SK Hynix
5 mentions across all digests
South Korean memory manufacturer whose leadership projected RAM shortages could last until 2030
The RAM shortage could get even worse if Samsung labor protests cut production
Samsung faces a planned 18-day strike beginning May 21st over wage and bonus disputes, threatening to worsen the already critical AI-driven RAM shortage. As the world's largest DRAM and NAND producer, production cuts...
Labor unrest at Samsung may worsen memory chip supply issues
Planned Samsung strike in May risks deepening AI memory chip shortages, as the manufacturer—one of three supplying data centers—faces labor demands for bonus cap removal and profit-sharing hikes.
SK Hynix’s aspirations for ’Merica-made HBM inch closer to reality
SK Hynix's $4B Indiana HBM fab locks in American production capacity for AI memory, breaking Korea's supply chain stranglehold on Nvidia and AMD's accelerator ecosystem.
The RAM shortage could last years
Samsung, SK Hynix, and Micron combined will supply only 60% of global RAM demand by 2027 as AI infrastructure monopolizes capacity, extending shortages and price increases through 2030.
The AI RAM shortage is also driving up SSD prices
Samsung, SK Hynix, and Micron's NAND production capacity is being consumed by AI infrastructure buildout, driving consumer SSD prices 2-3x higher since December 2025.