SK hynix

2025.09.05

09:05

Trump says he will impose tariffs on chip companies that don't build factories in the US

On September 4th, US President Trump announced that the US government would impose tariffs on imported products from semiconductor companies that have not relocated production to the US. He emphasized that companies investing in or planning to build factories in the US would be exempt from the tariffs. Trump described the tariffs as "substantial, but not excessive," and singled out Apple CEO Tim Cook as "excellent" given Apple's commitment to invest $600 billion in the US over the next four years. Previously, TSMC, Samsung, and SK Hynix had all announced plans to build factories in the US. Trump's frequent use of tariffs has disrupted global markets and exacerbated trade uncertainty. On August 6th, Trump announced that the US would impose a 100% tariff on imported semiconductors. This rate would apply to "all chips and semiconductors entering the United States," but would not apply to companies that have committed to or initiated manufacturing in the US. His tariff policy is currently facing legal challenges, and the government is seeking Supreme Court intervention.

2025.09.03

19:28

SK Hynix introduces the industry's first mass-produced High NA EUV

SK Hynix announced that it has introduced the industry's first mass-produced high numerical aperture extreme ultraviolet (EUV) lithography system at its M16 plant in Icheon, South Korea. This system boasts a 40% improvement in optical performance compared to existing EUV equipment (NA 0.33). This improvement enables the production of circuit patterns with 1.7 times greater precision and a 2.9-fold increase in integration density.

2025.09.02

14:31

SK Hynix shares rose 1.8% to 260,500 won.

2025.09.01

11:27

SK Hynix shares fell 4.7% to 256,500 won.

2025.08.31

20:30

The US revoked Samsung, SK Hynix, and Intel's VEU exemption in China, and the window for localization of memory has opened again

On August 30th, reporters discovered through Federal Register filings dated August 29, 2025, that the Trump administration has decided to revoke the Validated End-User (VEU) authorizations for Samsung Electronics and SK Hynix's operations in China. This policy change, effective 120 days after the announcement, aims to further restrict China's access to advanced chip manufacturing technology and could exacerbate tensions in the global semiconductor supply chain. Wang Shuyi, chief analyst at Discovery Technology, told reporters that Samsung and Hynix have significant production capacity in China. If the US completely cuts off the supply chain, it would be difficult to find non-US alternatives in the short term, and there would be insufficient time to relocate existing production capacity, potentially leading to tight memory supply.

08:40

The Ministry of Commerce spokesperson answered reporters' questions regarding the US revoking the "Verified End User" authorization for three semiconductor companies in China, including Samsung.

On August 30, a spokesperson for the Ministry of Commerce answered reporters' questions regarding the US revocation of "Verified End-User" authorization for three semiconductor companies in China, including Samsung. A reporter asked, "On August 29, the US Department of Commerce removed Intel Semiconductor (Dalian) Co., Ltd., Samsung China Semiconductor Co., Ltd., and SK Hynix Semiconductor (China) Co., Ltd. from the "Verified End-User" authorization list." What is China's comment? The spokesperson for the Ministry of Commerce stated that China has noted the relevant situation. The semiconductor industry is a highly globalized industry. After decades of development, it has formed an interdependent and mutually reinforcing industrial structure, a result of the combined effects of market forces and corporate choices. The US move, driven by selfish interests and instrumentalizing export controls, will have a significant negative impact on the stability of the global semiconductor industry chain and supply chain. China opposes this. China urges the US to immediately correct its erroneous practices and maintain the security and stability of the global industry chain and supply chain. China will take necessary measures to firmly safeguard the legitimate rights and interests of its companies.

2025.08.26

11:00

South Korean National Security Advisor Wi Sung-lac: The United States and South Korea discussed Samsung and SK Hynix's chip supply to Nvidia.

2025.08.25

07:42

SK Hynix begins mass production of 321-layer QLC NAND flash memory and plans to enter the AI data center market next year

SK Hynix announced that it has developed and begun mass production of a 321-layer, 2Tb (Terabit) QLC NAND flash memory product. The product is scheduled to enter the AI data center market in the first half of next year. The company plans to initially deploy the 321-layer NAND flash memory in PC solid-state drives (SSDs), and then gradually expand to enterprise-class SSDs (eSSDs) for data centers and embedded storage (UFS) for smartphones. Furthermore, the company will utilize packaging technology that stacks 32 NAND chips, achieving double the integration density of existing technology, to enter the ultra-high-capacity eSSD market for AI servers.

2025.08.07

08:14

SK Hynix's stock price fell 3.1%.

2025.08.01

09:09

South Korea's benchmark stock index suffers biggest drop since April as government plans to raise capital gains tax

South Korea's benchmark stock index fell as much as 3.1%, its biggest drop since early April, after the South Korean government proposed raising taxes on businesses and stock investors to boost revenue. SK Hynix's share price fell over 5%, weighing the most on the Kospi; a 7% drop in Hanwha Aerospace was another drag. The Kospi led declines in Asia; the MSCI Asia Pacific Index fell 0.4%. The proposal, released by the Ministry of Finance in Seoul late Thursday, would raise the top corporate tax rate from 24% to 25%.

2025.07.24

08:28

SK Hynix: Chinese chip factories will help ease supply constraints for traditional memory chips.

08:27

SK Hynix: Customer demand for HBM is "undoubtedly" growing

SK Hynix said it is in supply talks with customers through 2026 and that customer demand for HBM is "undoubtedly" continuing to grow.

08:26

SK Hynix: China chip factory will be operated as planned.

08:21

SK Hynix: We are negotiating with major customers as planned to discuss HBM supply for next year.

08:15

SK Hynix: Inventory is unlikely to lead to a significant adjustment in demand

SK Hynix said inventory is unlikely to lead to a big adjustment in demand.

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