Samsung and SK hynix's Tax Surge Is an Instalment, Not a Record
The two chipmakers paid a combined 11.21 trillion won for the first half, up 167% — a provisional August payment that is still only the second-highest first half on record.
13h ago

The two chipmakers paid a combined 11.21 trillion won for the first half, up 167% — a provisional August payment that is still only the second-highest first half on record.
13h ago

The release says it plainly: cutting-edge wafers produced in Korea will be delivered to Indiana for advanced packaging and testing. Cleanroom opens October 2028, mass production in the second half of 2029, and the plant's own headcount is about 1,000.
2d ago

One word separates a shipping part from a sample, and the packaging slide being read as an Intel win is a comparison table.
6d ago

No node, no capacity, no launch date, no partner silicon. The figures being quoted as specifications are targets the field has not hit.
Aug 20, 2026

A 40 trillion won buy-and-cancel programme, and a shareholder-return policy rewritten from "within 50% of free cash flow" to "over 50%."
Aug 19, 2026

Chey Tae-won put US fab construction at roughly double the Korean cost, and said SK hynix aims to grow output about fivefold in ten years.
Aug 14, 2026

The President ordered the Defence Ministry to clear Gwangju Air Base for a semiconductor complex. No operator, no capacity and no groundbreaking date have been named.
Aug 10, 2026
Six months from sub-60% to the threshold the industry calls a golden yield. The figure is an industry read, and the overtake everyone is quoting is a bank's projection.
Aug 10, 2026

35.2 trillion won for a Yongin DRAM fab, 19.1 trillion for a Cheongju NAND fab. Neither touches the memory shortage that prompted them.
Aug 9, 2026

The specification defines a NAND tier that sits between HBM and the SSD inside an AI accelerator, reaching 512GB and up to 3TB/s. It was released through the Open Compute Project with Google and Tenstorrent in the consortium — and it is a document, not a product.
Aug 4, 2026

The KOSPI closed down 10.84% on Tuesday, its eighth circuit breaker of the year. SK Hynix lost 14.65%, Kioxia 18.33%, and the trigger was a supply-side report, not a demand miss.
Jul 28, 2026

SK's chairman disclosed the request on stage next to Dario Amodei — the clearest sign yet that Anthropic intends to follow Google, Amazon and Meta into custom silicon.
Jul 25, 2026

Sequoia led a $300 million Series C into an inference-only chip company that every major investor turned down in 2023 — and SK hynix, the world's leading AI-memory maker, came along.
Jul 24, 2026

Korea's memory giants are commercializing Compute Express Link modules — a layer between DRAM and storage — that they say can hold huge AI models close to GPUs at near-DRAM speed and lift inference throughput.
Jul 20, 2026

The Philadelphia Semiconductor Index fell as much as 5.7% Friday, more than 20% below its late-June record, dragging SK Hynix, Arm, AMD and SoftBank down with it.
Jul 18, 2026

A brokerage warning that SK Hynix's quarterly profit will fall short — on slower high-bandwidth-memory shipments — wiped billions off the AI-memory trade and dragged Micron, SanDisk and Western Digital down with it.
Jul 14, 2026

The memory maker that supplies more than half the world's high-bandwidth memory priced 177.9 million ADRs at $149 apiece, drawing orders more than seven times the deal — and eclipsing Alibaba's 2014 record.
Jul 10, 2026
