Early next year, the business will launch a division known as “AI Company” (AI Co.), set to begin operations in February. This offshoot aims to play a central role within the AI data center landscape, positioning itself alongside major contributors. As demand shifts toward bundled options, clients prefer complete packages - ones blending infrastructure, programs, and support - over isolated gear. According to SK hynix, such changes open doors previously unexplored through traditional component sales alone.
Though little is known so far, news has emerged that AI Co., according to statements given to The Register, plans industry-specific AI tools through dedicated backing of infrastructure tied to processing hubs. Starting out, attention turns toward programs meant to refine how artificial intelligence operates within machines. From there, financial commitments may stretch into broader areas linked to computing centers as months pass. Alongside funding external ventures and novel tech, reports indicate turning prototypes into market-ready offerings might shape a core piece of its evolving strategy.
About $10 billion is being set aside by SK hynix for the fresh venture. Next month should bring news of a temporary leadership group and governing committee. Instead of staying intact, the California-focused SSD unit known as Solidigm will undergo reorganization. What was once Solidigm becomes AI Co. under the shift. Meanwhile, production tied to SSDs shifts into a separate entity named Solidigm Inc., built from the ground up.
Now shaping up, the AI server industry leans into tailored chips instead of generic ones. By 2027, ASIC shipments for these systems could rise threefold, according to Counterpoint Research. Come 2028, annual units sold might go past fifteen million. Such growth appears set to overtake current leaders - data center GPUs - in volume shipped. While initial prices for ASICs sometimes run high, their running cost tends to stay low compared to premium graphics processors. Inference workloads commonly drive demand, favoring efficiency-focused designs. Holding roughly six out of every ten units delivered in 2027, Broadcom stands positioned near the front.
A wider shortage of memory chips keeps lifting SK hynix forward. Demand now clearly exceeds available stock, according to IDC experts, because manufacturers are directing more output into server and graphics processing units instead of phones or laptops. As a result, prices throughout the sector have climbed - this shift directly boosting the firm's earnings. Revenue for 2025 reached ₩97.14 trillion ($67.9 billion), up 47%. During just the last quarter, income surged 66% compared to the same period the previous year, hitting ₩32.8 trillion ($22.9 billion).
Suppliers such as ASML are seeing gains too, thanks to rising demand in semiconductor production. Though known mainly for photolithography equipment, its latest quarterly results revealed €9.7 billion in revenue - roughly $11.6 billion. Even so, forecasts suggest a sharp rise in orders for their high-end EUV tools during the current year. Despite broader market shifts, performance remains strong across key segments.
Still, experts point out that a lack of memory chips might hurt buyers, as devices like computers and phones could become more expensive. Predictions indicate computer deliveries might drop during the current year because supplies are tight and expenses are climbing.
