SK Hynix

SK Hynix jumped about 7% after AI demand shifted wafer capacity toward high-bandwidth memory, lifting supplier prices and sending the Roundhill Memory ETF higher. The allocation squeeze is reducing capacity for smartphone DRAM, with Micron warning supply tightness may persist beyond 2027. Apple slipped after management said September memory costs will be even higher, pressuring OEM margins. » More on finance.yahoo.com

SK Hynix is considering outsourcing production of the base dies for its next HBM generation, HBM4E, to Intel Foundry in addition to TSMC to reduce supply‑chain risks and gain leverage in cost and capacity negotiations. The move would enable multi‑vendor manufacturing and greater price and delivery certainty; the scope and timing of any collaboration are still open. According to the report, SK Hynix is also evaluating packaging options from both foundries and has already delivered samples of its 12‑layer HBM4E to customers. » More on de.investing.com

According to CEO Kwak Noh-jung, SK Hynix sees a supply shortfall in the memory market through the end of the decade due to AI-driven demand and does not see clear signs of a downturn. The company has broken ground on a more than $4 billion facility for AI chips in Indiana. Large investments in memory production could pose long-term oversupply risks, but currently do not affect the demand outlook. » More on finanzen.net