SK Hynix

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. » More on finanzen.net

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