SK Hynix is accelerating its next-generation memory strategy, with stable progress on HBM4 production, aggressive capacity expansion in South Korea, and a growing focus on AI-driven demand expected to reshape the global memory market through the end of the decade. Citing Mirae Asset Securities, reports indicate that SK Hynix’s HBM4 development and mass production timeline is on track, with no significant delays or quality issues observed. The company is expected to align production with major GPU customer roadmaps, and most of its 2026 HBM capacity has already been secured by key clients, reducing near-term uncertainty.

Samsung Electronics has reportedly expanded emergency management measures across several key business units as rising semiconductor prices and component costs pressure profitability, according to South Korean media reports.

The cost of running an AI query has fallen by roughly 99% over the past two years. That should be a story about savings. Instead, it’s a story about demand.