The Data Act is opening up a secondary market for devices. Who will take it over?
The sale of a device is increasingly just the starting point for the most profitable part of the customer relationship:…
SK Hynix is raising billions for new AI chip factories
The artificial intelligence boom is currently giving an edge not only to processor manufacturers but also to companies…
Samsung and SK Hynix are losing ground. What about the AI memory market?
The artificial intelligence boom continues to drive the memory market, but investors are increasingly wondering whether the best…
AI has transformed the fortunes of SK Hynix and the memory market
Success in the semiconductor industry rarely comes from a single product. However, the history of SK Hynix shows…
SK Hynix has overtaken Samsung on the Korean stock market
For over 20 years, Samsung was the most valuable publicly traded company in South Korea. Now, SK Hynix…
The end of the monopoly in AI? Samsung enters the HBM4 game and challenges SK Hynix
Samsung rzuca wyzwanie dotychczasowej dominacji SK Hynix, kończąc okres niepewności związany z certyfikacją swoich najbardziej zaawansowanych układów pamięci.…
The new infrastructure cost structure: Why CAPEX budgets need to take into account sustained HBM price increases
The rapid 21 percent growth of the semiconductor market in 2025 ultimately confirmed that the industry's center of…
SK Hynix CEO: AI developments are strangling the global semiconductor supply chain
The explosion of investment in AI data centers is creating serious bottlenecks in global supply chains, limiting the…
New US restrictions hit Chinese factories of Samsung and SK Hynix
Washington is tightening its grip on the technology war, revoking key export licenses for U.S. semiconductor manufacturing equipment…