SK Group & Micron Technology
11 shared events · Importance 3 · Last updated Aug 09, 2026
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Business
SK Group: SK Group's chairman issued the warning, reflecting the conglomerate's central role in the semiconductor supply chain.
Micron Technology: Micron holds 21% of the HBM market and stands to benefit from tight supply as a competitor to SK Hynix.
Apr 20, 2026 · 62 articles
International
SK Group: SK Group is a central player, signing $750 billion in semiconductor supply deals and a $500 billion AI initiative with Nvidia, positioning it as a key AI infrastructure provider.
Micron Technology: Micron is a competitor in HBM memory, and the SK Hynix-Nvidia partnership could intensify competition.
Jul 24, 2026 · 129 articles
Domestic
SK Group: SK Group, through its affiliate SK Hynix, is a major participant in South Korea's national AI and chip investment plan, committing significant resources to expand semiconductor production.
Micron Technology: Micron Technology is identified as one of the three companies dominating the global market for advanced memory chips, alongside Samsung Electronics and SK Hynix, indicating the competitive landscape.
Apr 20, 2026 · 86 articles
Business
SK Group: SK Group is partnering with Nvidia on electronics, mechanical systems, and AI for humanoid robots, and also on the architecture of future data centers, including cooling and power delivery.
Micron Technology: Micron Technology is mentioned as a competitor to SK Hynix and Samsung Electronics in the memory chip market, which is experiencing surging demand due to AI.
Jun 01, 2026 · 153 articles
Business
SK Group: SK Group, the parent conglomerate, demonstrated confidence by having its chairman purchase shares in July, supporting the buyback narrative.
Micron Technology: Micron, a US rival, has pledged to return 100% of excess cash to shareholders, setting a benchmark that SK Hynix's buyback aligns with.
Aug 19, 2026 · 8 articles
Tech
SK Group: SK Group Chairman Chey Tae-won is expected to meet with Jensen Huang to discuss memory and other topics, indicating potential future collaborations or supply agreements related to AI technology.
Micron Technology: Micron Technology is a supplier of high-bandwidth memory (HBM) for Nvidia's Vera Rubin platform, securing a smaller but supplementary share of orders.
May 31, 2026 · 28 articles
Business
SK Group: SK Group, the parent conglomerate, acquired Hynix in 2012 and supported the long-term HBM investment strategy.
Micron Technology: Micron, SK Hynix's U.S. competitor, trades at a higher forward P/E (6.66x vs 5.5x). SK Hynix's U.S. listing may narrow the valuation gap.
Apr 20, 2026 · 247 articles
Business
SK Group: SK Group, through its market analyst Tony Sycamore, offered commentary on the market's muted reaction to Nvidia's earnings despite the upbeat outlook.
Micron Technology: Micron Technology's shares advanced significantly, becoming a major force lifting the S&P 500, after analysts raised their price target due to continued strength in demand for computer memory. It also topped a $1 trillion valuation.
May 20, 2026 · 72 articles
International
SK Group: Tony Sycamore, a market analyst at SK Group, commented on the possibility of the deal collapsing.
Micron Technology: Micron Technology>>> is mentioned as a US chipmaker, indicating the strong performance of the tech sector.
Apr 20, 2026 · 607 articles
International
SK Group: SK Group is mentioned through an analyst's comments on the rapid decline in oil prices, indicating a faster return of Middle Eastern barrels than anticipated.
Micron Technology: Micron Technology's stock dropped, contributing to market decline, but this is linked to the performance of AI technology stocks, not the US-Iran peace deal.
Apr 20, 2026 · 390 articles
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