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Industry
SK Hynix starts mass production of 192GB memory module for AI servers
SK Hynix has started mass production of its next-generation 192GB SOCAMM2 memory module for AI servers, it said on Sunday. The module uses 10-nanometre-class sixth-generation 1c LPDDR5X low-power DRAM. The company said the product offers more than double the bandwidth of RDIMM and improves energy efficiency by more than 75 percent. It said the module is designed for Nvidia\'s next-generation Vera Rubin platform.
Industry
Memory to account for 30 percent of hyperscalers\' capex in 2026 on AI demand
Research firm SemiAnalysis forecasts memory will account for about 30 percent of hyperscalers\' capital expenditure in 2026, up from about 8 percent in 2023 to 2024, and rising further in 2027. It expects DRAM prices to more than double in 2026 and to keep rising in 2027, while LPDDR5 contract prices have already tripled since early 2025. It also projects an HBM supply shortage through 2027 and says memory costs are lifting AI server prices.
Industry
SK Hynix says 2025 operating profit doubles as HBM sales more than double
SK Hynix posted annual operating profit of 47.2 trillion won, up 101 percent from a year earlier, and said it set a new quarterly record as revenue and profit rose sharply in the fourth quarter. The company cited more than a doubling in HBM sales and stronger server memory demand. It said DRAM and NAND average selling prices jumped from the prior quarter, and outlined plans to expand capacity and increase investment.
