SK Hynix Plans $29 Billion U.S. Share Sale; Stock Jumps 15%
SEOUL—SK Hynix shares jumped 15% in a single session on June 24 after the memory maker said it plans to raise 45.45 trillion won, about $29.4 billion, by selling depositary…
Goldman Says AI Capex Boom Is Bigger and Longer Than Expected for Korea’s Chip Cycle
SEOUL — Goldman Sachs has told clients that the artificial-intelligence capital expenditure boom is driving South Korea’s chip cycle harder and longer than the bank expected, and that the resulting…
SK Hynix Reallocates Capacity From HBM4 to Commodity DRAM as Shortage Bites
SEOUL — SK Hynix, the world’s largest maker of high-bandwidth memory, is adjusting the pace of its sixth-generation HBM4 mass production and shifting resources to commodity DRAM, the company said,…
Apple Says Memory Shortage Will Push Up Prices Across iPhone, Mac and iPad
CUPERTINO — Tim Cook did not soften the message. In an interview with ABC News, the Apple chief executive said a global shortage of DRAM and NAND flash memory has…
Korea’s AI Trade Breaks: KOSPI Halts Twice as Chip Giants Tumble
SEOUL — The second circuit breaker of the day froze the Korea Exchange at 10:03 a.m., halting trade in the KOSPI for 15 minutes while traders in Seoul’s Yeouido financial…
SK Hynix Overtakes Samsung as South Korea’s Most Valuable Company
The closing bell in Seoul had barely rung when the numbers did something that had not happened in twenty-six years. SK Hynix finished Monday’s session up 5.6 percent, pushing its…
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SK Hynix Ships Samples of Its Next-Generation HBM Chips SK Hynix said Thursday it has begun shipping samples of its latest high-bandwidth memory chips to major customers, moving a step…
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Apple Faces Price Rises as AI Memory Demand Stirs ‘RAMageddon’ Apple’s next Macs, iPhones and iPads may cost more, and the reason is a shortage of the memory chips that…
When an AI Bull Market Starts to Feed on Itself
The Financial Times published a column this week asking a question that has moved from academic journals to the front pages of business sections: what happens when the AI bull…
Memory-Chip Stocks Rally as Iran Accord Lifts a Sector Already Running Hot
The rally that swept global markets Monday ran first through a cluster of companies that most Americans cannot name. Memory-chip makers surged across the board: Western Digital jumped 13%, SanDisk…
