SK Hynix

Headlines · 4

1. 9h
   Taiwan dethrones Korea as top AI trade on supply-chain breadth

   TechNews reports Taiwan's weighted index beat Korea's KOSPI by 23 percentage points in July–September, the widest gap since the early 2000s, with year-to-date returns of about 72% versus 65%. A September Bank of America fund manager survey found nearly 40% of respondents overweight Taiwan versus 25% for Korea, and 35% see Taiwan as the main beneficiary of the next AI cycle against just 5% for Korea. M&G Investments portfolio manager Vikas Pershad said Taiwan's earnings growth comes from volume expansion and is therefore broader-based, while Korea's upgrades are concentrated in price factors and rely heavily on Samsung and SK Hynix.

   科技新报 · 🔥 8
2. 10h
   Samsung forecasts record Q3 operating profit of 107.4tn won on AI memory demand

   Samsung Electronics' preliminary guidance puts third-quarter operating profit at 107.4tn won (about $80bn), roughly a ninefold rise from 12.17tn won a year earlier and the first time it has topped 100tn won, marking a fourth straight record quarter. Revenue is forecast at 195tn won, up 127% year over year, driven by AI server demand for DRAM, NAND and high-bandwidth memory. Full third-quarter results are due on 29 October.

   Bloomberg Technology · 🔥 50
3. 22h
   AMD Plans Major 2027 Chip-Supply Increase to Meet AI Demand

   AMD CEO Lisa Su said the company plans to substantially increase chip supply in 2027 as AI demand grows. The effort is focused on expanding CPU and GPU production for AI and data-center needs, while AMD is also working with memory suppliers to secure capacity.

   TechRadar · 🔥 8
4. 1d
   Lisa Su in Korea: AMD seeks 3–5 year memory deals with Samsung, SK hynix

   AMD CEO Lisa Su said in Seoul on Oct 7 that the company plans to extend cooperation with its Korean supply chain to three to five years or more and widen strategic ties with Samsung Electronics and SK hynix, as AI chip demand keeps rising and memory supply stays tight. She said AMD has begun shipping its new MI455 accelerator and Helios systems with HBM4 memory, supported by both Korean suppliers, and that the HBM partnership will span multiple future product generations while leaving the door open to further Samsung work in foundry. Separately, 36Kr cited Sina Finance as reporting she planned to meet Samsung semiconductor head and vice chairman Jun Young-hyun on Wednesday; Samsung and AMD declined to comment.

   36氪快讯 · 🔥 13

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