HYHynix Board
Log inSign up
Back to the dashboard
Medium2026-09-30Short term · NeutralLonger term · Neutral

Kioxia Joins Applied Materials' EPIC Center, Completing Big Four Memory R&D Alliance

Kioxia has joined Applied Materials' EPIC research center, meaning all four major memory makers—Samsung, SK Hynix, Micron and Kioxia—now participate in the alliance. The move could accelerate joint development of advanced memory and packaging technologies, but offers little near-term catalyst for SK Hynix shares.

Impact assessments are model-generated from public coverage, for reference only and not investment advice.

Related coverage · 1 related reports

  • finance.biggo.com · 09-30 16:26 KST
    Kioxia Joins Applied Materials' EPIC Center, Completing Big Four Memory R&D Alliance

    Kioxia's joining of Applied Materials' EPIC Center completes a R&D alliance among the world's Big Four memory makers. It could accelerate advanced memory breakthroughs, pressuring HBM leader SK Hynix, but broader industry progress also supports AI memory demand, making the stock impact largely neutral.

Kioxia Joins Applied Materials' EPIC Center, Completing Big Four Memory R&D Alliance · Hynix Board