#SK Hynix

AI Data Centers Are Making Everything Expensive

Apple, Xbox and PC makers cite AI data centers for memory price spikes, but a shift to HBM by three dominant suppliers is squeezing DRAM and NAND supply.

Fed, AI and the main topic at Jackson Hole

Fed Chair Warsh warned on inflation at Jackson Hole while AI-driven productivity, a blocked Anthropic ban, and a collapsed PayPal buyout dominated Bloomberg Tech.

Nvidia's 70% Growth Is the main topic

Nvidia guided 70% growth for fiscal 2028 vs 45% expected, saying demand could double supply if chips were available.

Nvidia's Memory Bottleneck Boosts Asian Chip Stocks

Nvidia's earnings report points to memory supply issues, boosting Asian chip stocks. Chinese AI firms' updates also lift hardware shares. US grid policy impacts Asian energy firms.

SK Hynix's $720B AI Memory Bet: Inside Korea's Chipmaking Giant

CNBC goes inside SK Hynix's massive Korean HBM chipmaking facilities and interviews Chairman Chey Tae-won about the company's $720 billion bet on AI.

AI Spending Justified, Hyperscalers Drive Demand

Celine Woo of Lazard Asset Management discusses justified AI spending, hyperscaler growth, and the demand-supply gap in AI hardware.

LPDDR Shift Redefines AI Data Center Memory

AI inference demands are forcing data centers to adopt mobile LPDDR memory to slash power use and beat thermal limits.

SK Hynix Profit Misses AI Expectations Amidst Chinese Chip Surge

SK Hynix's profit miss and CXMT's IPO highlight the dynamic semiconductor market, with China's advancements challenging established players.

AI Spending Jitters Grip Chip Stocks

Chip stocks like Micron reel from AI spending jitters, while space infrastructure startup Nebex aims to modernize the burgeoning space economy.

Nvidia's $750 Billion AI Deals Face 'Circular' Scrutiny

Nvidia's massive AI deals, the tech industry's scrutiny of capex, Meta's internal struggles, and the tin can industry's tariff woes were discussed on the Bloomberg Intelligence Podcast.

Nvidia's $750B Deals Spark Circular AI Financing Debate

Nvidia's massive $750B in deals, particularly with SK Hynix, are raising questions about the transparency and nature of AI financing.

Nvidia's Huang: AI Will Require 10x Chip Industry Growth

Nvidia CEO Jensen Huang anticipates a tenfold increase in the semiconductor industry to meet AI demands and details a $500B investment with SK Group.

Nvidia CEO Jensen Huang on AI, Korea, and Open Models

Nvidia CEO Jensen Huang discusses major AI investments in South Korea, HBM supply chain challenges, the future of computing, and the critical role of both open and closed AI models.

China's Moonshot AI Challenges US Dominance

Bloomberg discusses China's Moonshot AI Kimi K3 model, its impact on global markets, and geopolitical tensions at the ASEAN meeting.

Meta Introduces Paid AI Models, Bernanke Joins Anthropic Trust

Meta introduces paid access for its AI models, former Fed Chair Ben Bernanke joins Anthropic's AI trust, and Micron invests $3 billion in US semiconductor supply chains.

SK Chairman: AI Demand Fuels SK Hynix US Plans

SK Group Chairman Chey Tae-won discusses SK Hynix's US expansion plans, driven by soaring AI demand and the critical role of high-bandwidth memory (HBM).

US Trade Deficit Widens as SoftBank and AI Chipmakers Shift Spending

The US trade deficit widened significantly in May, while SoftBank's shares fell amid concerns over OpenAI's IPO, and chipmakers like Samsung and SK Hynix plan massive AI investments.

AI Dividend Proposal Roils Korean Market

South Korea's AI dividend proposal roils market, impacting stocks like Samsung and SK Hynix with significant price drops.

South Korea's AI Dividend Proposal Sparks Market Roil

A South Korean policymaker's proposal for an 'AI dividend' funded by taxing AI profits is causing a stir in the market, impacting major tech firms like Samsung.

AI Angst Divides Markets, Asia Sees Opportunity

The 'AI Scare Trade' is causing a US equities retreat, while Asian markets find unexpected winners in the tech sector amid tariff policy shifts.

AI Boom Exposes Samsung's Chip Slip

Pliops Secures $100 Million in Series D Funding as Data Center Professionals Continue to Rethink Storage Architectures