SK Hynix & SK Telecom

SK Hynix: SK Hynix has deepened its multi-year technology partnership with Nvidia to develop advanced memory for AI data centers, ensuring stable supply and evolving its business towards customer-specific memory solutions.

SK Telecom: SK Telecom plans to build a gigawatt-scale AI Cloud in South Korea using Nvidia's DSX platform, with the first AI factory coming online in 2027. This positions SK Telecom as a key provider of national AI infrastructure and expands its capabilities in AI cloud services.

SK Hynix: SK Hynix enters a long-term partnership with Nvidia to co-develop next-generation HBM memory, securing stable demand and reinforcing its leadership in AI memory.

SK Telecom: SK Telecom will build a 2-gigawatt AI data center using Nvidia's Vera Rubin platform, expanding its AI infrastructure capabilities.

SK Hynix: SK Hynix>>> has gained access to Anthropic>>>'s Mythos AI model as part of Project Glasswing to enhance its cybersecurity defenses.

SK Telecom: SK Telecom>>> has gained access to Anthropic>>>'s Mythos AI model as part of Project Glasswing to enhance its cybersecurity defenses.

SK Hynix: SK Hynix's stock tanked in one report but rallied in another, indicating fluctuating investor sentiment.

SK Telecom: SK Telecom's stock crashed and stumbled, contributing to losses in the telecoms sector.

SK Hynix: SK Hynix is an investor in Rebellion and a major memory chip maker. The deal could affect its competitive position and investment returns.

SK Telecom: SK Telecom is an investor in Rebellion, and a deal could affect its investment value.

SK Hynix: Semiconductor affiliate benefiting from AI boom; shares fell 8.3% on ruling, but long-term growth prospects unchanged.

SK Telecom: SK Group subsidiary; mentioned as part of group's consumer businesses.

SK Hynix: SK Hynix supplies high-bandwidth memory chips crucial for Nvidia's AI infrastructure.

SK Telecom: SK Telecom plans to build a 2-gigawatt AI data center using Nvidia chips and SK Hynix memory, with first facility online in 2027.

SK Telecom: SK Telecom is listed as one of the prominent investors in Rebellion.