MEMORY INDUSTRY INTELLIGENCE

근거

1056건 공개자료 기반 개인 관찰 기록
기록상태·범위수정일·발행일
As the AI era accelerates, data centers are expanding rapidly, driving a surge in demand for AI memo초안2026.10.10 16:25
In particular, the company has established a significant competitive edge in High Bandwidth Memory (초안2026.10.10 16:25
Following today’s successful trading debut, the ADR offering is scheduled to close on July 14 (U.S. 초안2026.10.10 16:25
Prior to the listing, SK hynix conducted a global institutional investor roadshow across major regio초안2026.10.10 16:25
With this listing, SK hynix plans to broaden its global investor base in the U.S. capital markets an초안2026.10.10 16:25
SK hynix Inc. (or “the company”, [www.skhynix.com](https://www.skhynix.com/)) announced today that i초안2026.10.10 16:25
The two companies aim to accelerate large-scale AI infrastructure development, including sovereign, 초안2026.10.10 16:24
Today’s announcement builds on the decades-long technology partnership between SK Group and NVIDIA, 초안2026.10.10 16:24
The two companies will co-develop and optimize next-generation AI memory solutions, including HBM, t초안2026.10.10 16:24
SK hynix is also entering into a long-term AI memory partnership with NVIDIA. As a follow-up measure초안2026.10.10 16:24
This cloud will use the NVIDIA DSX platform and deploy NVIDIA Vera Rubin accelerated computing power초안2026.10.10 16:24
SK Group and NVIDIA today announced plans for a $500 billion plus comprehensive partnership to estab초안2026.10.10 16:24
cash and cash equivalents reached 88 trillion won at the end of the second quarter초안2026.10.10 16:22
The company has finalized Long-Term Agreements (LTAs) with around 10 customers초안2026.10.10 16:22
The company began mass shipments of HBM4 in the second quarter and will ramp up production in the se초안2026.10.10 16:22
79.3187 trillion won in revenues, 60.5426 trillion won in operating profit초안2026.10.10 16:22
cleanroom expansions and equipment installation will take place sequentially in line with demand tre초안2026.10.10 16:22
Y2 to open cleanroom in June 2029 and M17 in December 2028초안2026.10.10 16:22
35.2 trillion won in Yongin “Y2” fab and 19.1 trillion won in the Cheongju “M17” fab초안2026.10.10 16:22
plans to return “over 50% of cumulative Free Cash Flow(FCF)” generated during the program period(202초안2026.10.10 16:22
The repurchase period is scheduled to run for approximately three months starting August 20, with al초안2026.10.10 16:22
The total planned amount for the share repurchase is 40 trillion won.초안2026.10.10 16:22
Cutting edge wafers produced by SK hynix in Korea will be delivered to Indiana, where they will unde초안2026.10.10 16:22
The Indiana fab, with a total expected investment of over $4 billion, is scheduled to open its clean초안2026.10.10 16:22
it places data in the most suitable storage tier among HBM, DRAM, and SSD초안2026.10.10 16:22