SKハイニックスがHBM拡張を減速、AI半導体株が下落

SK Hynix is deliberately slowing its HBM4 ramp to redirect capacity into conventional DRAM, which rattled the AI-chip complex.

SK Hynix slowing HBM expansion signals oversupply risk for memory, directly pressuring Micron's HBM revenue outlook.

Skyworks fell in sympathy with the AI-chip sell-off, but the article provides no company-specific driver.

As a major AI-chip buyer, Nvidia is affected by the memory supply shift, but less directly than memory makers.

Impinj fell in sympathy with the AI-chip sell-off, but the article provides no company-specific driver.

Sensata fell in sympathy with the AI-chip sell-off, but the article provides no company-specific driver.