SK Hynix

Shares of key AI chipmakers tumbled in Asia and U.S. premarket trading, with SK Hynix down about 10.1% and Samsung down 7.4%, dragging broader indices and hitting peers including Kioxia, TSMC and SoftBank. The selloff followed Chinese memory maker CXMT’s announcement of a new RAM architecture that could boost memory density by 30–50%, raising competitive concerns. Broadcom CEO Hock Tan also warned that many AI investors are behaving like gamblers with unrealistic expectations, adding to market nervousness. » Mere på forbes.com

A security incident at OpenAI and the subsequent renewed pause in training triggered selling pressure on Asian memory chip stocks on Monday, with SK hynix falling sharply. SK hynix and Samsung were among the biggest losers, with share declines of about 4–5 percent. Attention is also focused on a possible IPO of SK hynix’s unit Solidigm, while investors debate the length of the training pause, potential regulation and the implications for AI investment dynamics. » Mere på finanzen.net

According to reports, SK hynix is in talks with Intel about manufacturing memory chips in the U.S. for the first time, either by leasing part of the planned Ohio fab or through a joint venture with Intel and major cloud providers. The discussions are exploratory; it remains unclear which memory technologies (e.g., HBM, DRAM, or NAND-Flash), investment amounts, and offtake agreements are being considered. A U.S. production footprint could give SK hynix better access to cloud and AI customers but could weigh on profitability in the near term due to higher costs. The news lifted SK hynix’s stock in Korea by about four percent. » Mere på finanzen.net