# Sk Hynix > Markdown twin of https://roboterminal.app/companies/sk-hynix · https://roboterminal.app/companies/sk-hynix.md ## On shared sources - [Micron](https://roboterminal.app/companies/micron) (78) - [Samsung Electronics](https://roboterminal.app/companies/samsung) (59) - [CXMT](https://roboterminal.app/companies/cxmt) (16) - [NVIDIA](https://roboterminal.app/companies/nvidia) (12) - [SanDisk](https://roboterminal.app/companies/sandisk) (11) - [AMD](https://roboterminal.app/companies/amd) (8) - [TSMC](https://roboterminal.app/companies/tsmc) (8) - [Broadcom](https://roboterminal.app/companies/broadcom) (5) - [Goldman Sachs](https://roboterminal.app/companies/goldman-sachs) (5) - [Google](https://roboterminal.app/companies/google) (5) - [OpenAI](https://roboterminal.app/companies/openai) (5) - [Intel](https://roboterminal.app/companies/intel) (4) - [YMTC](https://roboterminal.app/companies/ymtc) (4) - [Anthropic](https://roboterminal.app/companies/anthropic) (3) - [CoreWeave](https://roboterminal.app/companies/coreweave) (3) - [Daishin Securities](https://roboterminal.app/companies/daishin-securities) (3) - [J.P. 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Sees memory constraint persisting throug… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112972706975011307) This.... https://t.co/LIhjmesDvo - [@pequityresearch on X](https://x.com/pequityresearch/status/2112726335558693089) The industry believes SK Hynix' HBM4 shipments fell short of initial expectations in the third quarter. According to the industry on the 21st, SK hynix's third-quarter operating profit consensus (the … - [@ren_stocks on X](https://x.com/ren_stocks/status/2112621239307002341) $MU $SNDK $SKHY $NBIS Nomura’s memory team just put out a really interesting note on the AI scare, the numbers underneath are some of the strongest I’ve seen in this drawdown. Nomura sees AI going fro… - [@pequityresearch on X](https://x.com/pequityresearch/status/2112214188990873860) DS Investment & Securities: Memory If 3-year cumulative DRAM ASP falls by ~32% and NAND by ~39%, companies can structurally maintain 80% to 90% of their peak 2027 operating profits. Supplier contracts… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2112204077362786746) CXMT shares fall 7.8% despite record 9-month profit The market reaction came after the company forecast a record net income of up to US$19.8 billion for the first nine months of 2026, as the domestic … - [@ricci_nov on X](https://x.com/ricci_nov/status/2112118801953349779) SK hynix backend equipment for HBM4 slipped from 2026 delivery to 2027, per Dealsite; shares fell five straight sessions, down over 11%. Two readings: MR-MUF injection trouble at tighter JEDEC die spa… - [@stretchcloud on X](https://x.com/stretchcloud/status/2111963034671353863) Samsung raised its 32GB DDR5 price from $149 to $239 in September. That's a 60 percent jump in one month, and it isn't the top of the curve. Contract DRAM pricing more than doubled this year, from abo… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111852560965661177) Memory stocks just lost about $738 BILLION in market value. According to Goldman Sachs, shares of the major memory makers fell between 11% and 26% after China's CXMT announced its new DRAM cell archit… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111838471195361497) Samsung is teaming up with its biggest foundry rival to build Nvidia's next memory chip. According to Korean media, Samsung will use $TSM's 3nm process for the base die in $NVDA's custom NVHBM, at Nvi… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111805244652872153) DRAM spot pricing ⬆️ SK Hynix and Samsung market cap ⬇️ $MU $DRAM $EWY $SKHY https://t.co/vx6FIle8j2 - [@stretchcloud on X](https://x.com/stretchcloud/status/2111656262505230478) Every major memory maker says it's sold out through 2027, demand described as extremely strong, and the stock prices did not get that memo this month. Micron, SanDisk, SK Hynix and Western Digital hav… - [@ricci_nov on X](https://x.com/ricci_nov/status/2111451727065162188) Kospi closed -7.57%, circuit breakers on Kospi and Kosdaq. SK hynix -11.1%, Samsung -9.5%; foreigners net sold 3.62tn won while domestic institutions bought. Trigger: CXMT's 4F2 DRAM claim — commodity… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111329365132968057) China's biggest DRAM maker is printing money. CXMT expects about ¥131 billion in net profit for the first nine months of 2026. A year earlier it lost ¥5.3 billion. Quarterly revenue went from ¥6.1 bil… - [@pequityresearch on X](https://x.com/pequityresearch/status/2111291861964906902) Dan Ives on memory demand: "I just landed from Korea and we're seeing memory chip demand/supply 13 to 1." For every 1 unit of memory capacity available, buyers are requesting for 13 units. Via @CNBC $… - [@ricci_nov on X](https://x.com/ricci_nov/status/2111286272958579087) A US class action alleges Samsung, SK hynix and Micron coordinated DRAM pricing, and that each AI HBM bit cost about three bits of regular DRAM. These are unproven allegations: no certified class, no … - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111138882104475959) Michael Dell just told the Wall Street Journal that the memory crunch is going to get WORSE. On CNBC this week he said supply and demand get worse next year, and when asked about memory he called it "… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2111041215596748820) Global smartphone shipments just had their WORST quarter on record. IDC says shipments fell about 22% in Q3 to 255.3 million units. Memory costs driven by AI demand are crushing phone makers. Chinese … - [@pequityresearch on X](https://x.com/pequityresearch/status/2110870478407553074) Expert call covering semiconductor testing & memory - HBM test intensity, Advantest vs. Teradyne competitive dynamics, probe card demand, and CXMT localization progress. $MU $TER $SKHY $DRAM https://t… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2110756978842820825) SK Hynix conditions new US factory on more US chip equipment exports to China, sources say @pstAsiatech This is clearly a "common sense" approach to this issue. https://t.co/sXL2R8V9B5 - [@ricci_nov on X](https://x.com/ricci_nov/status/2110607819473039605) Back-end equipment for SK Hynix's HBM4 may slip from 2H26 into 2027, per DigiTimes, as conventional DRAM tightens. The same capacity shift has DDR4 contract prices rising faster than DDR5. HBM versus … - [@pequityresearch on X](https://x.com/pequityresearch/status/2110581637461229622) DIGITIMES: Nvidia's next-generation Rubin AI accelerators are expected to rely predominantly on 12-layer HBM4 high-bandwidth memory, despite reports that the chipmaker has asked Samsung Electronics an… - [@elonmusk on X](https://x.com/elonmusk/status/2110566143983223006) China will be making a LOT of RAM in 2028 https://t.co/RiBFTe6JIC - [@pequityresearch on X](https://x.com/pequityresearch/status/2110552792557605049) SK Hynix is seeking approval from Washington to export US chipmaking equipment to China to increase production there as a condition for building a factory in the US. $SKHY $DRAM $EWY https://t.co/FHDZ… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110550475632460251) A financial column published in South Korea now warns of memory oversupply in 2029, after new capacity comes online. They argue Korea has only 2-3 years to develop new growth industries before the cyc… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110475229860687983) J.P. Morgan: accumulated HBM shortage reaching 23 weeks by CY28 and industry HBM TAM at ~$160B/~$280B in CY27/28 (from ~$64B in CY26). $DRAM $EWY $MU $SKHY - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2110393853295427607) SK Hynix, Micron confront AI memory bottlenecks with HBM standardization, chip integration AI infrastructure expansion is shifting semiconductor competition beyond individual chip performance towards … - [@ricci_nov on X](https://x.com/ricci_nov/status/2110266727506514067) Two Korean firms hold 83% of global memory. SK Hynix broke ground on a $4B packaging plant in Indiana in August; Samsung more than doubled its HBM share in a year. Rhodium notes Nvidia's allocation de… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110191359424647406) Bloomberg Intelligence expects the HBM market reaching $641 billion by 2030, up from a previous forecast of $260 billion. BI expects HBM3E and HBM4 prices to jump 30–45% in 2027 and estimate that the … - [@pequityresearch on X](https://x.com/pequityresearch/status/2110135426262720786) Elon is saying Micron has been reasonable with future memory prices while the others have been extortionate 😮 Elon doesn't like what Samsung and SK Hynix are doing in terms of pricing... $MU $DRAM $E… - [@pequityresearch on X](https://x.com/pequityresearch/status/2110130961710997659) Damnang not only has good writing, but good visuals! This is a great visual showing the difference in HBM4 between Samsung and SK Hynix. Please have a read at this article! https://t.co/OMa9Q1boO6 htt… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2110101523980337444) $SPY finished basically flat today, closing at $778.01 for a 0.01% loss after dipping as low as $775.95 earlier in the session as chip stocks sold off. Here are the top stories you need to know. 1. Me… - [@ren_stocks on X](https://x.com/ren_stocks/status/2110095353773179264) $SNDK $MU $SKHY FUD runs fast but never far. This reminds me of what happened to the memory trade at the beginning of the year. https://t.co/q39a12yTgI - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2110074252716056818) Memory fundamentals are still very strong (stronger than Q1). $MU CEO: - "We expect memory and storage supply demand conditions to be much tighter in fiscal 2027 and 2028 than they were in 2026." - "W… - [@pstAsiatech on X](https://x.com/pstAsiatech/status/2110030531886997763) China’s CXMT makes progress in chip design pursued by Samsung, SK Hynix This is how the industry works.... https://t.co/U1t5w7XxHo - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109939721115934751) $AMAT just opened the largest joint chip research facility in the world, and all the major chipmakers are in it. The EPIC Center in Sunnyvale, California covers about 600,000 square feet, with nearly … - [@ricci_nov on X](https://x.com/ricci_nov/status/2109933847010001301) SK hynix put 100+ in-house H-TPU cores in an SSD controller. Each draws ~2.5% of the power and 4% of the area of a general-purpose CPU core. It feeds Storage Next, which addresses 512-byte units, an e… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109880316286648360) The chip sell off just spread across ALL of Asia. South Korea's KOSPI is down about 6% and has dropped below 6,000. Japan's Nikkei is down about 2.6%, and MSCI's Asia Pacific index outside Japan is do… - [@ricci_nov on X](https://x.com/ricci_nov/status/2109813575976194134) Samsung's HBM4E has reportedly cleared validation, and forecasts cited by DigiTimes have it overtaking SK hynix as the largest HBM supplier in 2027 as HBM4 prices climb and DRAM capacity stays tight. … - [@stretchcloud on X](https://x.com/stretchcloud/status/2109428835376861298) Goldman Sachs is now forecasting a 4.9 percent DRAM undersupply for 2026, and the mechanism behind that number matters more than the headline. Samsung, SK Hynix, and Micron aren't short on fab capacit… - [@pequityresearch on X](https://x.com/pequityresearch/status/2109420781948055982) Memory market spot prices: DRAM: > 4Gb DDR4: +274% > 4Gb DDR3: +243% > 16Gb DDR5: +100% > 8Gb DDR4: +92% > 16Gb DDR4: +30% NAND / Storage: > 256Gb Wafer: +167% > 512GB SSD: +144% > 512Gb Wafer: +44% $… - [@pequityresearch on X](https://x.com/pequityresearch/status/2109404172860920278) Chey Tae-won, chairperson of SK Group, wants to speed up chip plant expansion to avoid losing memory market share in Korea. He said, "If Chinese companies or U.S. Micron expand faster, Korea's market … - [@pequityresearch on X](https://x.com/pequityresearch/status/2109387558878675088) Check out this expert call if you want to learn more about HBF — vendor strategies, HBF vs. HBM in inference, key technical hurdles, and the roadmap for Edge AI. $SNDK $SKHY https://t.co/rPamm0UlFt - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2109297980348240367) SK hynix paid $8.8 BILLION for Intel's NAND business in 2021 and now it could be worth over 10x that. According to Korean media, Solidigm has reportedly picked Goldman Sachs and Morgan Stanley to lead… - [@ricci_nov on X](https://x.com/ricci_nov/status/2109284244782784721) Chosunbiz and Seoul Economic Daily report forecasts of humanoid-robot DRAM demand growing 20-fold by 2030, opening a new market for Samsung and SK Hynix. A forecast, not an order book. Memory demand i… - [@ricci_nov on X](https://x.com/ricci_nov/status/2109203543341355479) SK hynix holds ~50% of HBM in 2026 but had no hybrid-bonded samples in production as of Oct 8. An Oct 7 industry report says Samsung shipped samples first; generation and customers unconfirmed. Samsun… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108726461678960902) ASML has sent a 10% price hike proposal to Samsung and SK Hynix on every spare part it sells. $ASML https://t.co/SVp67C9bw0 - [@ricci_nov on X](https://x.com/ricci_nov/status/2108482421478109279) Per TechPowerUp, SK hynix is reportedly struggling with hybrid bonding for next-generation HBM and trails Samsung on sample progress. Unconfirmed, and no yield numbers are public. But if it holds, the… - [@pequityresearch on X](https://x.com/pequityresearch/status/2108295879119802462) Here is an expert call that touches on memory supply and price increases. $MU $DRAM $EWY https://t.co/qtaUUd7JV8 - [@pequityresearch on X](https://x.com/pequityresearch/status/2108294908910125289) Expert Call | Memory Research — DRAM/NAND Supply Contraction and Price Increases, HBM Capacity Crowd - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2108256589559865346) Memory suppliers are finally acknowledging our HBM de-spec call. SK Hynix publicly said 16-hi is difficult, and the market is now prioritizing bandwidth over capacity. Hybrid bonding’s case in HBM was… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107987392753750084) According to an expert, YMTC's eSSD products have been getting trialed by domestic customers due to tight capacity at leading overseas OEMs; however, data center customers still prioritize eSDDs from … - [@pequityresearch on X](https://x.com/pequityresearch/status/2107986212845666494) Expert Takeaways: Samsung > Samsung's Production & Sourcing Shift: Samsung is reallocating 10%+ of its 1c node capacity from LPDDR5X to HBM by 2027, while its mobile division relies on a multi-supplie… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2107964111627940336) AI agents will trigger the largest CPU supercycle in history. Mizuho estimates agentic CPU sockets will surge from 1.3 million in 2026 to 16 million by 2030. Including head node processors, AI could d… - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2107867579503067488) One of the hardest parts of the memory trade is picking the stock. Forecasts have global memory chip revenue going from $200b in 2025 to over $700B in 2027. That's more than triple in two years. The d… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107866792517349735) Mirae Asset Securities: SK Hynix > 12-Hi HBM4 replaced by 8-Hi is a way to stretch constrained supply; allow more stacks to be supplied. > HBM3E supplied for big tech companies has room for price incr… - [@pequityresearch on X](https://x.com/pequityresearch/status/2107851441889017891) Bernstein: AI server supply chain $NVDA $AMD $AVGO $TSM $MU $AMKR $GOOGL - [@pequityresearch on X](https://x.com/pequityresearch/status/2107661690812977504) According to Damnang's expert call, SK Hynix is facing technical difficulties in developing hybrid bonding for HBM while Samsung has already sent samples to customers. $MU $DRAM $EWY https://t.co/VwdJ… - [@ren_stocks on X](https://x.com/ren_stocks/status/2107653638709489678) $SKHY $MU $SNDK Memory per GPU is going up, and the math is getting silly. The fear with memory at these prices has always been "de-spec," the idea that chip designers respond to expensive memory by u… - [@ren_stocks on X](https://x.com/ren_stocks/status/2107300051970126204) I had the chance to check out J.P. Morgan's latest Memory Market Update and it only made me more bullish on $MU and $SNDK. Memory bears are running out of years to be right. Micron now sees supply tig… - [@tslaming on X](https://x.com/tslaming/status/2105933117928140916) BOOM 🚨 Just hours after announcing a massive memory cut, Elon Musk revealed a quick hardware pivot: Tesla is nudging the AI5 chip's onboard RAM up from 72GB to 96GB of LPDDR5 💥 This puts the new con… - [@pequityresearch on X](https://x.com/pequityresearch/status/2102188879172563185) Daishin Securities: Samsung Electronics There are customers requesting 10-year contracts, it is judged that extension contracts have been successfully concluded with some customers. $MU $DRAM $EWY $DI… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2102052675659718783) Samsung and SK hynix are about to make an absurd amount of money and South Korea’s export data just revealed why. South Korea’s semiconductor exports surged 259.4% year over year to a record $34.1 bil… - [@Newsforce on X](https://x.com/Newsforce/status/2102042669379719472) 🇨🇳 China’s leading memory-chip maker, CXMT, says its fifth-generation chip platform has entered mass production, marking a new step in the country’s push to expand domestic semiconductor manufacturi… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2101953583079985519) Chip exports from SK Hynix and Samsung Electronics have surged to record highs in September. In the first 20 days of September, South Korea's total exports rose by 14.9%, compared to 7.2% in August. C… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101886637831606705) UBS Group estimates that memory-related spending will surge from $71 billion in 2025 to $367 billion this year, reaching $923 billion by 2027. The remaining AI-related costs are projected at $631 bill… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101847697686716801) Preliminary September 2026 semiconductor export statistics (covering Sept 1–20): Total Memory Export Value: $21.501 billion (+350.7% YoY, +8.2% MoM) Unit Price: $82,467/kg (+277.3% YoY, -13.9% MoM) DR… - [@Newsforce on X](https://x.com/Newsforce/status/2101801077142131092) 🇨🇳 Chinese chipmaker CXMT announced that its fifth-generation DRAM memory chip platform has entered mass production. This milestone could position it as a stronger rival to Samsung, SK Hynix, and Mi… - [@pequityresearch on X](https://x.com/pequityresearch/status/2101791762469544112) HBM export unit price dropped for the first time in 5 months Average export price fell by 3.6% to $73.39 last month. According to Lee Jong-hwan, a professor of System Semiconductor Engineering at Sang… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2101699159049052291) This is one of the important chart in the entire memory market (Save this). For two decades, DRAM prices followed the red dotted line, a steady, relentless decline driven by Moore's Law and more effic… - [@thenewsink on X](https://x.com/thenewsink/status/2101674555064344934) Can China’s New Memory Chips Challenge Samsung, SK Hynix and Micron? https://t.co/EG9lEe4p9y - [@pequityresearch on X](https://x.com/pequityresearch/status/2101311095906701536) Citi: HBM Demand Outlook > Massive Market Growth: Total HBM demand is projected to surge exponentially, jumping from just 736 (1Gb eq.) in 2021 to a staggering 126,990 by 2028. > Nvidia Dominates Dema… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100996270802268532) Excellent visuals from Skylab Intelligence showing how fast memory chip exports have rises. South Korea's DRAM exports have risen by 501.4% YoY. $MU $DRAM $DISK $EWY $SKHY $SNDK https://t.co/WQaQp9yCr… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100966323589361808) HSBC: Server DRAM prices should continue rising amid strong demand for AI and general servers. $MU $DRAM $EWY $SKHY - [@CKCapitalxx on X](https://x.com/CKCapitalxx/status/2100818962686640384) SK Hynix is building a NAND fab in the US. Memory is so tight right now they're expanding into the most expensive place to build. $SKHY https://t.co/wiZ55ixBnX - [@pequityresearch on X](https://x.com/pequityresearch/status/2100799405762736244) RBC Capital on Micron: "our Asia supply chain conversations point to 80-100% HBM price increases for 2027, which should remain a tailwind to blended DRAM ASPs." $MU $SKHY $EWY $DRAM - [@pequityresearch on X](https://x.com/pequityresearch/status/2100754930734969048) Omdia: Memory > DRAM industry revenue is forecast to reach $372 billion in 2026, representing a staggering 147% year over year growth, while NAND revenue is projected to hit a record $300 billion, up … - [@ricci_nov on X](https://x.com/ricci_nov/status/2100743676431679734) SK hynix showed PIM, HBF and SALT-KV at AI Infra Summit 2026 in Santa Clara, per DigiTimes, as inference splits between latency-sensitive services and capacity-heavy long-context work. The GPU-HBM pai… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100408145562739008) Citi: we expect server DRAM demand to grow more than 50% YoY in 2027E, with eSSDs demand rising ~50% YoY. Server DRAM demand should rise alongside growing CPU demand. $MU $DRAM $DISK $EWY $SKHY $SNDK - [@pequityresearch on X](https://x.com/pequityresearch/status/2100256395996127584) KB Securities: as of September, no sign of orders slowing down from major customers for memory. Memory makers' inventories are at an all-time low (under 10 days) with supply tightening further in 2027… - [@pequityresearch on X](https://x.com/pequityresearch/status/2100239284380782902) Citi: HBM S/D situation expected to get significantly worse in 2028. 2026E: -22% 2027E: -21% 2028E: -36% $MU $DRAM $DISK $SKHY $EWY - [@pequityresearch on X](https://x.com/pequityresearch/status/2100044499632476199) Citi: Memory Citi expects memory undersupply conditions to extend through 2031. HBM & DRAM Projections Surging HBM Demand: HBM bit demand is projected to jump 62% YoY in 2027 (to 75.2B gigabits) and 6… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099989138766250035) Bloomberg: DRAM shortage may last until 2030 "A recent analysis by Bloomberg indicates that as long as global cloud computing giants continue to invest heavily in AI infrastructure, the tight DRAM sup… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099926975238529336) Goldman Sachs: HBM Pricing Following discussions with investors in Toronto, Boston, New York, and San Francisco, Goldman Sachs found that North American investors are generally more optimistic about m… - [@pequityresearch on X](https://x.com/pequityresearch/status/2099683621351428138) According to the Korea Semiconductor Industry Association, the technology gap between South Korea and China in memory chips has narrowed to 3 years in HBM, 2 years in DRAM and 1 year in NAND flash. A … - [@pequityresearch on X](https://x.com/pequityresearch/status/2099637568057032827) SK Hynix and Samsung Electronics operating profit estimates have been revised up for Q3. "Samsung Electronics' third-quarter operating profit estimate is tallied at around 114 trillion won. That is up… - [@pequityresearch on X](https://x.com/pequityresearch/status/2098957950404477026) BofA says SK Hynix to reach % HBM to DRAM sales of 35% in 2030E, up from 18% in 2026. $DRAM $DISK $MU $SKHY $EWY https://t.co/Kk3nX8QOg1 - [@ricci_nov on X](https://x.com/ricci_nov/status/2098872442857165157) Samsung will fabricate a custom AI chip for OpenAI — likely the successor to Jalapeno, designed with Broadcom and fabbed by TSMC. The two will also co-develop memory for Stargate, where SK Hynix alrea… - [@joinautopilot on X](https://x.com/joinautopilot/status/2098821691078013108) Breaking: Leopold Aschenbrenner's fund is buying back into its former positions Situational Awareness placed options bets on: • AMD $AMD • Bloom Energy $BE • CoreWeave $CRWV • SK Hynix $SKHY • SanDisk… - [@ricci_nov on X](https://x.com/ricci_nov/status/2098410814579552554) CXMT reportedly posted an 82% EBIT margin in Q2 2026, ahead of SK hynix at 76% and Samsung's chip unit at 70%, with revenue up tenfold year on year. Unconfirmed. The opening is the commodity DRAM gap … - [@pequityresearch on X](https://x.com/pequityresearch/status/2098264788388262037) Preliminary Exports | September 10, 2026 Based on figures from the 1st to the 10th of each month DRAM: +529% Y/Y, +79% M/M MCP (HBM): +293% Y/Y, +87% M/M MLCC: +38% Y/Y, +65% M/M $MU $DRAM $DISK $EWY … - [@pequityresearch on X](https://x.com/pequityresearch/status/2098169652790903288) J.P. Morgan: SK Hynix to sustain HBM market leadership, above 40% revenue share next year. HBM ASP forecasted to increase by 48% vs 35% previously in FY27. $SKHY $DRAM $MU $DISK $EWY - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2097987684794790022) 🚨Leopold/Situational Awareness returns? Since last Friday, there's been a string of significant Flex calls bought in concentrated AI names: $315M total options premiums / $1.1B of delta / $5.8M of ve… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097894747939410188) Analyst Mehdi Hosseini at Susquehanna on memory prices: "Average DRAM price will rise 50% in the third quarter of this year, followed by an additional 20% in the fourth quarter. He expected NAND flash… - [@ricci_nov on X](https://x.com/ricci_nov/status/2097833647294562620) Samsung opened an advanced packaging research center in Yokohama, next to the Japanese suppliers of HBM materials and equipment, per DigiTimes and Nikkei. The stated aim: narrow the HBM gap with SK Hy… - [@SemiAnalysis_ on X](https://x.com/SemiAnalysis_/status/2097792208791273726) King Slide founder and chairman Lin Tsung-Chi is now Taiwan’s richest man with a net worth of $17.8B. His business? Drawer slides and precision rail kits for AI servers. That puts him ahead of: • Dari… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097792032940999026) SemiAnalysis on memory for robots: "Although total DRAM wafer capacity continues to grow, most of the incremental capacity is being absorbed by HBM for AI accelerators. That leaves the commodity and L… - [@ricci_nov on X](https://x.com/ricci_nov/status/2097717967962444132) Korean chip large-caps rallied through a US tariff warning: KOSPI closed 6,995.39 on Sept 7, +4.61%; SK hynix +8.25%. Behind it, per swanpapa, a 55tn won combined buyback — Samsung 15tn, SK hynix 40tn… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097671865997406495) Nomura has global memory revenue reaching ~$3.7 trillion in 2030 with 83% of it coming from data centers. More than 3.5x in revenue from 2026F. $MU $DRAM $SNDK $SKHY $EWY $DISK https://t.co/aTXN8qFj55 - [@pequityresearch on X](https://x.com/pequityresearch/status/2097538738515554526) DRAM, HBM, and NAND supply to remain right in 2028. > The capacity squeeze effect of high bandwidth memory (HBM) may continue into 2028. Analysts point out that HBM's share of overall DRAM wafer start… - [@ricci_nov on X](https://x.com/ricci_nov/status/2097513313269883004) Samsung's HBM share doubled to 33% in Q2; SK hynix still leads, now by 17 points. The gap is narrowing at the top of the market that gates AI accelerator supply. Buyers negotiating HBM4 now have a sec… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097506031144456676) Kioxia's CEO, Hiroo Ota, on memory prices and cooperation with SK Hynix: > "Prices have already risen enough." > "We have no idea what prompted (Chey) to say what he did." > Ota said he has instructed… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097466009158320475) Daishin Securities: Some customers are projecting 2028 HBM demand to exceed 40 billion Gb—with single-customer demand surpassing total estimated 2026 global HBM shipments (366 billion Gb)—and are requ… - [@ricci_nov on X](https://x.com/ricci_nov/status/2097439377144393865) Dell posted $47B Q2 revenue and a $95B AI server backlog, with AI server revenue seen up ~200% in FY2027. Its ops head named the constraint: DRAM, then NAND. Samsung and SK hynix hold under 10 days of… - [@ricci_nov on X](https://x.com/ricci_nov/status/2097424345748639779) Samsung is reportedly running half its 4nm capacity on HBM4 base dies: 15,000 of 30,000 wafers a month at Pyeongtaek S5/S6, per ZDNet Korea. Its HBM revenue share went from 15% in Q2 2025 to 38% in Q2… - [@pequityresearch on X](https://x.com/pequityresearch/status/2097407121738568025) Daishin Securities: Some customers are projecting 2028 HBM demand to exceed 40 billion Gb, with single-customer demand surpassing total estimated 2026 global HBM shipments (366 billion Gb), and are re… - [@MilkRoadAI on X](https://x.com/MilkRoadAI/status/2097384070389158009) Memory is about to out earn every other chip on Earth combined and this chart still understates it (Save this). The chart uses Gartner's April forecast, which put memory at $633 billion in 2026 and $7… - [@ricci_nov on X](https://x.com/ricci_nov/status/2096745711098560640) Micron is reportedly moving to about 100,000 HBM wafers a month by end-2026, roughly double its current run rate, with 12-high HBM4 for Nvidia's Vera Rubin. Per DigiTimes, Samsung and SK Hynix still h… - [@ricci_nov on X](https://x.com/ricci_nov/status/2096695325289537870) Counterpoint puts CXMT at 10% of Q2 DRAM and HBM revenue, up from 8% in Q1 and 4% a year ago — fourth globally. Samsung 38%, SK Hynix 25%, Micron 24%. The market itself grew 57% quarter on quarter and… - [@ricci_nov on X](https://x.com/ricci_nov/status/2096684379477291101) Micron is testing Near-GPU NAND: high-endurance flash on the GPU package or PCB, hundreds of GB between HBM and system storage. Density traded for endurance and I/O. It follows SK Hynix and SanDisk's … - [@MelvinInvests on X](https://x.com/MelvinInvests/status/2095613595384205571) Samsung is the most underrated AI memory stock in the market right now, and let me explain why (Save this). This chart shows global HBM market share by revenue from Q2 2025 through Q2 2026. Samsung ga… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2095515293539827732) South Korea Tech Companies' Exports/Imports (Goldman Sachs) Korean memory exports dropped in July, before reaching all-time highs in August—SK hynix, Samsung and co. are selling ~4x more than 2025. TL… - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094366980014739648) Goldman Sachs: Humanoids and memory Memory is expected to be up to 40% of semiconductor dollar content for humanoid robots (excluding GPU/CPUs). Goldman Sachs: Although content can vary, we assume an … - [@ParadisLabs on X](https://x.com/ParadisLabs/status/2094086421413814627) Some AI/semis notes from the past week: -> $NVDA huge Q2 revenue and profit growth. 2027+ is more growth even under a bottlenecked environment. Nvidia GOAT company? -> $NBIS first cloud customer for $… --- Source: Roboterminal · https://roboterminal.app/companies/sk-hynix.md