SK Hynix shares rose 12.73% after the company and researchers from the University of Virginia and other institutions published a paper in Nature Electronics on co-packaged optics for high-performance computing and artificial intelligence. According to Sina Finance, SK Hynix said CPO is key to scaling system-level HBM innovation and that it will continue open collaboration with customers and ecosystem partners to accelerate innovation in AI infrastructure.

The article also said Samsung Electronics will expand its P5 1 and 2 factory project in Pyeongtaek, Gyeonggi Province, from a planned double fab to a triple fab. According to Sina Finance, the move is intended to maximize capacity in response to the global AI semiconductor and memory super cycle.

Counterpoint Research forecast that the global memory market will grow from about 360 trillion won last year to 1,500 trillion won this year and then to 2,100 trillion won next year. According to Sina Finance, the surge is being driven by AI data center construction and stronger demand for HBM and high-capacity memory.