Alphabet Inc. & SK Hynix
51 shared events · Importance 9 · Last updated Aug 24, 2026
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Business
Alphabet Inc.: Alphabet's Google, a large data center operator, will be affected by higher AI server prices, increasing its infrastructure costs.
SK Hynix: SK Hynix, a leading DRAM maker, gains from surging memory demand and pricing power, which should boost its financial performance.
Aug 22, 2026 · 27 articles
Business
Alphabet Inc.: Alphabet Inc. is the central actor, planning to relocate Pixel production out of China by 2027 to diversify supply chains and maintain shipment growth despite higher memory costs.
SK Hynix: SK Hynix is another memory chip supplier involved in Alphabet Inc.'s combined order negotiations.
Aug 18, 2026 · 7 articles
Tech
Alphabet Inc.: Alphabet Inc.'s participation in the HBF consortium signals its interest in advanced memory solutions for AI, potentially benefiting its data center operations.
SK Hynix: SK Hynix is the primary driver of the HBF standard and the 375-layer NAND, strengthening its leadership in AI memory. The company's stock may benefit from this technological milestone.
Aug 04, 2026 · 9 articles
Business
Alphabet Inc.: Alphabet Inc.>>>'s Google division placed a substantial order with Intel>>> for tensor processing units, indicating continued investment in AI infrastructure.
SK Hynix: SK Hynix, a computer chipmaker partnering with Nvidia, saw its shares surge, contributing to the strong performance of the South Korean market and the broader tech rally.
May 20, 2026 · 72 articles
Business
Alphabet Inc.: Alphabet fell 4% on Wednesday, contributing to the tech decline.
SK Hynix: Memory chipmaker SK Hynix plunged about 10% on August 6, leading the decline in Asian tech stocks amid AI-related profit-taking.
Aug 06, 2026 · 37 articles
Business
Alphabet Inc.: Alphabet Inc. announced plans to raise up to $80 billion for AI infrastructure expansion, indicating significant investment in the sector.
SK Hynix: SK Hynix is a major chipmaker that has seen its value double, contributing significantly to the KOSPI stock index's rise due to AI demand.
Jun 05, 2026 · 13 articles
Business
Alphabet Inc.: Joined HBF consortium as a hyperscaler seeking alternatives to HBM, potentially benefiting from improved memory supply.
SK Hynix: Partnered with Western Digital — Sandisk to develop HBF standards, expanding its role in AI memory solutions and potentially benefiting from new market.
Aug 04, 2026 · 10 articles
Business
Alphabet Inc.: Reportedly delayed Gemini 3.5 Pro release; earnings due next week.
SK Hynix: Fell up to 8.4% in a single session; U.S. listing started trading amid volatility.
Apr 20, 2026 · 344 articles
Business
Alphabet Inc.: Reported negative cash flow, contributing to AI spending concerns. Stock gained modestly during the rally.
SK Hynix: Surged on AI memory demand, but faced extreme volatility. Key driver of KOSPI swings.
Jul 14, 2026 · 280 articles
Business
Alphabet Inc.: Hyperscaler customer; its AI infrastructure spending plans influence demand for SK Hynix's memory chips.
SK Hynix: Record profit but missed expectations, leading to sharp stock decline; company is investing heavily and securing long-term deals to manage volatility.
Jul 28, 2026 · 59 articles
Domestic
Alphabet Inc.: Alphabet Inc. is a customer of Samsung Electronics, driving demand for advanced memory chips used in AI servers and processors.
SK Hynix: SK Hynix is a crucial partner in South Korea's semiconductor expansion, committing substantial investments to build new chipmaking facilities and accelerate construction in existing clusters. The company has seen record profits from the AI boom.
Apr 20, 2026 · 86 articles
Business
Alphabet Inc.: Customer of Samsung memory chips; benefits from AI infrastructure expansion.
SK Hynix: Rival memory maker also benefiting from AI boom; pledged massive investment in South Korea.
Apr 20, 2026 · 47 articles
Business
Alphabet Inc.: Alphabet's increased capex to $205 billion supports AI infrastructure spending, driving demand for memory chips and benefiting Western Digital — Sandisk.
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
Alphabet Inc.: Alphabet (Google) is a customer of SK Hynix's HBM chips for AI data centers, benefiting from the AI infrastructure buildout.
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
Alphabet Inc.: Alphabet Inc. has signed agreements with Anthropic for five gigawatts of next-generation TPU capacity, indicating its role in providing computing infrastructure for Anthropic's AI development.
SK Hynix: SK Hynix participated in Anthropic's funding round as a strategic partner, emphasizing the critical need for its memory chips in AI infrastructure and benefiting from increased demand.
May 28, 2026 · 88 articles
International
Alphabet Inc.: Alphabet Inc. is seeking to raise $80 billion in equity to fund the expansion of its AI infrastructure, indicating significant investment in AI.
SK Hynix: SK Hynix, a South Korean chip giant, saw its shares climb significantly, reaching a $1 trillion market capitalization, driven by strong AI demand.
May 25, 2026 · 35 articles
International
Alphabet Inc.: Tech giant whose stock fell despite strong earnings due to higher AI capex plans.
SK Hynix: South Korean chipmaker that rallied on AI spending optimism.
Jul 22, 2026 · 334 articles
Tech
Alphabet Inc.: Alphabet Inc.>>> (Google) was among the initial 50 partners in Project Glasswing, using Anthropic>>>'s Mythos AI to uncover security weaknesses.
SK Hynix: SK Hynix>>> has gained access to Anthropic>>>'s Mythos AI model as part of Project Glasswing to enhance its cybersecurity defenses.
May 19, 2026 · 83 articles
Business
Alphabet Inc.: Alphabet is among the big tech companies investing heavily in AI data centers, contributing to memory demand.
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
Alphabet Inc.: JPMorgan was lead active bookrunner on its $85 billion equity offering.
SK Hynix: Completed mega-listing raising $26.5B, contributing to IPO market strength.
Jul 14, 2026 · 13 articles
Business
Alphabet Inc.: Alphabet Inc. shares slipped, also contributing to the tech sector's mixed performance.
SK Hynix: SK Hynix shares leaped in South Korea, driven by the positive AI and chip sector outlook.
Jun 24, 2026 · 57 articles
International
Alphabet Inc.: Alphabet fell 3.8%, weighing on the S&P 500 and Nasdaq.
SK Hynix: SK Hynix climbed, helping the KOSPI recover from tech-led losses.
Aug 11, 2026 · 27 articles
Business
Alphabet Inc.: Alphabet has increased AI infrastructure spending, leading to a stock sell-off after its earnings. Its market cap is around $4.3-4.4 trillion, remaining competitive but facing investor scrutiny on capex.
SK Hynix: SK Hynix listed on Nasdaq and has seen increased investor attention as a memory chipmaker. Its stock slid more than 13% in Asian trading amid broader chip selloff.
Jul 08, 2026 · 107 articles
Domestic
Alphabet Inc.: Mentioned as a major corporate bond issuer, contributing to supply pressures.
SK Hynix: Announced a $29 billion share buyback, leading to a surge in its stock price.
Aug 19, 2026 · 127 articles
Business
Alphabet Inc.: Alphabet reported its first cash-flow-negative quarter, adding to investor worries about AI infrastructure costs.
SK Hynix: SK Hynix reported strong quarterly results but fell short of investor expectations. It plans to increase capital spending by 50% to meet AI demand and recently debuted on the US market via ADRs.
Jul 30, 2026 · 8 articles
unfocused
Alphabet Inc.: Alphabet Inc. is raising $80 billion in cash to fund its AI investments, but its stock fell due to concerns about whether AI can produce sufficient profits to justify the massive investment.
SK Hynix: SK Hynix's stock seesawed, contributing to the volatility in South Korean equities.
May 19, 2026 · 199 articles
Business
Alphabet Inc.: Alphabet's Google is building AI data centers that consume large amounts of memory, contributing to the global shortage.
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
Tech
Alphabet Inc.: Alphabet Inc.'s Gemini is mentioned as an example of chatbots that agentic computing is expected to largely replace, indicating a shift in the AI landscape.
SK Hynix: SK Hynix is the leading supplier of high-bandwidth memory (HBM) for Nvidia's Vera Rubin platform, maintaining its dominant position in the HBM market and benefiting significantly from the increased demand.
May 31, 2026 · 28 articles
Business
Alphabet Inc.: Alphabet Inc. is mentioned as a hyperscaler that uses Broadcom as a design partner for its custom chips.
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
Alphabet Inc.: Alphabet's stock fell, and the company is set to replace Verizon in the Dow, increasing its visibility in major indices.
SK Hynix: SK Hynix, an AI stock, contributed to the KOSPI's earlier euphoria and subsequent decline.
Jun 16, 2026 · 56 articles
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