Samsung and SK Hynix fell 8-9% on June 26, sending the Korean benchmark down 5.81% and halting trade for 20 minutes, while Tokyo's Nikkei surged 4.6% on the same chip data
Micron Technology (Boise, Idaho) is the only major US memory manufacturer, holding around 21% of global HBM capacity as AI-driven demand rewrites the semiconductor supply chain.
full dossier ›SK Hynix surged 13% and Samsung 5% after Micron's record quarterly results confirmed HBM dominance; Korea's benchmark hit an all-time high as Japan's crossed 70,000 for the first time
MacBook Neo rises $100 to $699, MacBook Air rises $200 to $1,299; Apple says memory and storage prices jumped faster than the company has ever seen, driven by AI data-centre appetite outcompeting consumer hardware
The global race to manufacture advanced chips pits Taiwan, South Korea, the United States, and China against one another, with control of AI hardware supply at stake.
A JEDEC-standardized stacked DRAM technology delivering terabytes-per-second bandwidth for AI accelerators, dominated by South Korean makers SK Hynix and Samsung.
Fiscal Q3 2026 reported June 24, record revenue on AI memory, data-centre revenue up ~150%, full-year HBM capacity already booked
Beijing investigates memory pricing, fines could reach $2.5B, while domestic champion CXMT files for a $4.2B IPO and nears third-largest by wafer capacity
Jensen Huang confirms Samsung, SK Hynix and Micron passed HBM4 qual on June 5; SK Hynix holds ~60-70% of Rubin volume, 12-layer stacks priced above $600