Die finalen Verträge stehen vor der Unterzeichnung: SK Hynix wird Nvidias Rubin-Beschleuniger mit dem notwendigen HBM4 bestücken.

Investing.com -- The Trump administration is floating a plan that would force Samsung Electronics (KS:005930) and SK Hynix (KS:000660) to seek annual approvals from Washington for shipments of chipmaking gear to their factories in China, Bloomberg reported on Monday. The proposal would replace the indefinite waivers granted under the Biden administration, which the Trump team has now revoked. The Commerce Department last week presented South Korean officials with the idea of “site licenses” that would spell out in detail a year’s worth of parts, materials, and restricted equipment allowed into Chinese plants. The change adds complexity for companies that have long relied on so-called validated end user designations, which provided perpetual approval so long as firms met upfront security and monitoring obligations. Those waivers are set to expire at the end of 2025, the report said. Samsung and SK Hynix operate massive Chinese fabs that turn out memory chips critical to global supply chains, powering everything from smartphones to servers. U.S. officials have insisted they do not intend to halt production at those facilities, but said they will not permit shipments of advanced tools that could be used to expand or upgrade them. “The real question is how to reassure them on that point,” one South Korean trade official reportedly told Bloomberg. The draft plan offers more predictability than requiring companies to apply for each shipment individually — an alternative Washington acknowledged could otherwise mean processing an additional 1,000 permits a year. 3rd party Ad. Not an offer or recommendation by Investing.com. See disclosure here or remove ads. Still, chipmakers worry about the practicalities. Predicting the exact mix of spare parts and tools needed over twelve months is difficult, raising the risk of delays if equipment not listed in the license breaks down, the report said. A U.S. official said the government has a system in place to issue licenses quickly when needed, Bloomberg noted. The shift underscores South Korea’s strategic bind. The country depends on Washington as its key security ally while China remains its largest trading partner. The U.S. decision to revoke Biden-era waivers came just days after President Lee Jae Myung signed a defense and investment deal with President Donald Trump. Tensions deepened further when U.S. immigration officers raided a Georgia battery venture run by LG Energy Solution and Hyundai Motor. Washington has pursued sweeping export controls on semiconductors and chipmaking tools since 2022 in a bid to constrain China’s technological ambitions in advanced chips and artificial intelligence. Biden-era waivers for Samsung, SK Hynix and TSMC (TW:2330) were designed to prevent major disruptions to global electronics supply. Former South Korean president Yoon Suk Yeol hailed those waivers as resolving a major trade issue for the country’s chipmakers. Trump officials have dismissed the VEU framework as a “Biden-era loophole” and signaled they will not restore it. For South Korea, the report said, "Washington’s latest offer may be the best outcome Seoul could hope for." Get an up-to-the-minute summary from WarrenAI, our powerful AI financial researcher. It's just like ChatGPT for investors, but with access to 1,200+ premium metrics spanning 10 years of data to instantly screen fundamentals, summarize breaking news, and reveal what Wall Street analysts are really saying about 000660. Ask questions in your own language and get insider answers in seconds. Think of it as your experienced investment partner—always ready to help you think through every angle of 000660.

SK Hynix Đánh Bại Samsung Trong Thị Trường DRAM, Được Thúc Đẩy Bởi Sự Bùng Nổ Của HBM Trong một bước ngoặt đáng chú ý, SK Hynix đã lần đầu tiên vượt qua Samsung Electronics để trở thành nhà sản xuất DRAM hàng đầu thế giới, nhờ vào sự bùng nổ của thị trường bộ nhớ HBM (High Bandwidth Memory). Đây là một thành tựu lớn đối với SK Hynix, công ty đã tận dụng lợi thế của mình trong lĩnh vực bộ nhớ hiệu suất cao, vốn đang được sử dụng rộng rãi trong các ứng dụng trí tuệ nhân tạo (AI).

Seit fast zwei Jahren schon im Gespräch, geht es nun wohl endlich los: Eine Advanced-Packaging-Fab von SK Hynix kommt in die USA.

Along with the bump in capacity, SK hynix says its 12-layer, 36GB HBM3E delivers faster speeds of up to 9.6Gbps.

West Lafayette projects have not been resumed since late January, a spokesperson said, when federal funding was paused on upgrades needed for the facility.

Vận May Của Samsung Được Thiết Lập Để Chuyển Khi Năng Suất HBM4 Đạt 40% #Samsung #HBM4 #BộNhớBăngThôngCao #SKHynix #NVIDIA #ChipBộNhớ #CôngNghệBánDẫn Samsung, gã khổng lồ công nghệ Hàn Quốc, đang chuẩn bị bước vào một giai đoạn quan trọng trong cuộc đua sản xuất bộ nhớ băng thông cao (HBM). Với việc năng suất thử nghiệm HBM4 đạt mức ấn tượng 40%, Samsung đang hy vọng sẽ lật ngược tình thế sau những thất bại trước đó trong cuộc cạnh tranh với SK Hynix và Micron.

Laut einer „internen Analyse“, die von SK Hynix stammen soll, erwartet der Hersteller ein Anhalten der DRAM-Knappheit bis zum Jahr 2028.

SK Hynix has reportedly warned that the global supply of commodity DRAM will remain tight until at least 2028, a situation that could translate into higher prices for consumer hardware. According t…

Revenue for the third quarter grew about 94% year-on-year.

Die nächste Alternative zum Phison E26 kommt von SK Hynix. Die schnelle Platinum P51 überzeugt im Test, doch ist der Preis unangemessen.

ll nuovo SoC MediaTek Dimensity 9300+ porta le prestazioni e l'efficienza energetica a un nuovo livello, grazie all'innovativa architettura All-Big-Core

SK Hynix Ghi Nhận Lợi Nhuận Kỷ Lục: Cơn Ác Mộng HBM Đã Tốn Kém Như Thế Nào Đối Với Samsung LợiNhuận #SKHynix #HBM #Samsung #NVIDIA #ChipNhớ #AI Trong bối cảnh nhu cầu về chip nhớ băng thông cao (HBM) tăng vọt nhờ sự bùng nổ của trí tuệ nhân tạo (AI), SK Hynix đã ghi nhận mức lợi nhuận hoạt động kỷ lục trong quý đầu tiên năm 2025, đạt 5,2 tỷ USD, tăng 157,8% so với cùng kỳ năm ngoái. Đây là kết quả đáng chú ý, đặc biệt khi so sánh với đối thủ cạnh tranh trực tiếp là Samsung, người đang vật lộn với những thách thức trong việc đáp ứng tiêu chuẩn chất lượng của NVIDIA cho các chip HBM3E.

Als Nummer 1 im HBM-Geschäft und ohne echte Schwächen in anderen Bereichen profitiert nun auch SK Hynix vom AI-Boom.

YouTube video by 情報の灯台【2nd】

Das neue SSD-Flaggschiff von SK Hynix hat Deutschland erreicht. Die Platinum P51 mit PCIe 5.0 kostet aber mehr als gedacht.