US restricts TSMC chip supply shipments to China as tech race heats up The Trump administration is revoking TSMC’s licence to ship products freely from the US to China, effective on 31 December. Euronews · Sep 3, 2025
ASML and SK hynix assemble industry-first 'commercial' High-NA EUV system at fab in South Korea SK hynix is the first memory maker to assemble ASML's High-NA EUV lithography system NXE:5200B at its M16 fab in Icheon to use it for R&D of next-generation process technologies before transitioning to full High-NA-based production later this decade. Tom’s Hardware · Sep 3, 2025
U.S. gov't revokes TSMC's authorization to ship tools to its fabs in China — special export license to be pulled by end of 2025 The U.S. will revoke TSMC’s special export license for its Nanjing Fab 16 by the end of 2025, potentially disrupting its 16nm and 28nm-class operations and shifting Chinese customer demand toward rivals like SMIC and HuaHong. However, SMIC vows to ensure uninterrupted operations of its Chinese fabs. Tom’s Hardware · Sep 2, 2025
Taiwan Semiconductor Faces New Export Curbs As US Revokes Nanjing Authorization The U.S. has revoked Taiwan Semiconductor Manufacturing Co.’s (NYSE:TSM) authorization to freely ship critical equipment to its Nanjing, China, facility. Benzinga · Sep 2, 2025
Samsung and SK Hynix, the world's biggest makers of DRAM and flash memory chips, have potentially lost the right to buy US equipment for use in their China-based factories It's not a big problem at the moment, but don't be surprised if, at the end of it all, you'll just be paying more for your PC parts. PC Gamer · Sep 2, 2025
US Revokes Chip Production Permissions For Samsung, SK Hynix, Intel In China—Beijing 'Opposes' Move The U.S. has revoked the authorizations that allowed Samsung (OTC:SSNLF) and SK Hynix to receive American semiconductor manufacturing equipment in China. Benzinga · Sep 1, 2025
Intel, Samsung, and SK hynix hit by another abrupt US policy change — government revokes waivers for advanced chipmaking tools at companies' China-based fabs The U.S. government has revoked export waivers that allowed Intel, Samsung, and SK hynix to ship advanced chipmaking tools to their Chinese facilities, forcing them to seek licenses within 120 days or risk operational disruption. Tom’s Hardware · Aug 29, 2025
A win for consumers? SK Hynix confirms it will bring industry's first 300+ layer QLC NAND to PCs first before moving to enterprise - but don't expect cheap 8TB SSDs anytime soon SK Hynix announces world’s first 321-layer QLC NAND with plans for PC SSDs launch ahead of enterprise storage and AI data center applications. TechRadar · Aug 28, 2025
SK Hynix's 'world first' 321-layer QLC flash memory chips, boasting 100% faster transfer speeds and up to 56% greater write performance, will be in gaming PCs next year This could be the turning point where we all stop going 'Eww' when we see a QLC SSD. PC Gamer · Aug 27, 2025
SK hynix announces mass production of its 2Tb 3D QLC NAND — cheaper high-capacity consumer drives and 244TB enterprise SSDs incoming SK hynix kicks off mass production of its 321-layer 2Tb QLC NAND, offering higher speed and efficiency at lower cost and paving the way for cheap multi-terabyte client SSDs and ultra-high-capacity enterprise drives of up to 244TB. Tom’s Hardware · Aug 25, 2025
SoftBank Shares Plunge Over 7% In Tokyo After $2 Billion Intel Bet As Asian Tech Stocks Tumble Following Nvidia-Led US Sell-Off On Wednesday, SoftBank Group (OTC:SFTBF) (OTC:SFTBY) shares fell sharply in Tokyo as investors reacted to its $2 billion investment in Intel Corp (NASDAQ:INTC), with broader Asian technology stocks sliding in tandem after a U.S. market pullback led by Nvidia Corporation (NASDAQ:NVDA). Benzinga · Aug 20, 2025
"We are confident" - SK Hynix chief says AI memory market set to boom as demand rises, shrugs off tariff cost fears SK Hynix projects 30% annual growth in high-bandwidth memory until 2030, mainly driven by AI demand. TechRadar · Aug 13, 2025
Samsung's biggest rival and Sandisk have come together to standardize High Bandwidth Flash memory - which could mean better AI performance for everyone Sandisk and SK Hynix developing High Bandwidth Flash, a hybrid memory design combining DRAM-like speed with NAND capacity to expand AI performance and efficiency. TechRadar · Aug 12, 2025
SK hynix wants you to buy s’more HBM4 to satisfy your high-tech cravings — company's X account compares cutting-edge stacked memory to summer treat SK hynix has taken to Twitter/X to compare its delicately stacked HBM4 to some deliciously layered s’mores. Tom’s Hardware · Aug 11, 2025
Tom’s Hardware · Aug 11, 2025 SK hynix projects HBM market to be worth tens of billions of dollars by 2030 — says AI memory industry will expand 30% annually over five years SK Hynix sees the AI-focused High Bandwidth Memory market growing about 30% each year to 2030, approaching $98B. Holding 70% share, it’s banking on custom designs, HBM4, and U.S. expansion to keep its edge—despite looming oversupply, rising competition, and the uncertainty of trade politics.
MarketBeat · Aug 8, 2025 Wall Street Has Left Intel for Dead—Here's Why You Shouldn’t Intel's turnaround is fueled by premier foundry customers, an aggressive AI strategy, and a resurgent core business, offering a compelling value proposition.
Tom’s Hardware · Aug 7, 2025 Sandisk and SK hynix join forces to standardize High Bandwidth Flash memory, a NAND-based alternative to HBM for AI GPUs — Move could enable 8-16x higher capacity compared to DRAM Sandisk and SK hynix have announced they're collaborating on High Bandwidth Flash (HBF)—a potential alternative to traditional, DRAM-based HBM for AI GPUs. Instead of only relying on DRAM, HBF adds NAND to the memory stack, allowing for non-volatility that can cut energy (and thermal) costs, along with upping the storage…
Al Jazeera · Aug 7, 2025 Trump announces 100 percent tariff on semiconductor imports US President Donald Trump said the tariff will not impact companies if they have already invested in US facilities.
Tom’s Hardware · Aug 1, 2025 SK hynix dethrones Samsung to become world's top-selling memory maker for the first time — success mostly attributed to its HBM3 dominance for Nvidia's AI GPUs SK hynix has overtaken Samsung as the world’s top memory maker in Q2 2025, driven by surging HBM demand from AI accelerators. With over 60% HBM market share and record profits, Hynix signals a shift from commodity DRAM to advanced, AI-optimized memory leadership.
Tom’s Hardware · Jul 31, 2025 Samsung reportedly slashes HBM3 prices to woo Nvidia — cuts could put the heat on rivals SK hynix and Micron as company attempts to spur AI turnaround Samsung is reportedly slashing HBM3E costs to win back Nvidia and challenge rivals SK hynix and Micron. A ZDNet Korea report reveals internal pricing changes and packaging tweaks as Samsung aims to make its AI memory more competitive in a high-stakes battle for dominance in the AI hardware space.
Tom’s Hardware · Jul 25, 2025 SK hynix confirms 3GB GDDR7 memory modules are in the works — higher capacity could pave the way for fabled RTX 50 Series Super cards with 24GB VRAM While aimed at AI accelerators, new 3GB GDDR7 chips could help deliver 18GB and 24GB VRAM GPUs more efficiently
International Business Times · Jul 25, 2025 US Chip Maker Intel Says Revenue Rose As It Cut Ranks Intel on Thursday posted quarterly revenue that topped market expectations, saying it has cut about 15 percent of its workforce to be "more agile."
MarketBeat · Jul 13, 2025 3 Catalysts Converge on Intel Ahead of a Critical Earnings Report Financial discipline, a critically acclaimed new processor, and a major foundry partnership have created positive momentum for Intel ahead of its earnings.
Tom’s Hardware · Jul 2, 2025 SK hynix's first PCIe 5.0 SSD is finally available in the U.S., sports impressive performance and pricing — Platinum P51 flaunts speeds up to 14,700 MB/s SK hynix Platinum P51, the successor to the Platinum P41, is available for purchase in the U.S. market.
Tom’s Hardware · Jul 2, 2025 Intel jumps to HBM4 with Jaguar Shores, 2nd Gen MRDIMMs with Diamond Rapids SK hynix revealed that Intel's upcoming Xeon 'Diamond Rapids' CPUs will adopt 2nd Gen MRDIMMs and its next-generation Gaudi AI accelerator 'Jaguar Shores' will feature SK hynix HBM4 memory.