Microsoft & SK Hynix
43 shared events · Importance 6 · Last updated Aug 23, 2026
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Business
Microsoft: Reported strong quarterly earnings, with Azure growth and AI monetization reassuring investors. Stock surged to its best day in 18 years, adding $450 billion in market value.
SK Hynix: Surged on AI memory demand, but faced extreme volatility. Key driver of KOSPI swings.
Jul 14, 2026 · 280 articles
Business
Microsoft: Microsoft, a major data center operator, faces higher server costs due to Nvidia's price increase, potentially impacting its cloud infrastructure margins.
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
Microsoft: Microsoft is a 'hyperscaler' focusing on building AI data centers, benefiting from the AI boom and contributing to the tech stock rally.
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
Tech
Microsoft: Microsoft is collaborating with Nvidia on new AI superchips for PCs, which will 'reinvent the PC' for the AI era, indicating a significant partnership that could boost both companies' positions in the AI PC market.
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
Microsoft: Microsoft lost 1.1% on Wednesday.
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
Microsoft: 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
Business
Microsoft: Less directly impacted; part of hyperscaler spending.
SK Hynix: Fell up to 8.4% in a single session; U.S. listing started trading amid volatility.
Apr 20, 2026 · 344 articles
Business
Microsoft: Major AI infrastructure spender, boosting memory demand.
SK Hynix: Rival memory maker also benefiting from AI boom; pledged massive investment in South Korea.
Apr 20, 2026 · 47 articles
Business
Microsoft: Microsoft is a hyperscaler investing heavily in AI data centers, including the Fairwater facility. Its demand for compute power benefits Nebius and other providers.
SK Hynix: SK Hynix announced a $38 billion investment in memory chip plants, reflecting strong AI demand. This supports the broader AI infrastructure build-out.
Aug 12, 2026 · 6 articles
Business
Microsoft: Microsoft raised Xbox price by $100 due to memory costs; its Azure AI investments also drive 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
Microsoft: Microsoft is a major hyperscaler investing in AI infrastructure, driving demand for SK Hynix's memory chips.
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
Microsoft: Microsoft's stock was down, indicating some pressure on major technology companies within the software sector.
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
Microsoft: Microsoft shares were down, contributing to the drag on tech-heavy indices.
SK Hynix: SK Hynix shares leaped in South Korea, driven by the positive AI and chip sector outlook.
Jun 24, 2026 · 57 articles
Tech
Microsoft: Microsoft>>> 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
Regulatory
Microsoft: Microsoft has raised prices on popular goods due to the memory chip shortage, highlighting the impact on consumers.
SK Hynix: SK Hynix, a member of SEMI, is one of the top three memory chipmakers that would be affected by government policies regarding the memory chip shortage.
Jul 02, 2026 · 6 articles
Business
Microsoft: Microsoft is investing heavily in AI infrastructure, participating in the broader trend of major tech companies pouring capital into 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
Business
Microsoft: Microsoft was previously overtaken by Nvidia in June 2025 and is now part of the broader tech landscape. Its upcoming earnings may signal additional AI spending commitments.
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
Business
Microsoft: Microsoft's Surface PC prices have increased, which is linked to the alleged DRAM supply constraints.
SK Hynix: SK Hynix is a primary defendant in the class-action lawsuit, facing allegations of price-fixing and supply manipulation, which could result in substantial fines and harm to its market standing.
Jun 29, 2026 · 31 articles
Business
Microsoft: Microsoft's stock declined, acting as a significant drag on the broader market due to its influence as a tech heavyweight.
SK Hynix: SK Hynix, an AI stock, contributed to the KOSPI's earlier euphoria and subsequent decline.
Jun 16, 2026 · 56 articles
International
Microsoft: Microsoft's AI investments are paying off, supporting market sentiment.
SK Hynix: SK Hynix climbed, helping the KOSPI recover from tech-led losses.
Aug 11, 2026 · 27 articles
Business
Microsoft: Microsoft's AI infrastructure investments are also driving memory demand, indirectly impacting Apple's supply situation.
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
Microsoft: Microsoft has signed long-term cloud contracts with IREN, indicating its investment in data center capacity for AI workloads.
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
unfocused
Microsoft: Microsoft climbed 5.4%, adding to the tech sector's rally and reflecting positive sentiment in software services.
SK Hynix: SK Hynix's stock seesawed, contributing to the volatility in South Korean equities.
May 19, 2026 · 199 articles
Tech
Microsoft: Microsoft is listed among major tech companies spending heavily on AI infrastructure, but not directly involved in Son's announcement.
SK Hynix: SK Hynix is mentioned as a memory manufacturer benefiting from AI demand, with supply still outpacing demand.
Jul 14, 2026 · 21 articles
Business
Microsoft: Microsoft could lose OpenAI as a cloud customer if the deal goes through, but remains a key AI player.
SK Hynix: SK Hynix supplies high-bandwidth memory chips crucial for Nvidia's AI infrastructure.
Jul 26, 2026 · 28 articles
International
Microsoft: Microsoft's stock soared to its best day in nearly 18 years on signals that its AI investments are yielding higher profits.
SK Hynix: Shares also fell on Monday after a sharp rally, similar to Samsung, due to broader market movements.
Jul 30, 2026 · 162 articles
Business
Microsoft: Microsoft is a company where Manuvir Das previously held a senior leadership position, indicating his relevant experience in the tech industry.
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
Microsoft: Chey posted pictures with Microsoft bosses; mentioned in context of his global tech connections.
SK Hynix: Semiconductor affiliate benefiting from AI boom; shares fell 8.3% on ruling, but long-term growth prospects unchanged.
Jul 24, 2026 · 20 articles
Business
Microsoft: Microsoft is a partner with OpenAI for installing custom chips in large-scale data centers. Anthropic is also studying processors developed by Microsoft as it evaluates approaches to expanding its computing infrastructure.
SK Hynix: SK Hynix participated as a strategic infrastructure partner in Anthropic's Series H investment round, providing technologies important for memory, storage, and logic chips.
Jul 02, 2026 · 23 articles
International
Microsoft: Microsoft is one of the US tech titans whose earnings investors are looking ahead to this week, which could influence market sentiment.
SK Hynix: SK Hynix shares rose, also driven by the positive sentiment around AI and tech stocks.
Apr 26, 2026 · 590 articles
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