High-bandwidth memory (HBM) is a type of high-speed memory used in AI accelerators like those from NVIDIA.

Was NVIDIA affected by this report?

The report did not mention NVIDIA directly, but as a key customer of SK Hynix's HBM, its stock was indirectly affected.

AI Chip Stocks Dip on Report of SK Hynix HBM Expansion Slowdown

Several semiconductor stocks declined in afternoon trading following a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion, raising concerns in the AI-chip sector.

June 24, 2026

2 min read

Source: StockStory

Several semiconductor stocks fell in afternoon trading after a report that South Korea's SK Hynix is slowing its high-bandwidth memory (HBM) expansion, rattling the AI-chip complex.

Potential Causes

The report, from Reuters, indicated that SK Hynix, a key supplier of HBM to NVIDIA, may be slowing its capacity expansion due to slowing demand or other challenges. Since HBM is a critical component in NVIDIA's AI accelerators, any slowdown in supply could ripple through the supply chain.

Context

Over the past month, shares of AI-related semiconductor companies have experienced significant volatility, with cautious optimism about long-term demand. However, any signal of a production slowdown can trigger sell-offs.

Similar Moves in the Sector

Other companies in the sector, such as Monolithic Power Systems, Power Integrations, and Amkor Technology, also saw declines, as they all depend on demand from the AI sector. Shares of other chipmakers were indirectly affected as well.

Frequently Asked Questions

Stocks fell after a report that SK Hynix is slowing its HBM expansion, raising concerns about AI chip supply.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.