SK Hynix Is Suddenly Everyone's Favorite Chip Supplier—and That Changes Everything
The semiconductor industry just experienced a seismic shift, and it barely made a dent in your news feed. According to Reuters, SK Hynix is being flooded with unprecedented offers from major tech firms—Apple, Meta, and others—desperately trying to lock in chip supplies. This isn’t just supply-and-demand theater. This is a structural realignment of how the world’s most powerful companies source the silicon that powers AI, smartphones, and data centers. And it matters because it signals something the industry has been dancing around for years: the old semiconductor order is breaking. ...