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SK hynix is launching a new subsidiary called "AI Co." in February 2026 with a $10 billion investment, aiming to provide integrated AI datacenter solutions combining hardware, software, and services. The company is restructuring its Solidigm SSD subsidiary to create this new entity, which will focus initially on AI system optimization software before expanding into broader datacenter investments. This move comes as SK hynix rides a memory boom driven by AI demand, with 2025 revenue up 47% to $67.9 billion. The memory shortage is pushing prices up significantly, with DRAM expected to see 70% price hikes, while ASIC shipments for AI servers are forecast to triple by 2027.

Flush with cash, SK hynix spawns mysteriously named 'AI Co.'