Memory chipmakers hope AI frenzy signals end to boom and bust
SK Hynix and Samsung say customers now want long-term contracts to guarantee supplies amid acute shortages
SK Hynix and Samsung say customers now want long-term contracts to guarantee supplies amid acute shortages

New research suggests AI data centres will need much less memory than investors had bargained for

Manufacturers and analysts warn AI data centre build-out is crowding out market for semiconductors

Second-largest memory chipmaker says customers prioritising procurement over pricing amid supply crunch

Innovation has helped push SK Hynix ahead of Samsung — and put chipmakers in the middle of growing US-China tensions

South Korean group creates acquisition unit to compete in race to supply advanced memory chips

Investors attracted by high yields as companies look to shift debt off their balance sheets