SK hynix

Investors sell shares of Micron, SK Hynix and Samsung amid concerns about Chinese competition and a possible memory oversupply by 2029. ChangXin Memory Technologies’ planned server-memory product, based on a new architecture, raises questions about its ability to scale, while analysts say it is unlikely to alter supply and demand. Counterpoint expects DRAM prices to decline in 2028, though long-term agreements may make any downturn less severe than previous cycles.

Oct 2026 · CNBC TechNews article

Solidigm, SK Hynix’s U.S. unit, seeks U.S. government approval to export American chipmaking equipment to Dalian, China. The request is tied to building a factory in the United States, and SK Hynix says the equipment exports would increase production.

Oct 2026 · ReutersNews article

SK Hynix, Samsung Electronics and SoftBank Group shares fall sharply as a U.S. semiconductor sell-off spreads across Asian technology markets. SK Hynix drops more than 8%, Samsung loses 6.7% and SoftBank declines 8.8%, while Japanese chip-equipment and electronics stocks also retreat. Investors weigh concerns about AI financing and competition from China’s CXMT, alongside upcoming corporate earnings and U.S. inflation data.

Oct 2026 · CNBC TechNews article

China’s CXMT Corp. claims a breakthrough in chip technology and says its memory advances put it ahead of Samsung Electronics and SK Hynix. The claimed advance rivals technology that Samsung had pursued for years.

Oct 2026 · Bloomberg TechNews article