SK Hynix to spend $64 billion on chip plants under broader AI-driven investment plan

By Hyunjoo Jin and Heejin Kim SEOUL, July 2 (Reuters) - SK Hynix said on Thursday it planned to invest 100 trillion won ...
The Next Web

SK Hynix will spend $51bn on a new NAND factory to catch the AI memory wave

SK Hynix will spend $51.46bn on a new NAND fab in Cheongju by 2029, part of a $64bn package as AI-driven memory demand strains supply.
24/7 Wall St.

The AI Memory Shortage Just Entered Year Two and These 3 ETFs Own Every Layer From DRAM to HBM

The AI memory shortage that began squeezing hyperscaler supply chains in 2025 has now entered its second calendar year, with Micron Technology guiding fiscal Q4 2026 revenue to roughly $50 billion and ...
The Motley Fool

Ranked: Semiconductor Manufacturers by Global Revenue

TSMC leads with 72% of Q4 2025 semiconductor foundry revenue, more than 11 times its closest competitor. Samsung, SMIC, and UMC hold single-digit shares, with no other company above 5%. The U.S.