|
|
|
17.12.25 - 04:06
|
SK Hynix taps US$340M state loan to ramp up HBM production (Digitimes)
|
|
|
SK Hynix has secured approval for an additional KRW500 billion (US$340 million) in low-interest financing from the state-run Korea Development Bank. The funds will be used to increase investments in semiconductor equipment, highlighting the growing competition to expand high bandwidth memory capacity for artificial intelligence chips....
|
|
|
|
|
15.12.25 - 09:06
|
SK Hynix taps ASMPT for HBM4 TC bonders amid Hanmi-Hanwha patent clash (Digitimes)
|
|
|
SK Hynix has reportedly placed a new order for thermal compression (TC) bonders with Singapore-based ASMPT as it accelerates preparations for HBM4, underscoring both the strategic importance of advanced packaging equipment and rising complexity in the TC bonder supply chain amid a patent dispute between South Korean rivals Hanmi Semiconductor and Hanwha Semitech. The move reflects SK Hynix's broader push to diversify critical equipment suppliers while aligning with Nvidia's next-generation AI roadmap....
|
|
|
15.12.25 - 07:06
|
SK Hynix leads Samsung by 3-4 months, begins supplying paid HBM4 samples (Digitimes)
|
|
|
Latest media reports state that SK Hynix has completed the final verification phase for customer samples of its 12-layer sixth-generation high-bandwidth memory (HBM4) prior to mass production. The Korea Herald reported that SK Hynix has effectively entered the mass production process for its 12-layer HBM4 products and is supplying customers with more than 20,000–30,000 paid HBM4 samples. After establishing a global 12-layer HBM4 mass production system in September 2025, SK Hynix finalized a 2026 HBM4 supply contract with Nvidia and has begun production, according to Deal Site and other South Korean media. Meanwhile, Samsung Electronics is approximately three to four months behind schedule....
|
|
|
|
|
15.12.25 - 00:06
|
SK Hynix reportedly eyes low-power DRAM foundry to fend off China memory surge (Digitimes)
|
|
|
SK Hynix's rumored plan to enter low-power DRAM contract manufacturing for the first time is drawing industry attention, amid speculation that the move is driven by intensifying competition from China's fast-advancing memory suppliers. The shift could have ripple effects for Taiwanese foundries that currently handle much of South Korea's fabless memory output....
|
|
|
|
|
|
|
|
|
|
|
|
|
11.12.25 - 06:06
|
South Korea targets new fabs, HBM leadership, fabless revamp in US$468bn chip push (Digitimes)
|
|
|
South Korea has unveiled an expansive semiconductor strategy to secure its lead in next-generation memory and revive weaker segments such as logic chips and the domestic fabless sector. President Lee Jae-myung chaired a high-level government meeting with Samsung Electronics, SK Hynix, and policymakers, underscoring the urgency of reinforcing national competitiveness as global demand for AI semiconductors surges....
|
|
|
|
|
11.12.25 - 04:06
|
SK Hynix reaps largest benefits from H200 export approval (Digitimes)
|
|
|
US President Donald Trump has allowed Nvidia's H200 chips to be exported to China, benefiting Samsung Electronics and SK Hynix. iNews24 and IT Chosun reported that with the high likelihood that Chinese AI companies will see increased chip demand, the US easing of restrictions is expected to boost H200 shipments. SK Hynix is reportedly the primary supplier of the fifth-generation high-bandwidth memory (HBM3E) used in the H200, meaning its supply volume will inevitably rise, making it the biggest beneficiary....
|
|
|
|
|
10.12.25 - 16:00
|
Futures Flat With Fed Rate Cut, Oracle Earnings On Deck (ZeroHedge)
|
|
|
Futures Flat With Fed Rate Cut, Oracle Earnings On Deck
US equity futures are flat ahead of a Fed meeting where a rate cut is assured (the only question is whether it will be hawkish or dovish) and Oracle results later. As of 8:00am ET, S&P and Nasdaq 100 futures are unchanged, with Mag 7 stocks mixed in premarket trading (TSLA +0.5%, META -0.5%, AAPL -0.3%, NVDA -0.2%). Bond yields are mostly unchanged and the USD is flat ahead of the Fed. Commodities are mixed: oil added 0.2%; base metals are lower (copper -1.1%); silver added 0.6% this morning. It's a big day for capital markets, with SpaceX said to be moving ahead with plans for potentially the biggest IPO of all time and South Korean chipmaker SK Hynix exploring a possible New York share listing. US economic calendar includes 3Q employment cost index at 8:30am and the FOMC decision at 2:00pm.
In premarket trading, Mag 7 stocks are mixed (Tesla +0.3%, Nvidia +0.1%, Amazon -0.01%, Apple +0.08%, Microsoft -1.6%, Alphabet -0.7%, Meta -...
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
