memory supply

SK hynix forecasts 2027 as the tightest memory-supply year in industry history and says customer demand could remain above its own supply capability beyond 2030, even as the company plans to double memory-wafer production over five years. For Windows and enterprise buyers, the practical response...

Microsoft’s revelation that its Maia 200 inference accelerator pairs a mammoth 216 GB of on‑package HBM3E with the claim that SK hynix is the exclusive supplier has sent shockwaves through the AI memory market and escalated the Korea‑based rivalry over high‑performance HBM for hyperscaler ASICs...