SK Hynix & TSMC
48 shared events · Importance 7 · Last updated Aug 12, 2026
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Business
SK Hynix: Fell up to 8.4% in a single session; U.S. listing started trading amid volatility.
TSMC: Fell up to 7.3% in Taipei; reported stronger profit but stock fell; announced $100B extra U.S. fab spending.
Apr 20, 2026 · 344 articles
Business
SK Hynix: SK Hynix>>> reached a market capitalization of over $1 trillion, driven by strong demand for its high-bandwidth memory (HBM) chips used in AI accelerators. Its shares have surged significantly, and it has sold out its entire 2026 HBM production capacity.
TSMC: TSMC>>> is mentioned as one of the three Asian companies to have joined the $1 trillion club, benefiting from AI-related spending and contributing to Taiwan's increased stock market value.
May 27, 2026 · 15 articles
Business
SK Hynix: SK Hynix has significantly contributed to South Korea's equity rally, crossing the $1 trillion market capitalization mark due to its dominance in AI memory chips.
TSMC: TSMC, as the world's largest contract chipmaker, has been a key factor in Taiwan's stock market rise, benefiting from the demand for AI-related chips.
Jun 02, 2026 · 20 articles
International
SK Hynix: SK Hynix shares plunged 15.4% in Seoul after a volatile U.S. debut, reflecting AI stock selloff and concerns about chip demand sustainability.
TSMC: TSMC reported strong June revenue growth but its U.S. shares fell 2.3%, as the AI optimism was tempered by geopolitical risks.
Apr 20, 2026 · 304 articles
Business
SK Hynix: SK Hynix is a high-bandwidth memory leader that has powered South Korea's Kospi index, expanding its influence as an AI supplier.
TSMC: TSMC's gains have been a primary driver of Taiwan's benchmark surge, positioning it as a key AI supplier.
Jun 28, 2026 · 6 articles
Business
SK Hynix: SK Hynix>>> has experienced significant gains from AI demand, leading investors to explore other beneficiaries in the Asian supply chain with lower valuations.
TSMC: TSMC>>> has already seen windfall profits from AI demand, but investors are now looking beyond it to other parts of the supply chain due to its high valuation.
May 31, 2026 · 6 articles
Business
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.
TSMC: TSMC, a major chip production giant, has also faced discontent over bonuses due to record profits from AI demand, leading to increased profit-sharing for employees.
May 20, 2026 · 86 articles
Domestic
SK Hynix: SK Hynix also pledged major investments and participated in the meeting. The accelerated development of the chip cluster is expected to benefit its operations.
TSMC: TSMC is referenced as a benchmark for construction speed; its Kumamoto plant is cited as a model. The event does not directly affect TSMC but highlights competitive pressure.
Aug 10, 2026 · 7 articles
Business
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.
TSMC: TSMC's stock gained, contributing to the rise in Taiwan's Taiex, reflecting the positive impact of the AI boom on major chipmakers.
May 20, 2026 · 72 articles
International
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.
TSMC: TSMC faces increased competition from Samsung's foundry expansion, though its market leadership remains intact.
Jul 24, 2026 · 129 articles
Business
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.
TSMC: TSMC, a supplier to Nvidia, represents 40% of the Taipei stock market due to high demand for AI chips.
Jun 05, 2026 · 13 articles
Domestic
SK Hynix: SK Hynix announced a joint investment of approximately $518 billion in a new chipmaking hub in South Korea, aiming to capitalize on surging AI demand, though its stock fell 1.7% in South Korea.
TSMC: TSMC, a major chipmaker, contributes to Taiwan's position as a beneficiary of the global AI boom.
Jun 29, 2026 · 6 articles
International
SK Hynix: SK Hynix jumped 7.7% after announcing plans to partner with Nvidia in building data centers, showing strong investor confidence.
TSMC: TSMC, a computer chip giant, contributed to the gains in Taiwan's tech sector.
Jun 08, 2026 · 9 articles
Business
SK Hynix: SK Hynix is a key memory supplier benefiting from AI-driven demand, but consumer electronics supply constraints may affect its product mix.
TSMC: TSMC produces chips for Apple and Nvidia; it has not ruled out price increases, which could further raise costs.
Jun 17, 2026 · 199 articles
Business
SK Hynix: SK Hynix is another memory maker whose aggressive capacity expansion is noted in the context of TSMC's capex.
TSMC: TSMC reported record Q2 revenue and is expected to post record profit, driven by AI chip demand. Its stock has risen 57% YTD, and it may raise full-year guidance and capex.
Jul 13, 2026 · 22 articles
Business
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.
TSMC: TSMC's increased capex and chip production signal sustained AI demand, indirectly benefiting Western Digital — Sandisk by driving demand for memory chips.
Apr 20, 2026 · 95 articles
Business
SK Hynix: Under pressure to boost returns; shares down 48%; JPMorgan cut price target; considering additional measures.
TSMC: Mentioned as a peer with better shareholder returns.
Aug 06, 2026 · 8 articles
Business
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.
TSMC: TSMC competes with Samsung's foundry business, which is expected to turn around soon.
Jul 30, 2026 · 8 articles
Tech
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.
TSMC: TSMC is a major semiconductor manufacturer that likely produces components for Nvidia's platforms, benefiting from increased production demands, though not explicitly mentioned in the context of Vera Rubin production in these articles.
May 31, 2026 · 28 articles
Business
SK Hynix: SK Hynix, a South Korean memory chipmaker, listed on Wall Street recently, benefiting from similar AI-driven demand.
TSMC: TSMC, a Taiwanese chipmaker, has a plant in southern Kyushu, contributing to Japan's semiconductor hub efforts.
Jul 15, 2026 · 6 articles
International
SK Hynix: SK Hynix shares rose, also driven by the positive sentiment around AI and tech stocks.
TSMC: TSMC's shares were trading 1.0 percent higher, contributing to the strength in technology stocks in Taipei.
Apr 26, 2026 · 590 articles
Tech
SK Hynix: SK Hynix, a leading memory maker, is similarly not immediately threatened by China's DUV progress, but long-term competition in memory chips could intensify as China advances.
TSMC: TSMC, another ASML partner, is not directly affected by China's DUV machines. The event highlights China's progress but does not alter TSMC's competitive position in the near term.
Jul 27, 2026 · 22 articles
International
SK Hynix: SK Hynix shares fell, tracking losses in tech shares overnight on Wall Street amid global market uncertainty.
TSMC: TSMC's shares shot up, leading the surge in Taiwan's Taiex.
May 05, 2026 · 374 articles
Business
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.
TSMC: TSMC's US listing is cited as an example of a successful Asian issuer tapping US investors.
Apr 20, 2026 · 247 articles
Tech
SK Hynix: SK Hynix is mentioned as a memory manufacturer benefiting from AI demand, with supply still outpacing demand.
TSMC: TSMC is mentioned as expanding advanced chip packaging capacity to meet orders from AI chip designers like Nvidia.
Jul 14, 2026 · 21 articles
International
SK Hynix: SK Hynix shares slid 11.2% amid AI stock rout.
TSMC: TSMC is a bellwether for the chip sector; its earnings are awaited.
Apr 20, 2026 · 480 articles
Business
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.
TSMC: TSMC is a dominant player in the foundry market. A manufacturing agreement between Anthropic and Samsung Electronics could challenge its market position as demand for alternative manufacturing capacity increases.
Jul 02, 2026 · 23 articles
International
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.
TSMC: TSMC is mentioned as one of three $1 trillion companies in Asia, along with SK Hynix and Samsung Electronics, all top manufacturers of chips used in AI systems.
May 25, 2026 · 35 articles
International
SK Hynix: SK Hynix>>> reached a $1 trillion market capitalization, demonstrating strong performance in the tech sector despite broader market concerns.
TSMC: TSMC>>> is mentioned as a regional tech heavyweight, indicating the strong performance of the tech sector.
Apr 20, 2026 · 607 articles
International
SK Hynix: SK Hynix>>> reached a $1 trillion market capitalization, demonstrating strong performance in the tech sector despite broader market concerns.
TSMC: TSMC>>> is mentioned as a regional tech heavyweight, indicating the strong performance of the tech sector.
May 07, 2026 · 362 articles
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