Intel Shares Climb on Report SK Hynix May Tap Its Foundry for Next-Gen HBM Base Dies - finance.biggo.com

Intel's stock rose 1.5% in early trading Monday after a Korean media report suggested SK Hynix, the world’s second-largest memory chipmaker, may consider using Intel Foundry for its next-generation HB... Read original →

The potential shift by SK Hynix to Intel Foundry for HBM4E base dies marks a pivotal moment in the semiconductor supply chain. As HBM becomes critical for AI accelerators, the base die’s performance directly impacts data throughput, while TSMC’s 12nm process remains costly. This move could help Intel reverse its struggling contract manufacturing unit, leveraging its prior $9B NAND/SSD deal with SK Hynix. However, it may intensify competition among TSMC, Samsung, and Intel in advanced memory logic production. In the medium term, if Intel secures consistent orders, it could bolster confidence in its foundry capabilities. Yet, market sentiment remains cautious, with investors awaiting clarity on production timelines and contract terms. This development reflects a broader trend toward supply chain diversification amid geopolitical tensions, particularly in the face of U.S.-China tech rivalry, pushing companies to reduce reliance on single-source suppliers.