#Sk Hynix

Intel reported a complete sell-out of budget Wildcat Lake processors: demand exceeds supply amid a global memory shortage. Top executives do not expect component conditions to improve until 2027–2028.

SK hynix reported a record third quarter: revenue exceeded 100 trillion won ($78.1 billion), operating profit rose more than sevenfold, and profitability reached 80%. The company projects a memory shortage until 2030 and prepares to bring HBM4 to the forefront.

Alibaba, Tencent, and ByteDance are demanding that Samsung and SK hynix extend long-term server memory contracts to 10 years. Over 50-80% of volumes for 2027-2028 are already allocated, and Micron is excluded from the Chinese market.

South Korea intends to allocate about 56.5 billion won (≈$40 million) in the 2027 defense budget for the development of semiconductor components for weapons to reduce reliance on foreign suppliers.

At the OCP Global Summit in San Jose, SK hynix showcased 256GB CMM-DDR5 modules with speeds up to 80 GB/s, the MARS rack system, and CMM-Ax technology for memory-centric AI servers.

SK hynix, Samsung, and Micron shares dropped sharply amid China's CXMT DDR5 technological breakthrough and memory overproduction forecasts for 2029, although a deficit persists in the medium term.

US sanctions are pushing China's CXMT to rapidly adopt complex 4F2 memory architecture, while Samsung and SK hynix proceed without haste.

According to Edgewater Research, NVIDIA has signed multi-year agreements with SK hynix and Micron for DRAM and HBM supply amid a global memory shortage that, by estimates, may last until 2028.

SK hynix launches a $29 billion share buyback with cancellation and commits to directing more than 50% of free cash flow to shareholders, locking in a new profit distribution policy from the AI boom.

🚀 Chinese YMTC made a breakthrough in the chip market! By the end of Q2 2026, the company overtook Micron and Kioxia, taking 3rd place globally in NAND memory shipments. Growth was 22% year-on-year. Samsung and SK Hynix still hold the lead, but the Chinese giant is actively changing the balance of power. #YMTC #NAND #TechNews #ChinaTech

🇰🇷 SK hynix employees have created a new union to protect their bonuses from management revision. 📉 In August 2026, 3,800 employees (11% of the staff) joined the new organization, dissatisfied with the fragmentation of old unions. 💰 The conflict flared up over an agreement on 10% of annual profit: management wants to replace part of the bonuses with stock, like at Samsung, but workers oppose market volatility. ⚖️ The Korean government criticizes both the payment model and the negotiation process. The new union will likely be able to influence decisions only next year.

🚨 <b>Seoul Supreme Court</b> upholds sentence for former <b>SK hynix</b> employee for leaking secrets to China. 📉 In 2022, an employee transferred CMOS sensor data to a Chinese firm to secure employment. ⚖️ Sentence: <b>18 months in prison</b>. Appeal rejected. 🇰🇷 The case highlights the risks of industrial espionage in the semiconductor industry. #SKhynix #Technology #SouthKorea #Espionage #Semiconductors

Chinese CXMT, having surpassed Intel in capitalization, is preparing to launch LPDDR6 memory. The chips have already passed checks and will compete with SK Hynix products. The first smartphones with such memory will appear by the end of the year 📱🚀

The South Korean Kospi index plunged 16% in two days due to fears of Chinese competition and overspending on AI. SK Hynix and Samsung Electronics stocks became the main victims of the sell-off, exacerbated by leveraged funds. Investors are sounding the alarm: the cost of default insurance for giants like Oracle and Google has reached record highs.

The memory market reached record highs in July 2026 due to the AI arms race. DDR5 prices have risen 4.5 times, while hard drives have become 2.25 times more expensive. Manufacturers are not rushing to increase capacity, so a price drop is not expected until 2027 💸💾🚀