Synopsys certifies TSMC A14 EDA flows and tapes out 64G UCIe
The milestone expands 2-nanometer IP libraries for HBM4 memory and CoWoS packaging, locking fabless chipmakers into angstrom-era…
Company watch
All companies →SK hynix
Every EAB briefing that touches SK hynix — capital spending, plants, M&A, earnings and policy exposure. 66 briefings.
- First seen
- August 28, 2026
- Latest
- October 12, 2026
- With a linked document
- 60 of 66
- Subject of the briefing
- 44
- Named as exposed
- 24
- Desks
- Semiconductors (57), Analysis (3), Robotics (3), Energy & Minerals (2), Trade & Policy (1)
White House keeps chip export controls after Xi-Trump summit
Bilateral summit readouts carve out $30 billion in consumer goods for tariff relief, but U.S.
Nvidia locks up 37% of global HBM supply for AI accelerators
Surging procurement commitments reach $279 billion as the chip designer and cloud rivals absorb 85% of advanced DRAM lines,…
KKR deploys record $3 billion into South Korea AI hardware
The private equity firm is targeting data center platforms, enterprise services and clean generation capacity tied to advanced…
SK hynix weighs Intel alliance for U.S. memory productionMembers
Preliminary talks explore front-end wafer fabrication at Intel's Ohio site alongside SK hynix's $4 billion Indiana packaging…
SK hynix taps HanmiGlobal for $4B Indiana HBM packaging fab
The project management contract solidifies construction of America's first advanced AI memory facility in West Lafayette ahead of…
CXMT starts 5th-gen DRAM output, bypassing US tool controls
The Chinese chipmaker deployed deep ultraviolet quadruple patterning to reach an 11.95-nanometer half-pitch and began volume runs…
AMD raises AI accelerator prices 10% on TSMC foundry costs
A planned fourth-quarter price adjustment covers enterprise Instinct accelerators and graphics cards while leaving consumer…
SK hynix subsidiary Solidigm weighs NAND fab in New York
The South Korean memory producer said Sept. 18 that no terms are settled, as Washington pressures foreign chipmakers to onshore…
Samsung Electronics opens HBM4 base die supply to rival TSMC for AI
The South Korean memory maker will offer customers external wafer fabrication alongside its internal 4nm lines as it prepares…
TOK completes $76M chip chemical plant in Pyeongtaek, Korea
The Japanese supplier built the high-purity chemical facility to serve Samsung and SK hynix directly, with commercial operations…
SK hynix denies US memory fab deal with Intel at Ohio site
The South Korean memory maker refuted reports of leasing space at Intel's New Albany facility, while Seoul noted any HBM transfer…
Hanmi Semiconductor Wins Tool Order for Musk's Terafab PlantMembers
The South Korean packaging toolmaker secures its first supply contract for Elon Musk's Texas AI fab, though formal regulatory…
SK hynix taps TSMC for 3D DRAM logic, diverging from Samsung in 2026
The memory maker is outsourcing peripheral circuit fabrication to Taiwanese foundries, challenging Samsung Electronics' vertical…
Strong Won Cuts Samsung and SK hynix Profit Views by 21T WonMembers
A rapid 10.4% won appreciation wiped 21 trillion won off combined 2026 operating profit estimates for South Korea's top memory…
DeepSeek cuts AI memory use 75%, rattling global chipmakers
The Chinese startup compressed key-value cache memory in its DeepSeek-V4.1-Flash model, erasing up to 3.5% of market value at…
OpenAI denies Samsung foundry deal for custom AI processors
A clarification follows Seoul executive remarks on joint chip work, keeping TSMC as primary fabricator while preserving Samsung…
SK hynix and foundries advance hybrid bonding for AI silicon in 2027
TSMC tasks Asian suppliers with developing five-micrometer microbumps while Samsung and SK hynix prepare direct copper…
CXMT beats SK hynix and Micron in DRAM margin at 87.59% gross rate
A second-quarter gross margin of 87.59% propelled the Chinese memory maker past foreign rivals as heavy domestic demand and…
Axcelis Invests $35 Million in South Korea Equipment Plant
The Massachusetts-based toolmaker will construct a 200,000-square-foot facility in Pyeongtaek to supply ion implanters directly…
Kioxia Rejects SK hynix Flash Alliance to Guard SanDisk Ties
Chief Executive Hiroo Ota ruled out three-way manufacturing talks, citing antitrust barriers and an existing $31 billion…
Samsung denies Chinese tool testing as US tightens fab controls
South Korean memory makers face annual US export reviews for their Chinese fabs as Washington curbs equipment servicing and…
Samsung narrows SK hynix HBM lead as HBM4 shipments expand
Counterpoint Research data shows Samsung captured 33% of second-quarter HBM revenue, halving the lead of SK hynix as chipmakers…
Air Products commits record capital to South Korea chip fabs
The industrial gas supplier filed plans with Seoul on Sept. 4 to build dedicated Pyeongtaek facilities for Samsung Electronics,…