SK Hynix disputed reports that it is considering shifting DRAM investment at its new M15X memory production base in Cheongju, South Korea, from fifth-generation 10nm-class, or 1b, DRAM toward sixth-generation 10nm-class, or 1c, DRAM.
A looming strike at Samsung Electronics is exposing deeper fractures than a typical labor dispute, with widening pay gaps, divisional tensions, and a controversial bonus structure converging into a broader test of how AI-era profits are distributed inside one of the world's most critical semiconductor suppliers.
Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion) has opened between the two Korean chipmakers, driven largely by commodity DRAM rather than high-bandwidth memory (HBM), according to Sedaily.
Spot memory prices surged in early 2026, triggering stockpiling and speculative buying across distribution channels, before reversing from a March peak. DDR4 DRAM spot prices have since corrected by more than 20% quarter-over-quarter, yet lower prices have failed to revive demand. With holidays approaching, buyers remain on the sidelines, while contract memory prices continue to climb.
China's memory sector is showing clear signs of recovery, with leading players including Shenzhen Longsys Electronics and Montage Technology reporting strong first-quarter gains, underpinned by a structural demand shift driven by artificial intelligence.
South Korea's export surge is entering a new phase, with artificial intelligence-driven semiconductor demand powering record shipments even as geopolitical risks and cost pressures mount.
