SK Hynix Ties a US NAND Plant to China Equipment Permits, Then Denies It
The offer, as described by two people familiar with the matter, was a trade: Washington lets SK Hynix ship American chipmaking equipment into its plant in Dalian, China, and the…
SK Hynix Offers a U.S. Plant in Return for China Equipment Approval
SK Hynix has proposed building a new factory in the United States in exchange for Washington’s approval to ship American chipmaking equipment to its plant in China, according to a…
Samsung and AMD Pool Memory to Feed AI Inference
At the Open Compute Project Global Summit in San Jose this week, Samsung Electronics and AMD staged a demonstration that addressed a problem familiar to anyone running large models in…
SK’s Chairman Sells a Stake to Michael Dell’s Family Office to Pay a Divorce Bill
Chey Tae-won, the chairman of SK Group, agreed to sell 972,493 shares of the conglomerate’s holding company, SK Inc, to an investment fund managed by the family office of Dell…
Chip Stocks Slide as Bank Earnings Open the Quarter
The week began with two stories running in opposite directions on the same trading floor. Bank earnings arrived close to expectations, and memory chip shares fell hard enough to drag…
SK Hynix Pushes Part of Its HBM4 Tooling Order Into Next Year
The packaging and inspection machines that SK Hynix ordered for its newest memory chips were due to arrive in the second half of this year. A portion of those orders…
SK Hynix Says the AI Bottleneck Is the Memory It Sells
Ahn Hyun opened his keynote at the SEDEX semiconductor exhibition in Seoul on Wednesday with a forecast that would have sounded like a sales pitch in a smaller room. The…
A Memory Rally Meets a Chinese Rival and a Shelved Float
The selling started in Tokyo. Kioxia Holdings fell 13.3% on Tuesday to close at 15,180 yen, the sharpest one-day drop yet for a stock that had nearly quadrupled over the…
SK Hynix Splits the SSD Controller Into 100 Small Processors
SK Hynix disclosed the design of a small processor built for solid-state drives on October 12, and the architecture behind it breaks with the way controllers have been built for…
ASML Raises Spare-Parts Prices 10% for Korea’s Chipmakers
The notice went out quietly in early September, routed through ASML’s Korean subsidiary. By the time it reached the purchasing departments of Samsung Electronics and SK Hynix, the world’s dominant…
