SK Hynix
Mentioned in 38 analyzed podcast episodes across 10 shows
A South Korean memory chipmaker and the world's second-largest DRAM supplier, controlling roughly one-third of the global market alongside Samsung. The company has become a major focus in tech podcasts due to its critical role supplying high-bandwidth memory (HBM) to AI infrastructure, with recent record profits driven by surging demand from data centers and major customers like Nvidia and Apple, while facing supply constraints that impact AI chip manufacturing scaling.
Mentioned On
Episode Mentions
Odd Lots · May 21, 2026
Why Cerebras CEO Andrew Feldman Built The World's Largest Computer Chip
“HBM memory supplier; one of three companies making high-bandwidth memory under supply pressure”
Mad Money w/ Jim Cramer · May 14, 2026
Mad Money w/ Jim Cramer 5/14/26
“Korean memory chip manufacturer with $35.5B quarterly revenue; produces HBM chips critical for AI data centers”
The Last Invention is AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“South Korean memory company nearing $1 trillion market value due to surging AI memory demand”
The Daily AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“South Korean memory company nears $1 trillion market valuation driven by AI memory demand surge”
The AI Podcast · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“South Korean memory company nearing $1T market value due to surging AI memory demand”
Personal AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“South Korean memory company nearing $1 trillion market value driven by surging AI memory demand”
No Priors AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“South Korean memory chip company nearing $1T market valuation due to surging AI memory demand, exemplifying semiconductor sector benefiting from AI infrastructure buildout”
Latent Space AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“South Korean memory company nearing $1 trillion market valuation due to surging AI memory demand”
Global News Podcast · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“South Korean memory chip manufacturer nearing $1 trillion market valuation driven by AI demand surge”
Claude AI · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“South Korean memory company nearing $1 trillion market value due to surging AI memory demand”
Building AI: News on OpenAI's ChatGPT, Anthropic's Claude, Google Gemini and xAI's Grok · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“South Korean memory manufacturer nearing $1 trillion market valuation driven by AI memory demand surge”
AI Breakdown · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“South Korean memory chip manufacturer nearing $1T market value due to surging AI memory demand”
Anthropic · May 14, 2026
Anthropic + Gates Give $200M to Healthcare | Cerebras IPO Doubles
“South Korean memory chip company nearing $1 trillion market value due to surging AI memory demand”
Prof G Markets · May 13, 2026
Hottest Inflation Report In 3 Years Has One Big Problem
“Memory chip manufacturer contributing to emerging markets index concentration alongside TSMC and Samsung”
The Compound and Friends · May 12, 2026
Twelve Rules for Riding a Bubble With Jeff deGraaf, Micron and Sandisk (Finally) Pull Back, Housing Stocks Crash
“Korean memory maker representing significant KOSPI weighting; benefiting from AI-driven memory demand alongside Samsung”
Mad Money w/ Jim Cramer · May 8, 2026
Mad Money w/ Jim Cramer 5/8/26
“Memory manufacturer mentioned as beneficiary of semiconductor supply shortage and data center buildout”
WSJ What’s News · May 6, 2026
Samsung Hits $1 Trillion Milestone as AI Demand Soars
“Major DRAM memory chip manufacturer benefiting from AI systems' high demand for memory components”
Bloomberg Daybreak: Asia Edition · May 6, 2026
Trump Says US to Pause Guiding Ships While Seeking Iran Deal
“Mentioned as strong performer in chip sector alongside Samsung, benefiting from AI-driven demand”
Best Stocks Now with Bill Gunderson · May 5, 2026
Tuesday May 5, 2026
“Memory chip manufacturer benefiting from AI infrastructure spending and semiconductor demand”
Prof G Markets · Apr 28, 2026
The Biggest IPO In History Isn’t What You Think It Is
“South Korean semiconductor company; one of three firms driving 70% of emerging markets index earnings growth”
The David Lin Report · Apr 25, 2026
'Biggest Money Printing In Human Existence'; These Assets Blow Up Next | Jay Singh
“South Korean memory leader dependent on helium from Strait of Hormuz; 50% of Korean market exposure”
Bloomberg Tech · Apr 23, 2026
Tesla Plans Additional $25 Billion in Spending
“Reported five-fold jump in quarterly profit on AI memory demand but stock flat as investors question boom longevity”
EE Times Current · Apr 23, 2026
Fixing AI’s Bottlenecks: Memory, Scale, and Sparsity
“Mentioned as researching alternatives to SRAM scaling plateau”
WSJ What’s News · Apr 23, 2026
Tesla Shares Drop on $25 Billion AI Spending Plan
“NVIDIA supplier reported five-fold jump in quarterly net profit as world's second-largest memory chipmaker benefits from AI boom”
Vital Dawn · Apr 23, 2026
Vital Dawn Podcast for Thursday April 23
“Semiconductor company delivering bullish earnings report as part of strong sector performance”
Bloomberg Daybreak: Asia Edition · Apr 23, 2026
Stocks Fluctuate, SK Hynix Record Profit Quarter
“South Korean chipmaker reported record 37 trillion won quarterly profit, up 5x, with plans to significantly increase CapEx due to surging AI-driven memory chip demand”
Lex Fridman Podcast · Mar 23, 2026
#494 – Jensen Huang: NVIDIA – The $4 Trillion Company & the AI Revolution
“High-bandwidth memory (HBM) supplier; discussed as critical to scaling AI infrastructure and data center memory requirements.”
Better Offline · Mar 18, 2026
Prediction Markets with Rebecca Ungarino and Nick Devor
“Signed letter of intent with OpenAI for RAM supply; stock moved on non-binding agreement”
Dwarkesh Podcast · Mar 13, 2026
Dylan Patel — Deep Dive on the 3 Big Bottlenecks to Scaling AI Compute
“Major memory manufacturer where Nvidia is now the largest customer”
TBPN · Mar 5, 2026
Apple’s MacBook Neo, OpenAI’s Pentagon Agreement, Anthropic’s Investors Silent on DoW | Diet TBPN
“Major DRAM producer alongside Samsung in the memory oligopoly”
Daily Tech News Show · Feb 28, 2026
DTNS February in Review
“Memory maker attempting to ramp up output to address RAM shortage”
Cheeky Pint · Feb 26, 2026
Reiner Pope of MatX on accelerating AI with transformer-optimized chips
“Major HBM memory vendor; supply constraint for AI chip manufacturing”
Latent Space: The AI Engineer Podcast · Feb 24, 2026
Claude Code for Finance + The Global Memory Shortage: Doug O'Laughlin, SemiAnalysis
“Major memory manufacturer benefiting from HBM demand surge”
Odd Lots · Feb 16, 2026
Ray Wang on How AI Is Causing DRAM Prices to Surge
“Major DRAM supplier increasing capex for capacity expansion and HBM production; using 1B process for HBM”
This Week in Tech (Audio) · Jan 5, 2026
TWiT 1065: AI Action Park - DeepSeek's mHC Model Training Breakthrough!
“Major DRAM supplier to Apple; contracts expiring January 2026, potentially triggering price increases”
The Vergecast · Dec 23, 2025
The Vergecast RAM Holiday Spec-Tacular
“Largest of three companies controlling 93% of global DRAM supply; prioritizing AI data center contracts over consumer market”
All-In with Chamath, Jason, Sacks & Friedberg · Dec 19, 2025
Bernie Sanders: Stop All AI, China's EUV Breakthrough, Inflation Down, Golden Age in 2026?
Dwarkesh Podcast · Aug 15, 2025
China is killing the US on energy. Does that mean they’ll win AGI? — Casey Handmer
“Memory manufacturer; initially hesitant to ramp HBM production for AI due to demand uncertainty”