OpenAI Expands Enterprise AI Strategy With Major Hiring Push Ahead of New Business Offering 
TSMC Eyes 3nm Chip Production in Japan with $17 Billion Kumamoto Investment 
Nintendo Shares Slide After Earnings Miss Raises Switch 2 Margin Concerns 
FDA Targets Hims & Hers Over $49 Weight-Loss Pill, Raising Legal and Safety Concerns 
SpaceX Reports $8 Billion Profit as IPO Plans and Starlink Growth Fuel Valuation Buzz 
Jensen Huang Urges Taiwan Suppliers to Boost AI Chip Production Amid Surging Demand 
AMD Shares Slide Despite Earnings Beat as Cautious Revenue Outlook Weighs on Stock 
Instagram Outage Disrupts Thousands of U.S. Users 
SoftBank Shares Slide After Arm Earnings Miss Fuels Tech Stock Sell-Off 
Global PC Makers Eye Chinese Memory Chip Suppliers Amid Ongoing Supply Crunch 
Sony Q3 Profit Jumps on Gaming and Image Sensors, Full-Year Outlook Raised 
Missouri Judge Dismisses Lawsuit Challenging Starbucks’ Diversity and Inclusion Policies 
Oracle Plans $45–$50 Billion Funding Push in 2026 to Expand Cloud and AI Infrastructure 
CK Hutchison Launches Arbitration After Panama Court Revokes Canal Port Licences 
Amazon Stock Rebounds After Earnings as $200B Capex Plan Sparks AI Spending Debate 
Prudential Financial Reports Higher Q4 Profit on Strong Underwriting and Investment Gains 
Baidu Approves $5 Billion Share Buyback and Plans First-Ever Dividend in 2026 
SK hynix, a key player in the artificial intelligence (AI) services sector, made a significant announcement on Thursday.
HBM Sales Reflect SK hynix's Market Leadership
Its high-bandwidth memory (HBM) processors, crucial components in AI chipsets, have been completely sold out for this year and are nearly sold out for 2025, as reported by Reuters, a clear indication of the high demand and market dominance of SK hynix.
According to Chief Executive Officer Kwak Noh-Jung, its HBM goods for this year have already sold out. In 2025, the company's HBM volumes were practically sold out due to the quick adoption of AI technology in a greater variety of on-device applications, including PCs, smartphones, and cars.
SK hynix Eyes Expansion in AI Chip Applications
Kwak stated at a press conference, "Currently, AI services are centered on data centers, but in the future, they are expected to rapidly expand to on-device AI such as smartphones, PCs and cars. This will lead to an explosive increase in demand for high-speed, high-capacity, and low-power memory chips specialized for AI."
Future of AI Memory: SK hynix's Strategy and Innovations
Kwak added, "Our company has secured the industry's top technology in each product, including HBM, TSV (through silicon via)-based high-capacity DRAM and high-performance eSSD (enterprise SSD). We will offer the world's best customer-customized memory solutions through strategic collaboration with global partner companies."
The market for HBM is anticipated to keep expanding as data and (AI) model sizes rise. In the medium to long term, an annual growth rate of roughly 60% is anticipated in demand.
The demand for fast-processing HBM chips has surged dramatically since generative AI services like OpenAI's ChatGPT started to gain traction internationally last year, according to The Korea Times. With more than half of the market share in the high-performance DRAM chip segment last year, SK hynix is in the lead.
SK hynix plans to start mass production of the 12-layer HBM3E, the fifth-generation HBM, in the third quarter and give customers sample goods in May. This is part of the company's plan to strengthen its position as a technology leader.
Photo: SK hynix Newsroom
