Tag
Memory
3 articles

SK Hynix Stock Remains a Buy: HBM and DRAM Sold Out Through 2029
The memory leader posted a 328 percent revenue surge in Q3, exceeded analyst expectations, and announced a $14.9 billion share buyback program.
Samsung's Record Profit Masks Memory Chip Bet: Shares Fall as AI Dependency Grows
Samsung achieved record operating profit fueled by AI chip demand, but investors punished the stock, reflecting concern over the company's heavy reliance on memory pricing and a narrowing business model.
SK Hynix Locks in 50% of Output Through 2028 as Memory Shortage Extends to 2030
The South Korean chipmaker secured long-term contracts with 14 major clients to secure revenue visibility while AI demand outpaces supply capacity expansion.