MEMORY INDUSTRY INTELLIGENCE

근거

1224건 공개자료 기반 개인 관찰 기록
기록상태·범위수정일·발행일
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
HBF (High Bandwidth Flash) is a next-generation NAND solution that applies TSV* technology like HBM초안2026.10.10 16:22
Through SK hynix Ventures, we will support the growth of promising companies and grow into a global 초안2026.10.10 16:22
the 12-layer 48GB HBM4E, the 16-layer 48GB HBM4, and the 12-layer 36GB HBM3E — were arranged side by초안2026.10.10 16:22
NVIDIA’s superchip “Vera Rubin,” equipped with SK hynix’s 12-layer 36GB HBM4 and 96GB SOCAMM2초안2026.10.10 16:22
capital utilization plans regarding Solidigm are matters to be reviewed by comprehensively consideri초안2026.10.10 16:22
the business is currently centered on high-capacity enterprise SSDs(eSSD) for AI data centers.초안2026.10.10 16:22
while Solidigm is reviewing various measures to strengthen its competitiveness, no matters have been초안2026.10.10 16:22