SK Hynix stock saw a notable increase after Samsung predicted stronger first-quarter profits, attributing the outlook to rising demand for AI-related chips. The growth highlights the central role of advanced semiconductors in the artificial intelligence sector's expansion. Samsung and SK Hynix continue to benefit from global AI developments.
Microsoft and Google are negotiating multi-year DRAM supply agreements with SK Hynix to secure key memory components amid surging AI infrastructure demand. These deals mark a notable shift toward long-term contracts in the memory market, driven by ongoing global supply shortages. The move is expected to influence pricing, procurement dynamics, and the broader semiconductor industry.
Samsung Electronics and SK Hynix have been selected as the exclusive suppliers of HBM4 memory for Nvidia’s upcoming Vera Rubin AI accelerator, with Micron excluded from the flagship platform. SK Hynix holds a larger portion of the allocation, while Samsung has secured a comeback after overcoming previous production challenges.
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