Counterpoint Research & SK Hynix
12 shared events · Importance 6 · Last updated Aug 09, 2026
Live sentiment trends, interaction importance charts, and action volume tracking available on the
Ergen Dashboard
Business
Counterpoint Research: Research firm providing market share data and forecasts for CXMT.
SK Hynix: SK Hynix, a major DRAM and HBM producer, benefits from the AI memory boom and its own recent IPO. CXMT's rise adds competitive pressure but also validates the sector's growth.
Jul 14, 2026 · 113 articles
Business
Counterpoint Research: Counterpoint Research estimates memory and storage prices have quadrupled in the past three quarters.
SK Hynix: SK Hynix is a key memory supplier benefiting from AI-driven demand, but consumer electronics supply constraints may affect its product mix.
Jun 17, 2026 · 199 articles
Business
Counterpoint Research: Counterpoint Research provided market share data cited in the articles.
SK Hynix: SK Hynix is the leading HBM supplier facing surging demand; it is accelerating domestic construction and reviewing global sites to boost capacity.
Apr 20, 2026 · 62 articles
Business
Counterpoint Research: Counterpoint Research is a firm whose co-founder, Neil Shah, provided expert commentary on the labor union dominance in Asia's chip sector and employee stock options.
SK Hynix: SK Hynix's lucrative bonus system, which allocates 10% of its annual operating profit to employee bonuses, served as a benchmark and catalyst for the wage demands at Samsung Electronics, influencing the broader labor market in South Korea.
May 20, 2026 · 86 articles
Business
Counterpoint Research: Counterpoint Research provided data on NAND revenue growth, supporting the narrative of a memory supercycle.
SK Hynix: SK Hynix is a key HBM supplier, benefiting from the AI memory boom, though it is not directly compared to Western Digital — Sandisk in the articles.
Apr 20, 2026 · 95 articles
Business
Counterpoint Research: Counterpoint Research provided HBM market share data: SK Hynix 58%, Samsung and Micron 21% each in Q1.
SK Hynix: SK Hynix raised $26.5 billion in its Nasdaq debut, the largest U.S. listing by a foreign company. The company is the leading HBM supplier to Nvidia, with shares up 680% over the past year despite a recent 25% pullback. Proceeds will fund capacity expansion in South Korea and the U.S.
Apr 20, 2026 · 247 articles
Business
Counterpoint Research: Counterpoint Research provided analyst commentary on Kioxia's stock surge and competitive challenges.
SK Hynix: SK Hynix, a South Korean memory chipmaker, listed on Wall Street recently, benefiting from similar AI-driven demand.
Jul 15, 2026 · 6 articles
Business
Counterpoint Research: Counterpoint Research provided data on PC and smartphone shipment declines, illustrating the impact of the memory shortage on the broader market.
SK Hynix: SK Hynix is a major memory supplier that could face increased competition from CXMT, but it also benefits from the current high prices.
Jul 30, 2026 · 38 articles
Business
Counterpoint Research: Counterpoint Research provided market share data for memory chip types, including NAND, DRAM, and HBM.
SK Hynix: SK Hynix, a rival memory chipmaker, also benefited from the surge in AI-driven demand for HBM chips, experiencing significant stock gains and planning a U.S. stock market listing.
May 19, 2026 · 104 articles
Business
Counterpoint Research: Research firm; analyst M. S. Hwang commented on AI investment.
SK Hynix: Rival memory maker also benefiting from AI boom; pledged massive investment in South Korea.
Apr 20, 2026 · 47 articles
International
Counterpoint Research: Counterpoint Research provided market share data for Unitree Robotics, supporting the analysis.
SK Hynix: SK Hynix is mentioned in a related article but is not directly involved in this event.
Jul 28, 2026 · 183 articles
Business
Counterpoint Research: Counterpoint Research is cited as a source for market share data, providing context on Micron's competitive position.
SK Hynix: SK Hynix is a competitor in the HBM market, tied with Micron as the second-largest supplier. It is affected by the same supply-demand dynamics.
Jun 17, 2026 · 43 articles
ERGEN INTELLIGENCE
Explore this relationship live
Track how Counterpoint Research and SK Hynix interact across events, view sentiment trends, and discover connected entities.
Open Dashboard