Asian semiconductor stocks surged after the U.S. and Iran two-week ceasefire eased Strait of Hormuz disruption fears.

Read Full Article: deccanfounders.com/2026/09/news...

#USIran #WestAsia #SemiConductors #War #Chip #TSMC #HeliumExports #Wafers #Samsung #SKHynix

Mehr EUV-Systeme von ASML: SK Hynix zahlt Premium-Preise für extra schnelle Lieferung Die Bestellung von SK Hynix bei ASML und Lieferzeiten nur bis Ende 2027 warf einige Fragen auf, die durch höhere Preise beantwortet werden.

Mehr EUV-Systeme von ASML: SK Hynix zahlt Premium-Preise für extra schnelle Lieferung #semiconductor #ASML #skhynix

SK Hynix ETF Tops Global Inflows After Selloff A leveraged SK Hynix ETF drew roughly $1.1bn YTD through Mar 31, 2026, surpassing inflows into Tesla and Microsoft funds, signaling concentrated tactical bets (Bloomberg Apr 1, 2026).

SK Hynix ETF Tops Global Inflows After Selloff: A leveraged SK Hynix ETF drew roughly $1.1bn YTD through Mar 31, 2026, surpassing inflows into Tesla and Microsoft funds, signaling concentrated tactical bets (Bloomberg Apr 1,… 👈 Read full analysis #SKHynix #ETF #Investing #MarketTrends #FinanceNews

EUV Lithography Machines in Short Supply The EUV lithography market faces unprecedented demand.

SK hynix just dropped $8B on 30 EUV machines, Elon Musk is also chasing the same gear, and ASML’s backlog already stretches to 2028 — is the semiconductor industry entering an era where whoever secures the equipment wins?
#SKhynix #EUV #ASML
open.substack.com/pub/chippub/...

Samsung, SK Hynix Jump 10% as Tech Recovers Apr 1 Samsung and SK Hynix each rose about 10% on Apr 1, 2026 (Investing.com); the rally follows double-digit March losses and hinges on memory price stabilization.

Samsung, SK Hynix Jump 10% as Tech Recovers Apr 1: Samsung and SK Hynix each rose about 10% on Apr 1, 2026 (Investing.com); the rally follows double-digit March losses and hinges on memory price stabilization. 👈 Read full analysis #Samsung #SKHynix #TechRecovery #Investing #MemoryMarket

Samsung, SK Hynix Lift KOSPI on Iran Ceasefire Hopes KOSPI rose ~1.8% on Apr 1, 2026; Samsung gained ~2.5% and SK Hynix ~5.1% as Iranian ceasefire hopes eased risk premia (Bloomberg).

Samsung, SK Hynix Lift KOSPI on Iran Ceasefire Hopes: KOSPI rose ~1.8% on Apr 1, 2026; Samsung gained ~2.5% and SK Hynix ~5.1% as Iranian ceasefire hopes eased risk premia (Bloomberg). 👈 Read full analysis #Samsung #SKHynix #KOSPI #IranCeasefire #StockMarket

OpenAI a signé des deals pour 40% de la RAM mondiale, sans jamais passer une vraie commande OpenAI aurait réservé jusqu'à 40 % de la production mondiale de DRAM via des lettres d'intention non contraignantes, provoquant une flambée des prix de la DDR5 pour les consommateurs.

OpenAI et la crise de la RAM : des commandes jamais passées. #RAM #OpenAI #SamAltman ##DDR5 #Pénurie #Samsung #Micron #SKHynix
share.google/ZggHvjTPN9kx...

Original post on mastodon.social

Memory chipmakers around the world shed close to $100bn in market value last week, after new research suggested AI systems may require far less hardware than previously expected.

www.computing.co.uk/news/2026/memory-chip-st...

#technews #ram […]

Signed Cast, Hidden Dagger: Google Smiles at SK While Cutting Memory Demand In the global artificial intelligence (AI) ecosystem, there are no eternal allies. This reality has been proven once again as Google unveiled new technology th

In the global artificial intelligence (AI) ecosystem, there are no eternal allies.
#SK #SKHynix #Google #TurboQuant #AI #HBM #Samsung #SamsungElectronics #TPU #software #hardware #technology #it #itchosun #chosun #SouthKorea #Korea #NewsUpdate

SK Hynix's upcoming U.S. IPO aims to raise up to $14B, addressing the global memory chip shortage and aligning its valuation with global peers. #SKHynix #Semiconductors #AI #IPO Link: thedailytechfeed.com/sk-hynix-fil...

Por qué Google pone en jaque a Micron, Samsung y SK Hynix Google sacude a Micron, Samsung y SK Hynix con TurboQuant, la tecnología que abarata la IA y aprieta el negocio global de la memoria de golpe Google ha activado una alarma muy seria en uno de los nego...

Por qué Google pone en jaque a Micron, Samsung y SK Hynix #felizviernes #27demarzo #Google #InteligenciaArtificial #IA #TurboQuant #Micron #Samsung #SKHynix #Semiconductores #Bolsa #WallStreet #Nvidia #Tecnologia donporque.com/google-abara...

SK Hynix「80億ドル」の一手 — EUV30台と米国上場が描くAIメモリーの未来図 3月24日、SK Hynixがオランダの半導体装置メーカーASMLに約 80億ドル （約1兆1,950億円）規模のEUVスキャナー約30台を発注したと報じられた。ASML史上最大の単一公開受注だ。翌25日には、SK Hynixが米国ADR上場に向けSECに非公開書類を提出したというニュースが続いた。調達目標は最大 10...

ASML史上最大$80億のEUV注文＋米国ADR$100億。SK Hynixの「180億ドルの賭け」は何を意味するのか。HBM4時代、メモリー製造が先端ロジックと同じ装備競争に突入した構造変化を読み解きました。
techandchips.com/ja/blog/sk-h...
#SKHynix #HBM

SK Hynix Locks Down $8 Billion in Chipmaking Equipment as AI Demand Strains Supply South Korean chipmaker commits record amount to secure advanced lithography machines as AI memory demand strains global supply chains.

SK Hynix Locks Down $8 Billion in Chipmaking Equipment as AI Demand Strains Supply

#Semiconductors #SKHynix #ASML #AIsupplychain #ChipShortage #AusNews

thedailyperspective.org/article/2026-03-24-sk-hy...

SK Hynix announced a $7.9B (12 trillion won) purchase of ASML extreme ultraviolet (EUV) scanners, to be delivered by December 2027 for next-generation memory production.

#SKHynix #ASML #EUV #HBM #MemoryChips

Mega-Bestellung: SK Hynix kauft EUV-Systeme für 6,9 Mrd. Euro bei ASML ein SK Hynix macht beim Kapazitätsausbau ernst und gibt eine riesige Bestellung von EUV-Systemen bei ASML in den Niederlanden auf.

Mega-Bestellung: SK Hynix kauft EUV-Systeme für 6,9 Mrd. Euro bei ASML ein #semiconductor #hbm #AI #Nvidia #skhynix

Seoul harnessing Iran war to end the ‘Korea discount’#Block2 #Chaebols #IranWar #Konex #KoreaDiscount #KoreanPolitics #Kosdaq #Kospi #KospiRally #LeeJaeMyung #NortheastAsia #Oilprices #SamsungElectronics #SKHynix #SouthKorea #SouthKoreaTech

Samsung, SK Hynix Leveraged ETFs to Launch in May Bloomberg (Mar 23, 2026): South Korea may list two 2x single-stock ETFs for Samsung and SK Hynix as early as May 2026, opening new leveraged tools for traders.

Samsung, SK Hynix Leveraged ETFs to Launch in May: Bloomberg (Mar 23, 2026): South Korea may list two 2x single-stock ETFs for Samsung and SK Hynix as early as May 2026, opening new leveraged tools for traders. 👈 Read full analysis #Samsung #SKHynix #ETFs #LeveragedTrading #StockMarket

Memory Chip Shortage Could Last Until 2030, SK Group Chairman Warns The memory shortage may last until 2030, claims SK Group chairman Chey Tae-won. Meanwhile, SK Hynix is working to stabilise DRAM prices.

Memory Chip Shortage Could Last Until 2030, SK Group Chairman Warns #hardware #memory #ram #skhynix

Εφιάλτης διαρκείας: Η έλλειψη μνήμης μπορεί να διαρκέσει μέχρι το 2030 Ο πρόεδρος της SK Hynix προειδοποιεί ότι η κρίση δεν θα σταματήσει το 2028, όπως ελπίζαμε, αλλά θα διαρκέσει έως και το 2030, προμηνύοντας ακόμα μεγαλύτερες αυξήσεις τιμών σε PC και smartphones.

Σοκάρει η πρόβλεψη της SK Hynix για την έλλειψη DRAM και HBM. Μάθετε γιατί οι τιμές σε RAM, κάρτες γραφικών και smartphones αναμένεται να παραμείνουν στα ύψη. #SKHynix #RAMaggedon #RAMShortage #DDR5

SK Group Chairman Chey Tae-won warned at Nvidia's GTC event that the global memory chip shortage will persist until around 2030, with industry-wide wafer supply lagging demand by more than 20%.

#SKHynix #HBM #MemoryChips #DRAM #ChipShortage

Samsung Unveils HBM4E AI Memory Chips at GTC 2026 in SK Hynix Supply Race Samsung has unveiled HBM4E memory at Nvidia's GTC 2026 as it races to close a supply gap with SK hynix ahead of nearly $1 trillion in projected chip orders.

winbuzzer.com/2026/03/17/s...

Samsung Unveils HBM4E AI Memory Chips at GTC 2026 in SK Hynix Supply Race

#AI #NVIDIA #Samsung #SKHynix #Semiconductors #Memory Groq #BigTech #Chipmakers #Inference #VeraRubin #HBM4 #HBM4E #GTC2026

DRAM Prices Surge 180% as AI Demand Shift Starves PC Market DRAM prices have surged up to 180% as Samsung, SK Hynix, and Micron have shifted production to HBM for AI, with Gartner projecting PC shipments to fall 11.3%.

winbuzzer.com/2026/03/16/d...

DRAM Prices Surge 180% as HBM Shift Starves PCs

#AI #NVIDIA #AMD #Samsung #Memory #Semiconductors #SemiconductorMarket #Chipmakers #ChipManufacturing #AIChips #DataCenters #DRAM #HBM #SKHynix #Micron

Qatar helium shutdown puts chip supply chain on a two-week clock — SK hynix forced to diversify after 30% of global supply removed from the market No restart in sight.

#Qatar #helium shutdown puts #chip #supplychain on a two-week clock — #SKhynix forced to diversify after 30% of #globalsupply removed from the market

www.tomshardware.com/tech-industr...

Nvidia halts H200 production as China backs Huawei AI chips#artificialintelligence #AsiaTimes #BirenTechnology #Block1 #CambriconTechnologies #ChangXinMemoryTechnologies #China #Chipswars #H200 #HuaweiTechnologies #nvidia #semiconductor #SKHynix #UnitedStates

SK hynix Unveils 1c LPDDR6 DRAM Optimized for On-Device AI SK hynix has announced the successful development of a 16Gb LPDDR6 DRAM built on its sixth-generation 10nm-class (1c) process technology. The company first

First showcased at CES 2026, Sk hynix's new LPDDR6 DRAM offers 33% faster data processing speed and 20% less power consumption. These advancements are expected to translate into longer battery life and smoother multitasking. #skhynix #lpddr6

SK hynix Develops 16Gb LPDDR6 DRAM for Mobile AI SK hynix develops a 16Gb LPDDR6 DRAM using 1c 10nm-class technology, offering 10.7 Gbps speeds and 20% lower power for on-device AI mobiles.

SK hynix targets H2 2026 shipments of 16Gb LPDDR6 DRAM for on-device AI. Chip yields 33% faster data & >20% lower power. #SKhynix #AI #DRAM #Chips

www.thepickool.com/sk-hynix-dev...

SK hynix 發表 LPDDR6 記憶體：速度提升 33%，功耗降低 20%，專為次世代 AI 與遊戲裝置打造

SK海力士LPDDR6記憶體2026年量產！速度+33%、功耗-20%，AI手機與掌機效能大躍進。
biggo.com.tw/news/202603101426_SK-hyn...

#LPDDR6 #SKhynix

SK hynix が LPDDR6 メモリを発表：次世代 AI およびゲーミングデバイス向けに速度を 33% 向上、消費電力を 20% 削減

SK hynixがLPDDR6を発表。速度33%向上、消費電力20%削減で、2026年以降のスマホやゲーミングPCが激変。AI処理とバッテリー駆動時間が大幅改善する詳細を解説。
biggo.jp/news/202603101426_SK-hyn...

#LPDDR6 #SKhynix

SK hynix Unveils LPDDR6 Memory: 33% Faster Speeds, 20% Less Power for Next-Gen AI and Gaming Devices

SK hynix's new LPDDR6 memory is a game-changer: 33% faster speeds & 20% less power for next-gen AI phones & gaming handhelds. Mass production starts H2 2026. Full details in the comments.
biggo.com/news/202603101426_SK-hyn...

#LPDDR6 #SKhynix

Samsung y SK Hynix dispararán los Precios de la DRAM en el Segundo Trimestre (SÍ, otra vez): la IA reconfigura el mercado global de memoria | Noticias Hardware | CIBERED Crisis DRAM 2026: Samsung y SK Hynix disparan precios +130%. IA satura oferta global. Impacto en PCs y smartphones. ¡Análisis del shock de memoria!

💾 Samsung y SK Hynix anuncian que dispararán los Precios de la DRAM en el Segundo Trimestre de 2026 (SÍ, otra vez) cibered.com/hardware/nov...

#Samsung #SKHynix #MemoriaDRAM #Cibered