# Sk Hynix
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sk hynix Inc. (KRX: 000660) is a South Korean memory semiconductor supplier of dynamic random-access memory (DRAM) chips and flash memory chips. Hynix is the world's second-largest memory chipmaker (after Samsung Electronics) and the world's 3rd-largest semiconductor company.
Episode 124: The Reclaim That Failed — Big Tech Budget Cuts Crush Neocloud Stocks
Summary:
This week the framework delivered a round trip — and the second half of it was the verdict.
**Nebius (NBIS) — the financing story, both directions.** Down 2.9% on the week to $154.14. Monday faded to $153.27 below $155.73 support; Tuesday ripped 11.25% to $170.52 on a ~€250M Lille data-c…
AI Chips: Not As Easy As It Looks — Nvidia, SK Hynix, Softbank | ARD #112
Today's theme: AI chips — not as easy as it looks. From making the chips, to financing the chips, to making money around them. Three stories — Nvidia, SK Hynix, and Softbank — each with my Take.
Watch the video: https://youtu.be/aiLpUQwhi5U
Read AI: Reset to Zero, free: https://michaelparekh.subst…
ARD 104 — Semiconductors Remain a Key AI Gating Factor: OpenAI's Chip, SK Hynix, Chip Stocks
Semiconductors remain a key AI gating factor — whether it's AI GPUs or memory chips. Today: OpenAI's first homegrown chip, SK Hynix's US listing, and a chip-stock pullback. AI-RTZ #1127.
Watch the video: https://youtu.be/VbRdscwi7j4
Read AI: Reset to Zero, free: https://michaelparekh.substack.com
'Too Big to Ignore' in AI. Anthropic, SK Hynix & Meta. ARD post 194
Today's theme: Too Big to Ignore. AI, by the numbers: Anthropic's 40 trillion dollar opportunity, SK Hynix's memory sold out through 2029, and AMD joining Nvidia in Meta's raise. Plus Amazon's new Echo line. Episode 194.
Watch the video: https://youtu.be/d8opWyeKAzw
Read AI: Reset to Zero, free: h…
AI Moves Into Critical Infrastructure
AI Daily Podcast explores the latest news and breakthroughs in artificial intelligence technology, focusing on how AI is moving beyond demos and into the critical systems that power economies, industries, and national strategies.
In this episode, we look at South Korea’s ambitious plan to make ar…
Silicon Futures October 2026 - Qualcomm HBC, Dragonwing IoT Day, DSX Pod, Intel's PC malaise
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Silicon Futures is a neXt Curve reThink Podcast series on AI and semiconductor tech and the industry topics that matter.In this October Silicon Futures episode of the neXt Curve podcast, Leonard Lee joins Karl Freund (Cambrian AI Research) and Jim McGregor (Tirias Research) to revi…
The Memory Boom’s Real Winner Isn’t Just SK hynix
SK hynix stock: record Q3 2026, memory sold out through 2029. Can capacity keep up without a glut?In this video: SK hynix’s Q3 2026 results and outlook, how 4F² and 3D DRAM let memory makers get more bits from existing fabs, and why equipment makers like Lam Research remain the durable bottleneck.S…
EU Market Open: Democrats projected to win both House and Senate resulting into USD pressure and selling across US equity futures
Democrats are seeing a very strong midterm result, flipping key Senate races in Ohio, Texas, South Carolina and Kansas, with DDHQ giving them a 99% chance of winning the House and a 100% chance of winning the Senate.
US President Trump said he will accept the election result and is prepared to wor…
Mohnish Pabrai's Interview with CNBC TV18 on October 22, 2026
Mohnish Pabrai's Interview with CNBC TV18 on October 22, 2026.
(00:00:00) - Introduction (00:01:11) - Economic situation in the US; Nvidia & Apple (00:03:31) - Investing in Turkey vs. Indian markets; Reysas (00:09:15) - Investing in India (00:11:12) - Entrepreneurial strength of Indian markets (…
America Votes Against Data Centers – DTNS 5388
More than 40 data center measures were on the ballot across 10 states and restrictions won almost every time Plus, Apple thinks you want to record yourself doing karaoke. Two hosts who have done public karaoke weigh in.
Starring Tom Merritt, and Huyen Tue Dao.
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