# Sk

> Markdown twin of https://roboterminal.app/companies/sk · https://roboterminal.app/companies/sk.md

## On shared sources

- [CXMT](https://roboterminal.app/companies/cxmt) (2)
- [SK hynix](https://roboterminal.app/companies/sk-hynix) (2)
- [TSMC](https://roboterminal.app/companies/tsmc) (2)
- [YMTC](https://roboterminal.app/companies/ymtc) (2)
- [Anthropic](https://roboterminal.app/companies/anthropic) (1)
- [Elmos](https://roboterminal.app/companies/elmos) (1)
- [Foxconn](https://roboterminal.app/companies/foxconn) (1)
- [Micron](https://roboterminal.app/companies/micron) (1)
- [OpenAI](https://roboterminal.app/companies/openai) (1)
- [Samsung](https://roboterminal.app/companies/samsung) (1)
- [Xiaomi](https://roboterminal.app/companies/xiaomi) (1)

## Pulse

- [@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 …
- [@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…
- [@ricci_nov on X](https://x.com/ricci_nov/status/2097729676458516882)
  SK keyfoundry signed an 11-year deal to supply Elmos with 130nm capacity through 2037, after 18 years on 350nm; wafer prices can be adjusted under the agreement. 200mm supply is tightening as TSMC and…
- [@tphuang on X](https://x.com/tphuang/status/2096814495574487515)
  LPDDR6 supply will be tight initially. Xiaomi 18 Fold will use a mix of CXMT & SK supply. Implication here is that Chinese OEMs are waiting for CXMT & YMTC to be their white knight & supply the memory…

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Source: Roboterminal · https://roboterminal.app/companies/sk.md