SK Hynix will increase 2025 capex to ₩29 trillion won (US$20.4 billion) from ₩22 trillion ($15.5 billion) due to surging demand for HBM (high bandwidth memory) chips from big clients like Nvidia, Broadcom, TheElec reports, citing an unnamed official and orders to equipment suppliers. 1/2 $NVIDIA(NVDA.US) $Broadcom(AVGO.US) $HXSCL $Micron Tech(MU.US) $SSNLF $Lam Research(LRCX.US) $KLA(KLAC.US) $Applied Materials(AMAT.US) $Tokyo Electron(TOELY.US) #semiconductors #semiconductor
Source: Dan Nystedt
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