#hbm — Public Fediverse posts

#Samsung and #Broadcom join forces for advanced #AI technologies: #HBM memory and 2nm chips

https://gadgetflux.eu/samsung-si-broadcom-extind-colaborarea-pentru-ai/

#Samsung and #Broadcom join forces for advanced #AI technologies: #HBM memory and 2nm chips

https://gadgetflux.eu/samsung-si-broadcom-extind-colaborarea-pentru-ai/

#Samsung and #Broadcom join forces for advanced #AI technologies: #HBM memory and 2nm chips

https://gadgetflux.eu/samsung-si-broadcom-extind-colaborarea-pentru-ai/

#Samsung and #Broadcom join forces for advanced #AI technologies: #HBM memory and 2nm chips

https://gadgetflux.eu/samsung-si-broadcom-extind-colaborarea-pentru-ai/

#Samsung and #Broadcom join forces for advanced #AI technologies: #HBM memory and 2nm chips

https://gadgetflux.eu/samsung-si-broadcom-extind-colaborarea-pentru-ai/

Nvidia and SK Group Forge $500 Billion ‘AI Alliance’ to Build Data Centers and Next-Gen Memory — BigGo Finance

U.S. semiconductor giant Nvidia is embarking on an AI infrastructure collaboration with South Korea’s SK Group valued at…
#EuropeSays #Korea #KR #SK #AIfactory #CheyTae-won #HBM #JensenHuang #LeeJaeMyung #NVIDIA #SKGroup #SKhynix #SKTelecom #VeraRubin
https://www.europesays.com/korea/98746/

https://www.europesays.com/people/166066/ Jay Y. Lee to Meet Altman at OpenAI Headquarters on AI Infrastructure #AdvancedFoundry #AIInfrastructure #AITransformation #HBM #JayYLee #OpenAI #SamAltman #SamsungElectronics

Jensen Huang, SK Forge $500 Billion Alliance, Declares “Golden Age of AI” for South Korea — BigGo Finance

Jensen Huang, CEO of Nvidia (NVDA), has formalized a colossal business partnership with SK Group valued at $500…
#EuropeSays #Korea #KR #SK #AIFrontierLab #CheyTae-won #HBM #HyundaiMotorGroup #JensenHuang #KAIST #LeeJaeMyung #Naver #NVIDIA #SamsungElectronics #SanFranciscoAISummit #SKGroup #SKhynix
https://www.europesays.com/korea/98266/

RT @wccftech: Chinas CXMT setzt auf maßgeschneiderten DRAM, um US-Sanktionen gegen HBM zu umgehen, während koreanische Lieferanten, die auf Nummer sicher gehen, eine große Chance verpassen könnten. wccftech.com/cxmt-custom-dra… Link Chinas CXMT setzt auf maßgeschneiderten DRAM, um US-Sanktionen gegen HBM zu umgehen; Koreanische Lieferanten... Durch US-Sanktionen von HBM-Tools ausgeschlossen, wendet sich Chinas CXMT dem kundenspezifischen 3D-DRAM zu und eröffnet ein hohes Risiko, das vorsichtige koreanische Lieferanten verpassen könnten wccftech.com

mehr auf Arint.info

#CXMT #DRAM #Halbleiter #HBM #Korea #US #arint_info

https://x.com/wccftech/status/2080759322368221220#m

Dominating 80% of the HBM Market but Lacking AI’s Soul: South Korea’s Semiconductor Powerhouse Risks Becoming a High-End Foundry — BigGo Finance

South Korea’s memory titans, Samsung Electronics and SK Hynix, leveraging their High Bandwidth Memory (HBM) technology, collectively command…
#EuropeSays #Korea #KR #SamsungElectronics #AMD #Anthropic #HBM #Helios #kioxia #MI455X #Naver #NVIDIA #OpenAI #Samsung #SKhynix #VeraRubin
https://www.europesays.com/korea/98000/

Samsung, SK Hynix Near ‘AI Memory Megadeals’ with US Big Tech; China’s CXMT Targets 3D IC Niche — BigGo Finance

The global AI semiconductor market stands at a crossroads, defined by a next-generation technology race and a reshaping…
#EuropeSays #Korea #KR #SKHynix #3DIC #Alphabet #CheyTae-won #CXMT #Dnotitia #eSSD #Fadu #HBM #LeeJae-yong #Long-TermSupplyAgreements #NVIDIA #OpenAI #SamsungElectronics #SanFranciscoAISummit #SK #SKhynix
https://www.europesays.com/korea/97464/

NAND Price Fears Drove Samsung, SK hynix Selloff, But Analysts See Buying Opportunity

Samsung Electronics, SK Hynix. Yonhap News Concerns over slowing memory chip prices, cited as the reason behind the…
#EuropeSays #Korea #KR #SamsungElectronics #AIinvestment #D-RAM #HBM #memorychipstocks #MiraeAssetSecurities #NANDprice #Samsung #SKhynix
https://www.europesays.com/korea/96992/

Micron vs. SK Hynix: Which Is the Better Memory Stock to Buy?

With surging demand, limited production capacity, and skyrocketing prices, the dynamic random-access memory (DRAM) market has been red-hot…
#EuropeSays #Korea #KR #SKHynix #dynamicrandom-accessmemory #grossmargin #HBM #Micron #productioncapacity #SK #SKhynix #wafercapacity
https://www.europesays.com/korea/96602/

Samsung, SK Chiefs to Meet Nvidia’s Jensen Huang at US AI Summit; Multi-Billion Dollar Memory Deals in Focus — BigGo Finance

Jay Y. Lee, Chairman of Samsung Electronics, and Chey Tae-won, Chairman of SK Group, are set to hold…
#EuropeSays #Korea #KR #SK #Anthropic #CheyTae-won #HBM #JayY.Lee #JensenHuang #Long-TermSupplyAgreement #NVIDIA #OpenAI #SamsungElectronics #SanFranciscoAISummit #SKGroup #SKhynix
https://www.europesays.com/korea/96402/

https://www.wacoca.com/life/431734/ NH Investment & Securities、SK hynixから5,000億ウォン調達へ　証券業界で「半導体マネー」獲得競争が激化 #ai #HBM #investment #KBSecurities #MiraeAssetSecurities #NHInvestment&Securities #SKHynix #toshi #キム・ドンウォン #投資 #流動性管理規制 #直接公募 #長期供給契約

https://www.wacoca.com/life/431734/ NH Investment & Securities、SK hynixから5,000億ウォン調達へ　証券業界で「半導体マネー」獲得競争が激化 #ai #HBM #investment #KBSecurities #MiraeAssetSecurities #NHInvestment&Securities #SKHynix #toshi #キム・ドンウォン #投資 #流動性管理規制 #直接公募 #長期供給契約

https://www.europesays.com/people/161176/ Samsung, SK and Naver chiefs to meet Nvidia’s Jensen Huang in Silicon Valley this week #HBM #JensenHuang #Naver #Nvidia #SamsungElectronics #SKHynix

Samsung, SK and Naver chiefs to meet Nvidia’s Jensen Huang in Silicon Valley this week

Nvidia CEO Jensen Huang (centre) [Photo: Computex 2025 joint reporting team] [DigitalToday reporter Seok Dae-geon] The chiefs of…
#EuropeSays #Korea #KR #Naver #HBM #NVIDIA #SamsungElectronics #SKhynix
https://www.europesays.com/korea/94452/

Samsung, SK Hynix Rebound After Three-Day Slump; Analysts Say Peak-Out Fears Are Overblown — BigGo Finance

The Kospi rebounded after three sessions, reclaiming the 6,700 level. Samsung Electronics and SK Hynix, which had undergone…
#EuropeSays #Korea #KR #SKHynix #DRAM #HBM #JPMorgan #kioxia #KOSPI #leveragedETF #Micron #MoonshotAI #NHInvestment&Securities #SamsungElectronics #SK #SKhynix #TSMC
https://www.europesays.com/korea/93832/

South Korea’s National Pension Service Snaps Up $298 Million in SK Hynix Shares Amid Chip Stock Rout — “A Low-Price Buying Opportunity”

As South Korea’s stock market plunged in July, led by semiconductor shares, the National Pension Service (NPS) and…
#EuropeSays #Korea #KR #SouthKorea #HBM #KBSecurities #KoreaExchange #KOSPI #NationalPensionService #peak-out #PensionFunds #rebalancing #SamsungElectronics #SKhynix
https://www.europesays.com/korea/93760/

SK Group Chairman Warns Memory Chip Prices Are “Abnormally High,” Plans U.S. Plant to Curb “Chipflation” — BigGo Finance

Global memory chip prices continue to surge, stirring deep concern among industry giants. SK Group Chairman Chey Tae-won,…
#EuropeSays #Korea #KR #SK #AIchips #CheongjuBase #CheyTae-won #HBM #Memorychips #PurdueUniversity #SKGroup #SKhynix #Yonginsemiconductorcluster
https://www.europesays.com/korea/93112/

SK Chairman Warns of Chipflation as CXMT IPO Looms — Decoding the Memory Trio’s Expansion Chess Game — BigGo Finance

The memory industry is standing at a historic crossroads. On one hand, AI demand is propelling DRAM toward…
#EuropeSays #Korea #KR #SK #CheyTae-won #CXMT #DRAM #HBM #HowardLutnick #ITRI #LogicalInvestment #Micron #SamsungElectronics #SKGroup #SKhynix
https://www.europesays.com/korea/92554/

Samsung, Nvidia Expand ‘NAND Alliance’ as V10 Supply Begins

Samsung Electronics supplies more than 60% of its vertical (V) NAND output to Big Tech firms such as…
#EuropeSays #Korea #KR #SamsungElectronics #CMX #HBM #JensenHuang #LeeJae-yong #NANDflash #NVIDIA #Samsung #V-NAND #V10
https://www.europesays.com/korea/92180/

SK Group Chairman Chey Tae-won: Memory Demand Could Surge Up to 100% Next Year — “Chaos-Level” Pressure from Supply Shortages — BigGo Finance

Chey Tae-won, chairman of the Korea Chamber of Commerce and Industry and SK Group, projected that memory semiconductor…
#EuropeSays #Korea #KR #SK #CheyTae-won #DRAM #HBM #KoreaChamberofCommerceandIndustry #MorganStanley #NANDflash #SKGroup #SKhynix #TrendForce #UBS
https://www.europesays.com/korea/91518/

Samsung, SK hynix Race to Mass-Produce CXL 3.2 Memory

Samsung Electronics’ CXL memory product. Photo courtesy of Samsung ElectronicsSK hynix’s CXL memory product. Photo courtesy of SK…
#EuropeSays #Korea #KR #SamsungElectronics #AImemory #CMM-D #CXL3.2memory #HBM #high-bandwidthflash #memorytierstructure #Samsung #SKhynix
https://www.europesays.com/korea/91506/

U.S.-South Korea Chip Tensions Escalate: Washington Reportedly Demands Samsung, SK Hynix Share AI Windfall Profits — BigGo Finance

Just as the global artificial intelligence (AI) boom drives South Korea’s semiconductor exports to record highs, the chip…
#EuropeSays #Korea #KR #SouthKorea #HBM #HowardLutnick #IndustryandEnergy #RickSwitzer #SamsungElectronics #SKhynix #SouthKorea'sMinistryofTrade #U.S.TradeRepresentative'sOffice #YeoHan-koo
https://www.europesays.com/korea/91386/

Samsung Bets on 4:3 ‘Wide Fold,’ Making It the Highest-Volume Foldable in Production — BigGo Finance

Samsung Electronics is producing its first-ever 4:3 aspect ratio ‘Wide Fold’ model at the highest volume among its…
#EuropeSays #Korea #KR #SamsungElectronics #Apple #DxOMark #FoldableiPhone #GalaxyZFold8Ultra #GalaxyZWideFold #GorillaGlassCeramic3 #HBM #KT #LGUplus #Motorola #Qualcomm #razrfold #Samsung #SKTelecom #Snapdragon8Gen5
https://www.europesays.com/korea/91368/

https://www.europesays.com/ie/593902/ The AI ‘Memory Wall’ Is About to Get a Lot Taller: These 3 Stocks Will Win Big #AI #AiInfrastructure #ArtificialIntelligence #ArtificialIntelligence #DataCenters #Éire #HBM #IE #Ireland #Marvell #MemoryExpansion #MemoryWall #Micron #MorganStanley #SKHynix #Technology #Top10AIStocks

https://www.europesays.com/ie/593738/ AI Is Keeping DRAM Prices High — Here’s Exactly When the Market Finally Loosens Up #AI #AiInfrastructure #ArtificialIntelligence #ArtificialIntelligence #CapitalExpenditures #ConventionalDRAM #DramMarket #DRAMRevenue #Éire #HBM #IE #Ireland #MicronTechnology #MorganStanley #SKHynix #SupplyAndDemand #Technology #Top10AIStocks

Chey Tae-won’s Strategic Ambiguity Deflects US Investment Pressure

[CAPTIONS] SK Group Chairman Chey Tae-won (center) willingly obliges as a college student in his 20s, an SK…
#EuropeSays #Korea #KR #Seoul #ADRlisting #CheyTae-won #HBM #HowardLutnick #memorychip #nasdaq #SKhynix #TSMC #USinvestmentpressure
https://www.europesays.com/korea/91232/

Samsung, SK Hynix Race to Mass-Produce CXL 3.2 Memory This Year, Ushering in the ‘Next Memory’ Era — BigGo Finance

Samsung Electronics (005930) and SK Hynix (000660) are transitioning to mass production this year to seize the initiative…
#EuropeSays #Korea #KR #SKHynix #AImemory #CMM-D3.0 #CXL #CXL3.2 #GoldmanSachs #HBM #Micron #NVIDIA #SamsungElectronics #SK #SKhynix
https://www.europesays.com/korea/91164/

CXL Memory War Erupts as ‘Next Memory’ Battle Heats Up

Samsung Electronics’ CXL memory module (CMM-D). Photo courtesy of Samsung ElectronicsSK hynix’s CXL memory module (CMM-DDR5). Photo courtesy…
#EuropeSays #Korea #KR #SamsungElectronics #AImemory #CMM-D #CXL3.2 #CXLmemory #HBM #nextmemory #Samsung #SKhynix
https://www.europesays.com/korea/91012/

SK Hynix Plunges Nearly 40% in a Month; Chey Tae-won Says AI Is Still Growing, Memory Demand Just Beginning — BigGo Finance

Propelled by the artificial intelligence (AI) frenzy, shares of South Korean memory giant SK Hynix (000660.KS) surged nearly…
#EuropeSays #Korea #KR #SK #ADR #CheyTae-won #HBM #high-bandwidthmemory #leveragedETF #MicronTechnology #nasdaq #SKGroup #SKhynix #SouthKorea'sFinancialServicesCommission #TSMC
https://www.europesays.com/korea/90800/

China Poaches Even ASML Engineers, Korea Must Protect Chip Talent

Lee Byung-chul, visiting research fellow at the Sejong Institute, explains measures to secure talent for the semiconductor industry…
#EuropeSays #Korea #KR #SamsungElectronics #ASMLengineers #Chinasemiconductorpursuit #CXMT #EUVlithography #HBM #Samsung #SKhynix #technologyleakprevention
https://www.europesays.com/korea/90678/

The Anatomy of KOSPI’s Plunge: Samsung-SK Concentration Risk and KOSDAQ’s Asymmetric Struggle — BigGo Finance

South Korea’s benchmark stock index, the KOSPI, has been whipsawed by unprecedented volatility this summer. The two heavyweight…
#EuropeSays #Korea #KR #SamsungElectronics #AIsemiconductors #BankofKorea #HBM #KoreaExchange #KOSDAQ #KOSPI #leveragedetfs #Samsung #SKhynix
https://www.europesays.com/korea/90424/

SK Hynix ADR Surges Up to 50% Above Seoul Shares; Barclays Sets $330 Target — BigGo Finance

SK Hynix’s American Depositary Receipt (ADR) is drawing fervent interest from global investors, trading at a premium of…
#EuropeSays #Korea #KR #Seoul #ADR #Barclays #HBM #HyundaiMotorSecurities #KBSecurities #nasdaq #NVIDIA #PhiladelphiaSemiconductorIndex #SamsungElectronics #SKhynix #TSMC
https://www.europesays.com/korea/90382/

SK Hynix ADR Surges Up to 50% Above Seoul Shares; Barclays Sets $330 Target — BigGo Finance

SK Hynix’s American Depositary Receipt (ADR) is drawing fervent interest from global investors, trading at a premium of…
#EuropeSays #Britain #Europe #EU #Barclays #ADR #HBM #HyundaiMotorSecurities #KBSecurities #nasdaq #NVIDIA #PhiladelphiaSemiconductorIndex #SamsungElectronics #SKHynix #TSMC
https://www.europesays.com/britain/85348/

https://www.europesays.com/britain/85348/ SK Hynix ADR Surges Up to 50% Above Seoul Shares; Barclays Sets $330 Target — BigGo Finance #ADR #Barclays #HBM #HyundaiMotorSecurities #KBSecurities #nasdaq #NVIDIA #PhiladelphiaSemiconductorIndex #SamsungElectronics #SKHynix #TSMC

Kwon Sung-soo Observation: SK Hynix Has the Global AI Industry by the Throat with MR-MUF Technology, but Chey Tae-won’s Divorce Saga Isn’t Over Yet

Jensen Huang, in front of the global media, picked up a pen and wrote three words on an…
#EuropeSays #Korea #KR #SK #CheyTae-won #HBM #JensenHuang #KwonSung-soo #MicronTechnology #MR-MUF #nasdaq #NVIDIA #RohTae-woo #SamsungElectronics #SiliconValley101 #SKGroup #SKhynix
https://www.europesays.com/korea/89932/

‘You don’t want to be left holding the bag’: Jim Cramer is bullish on SK Hynix, but warns of a boom-and-bust risk

Chris Jung/NurPhoto via Getty Images, Dave Kotinsky/Getty Images The world’s second-largest maker of memory chips has made its…
#EuropeSays #Korea #KR #SKHynix #boom-bustcycle #dynamicrandom-accessmemory #HBM #JimCramer #Memorychips #SK #SKhynix
https://www.europesays.com/korea/88722/

SK Hynix ADR Premium Surges Past 50%; Barclays Sets $330 Price Target — BigGo Finance

South Korean memory chip giant SK Hynix’s (000660.KS) American Depositary Receipt (ADR, ticker: SKHY) has ignited a frenzy…
#EuropeSays #Britain #Europe #EU #Barclays #Cboe #HBM #HighBandwidthMemory #Micron #NVIDIA #RoundhillMemoryETF #SKHynix #SKHynixADR #TSMCADR
https://www.europesays.com/britain/84271/

https://www.europesays.com/britain/84271/ SK Hynix ADR Premium Surges Past 50%; Barclays Sets $330 Price Target — BigGo Finance #Barclays #Cboe #HBM #HighBandwidthMemory #Micron #NVIDIA #RoundhillMemoryETF #SKHynix #SKHynixADR #TSMCADR

Memory earnings season opened with numbers that would have been typos three years ago: $61 billion in quarterly operating profit at Samsung, $41.5 billion in revenue at Micron against $9.3 billion a year earlier. Q3 contract talks point to DRAM rising another 13–30%, NAND 10–40%.

The more interesting shift is the forecast horizon. On the day of its $26.5 billion Nasdaq debut — the largest ever US listing by a foreign company — SK hynix called 2027 the worst supply year in the industry's history and said demand will outrun capacity beyond 2030. Customers reportedly asked for five to six times as much supply; some offered to buy the fab equipment outright. Meanwhile, wafer allocation keeps tilting toward HBM, leaving standard DDR4/DDR5 undersupplied and pushing buyers into the secondary market.

The full Q3 market update, including the case for skepticism about that 2030 forecast:

https://www.buysellram.com/blog/market-update-dram-contract-prices-are-set-to-jump/

#DRAM #MemoryPrices #MemoryShortage #DDR5 #DDR4 #Semiconductors #AIInfrastructure #DataCenter #ServerHardware #HBM #EnterpriseIT #ITAD

Samsung Electronics’ 30% Plunge Reflects ‘Excessive Fear’ — Brokerages Say ‘Buying Opportunity’ Instead — BigGo Finance

Samsung Electronics (005930.KS) shares have plunged nearly 30% over the past month, but securities firms are diagnosing the…
#EuropeSays #Korea #KR #SamsungElectronics #AIdatacenter #DRAM #FERC #HBM #KBSecurities #KimDong-won #KimSun-woo #MeritzSecurities #Meta #Samsung
https://www.europesays.com/korea/87596/

SK Group Chairman Chey Tae-won Unveils Low-Cost AI Data Center Plan, Accelerates U.S. R&D Hub Strategy — BigGo Finance

SK Group Chairman Chey Tae-won has revealed plans to build low-cost, high-efficiency AI data centers capable of dramatically…
#EuropeSays #Korea #KR #SK #AIdatacenter #CheyTae-won #China #HBM #high-bandwidthmemory #SamsungElectro-Mechanics #SamsungElectronics #SKGroup #SKhynix #UnitedStates
https://www.europesays.com/korea/87476/

https://www.europesays.com/ie/587376/ Micron vs SanDisk: Which Memory Play Wins the AI Boom? #AI #ArtificialIntelligence #ArtificialIntelligence #Éire #EnergyX #GeneralMotors #GrossMargin #HBM #IE #Ireland #Micron #NANDFlash #OperatingMargins #RevenueGrowth #SanDisk #Technology

Samsung Doubles Down on AI Memory: New DRAM Fab at Giheung Campus Targets 100K Wafers/Month to Ride HBM Wave — BigGo Finance

Samsung Electronics (005930.KS) is ramping up its production capacity for artificial intelligence (AI) memory chips with unprecedented intensity.…
#EuropeSays #Korea #KR #SamsungElectronics #AmericanDepositaryReceipts #CXMT #DRAM #GiheungSemiconductorCampus #HBM #Omdia #physicalai #PyeongtaekP4 #Samsung #SKhynix
https://www.europesays.com/korea/87426/

Chey Tae-won’s AI Drive Bears Fruit: SK Inc. Completes Rebalancing, Delivers Earnings Turnaround — BigGo Finance

SK Group, under Chairman Chey Tae-won’s forceful “AI drive” management, has successfully completed a sweeping business restructuring centered…
#EuropeSays #Korea #KR #SK #AIdatacenter #CheyTae-won #HBM #Indiana #KKR #NVIDIA #SKEcoplant #SKGroup #SKhynix #SKInc #TSMC
https://www.europesays.com/korea/87376/

TNL國際編譯 2026-07-15 15:49:00 CST

https://www.europesays.com/ie/586408/ Micron stock jumps as investors look beyond GPUs in AI chip trade #AI #ArtificialIntelligence #ArtificialIntelligence #Éire #HBM #IE #Ireland #KeyBanc #MemoryShortages #MicronStock #MicronTechnology #PriceTarget #Technology