SK hynix

2025.06.05

07:45

SK Hynix surpassed Samsung for the first time in the first quarter and became the world's largest DRAM manufacturer

SK Hynix's share of the global DRAM market surpassed Samsung Electronics for the first time in the first quarter of this year. According to market research firm Omdia, global DRAM sales in the first quarter totaled US$26.33 billion, down 9% from the previous quarter, due to falling DRAM contract prices and lower HBM shipments. Amid the overall market decline, SK Hynix's market share rose from 36% in the fourth quarter of last year to 36.9% in the first quarter of this year, surpassing Samsung Electronics, whose market share fell from 38.6% to 34.4%. In terms of sales, SK Hynix's sales in the first quarter were US$9.72 billion, while Samsung Electronics' sales were US$9.1 billion. This is the first time SK Hynix has taken the top spot since Samsung Electronics became the world's largest DRAM producer in 1992.

2025.06.04

08:48

South Korea's KOSPI index rose more than 2%, and SK Hynix rose more than 5%.

2025.06.02

11:38

Major Asia-Pacific stock indices mostly fell at noon

As of 11:30, most of the major stock indices in Asia-Pacific fell, with the Nikkei 225 index falling 1.66% to 37,335.70 points. Most of the constituent stocks fell, of which 7 stocks rose by more than 1%, and 124 stocks fell by more than 1%. In terms of heavyweight stocks, SoftBank Group fell 3.31%, Toyota Motor fell 2.73%, RECRUIT fell 2.72%, Keyence fell 2.4%, and Nintendo fell 2.37%. In terms of gains, Chugai Pharmaceutical rose 1.4%. The Korea Composite Index fell 0.16% to 2,693.22 points, and most of the constituent stocks fell, of which 134 stocks rose by more than 1%, and 251 stocks fell by more than 1%. In terms of heavyweight stocks, Shinhan Financial Group fell 4.65%, Hana Financial Group fell 4.13%, KB Financial Group fell 4.03%, Posco fell 3.2%, and Hyundai Mobis fell 2.37%. In terms of gains, HMM rose 4.69%, Hanwha Aerospace rose 2.59%, Samsung Life rose 1.62%, Doosan Energy rose 1.61%, and SK Hynix rose 1.47%. Australia's S&P 200 index fell 0.19% to 8419 points. New Zealand was closed today due to a holiday.

2025.05.28

11:53

IDC: China's enterprise SSD market size will reach US$6.25 billion in 2024, a year-on-year increase of 187.9%

The latest report released by International Data Corporation (IDC) shows that China's enterprise-class SSD market will be repaired in 2024, with a market size of US$6.25 billion, an increase of 187.9% compared with 2023. IDC predicts that the scale of China's enterprise-class SSD market will reach US$9.1 billion in 2029. From the perspective of manufacturer sales, Solidigm and Samsung occupy the largest share of China's enterprise-class SSD market. Samsung maintains its global leadership with its full-stack technology capabilities and high-end products, but faces domestic substitution and cost pressure in the Chinese market. Solidigm focuses on AI-optimized storage and large-capacity products as the core, relying on SK Hynix's rapid rise in the ecosystem. At the same time, policies have promoted the increase in the localization rate. Local storage companies have narrowed the gap with international brands through technological innovations such as large-capacity products and main control chips, as well as the localization of industrial chains and services, and have significantly increased their share. From the perspective of industry procurement, cloud computing and Internet companies continue to increase their investment in AI capital, the evolution and modernization of digital infrastructure, the surge in cloud-centric architectures, and the increase in data-intensive workloads such as artificial intelligence have further accelerated the demand for solid-state storage by enterprises. In the server market, the demand from traditional IT departments and cloud service providers accounts for the largest share of the enterprise-class SSD market. In addition, operators and government enterprises also have strong digestion capabilities. Domestic module manufacturers have a good penetration rate in this field with the help of policy promotion, and there is still a large space for domestic substitution in the cloud computing and Internet markets.

2025.05.12

08:28

Samsung reportedly reaches agreement with major customers to raise DRAM prices

Samsung Electronics reportedly reached an agreement with major customers to increase DRAM chip prices earlier this month. DDR4 DRAM prices rose by an average of double-digit percentages; DDR5 prices rose by single-digit percentages. It was also reported that SK Hynix recently raised DRAM prices by 12%.

2025.05.06

16:56

SK Hynix's market share surpassed Samsung in the first quarter

According to statistics from market research firm CFM, driven by the recovery of AI server demand and PC and mobile demand, coupled with the combined impact of some inventory replenishment demand triggered by tariffs, DRAM overall performed better than expected in the first quarter of 2025, with the global DRAM market size increasing by 42.5% year-on-year to US$26.729 billion, down 8.5% from the previous quarter. During this period, SK Hynix, with its absolute advantage in the HBM field, ended Samsung's more than 40 years of market dominance and topped the global DRAM market for the first time with a market share of 36.7%.

2025.04.24

07:00

SK Hynix: We believe that macroeconomic uncertainty is the main driving factor for demand fluctuations in the second half of the year.

06:52

SK Hynix expects DRAM sales in the second quarter to grow in the single digits year-on-year, and expects NAND sales in the second quarter to grow by more than 20% year-on-year.

06:51

SK Hynix's sales in the first quarter were 17.64 trillion won, while the market expected 17.20 trillion won.

2025.04.23

15:52

Samsung, Micron, and SK Hynix to cut DDR4 production

Following Samsung's announcement that it will stop producing 1y and 1z nanometer 8GB DDR4 in April, Micron has also informed its customers that it will stop supplying traditional DDR4 memory modules for servers. In addition, SK Hynix is also cutting its DDR4 production, reducing its production share to 20%.

2025.04.04

08:05

SK Hynix shares fell 4%.

2025.04.01

08:10

Korea Exchange: 14 Korean KOSPI index component stocks were banned from short selling for one day due to overheated trading, including SK Hynix, HD Hyundai Electric, etc.

2025.03.27

10:25

Nomura: SK Hynix's first quarter results may be better than expected, raising the company's target price

Nomura wrote in a report that SK Hynix's first-quarter results may be better than expected, partly due to increasing demand for artificial intelligence chips in China after DeepSeek launched a new large-scale language model. The United States may impose tariffs on semiconductors after April, which has also spawned some emergency orders for cost-sensitive personal computer applications. Nomura raised its target price for the Korean chipmaker by 11% to 300,000 won and maintained a buy rating.

10:07

SK Hynix: Whether the favorable memory chip market environment will continue remains to be seen.

10:06

SK Hynix: Due to tariffs, some customers placed chip orders in advance.

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