SK Hynix says it will partner with Kioxia if Kioxia wants it
SK Hynix said it will partner with Kioxia if Kioxia wants it, citing the importance of NAND capacity windows given that new capacity takes years to build amid a memory shortage. This comes amid reports that HBM takes roughly 23% of DRAM wafer starts and data centers consume about 70% of global memory output.
Detected & updated continuously · Source: Nebula
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@TradexWhisperer
$SNDK $SKHY $DRAM SK Hynix says it will partner with Kioxia if Kioxia wants it. Makes sense if you think the window matters more than the ownership: Kioxia has fabs running now, and new NAND capacity takes years to build. Shortage must be really bad. SK Group chairman told
@PandaAsiaStreet
HBM already takes ~23% of all DRAM wafer starts (up from ~8% in 2023). Data centers are eating ~70% of global memory output. Phones and PCs fight over the leftovers. $DRAM $WAFER $SKHY $MU