Semiconductors·1 min read·Author: Nikkei Asia
SK Group rides AI memory boom as HBM demand accelerates
High-bandwidth memory demand linked to AI accelerators continues to lift SK's semiconductor earnings outlook.
Updated: Jul 14, 2026, 08:00 AM GMT-3
Koreabw AI
High-bandwidth memory demand linked to AI accelerators continues to lift SK's semiconductor earnings outlook.
SK Group's semiconductor units remain among the primary beneficiaries of surging demand for high-bandwidth memory used in AI training clusters. Industry trackers expect multi-quarter tightness in HBM supply.
The outlook supports further capital expenditure in advanced packaging and process technology across Korea's chip ecosystem.
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