.

2026-03-24

Samsung, SK hynix, Hyundai announce landmark deals with Nvidia at GTC 2026

Korea’s industrial heavyweights — Samsung Electronics, SK hynix and Hyundai Motor — announced a series of landmark deals with Nvidia at its GTC 2026 developer conference in San Jose on Monday.

2026-03-17

SK hynix spends 6.7 trillion won on R&D last year amid HBM boom: Data

SK hynix poured 6.7 trillion won ($4.4 billion) into research and development (R&D) projects in 2025 amid soaring demand for high bandwidth memory (HBM) products in the wake of the global AI boom, data showed Sunday.

2026-03-15

Google joins Samsung Electronics' top five customer list for first time

Google emerged as one of Samsung Electronics’ top five customers for the first time last year, underscoring how the global buildout of AI infrastructure is increasingly reliant on advanced memory chips.

2026-03-11

AI semiconductor market shifts focus from HBM to low-power DRAM module Socamm2

Competition in the AI semiconductor market is expanding beyond high bandwidth memory (HBM) to server low-power dynamic random-access memory (DRAM) modules known as Socamm2.

2026-03-11

SK chief, Nvidia CEO meet in U.S. to discuss cooperation on AI, HBM

SK Group Chairman Chey Tae-won met with Nvidia Corp. Chief Executive Jensen Huang in the United States to discuss cooperation on high bandwidth memory (HBM) supplies and broader AI businesses, industry sources said Monday.

2026-02-10

Samsung beats estimates as 2025 profitability rises 33% on chip supercycle

Samsung Electronics reported a sharp rebound in profitability in 2025, with full-year operating profit jumping more than 33 percent on year to 43.6 trillion won, driven by a memory semiconductor supercycle.

2026-01-29

Samsung Electronics reports record operating profit due to memory demand

Samsung Electronics' operating profit more than tripled to a record high in the fourth quarter of 2025 as higher memory prices and robust demand for high-value products such as high bandwidth memory boosted its semiconductor business.