#SK Hynix

Samsung and SK unveiled a chip and AI investment package worth thousands of trillions of won on June 29. The headline number swings wildly by outlet, but the real contest isn't capital — it's water and power.

Memory makers can't build fabs fast enough. By end of 2027, supply will cover just 60% of demand. Here's why the shortage could last until 2030—and what it means for AI, your devices, and the chip industry.

A federal judge blocked the Pentagon's retaliation against Anthropic, BTS shattered a decade-old Billboard record, SK Hynix filed for a $10B+ US listing, OpenAI killed Sora, and three war fronts converged around the Strait of Hormuz.

Mar 30, 2026·

Jeong Jin Lee

SK Hynix has filed confidentially with the SEC for a potential U.S. ADR listing in 2026, targeting up to $10 billion. Here's what it means for investors, competitors, and the global memory race.

Samsung Electronics regained global DRAM leadership with $19.1B in Q4 sales, outpacing SK Hynix by just 3.7 percentage points in a fiercely competitive memory market.

SK Chairman Chey Tae-won and Nvidia CEO Jensen Huang discussed HBM4 supply and AI cooperation at a California fried chicken restaurant. What does this casual meeting reveal about the future of AI infrastructure?

Samsung and SK Hynix surpass Tencent and Alibaba in market cap as Korean stocks hit record highs. Is this the end of the infamous 'Korea discount'?

Chinese memory chipmakers CXMT and YMTC launch aggressive expansion amid global shortage, challenging Samsung, SK Hynix, and Micron's dominance in the $150B market.

South Korea's parliament passed a semiconductor support bill with infrastructure backing but excluded the 52-hour workweek exemption that industry desperately wanted. What does this mean for global chip competition?

World's top memory chipmakers Samsung and SK Hynix acknowledge they can't keep up with extreme AI-driven demand, citing limited cleanroom space as key constraint until 2027.

SK Hynix overtook Samsung in operating profit for the first time in 2025, driven by its dominance in AI memory chips. Here's the story behind the numbers.

Samsung Electronics achieved record Q4 profits of $13.9B driven by AI chip demand, yet SK Hynix surpassed its annual operating profit for the first time in Korean semiconductor history.