Shares of Broadcom fell 2.9% after a report that South Korea's SK Hynix is slowing its high-bandwidth memory expansion rattled the AI-chip complex. The underlying report is a margin story, not a demand story: SK Hynix is deliberately slowing its HBM4 ramp to redirect capacity into conventional DRAM, where shortages have pushed operating margins more than 15 points above HBM's. The bigger driver appeared to be profit-taking after a parabolic run, with Micron down roughly 11% while logic-heavy Nvidia fell only about 3.6%. Wedbush framed the drop as a buying opportunity with enterprise demand intact, and Broadcom closed at $380.10, down 3.3% from the previous close.
Samsung Electronics Co Ltd
Broadcom Inc
NVIDIA CorporationSK Hynix IncSK Hynix is slowing its HBM4 ramp to redirect capacity to conventional DRAM, indicating a strategic shift that may affect its HBM revenue and margins.
Micron Technology Inc