AI Data Center Boom Faces New Risks as Public Backlash and Policy Scrutiny Grow 
Western Digital Q4 Earnings Beat Estimates as FY2027 Outlook Tops Expectations 
SanDisk Q4 Earnings Beat Estimates as Q1 Revenue Outlook Meets Expectations 
DeepSeek to Raise AI API Prices as Demand for New Models Surges 
Meta Cuts Wipro Outsourcing by 25% After AI-Led Restructuring 
SoftBank Q1 Profit Beats Forecast as Intel Rally and OpenAI Investments Boost Returns 
Nvidia Seen Beating Q2 Targets as Vera Rubin Cycle Begins 
Telegram Restored on Apple App Store After Temporary Removal 
Nintendo Shares Jump as Switch 2 Sales Boost Earnings 
Heineken H1 Operating Profit Meets Forecast as Beer Volumes Beat Expectations 
Infineon Raises 2026 Revenue Outlook as AI Data Center Demand Fuels Record Quarterly Sales 
Mercedes-Benz Stock Offers Deep-Value Potential as Citi Sees Recovery Catalysts 
SpaceX Targets Starship Flight 14 With First V3 Starlink Satellite Launch 
Glencore Posts Strong H1 2026 Earnings, Announces ASX Secondary Listing 
Daimler Truck Q2 Profit Falls 18%, 2026 Outlook Raised 
Apple Restores Telegram to App Store After Content Policy Violation 
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
