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Medium2026-10-13Short term · NeutralLonger term · Leans positive

After HBM: Samsung and SK Hynix Race for Next-Gen AI Memory Tech

Korean media report that Samsung and SK Hynix are racing on next-generation AI memory technologies beyond HBM, including customized HBM and processing-in-memory. The outcome will shape pricing power and share in the next AI memory cycle, supporting SK Hynix's medium-term earnings outlook, though the lack of near-term orders or results makes the stock impact neutral for now.

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

Related coverage · 1 related reports

  • 뉴시스 · 10-13 05:30 KST
    After HBM? Samsung and SK Hynix Race for Next-Gen AI Memory Tech

    Samsung and SK Hynix are racing on next-gen AI memory beyond HBM, spanning custom HBM, CXL and 3D DRAM. If SK Hynix keeps its technology lead, it would cement its core role in the AI memory supply chain and support its share price over the medium term, though intensifying competition could pressure share and pricing.

After HBM: Samsung and SK Hynix Race for Next-Gen AI Memory Tech · Hynix Board