HBM & Technology · AI memory news and video

SK Hynix HBM & Technology — Latest AI Memory News

As of 2026-07-17 07:44 KST · KRX 000660

HBM take SK Hynix holds the No. 1 spot in AI memory (HBM), while Micron and Samsung press the chase into the next HBM4 phase.

SK Hynix keeps top-supplier status in HBM3E for Nvidia GPUs — and is running small-volume production and qualification of next-generation HBM4 to lock in the lead.
On research-firm tallies, 2026 HBM share runs roughly SK Hynix in the 50s · Samsung and Micron each in the 20s (%) — No. 1 held, but the gap is narrowing (estimates; figures vary by firm).
Today's value chain turns on largest HBM customer Nvidia and direct rival Micron — their moves steer Hynix sentiment (live values in the metrics below).
Video summaries are refreshed on a periodic pipeline, citing only public, verified clips (section below).

Sources: SK Hynix Newsroom · research firms (TrendForce, Counterpoint, etc.) public data · share figures are per-firm estimates · as of 2026-07-17 07:44 KST

HBM & memory news

"HBM sold out" — Micron signals strong earnings, lifting Samsung and Hynix expectations

With HBM effectively sold out, expectations for Micron's earnings are rising — lifting the outlook for the same HBM camp, Samsung Electronics and SK Hynix.

Maeil Business · 2026-06-24
Micron −5.65%
Former NAND king Kioxia chases Samsung and SK Hynix in next-gen AI production

Japan's Kioxia is moving into AI-memory production with next-generation tech such as hybrid bonding, mounting a technical challenge to a market Samsung and SK Hynix have led.

Weekly Donga · 2026-07-17
Kioxia · NAND cycle
Kioxia plans a US ADR launch in spring 2027 as the AI-memory boom accelerates capital raising

Against the AI-memory boom, Japan's semiconductor leader Kioxia is speeding up capital raising through a US ADR listing.

TradingKey · 2026-06-24
AI memory boom
Will Western Digital's renewed Kioxia merger talks reshape the NAND market?

Renewed merger talks between WDC and Kioxia could become a variable for the NAND supply cycle and the memory-market landscape.

simplywall.st · 2026-07-15
NAND reshuffle

News is collected daily and filtered to HBM, memory, Nvidia and Micron themes.

Video summaries

We pick representative videos on HBM and AI memory, summarize the key points in a few lines, and let you watch the original via a privacy-preserving embed (youtube-nocookie). Summaries are refreshed on a periodic pipeline, based on captions and public information with sources cited.

Video embed slot · periodic refresh

What is HBM · why SK Hynix leads AI memory

Channel / published: collecting

HBM stacks DRAM vertically to widen bandwidth for AI accelerators — the core concept.
How Nvidia GPU demand pulls HBM demand, and where SK Hynix sits.
What to watch in the generation shift from HBM3E to HBM4.

Summaries based on captions and public info · original source is the publishing channel

Video embed slot · periodic refresh

The HBM4 contest · SK Hynix, Samsung, Micron three-way race

Channel / published: collecting

Comparing the three companies' technology and production readiness at the HBM4 generation.
Where share diverges in Nvidia's next-platform supply chain.
Why share estimates differ by firm, and what to keep in mind when reading them.

Summaries based on captions and public info · original source is the publishing channel

Video summaries are refreshed periodically, citing only verified public clips.

AI memory value-chain metrics

HBM by the numbers HBM should be read not by SK Hynix alone but through its customer (Nvidia), rival (Micron) and chaser (Samsung) — their earnings and share prices.

Nvidia is HBM's largest customer — its capex and guidance are a leading signal for Hynix HBM orders.
Micron is a direct HBM rival and reports earnings first, previewing the memory cycle as a leading indicator.
Samsung is chasing share with HBM4 — the market-cap and earnings gap is a thermometer for the rivalry.

−2.40%

Nvidia · largest HBM customer Cap ₩7,429T · AI-accelerator demand is the source of HBM demand

−5.65%

Micron · direct HBM rival Cap ₩1,426T · quarterly earnings lead the memory cycle

−11.53%

SK Hynix · HBM No. 1 Cap ₩1,313T · center of the AI-memory super-cycle

−8.77%

Samsung · HBM chaser Cap ₩1,491T · chasing share with HBM4

Sources: Korea Exchange & Nasdaq official quotes · overseas caps converted to KRW at the day's FX · as of 2026-07-17 07:44 KST

Go deeper

SK Hynix today's price Today's move and order flow in one briefing. SK Hynix company & business Business structure, earnings and where HBM sits. SK Hynix analyst view Brokerage targets and HBM earnings expectations. SK Hynix HBM (Korean) The full Korean HBM & technology feed.

Figures are auto-compiled from official quotes and disclosures and are not investment advice · share figures are research-firm estimates · as of 2026-07-17 07:44 KST · 한국어