AI customers of various forms have given Samsung and SK hynix new opportunities to reach staggering heights through insatiable DRAM demand. However, these gateways can also become perilous pitfalls if companies aren’t careful, which is why both memory manufacturers had to overhaul their entire business models to withstand those recession cycles. Here’s how they did it. Securing LTAs (Long-Term Agreements) is one thing, but Samsung and SK hynix have insulated themselves from demand fallout The memory industry has historically been extremely vulnerable to those aggressive “boom-and-bust” cycles, and Samsung is no stranger to those back-breaking losses. Now, with the Korean […]

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It seems hell hath no fury like a commodity DRAM chip spurned. As HBM continues to hog DDR wafers, the supply of DRAM might plummet as much as 70 percent in 2027, according to the CEO of Apacer, which echoes recent pronouncements from the CEO of SK hynix. The CEO of Apacer expects the supply of commodity DRAM to fall off the proverbial roof in 2027, echoing pronouncements from the CEO of SK hynix, who thinks "next year will be the worst year in the industry's history from the supply perspective" According to the CEO of Apacer, C.K. Chang, DRAM […]

Read full article at https://wccftech.com/apacer-ceo-warns-that-commodity-dram-supply-will-fall-by-70-in-2027-echoing-a-doomsday-take-from-the-ceo-of-sk-hynix/

Things are about to get very ugly for at least one of the so-called 'Big Three' memory players, as SK hynix has just reported a bruising miss on consensus expectations, courtesy of its heavy tilt towards AI-centric HBM. SK hynix misses Q2 2026 consensus expectations for its revenue and operating profit by 5.4 percent and 5.9 percent, respectively SK hynix has just reported $54.6 billion (79.3 trillion won) in revenue vs. a consensus estimate of $57.7 billion (83.9 trillion won). Also, the high-flying memory player has disclosed an operating profit of $41.6 billion (60.5 trillion won) against a consensus estimate […]

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South Korea's President led an AI summit in San Francisco on Friday, and the venue became an epicenter of deal-making, with at least $750 billion worth of long-term agreements (LTAs) and MOUs inked within the span of just a few hours, and was followed by a 'family dinner' attended by representatives from NVIDIA, Broadcom, Microsoft, Samsung, SK hynix, Hyundai Motor and Naver. Samsung, SK hynix, and NVIDIA secured $750 billion worth of agreements at San Francisco's AI summit Under the terms of this agreement, NVIDIA will get a "co-develop opportunity" on SK hynix's next-gen HBM, helping it secure a stable […]

Read full article at https://wccftech.com/nvidia-inked-a-500-billion-agreement-with-sk-hynix-and-then-jensen-huang-asked-for-one-more-beer/

CXMT is now charging more for memory than the big three DRAM makers as demand swells in China's domestic AI markets. CXMT Benefits Big Time From DRAM Crisis By Charging Hefty Premium For Its Memory Products Most global media outlets were under the impression that CXMT was going to be the "Cheaper Alternative" to Samsung, SK Hynix, and Micron, who are asking big sums of cash for their DRAM products, but that wasn't the case. In our exclusive, we reported that CXMT's advantage was not in its price, but in its supply, and that remained true; demand skyrocketed 10-fold, and […]

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At the silicon front, companies like Apple, Qualcomm, MediaTek, and Samsung have progressed tremendously in making their SoCs incredibly powerful for on-device AI, but their advancements will continue to remain stunted due to packaging and DRAM limitations. While one of these aspects has been addressed, a new report states that SK hynix is working on the second obstacle through the development of 3D-stacked DRAM-on-logic architecture on mobile phones. SK hynix is recruiting engineers to accelerate the development of 3D-stacked DRAM-on-logic architecture, removing on-device AI limitations on smartphones This next-generation memory stacks directly on top of a semiconductor chip and will […]

Read full article at https://wccftech.com/sk-hynix-working-on-dram-breakthrough-to-bring-real-on-device-ai-to-smartphones/

Given the very juicy margins in the memory chip business right now, it's not so unthinkable that Intel might soon dip its toes, so to speak, in this red-hot sector, especially as a confluence of anecdotal evidence suggests that the chipmaker is at least thinking along those lines. Intel references its hiring of SK hynix's former CEO when an analyst brings up its Z-Angle Memory plans Two of the biggest takeaways from Intel's just-concluded earnings call relate to the 14A node's risk production now commencing in 2027, and the chipmaker's confidence in hiking its CapEx "significantly" next year, hinting at […]

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If you think the ongoing memory chipflation-led mayhem in the consumer electronics sphere is the worst it gets, the CEO of SK hynix wants you to think again, especially amid consistent reports that the memory sphere will not enter into a supply-demand equilibrium for many years to come. The year 2027 will see wafer supply grow by 12%, but half of this growth will be consumed by HBM, limiting ex-HBM DRAM bit growth to 15% against a surge in demand of 22% To wit, SK hynix CEO, Kwak Noh-jung, has just projected that tougher times lie ahead even after the […]

Read full article at https://wccftech.com/sk-hynix-ceo-rings-alarm-bells-next-year-will-be-the-worst-year-in-the-industrys-history-from-the-supply-perspective/

As if the profits garnered from general-purpose DRAM weren’t enough for the three memory giants Samsung, Micron, and SK hynix, these companies also planned on deepening their pockets through the development of custom controllers for CXL (Compute Express Link), a next-generation technology designed to expand a server’s capacity. However, realizing that their lucrative customers won’t entertain spending a premium, the big three have reportedly abandoned development plans and are sticking with a universal input for standard DRAM. CXL controller design will now be handled by other companies, but Samsung, Micron, and SK hynix won’t pitch the idea if there’s zero […]

Read full article at https://wccftech.com/samsung-micron-sk-hynix-drop-in-house-dram-controllers-over-fear-of-losing-billions/

ADATA's chairman has said that there's no need to discuss the AI bubble yet since DRAM shortages will last another 10 years. Tech Markets Have Underestimated The Global Demand For DRAM and Memory Shortages Will Last At Least 10 Years, As Per ADATA's Chairman Following TSMC's recent stock decline after its earnings call, ADATA's chairman quickly responded to questions about whether this could be a signal of the AI bubble popping up. Chairman Chen Li-bai refuted this, and said that it's way too early to discuss anything related to an AI bubble, as that talk should only be discussed by […]

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DDR6 RAM commercialization is expected between 2028 and 2029, but CXMT and its supply chain are already making advancements to ensure that they’re on top of this opportunity before Samsung and SK hynix have a chance to execute their grip in global markets. To ensure that the transition from DDR5 to DDR6 remains smooth and efficient, the Chinese memory maker has brought in a new manufacturer that’s considering the introduction of a panel-based process over the existing method for DDR4 and DDR5 manufacturing. DDR6 RAM will sport a multi-layer design, requiring a manufacturing overhaul that doesn’t negatively impact CXMT’s yields For […]

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CXMT is all set to tackle the "Big Three" in a significant way in the DRAM segment as it accelerates its memory product roadmap. DRAM Demand Turns CXMT Into A Major Memory Player, Gunning The Big Three With An Accelerated Roadmap Yesterday, CXMT made its stock market debut on the Shanghai STAR Board with an $8.6 billion IPO. While the company is valued at around $80-$85 billion, which puts it far below the $1.0 trillion that its competitors are valued at, the company is all set to tackle the "Big Three" big time with a roadmap that includes various products […]

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CXMT's DDR5 memory has some major drawbacks versus DRAM modules from the big three, as ASUS highlights poor overclocking and worse performance. Motherboard Vendors Have Unlocked Over 8000 MT/s Speeds On CXMT-Based DDR5 Memory Modules, But The DRAM Is Inferior In Performance & Overclocking With the ongoing DRAM shortages, China's DIY PC market has started relying heavily on domestic memory solutions. We have seen brands such as Kingbank, Gloway, Lexar, and many more utilize CXMT DDR5 memory. As such, motherboard vendors have started offering optimized support for these modules. With strengthened BIOS support, these memory modules can now surpass 8000 […]

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A bombshell report from the Bank of America has just demolished the fallacy that new memory supply is just around the proverbial corner, with SK hynix now likely to bring online just around one-sixth of its initially envisaged production capacity additions by 2028. According to a Taiwanese memory chip industry insider, Samsung and SK hynix will only be able to bring their massive new fabs at Gwangju and Jeolla fully online after a decade We already know that South Korea's President, Lee Jae-myung, wants the country's memory capacity doubled by 2030, and has touted massive new fabs that Samsung and […]

Read full article at https://wccftech.com/sk-hynix-may-add-just-one-sixth-of-its-planned-new-memory-capacity-by-2028-handing-ammunition-to-the-dram-price-fixing-lawsuit/

Korean memory gains SK hynix is considering buying South Korean government bonds, according to a senior official. The report follows earlier news that had claimed that the memory company would bring back a portion of the funds generated through its American Depository Receipt (ADR) listing last week to its home country in order to invest in memory chip manufacturing facilities. The executive's comments come as the firm is expected to experience slower high bandwidth memory (HBM) price growth stemming from long-term supply agreements. SK hynix is Open to Shifting Some of Its Capital Into Korean Government Debt, Says Report SK […]

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Tesla is all set to begin production of its AI5 chip on Samsung's 2nm process technology after a successful tapeout back in April. Samsung & TSMC To Produce Tesla's AI5 Chip With The Former Leveraging Its 2nm Capabilities Last month, Elon Musk announced the successful tape-out of its AI5 AI chip. Elon shared pictures of the chip, featuring a large primary die in the middle that will handle all of the compute and 12 DRAM modules on the outskirts, offering high capacity and efficiency-optimized bandwidth. The DRAM modules in the picture are from SK hynix, and while the DRAM SKU […]

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SK Hynix CEO has warned that memory shortages will be at their worst in 2027 as it celebrates its trading debut on Nasdaq in Times Square. Memory Supply Won't See Any Sign of Relief Beyond 2030 As SK Hynix Signals 2027 To Be The Worst Year In Terms of Shortages Well, memory shortages have gripped all aspects of the tech industry, and it seems to have become the norm these days. As the supply crunch continues, the CEO of SK Hynix, one of the three largest DRAM producers, has said that things are about to get much worse for the […]

Read full article at https://wccftech.com/sk-hynix-ceo-warns-2027-memory-worst-year-ever-shortages-set-to-outlast-the-decade/

The industry is hyping up the alliance between Chinese memory manufacturer CXMT and Apple, with the latter previously reported to have begun testing the company’s DRAM chips for use in future products. Unfortunately, a new rumor buries any hope that these modules will be found in the upcoming iPhone 18 Pro and iPhone 18 Pro Max, and it’s not due to any political pressure. Apparently, it’s a technological limitation involving the A20 Pro’s Wafer-Level Multi-Chip Module Packaging (WMCM). All hope isn’t lost because Apple’s standard A20 found in the iPhone 18 and iPhone 18e could still be paired with CXMT DRAM For […]

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The AI chip boom just produced its biggest Wall Street moment yet. Now SK Hynix and Samsung are being asked to build U.S. factories.