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SK Hynix expects memory shortages to persist through at least 2030, with 14 major buyers already locking up more than half of its 2027–2028 output. Device prices are likely to stay high.
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Tech
SK Hynix expects memory shortages to persist through at least 2030, with 14 major buyers already locking up more than half of its 2027–2028 output. Device prices are likely to stay high.
Tech
SK Hynix reported record quarterly revenue and operating profit, driven by surging demand for high-bandwidth memory used in AI processors. The company expects HBM4 to surpass HBM3E in Q4.
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TSMC reported Q3 revenue of $46.36 billion, up 50.9% year on year, and net income of $23.7 billion. It marks a sixth straight quarterly profit record driven by AI chip demand.