Memory

SK Hynix reported record revenue and profit driven by soaring demand for its high bandwidth memory (HBM) solutions crucial for generative AI. The company’s HBM focus has made it a key player in the AI infrastructure market, with its 2026 memory product supply already fully committed. Revenue increased 39% and operating profit 62% year-over-year in Q3. SK Hynix aims to maintain its HBM leadership, supplying next-gen HBM4 chips. While competitors like Micron and Samsung are entering the HBM market, analysts project SK Hynix will preserve its dominant share throughout 2025.

Micron reported strong earnings, exceeding expectations with $3.03 EPS and $11.32 billion revenue. Fueled by surging demand for memory and storage, particularly High-Bandwidth Memory (HBM) for AI, Micron forecasts $12.5 billion revenue for the next quarter. Net income jumped to $3.2 billion. The company’s stock has nearly doubled YTD. Cloud sales tripled, while core data center sales declined 22%. CEO Mehrotra highlighted Micron’s position to capitalize on the AI opportunity and domestic manufacturing focus.

OpenAI CEO Sam Altman revealed that GPT-6 development is progressing faster than its predecessor, with a focus on deep personalization. GPT-6 aims to move beyond simple question answering, striving for “deep alignment” with individual users through enhanced memory capabilities. The model will recognize and store user preferences and habits to optimize behavior and deliver highly customized interactive experiences. OpenAI is also collaborating with psychologists to understand user emotions, potentially releasing data related to these efforts in the future.