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#dram — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #dram, aggregated by home.social.

  1. Micron vola: nel trimestre chiuso il 3 settembre 2026 i ricavi balzano a 54,23 miliardi di dollari contro gli 11,32 dell'anno precedente. Risultati quasi quintuplicati per il colosso delle memorie, che conferma il trend espansivo del settore hardware. #Micron #TechNews #DRAM #Hardware

  2. Samsung’s foundry losses seen narrowing nearly 42% in 2026 on surging HBM4 base die orders — BigGo Finance

    Samsung Electronics (005930.KS) is approaching a critical inflection point for loss reduction in its wafer foundry business. Driven…
    #EuropeSays #Korea #KR #SamsungElectronics #4nmprocess #Anthropic #Broadcom #DRAM #HBM4 #KiwoomSecurities #Samsung #systemLSI #waferfoundry
    europesays.com/korea/173357/

  3. Memory Supercycle Intensifies: Bernstein Sees DRAM, NAND Prices Up Nearly 20% This Quarter — BigGo Finance

    Price momentum in the memory chip market is proving stronger than expected. Investment firm Bernstein said in its…
    #EuropeSays #Korea #KR #SKHynix #Bernstein #DRAM #HBM #kioxia #MicronTechnology #NAND #NVIDIA #SamsungElectronics #sandisk #SK #SKhynix
    europesays.com/korea/171435/

  4. Foreign Capital Exodus Meets Earnings Upgrades: South Korea’s Memory Chip Sector at a 4.7x P/E Crossroads — BigGo Finance

    South Korea’s semiconductor market is caught in a rare pricing divergence: foreign ownership has slid to an extreme…
    #EuropeSays #Korea #KR #SKHynix #DRAM #DSInvestmentu0026Securities #GoldmanSachs #HBM #KOSPI #SamsungElectronics #SK #SKhynix #TrendForce
    europesays.com/korea/171133/