AI Market Movers · China & rest of world
SK Hynix
HXSCL
SK Hynix makes HBM, the memory Nvidia cannot skip. The US listing is an OTC ADR. The scarcity is real.
- Site
- skhynix.com
- Product
- HBM
Market reaction
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On X
Sources: US has held up approval for American chipmaking equipment needed by SK Hynix to expand in China, complicating its plans for new plants in New York (@karen_freifeld / Reuters) (Visit Techmeme dot com for the link and full context!)
— Techmeme (@Techmeme) Nov 3, 2026
U.S. officials are delaying export licenses for the American chipmaking equipment SK hynix $SKHY needs to expand its Dalian, China plant, Reuters reports, though the Commerce Department has not formally denied them. SK hynix argues the China expansion would help finance
— Sam Badawi (@Sam_Badawi) Nov 3, 2026
Latest news
Reuters
US holds up chip-tool licenses for SK Hynix's China plant, snagging its New York memory-fab plansUS officials have held up approval for American chipmaking equipment SK Hynix wants for its Dalian, China NAND plant, complicating its plans for new memory-chip plants in New…
The Information
Smugglers pair Samsung and SK Hynix HBM with throwaway server chips to dodge US export controls, The Information reportsSmugglers are getting high-bandwidth memory from Samsung and SK Hynix into China by bonding it onto cheap, deliberately weak server processors, The Information reports. Because US…
Nikkei Asia
Memory chip makers outearn Alphabet and other tech giants on AI demandThe five leading global memory chip suppliers, including Samsung, SK Hynix, Micron and Kioxia, posted higher combined operating and net profit than five big US tech companies…
CNBC
SK Hynix posts record quarter as AI memory demand outstrips supplySK Hynix reported record third-quarter results, with revenue of 104.6 trillion won (about $78.9 billion), up 328% from a year earlier and above 100 trillion won for the first…
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