What Is CXMT, the Chipmaker that Just Soared 466% and Is Now China's Most Valuable Public Company?
SK Hynix fell 41.5% in July as analysts warned that a forecast cut reflected fading AI memory demand.
6 Articles
6 Articles
SK Hynix stated that it can maintain market leadership based on mass production yield, quality, and customer trust, despite the improvement in High Bandwidth Memory (HBM) competitiveness by competitors. During the Q2 2026 earnings conference call held on the 29th, SK Hynix said, “HBM competitiveness is complete only when one possesses the capability to mass-supply it with stable yield and quality, in addition to delivering the performance requir…
[Digital Daily Reporter Bae Tae-yong] SK Hynix has unexpectedly disclosed the detailed structure of Long-Term Agreements (LTAs) currently being signed or discussed with major AI big tech clients. The company has set the basic contract period at five years and has extensively introduced deposits and contract enforcement mechanisms to guarantee the clients' actual purchase commitments. SK Hynix made these remarks regarding its LTA framework and t…
SK Hynix's HBM paradox: DDR5 surge builds leverage for HBM4 price hikes
AI spending is broadening the memory upcycle beyond high-bandwidth memory, lifting prices for conventional DRAM, NAND flash and enterprise SSDs while reshaping earnings at SK Hynix and Samsung Electronics.
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