SK Hynix invests $13B in new Cheongju packaging plant to meet AI memory demand. HBM shortage expected through 2027 as data centers scramble for supply.

SK Hynix Commits $13 Billion to New AI Memory Fab as Global Shortage Deepens

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Micron guides Q2 EPS to $8.42—nearly double the $4.78 expected. Morgan Stanley calls it the best earnings surprise in US semiconductor history.

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SK Hynix Commits $13 Billion to New AI Memory Fab as Global Shortage Deepens

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Micron Delivers 'Best Earnings Surprise in US Semiconductor History' as AI Memory Demand Explodes