SK Hynix raised its capex plan 30% to ₩29 trillion won (US$21 billion) from ₩22 trillion ($16 billion) previously, The Elec reports, in response to strong demand for HBM (high bandwidth memory), the AI memory chips paired with Nvidia GPUs. SK Hynix already has visibility into 2026 HBM supply volume from discussions with its biggest customer (Nvidia). $NVIDIA(NVDA.US) $HXSCL $Micron Tech(MU.US) #SKhynix #Samsung #semiconductors
Source: Dan Nystedt
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