Rumor
Observer notes communication involving SK Hynix and Machine Learning interests
Wednesday, November 26, 2025 at 02:07 AM
An industry watcher briefly noted a call or communication involving semiconductor giant SK Hynix and Machine Learning (ML) interests. The content and significance of this contact remain completely unconfirmed.
Context
Following what appears to be a Bank of America Merrill Lynch (ML) investor call, SK Hynix is in the spotlight after confirming its entire production of DRAM, HBM, and NAND for next year is already sold out. This strong forward guidance comes as the AI-driven memory shortage intensifies, causing commodity DRAM prices to surge from $1.35 in January to $7.00 last month. The situation has become so acute that PC makers like Dell and HP are also reporting DRAM shortages.
This supply crunch is the backdrop for SK Hynix's record Q3 2025 results, which included an 11.4 trillion won ($8.02 billion) operating profit and 24.4 trillion won in revenue. As a key supplier of advanced AI chips to NVIDIA, the company is forecasting a prolonged "memory super cycle" and expects DRAM shipments to grow by more than 20% year-on-year in 2026. For investors, the news underscores the company's significant pricing power and critical position within the AI hardware supply chain.
Sources (16)
SK hynix boosts DRAM output to meet surging AI demandChip Industry Week In ReviewSK hynix Holds No. 1 Spot in Global DRAM Market as ...SK hynix (000660.KS) Q3 FY2025 earnings call transcriptHere's how big-name hedge funds are using and investing in AIAlphaTON Invests $82.5M In Nvidia-Powered AI ExpansionSK Hynix Inc Earnings - Q3 2025 Analysis & Highlights - AlphaSenseTech firms from Dell to HP warn of memory chip squeeze from AI
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