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SK hynix Plans U.S. Based AI Solutions Arm Called AI Company to Expand Beyond Memory Into the AI Data Center Stack
AI, Hardware Angel Morales 1/29/26 AI, Hardware Angel Morales 1/29/26

SK hynix Plans U.S. Based AI Solutions Arm Called AI Company to Expand Beyond Memory Into the AI Data Center Stack

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NAND Makers Reportedly Cut Output to Push SSD Prices Higher as DRAM Margins Steal the Spotlight
Hardware Angel Morales 1/21/26 Hardware Angel Morales 1/21/26

NAND Makers Reportedly Cut Output to Push SSD Prices Higher as DRAM Margins Steal the Spotlight

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Samsung and SK hynix Could Face New United States Memory Tariffs
Semiconductor, Hardware Angel Morales 1/19/26 Semiconductor, Hardware Angel Morales 1/19/26

Samsung and SK hynix Could Face New United States Memory Tariffs

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SK hynix Plans Up to 13 Billion Dollars Investment in Advanced Packaging Lines in South Korea Alongside M15X Fab
Semiconductor Angel Morales 1/14/26 Semiconductor Angel Morales 1/14/26

SK hynix Plans Up to 13 Billion Dollars Investment in Advanced Packaging Lines in South Korea Alongside M15X Fab

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SK hynix Showcases 48GB 16 Layer HBM4, LPDDR6, SOCAMM2, And 321 Layer 2Tb QLC NAND To Power Next Gen AI Platforms At CES 2026
Semiconductor, CES 2026 Angel Morales 1/7/26 Semiconductor, CES 2026 Angel Morales 1/7/26

SK hynix Showcases 48GB 16 Layer HBM4, LPDDR6, SOCAMM2, And 321 Layer 2Tb QLC NAND To Power Next Gen AI Platforms At CES 2026

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“Samsung is Back in the HBM Race”, Says Co CEO as HBM4 Momentum Builds and 2027 Share Flip Is Forecast
Semiconductor, Hardware Angel Morales 1/5/26 Semiconductor, Hardware Angel Morales 1/5/26

“Samsung is Back in the HBM Race”, Says Co CEO as HBM4 Momentum Builds and 2027 Share Flip Is Forecast

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Memory Suppliers Are Reportedly Cherry Picking Customers as DRAM Long Term Allocations Concentrate Around Top OEMs
Hardware Angel Morales 1/2/26 Hardware Angel Morales 1/2/26

Memory Suppliers Are Reportedly Cherry Picking Customers as DRAM Long Term Allocations Concentrate Around Top OEMs

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SK hynix Reportedly Targets 2.5D Advanced Packaging Production In The United States, Eyeing Indiana As A New HBM Scale Lever
Semiconductor Angel Morales 12/30/25 Semiconductor Angel Morales 12/30/25

SK hynix Reportedly Targets 2.5D Advanced Packaging Production In The United States, Eyeing Indiana As A New HBM Scale Lever

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PC Makers Rush For DRAM LTAs As DDR5 Pricing Pressure Signals 2026 Supply Chain Triage
Hardware Angel Morales 12/29/25 Hardware Angel Morales 12/29/25

PC Makers Rush For DRAM LTAs As DDR5 Pricing Pressure Signals 2026 Supply Chain Triage

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Microsoft And Google Escalate The Memory Supply Fight In South Korea As HBM And LPDDR Allocation Tightens
Semiconductor Angel Morales 12/26/25 Semiconductor Angel Morales 12/26/25

Microsoft And Google Escalate The Memory Supply Fight In South Korea As HBM And LPDDR Allocation Tightens

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Samsung’s HBM Turnaround Pulls AMD and NVIDIA Back to the Table After Internal Process Improvements
Semiconductor Angel Morales 12/22/25 Semiconductor Angel Morales 12/22/25

Samsung’s HBM Turnaround Pulls AMD and NVIDIA Back to the Table After Internal Process Improvements

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DRAM shortages shift power to Samsung and SK Hynix as customer allocations tighten
Hardware Angel Morales 12/22/25 Hardware Angel Morales 12/22/25

DRAM shortages shift power to Samsung and SK Hynix as customer allocations tighten

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SK hynix Achieves Industry First Certification for 256GB DDR5 RDIMM on Intel Xeon 6
Hardware, Announcement Angel Morales 12/18/25 Hardware, Announcement Angel Morales 12/18/25

SK hynix Achieves Industry First Certification for 256GB DDR5 RDIMM on Intel Xeon 6

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Samsung Annual Operating Profit Projected to Reach 73Billion Dollars in 2026 as DRAM and NAND Prices Surge
Semiconductor Angel Morales 12/18/25 Semiconductor Angel Morales 12/18/25

Samsung Annual Operating Profit Projected to Reach 73Billion Dollars in 2026 as DRAM and NAND Prices Surge

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NVIDIA and SK hynix Co Develop AI SSD to Transform Inference Performance and NAND Architecture
Semiconductor, Hardware Angel Morales 12/17/25 Semiconductor, Hardware Angel Morales 12/17/25

NVIDIA and SK hynix Co Develop AI SSD to Transform Inference Performance and NAND Architecture

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PC Manufacturers Warn They Cannot Sustain Current Pricing as DRAM Shortages Intensify
Hardware Angel Morales 12/3/25 Hardware Angel Morales 12/3/25

PC Manufacturers Warn They Cannot Sustain Current Pricing as DRAM Shortages Intensify

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Next ISSCC Conference Scheduled for February 2026
Semiconductor Angel Morales 11/26/25 Semiconductor Angel Morales 11/26/25

Next ISSCC Conference Scheduled for February 2026

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DRAM Prices Rise 172% in 2025 as AI Demand Strains Global Supply
Semiconductor, Industry Angel Morales 11/4/25 Semiconductor, Industry Angel Morales 11/4/25

DRAM Prices Rise 172% in 2025 as AI Demand Strains Global Supply

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Samsung’s HBM4 Modules Reportedly Achieve 90% Logic Yield, Signaling Imminent Mass Production
Semiconductor Angel Morales 10/23/25 Semiconductor Angel Morales 10/23/25

Samsung’s HBM4 Modules Reportedly Achieve 90% Logic Yield, Signaling Imminent Mass Production

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DRAM Production Numbers Reportedly Won’t Fulfill the Demand Ahead, Driven by the AI Industry
Semiconductor Angel Morales 10/3/25 Semiconductor Angel Morales 10/3/25

DRAM Production Numbers Reportedly Won’t Fulfill the Demand Ahead, Driven by the AI Industry

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