Samsung and SK Hynix answer AI doubters with big numbers and deals - The Japan Times

In a recent surge driven by the AI boom, Samsung Electronics and SK Hynix, two giants in the global memory chip industry, have demonstrated their dominance through record profits and strong demand. In... Read original →

The AI boom has driven unprecedented demand for memory chips, enabling Samsung and SK Hynix to achieve record profits through advanced 3nm and HBM technologies. However, the industry faces rising capital expenditure and supply chain constraints. Technologically, GPU and DRAM integration is critical for AI performance, with HBM becoming a key bottleneck driving EUV adoption. Geopolitical tensions, especially in the U.S.-China tech rivalry, are increasing compliance costs and supply chain fragmentation. Competitors like Micron and NVIDIA are securing long-term contracts to gain pricing power. Over the next 12–24 months, while AI demand stabilizes, the memory chip market may face overcapacity risks, with leading firms leveraging technical differentiation and strategic agreements to maintain margins.