SK Hynix

2026-11-03

COMPANIES · 1 SOURCE · The Decoder

Huawei reportedly tells customers to source HBM3E for Ascend 960DT on the black market

The Information reports Huawei has told some customers to procure High-Bandwidth Memory (HBM/HBM3E) themselves amid shortages and U.S. export restrictions that limit purchases from Samsung and SK Hynix. Smugglers are allegedly bundling HBM with low-end processors routed through Hong Kong, driving black‑market prices to roughly $4,000 per HBM unit and raising memory costs per Ascend 960DT chip to as much as ~$32,000.

7.0

2026-10-30

COMPANIES · 1 SOURCE · The Verge AI

Sam Altman says RAM is better located in data centers than on personal PCs

In a Cheeky Pint podcast interview, OpenAI CEO Sam Altman said it is “terrible” from a global allocation perspective for DRAM to sit unused in personal computers and argued that RAM should be concentrated in data centers for higher utilization. He added this dynamic helps explain why suppliers like Samsung and SK Hynix have long‑term deals with cloud operators and why projects such as OpenAI’s Stargate have reserved large shares of RAM output, contributing to higher consumer device prices.

6.0

2026-10-20

COMPANIES · 1 SOURCE · MIT Technology Review AI

Samsung restarts Pyeongtaek memory-fab construction as AI demand surges

Samsung is rapidly expanding its Pyeongtaek semiconductor complex to meet surging demand for memory used in AI accelerators: three fabs already run 24/7, a fourth is coming online, and construction on a fifth—halted during a 2024 downturn—was restarted after an AI-driven rebound in memory demand. The build-out is part of Samsung’s effort to reclaim market position against rivals like SK Hynix and support GPUs and high-bandwidth memory for models from companies such as Nvidia.

7.0

2026-10-06

MODELS · 1 SOURCE · The Decoder

South Korea proposes 4.7 trillion won ($3.49B) fund to build a homegrown frontier AI model

The South Korean government is proposing 4.7 trillion won (~$3.49 billion) in government-backed equity investments to develop a homegrown frontier AI model, included in the draft 2027 budget and subject to parliamentary approval. The plan creates an open competition (not guaranteeing extra funds for the current finalists LG AI Research, SK Telecom, and Upstage) and a second funding track to encourage adoption of Korean-built models across the economy; it comes amid larger private-sector deals with OpenAI and a major chip-production push.

8.0

2026-09-16

COMPANIES · 1 SOURCE · TechCrunch AI

SK Hynix reportedly in talks with Intel to manufacture memory chips in Ohio

Reuters reports SK Hynix is discussing options with Intel to manufacture RAM/memory chips in the U.S., including leasing space at Intel’s planned Ohio fab or forming a joint venture that could involve cloud providers; SK Hynix says no decisions are finalized. The company is already building an advanced packaging facility in Indiana for HBM using DRAM wafers from Korea, and it’s unclear which memory types would be produced in Ohio if a deal proceeds.

7.0