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#hbm — Public Fediverse posts

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

  1. 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
    europesays.com/korea/93832/

  2. 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
    europesays.com/korea/93112/

  3. 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
    europesays.com/korea/92554/

  4. 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
    europesays.com/korea/91368/

  5. 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
    europesays.com/korea/91232/

  6. 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
    europesays.com/korea/91164/

  7. 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
    europesays.com/korea/91012/

  8. 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
    europesays.com/korea/90800/

  9. 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
    europesays.com/korea/90678/

  10. 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
    europesays.com/korea/90424/

  11. 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
    europesays.com/korea/90382/

  12. 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
    europesays.com/britain/85348/

  13. 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
    europesays.com/korea/89932/

  14. 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
    europesays.com/britain/84271/

  15. 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:

    buysellram.com/blog/market-upd

  16. 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
    europesays.com/korea/87596/

  17. 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
    europesays.com/korea/87376/

  18. IBM股價寫下54年來最慘一日,華爾街讀出更大訊號:AI排擠效應開始反噬
    TNL國際編譯 2026-07-15 15:49:00 CST
    IBM 7月14日崩跌25%,跌幅超越1987年「黑色星期一」、市值蒸發550億美元。因為客戶把買軟體的錢挪去搶購AI硬體,也拖累ServiceNow、Salesforce等軟體股。
    https://www.thenewslens.com/article/269189
    #OpenAI #半導體 #股價 #三星 #基礎設施 #台積電 #伺服器 #IBM #記憶體 #AI晶片 #華爾街 #NAND #軟體 #美光 #Anthropic #HBM #硬體 #科技 #SK海力士 #DRAM #SaaS
  19. Barclays Initiates SK Hynix ADRs With Overweight, Says Stock Can Nearly Double to $330 — BigGo Finance

    Shares of South Korean memory chip giant SK Hynix could nearly double over the next twelve months, according…
    #EuropeSays #Britain #Europe #EU #Barclays #HBM #Micron #nasdaq #NVIDIA #RoundhillMemoryETF #Samsung #SimonColes #SKHynix #SKHY
    europesays.com/britain/83199/

  20. South Korea’s Top Chip Chiefs Push Back Against AI Bubble and Peak Cycle Fears in the U.S. — BigGo Finance

    The two leaders of South Korea’s semiconductor industry are directly countering market theories of an “AI bubble” and…
    #EuropeSays #Korea #KR #BankofKorea #AIbubbletheory #BOK #CheyTae-won #HBM #LeeJae-yong #NVIDIA #SamsungElectronics #semiconductorpeakcycletheory #SKhynix #SunValleyConference
    europesays.com/korea/84660/

  21. Samsung Fast-Tracks Yongin Fab to 2029 as Global Memory Expansion Race Heats Up — BigGo Finance

    The memory chip shortage crisis ignited by surging global artificial intelligence (AI) demand is pushing South Korea’s semiconductor…
    #EuropeSays #Korea #KR #SamsungElectronics #DRAM #HBM #HowardLutnick #KwakNoh-jung #MicronTechnology #NAND #NVIDIA #Samsung #SKhynix #Yonginsemiconductorcluster
    europesays.com/korea/83429/

  22. I Token AI Sono Appena Diventati Ancora Più Economici. Risolveranno la Carenza di Chip per l'AI… o la Alimenteranno?

    I token dell'AI diventano sempre più economici, ma la memoria diventa sempre più costosa. I costi dell'inferenza sono diminuiti di 280 volte in soli due anni; nonostante ciò, la spesa delle imprese per l'AI è triplicata e i prezzi contrattuali della DRAM hanno appena registrato un aumento record del 90-95% in un solo trimestre. William Stanley Jevons aveva già osservato questo fenomeno nel 1865 con il carbone. Uno sguardo a ciò che riequilibrerà davvero il mercato dei chip e al motivo per cui la risposta sono le nuove fabbriche di semiconduttori previste per la fine del 2027, non modelli più intelligenti o ASIC.

    buysellram.com/blog/cheaper-to…

    #AI #Semiconduttori #DRAM #CarenzaDiMemoria #DataCenter #HBM #GPU #SSD #ITAD #BuySellRam #ParadossoDiJevons #Hardware #Tecnologia

  23. I Token AI Sono Appena Diventati Ancora Più Economici. Risolveranno la Carenza di Chip per l'AI… o la Alimenteranno?

    I token dell'AI diventano sempre più economici, ma la memoria diventa sempre più costosa. I costi dell'inferenza sono diminuiti di 280 volte in soli due anni; nonostante ciò, la spesa delle imprese per l'AI è triplicata e i prezzi contrattuali della DRAM hanno appena registrato un aumento record del 90-95% in un solo trimestre. William Stanley Jevons aveva già osservato questo fenomeno nel 1865 con il carbone. Uno sguardo a ciò che riequilibrerà davvero il mercato dei chip e al motivo per cui la risposta sono le nuove fabbriche di semiconduttori previste per la fine del 2027, non modelli più intelligenti o ASIC.

    buysellram.com/blog/cheaper-to…

    #AI #Semiconduttori #DRAM #CarenzaDiMemoria #DataCenter #HBM #GPU #SSD #ITAD #BuySellRam #ParadossoDiJevons #Hardware #Tecnologia

  24. SK Hynix Surges 13% in Nasdaq Debut, Reaffirming AI Memory Investment Frenzy — BigGo Finance

    SK Hynix surged nearly 13% on its first day of trading on the Nasdaq, demonstrating that global investment…
    #EuropeSays #Korea #KR #SK #CheyTae-won #DonaldTrump #HBM #KwakNoh-jung #MetaPlatforms #Micron #nasdaq #NewYorkStockExchange #NVIDIA #S&P500 #SKGroup #SKhynix
    europesays.com/korea/82749/

  25. #SKHynix, #SouthKorea’s second-most valuable company, rose 13% in its Nasdaq debut, raising $26.5 billion for expansion plans. The company, a leader in high-performance #memory for #AIchips, is confident in sustained demand due to the AI boom. While some #HBM will be packaged in the US, most expansion will occur in South Korea. cnbc.com/2026/07/10/sk-hynix-s #tech #media #news

  26. #SKHynix, #SouthKorea’s second-most valuable company, rose 13% in its Nasdaq debut, raising $26.5 billion for expansion plans. The company, a leader in high-performance #memory for #AIchips, is confident in sustained demand due to the AI boom. While some #HBM will be packaged in the US, most expansion will occur in South Korea. cnbc.com/2026/07/10/sk-hynix-s #tech #media #news

  27. The cheaper AI tokens get, the more expensive memory becomes. Inference costs fell 280-fold in two years; enterprise AI spending tripled anyway, and DRAM contract prices just posted a record 90-95% quarterly jump. Jevons saw this pattern in 1865 with coal. A look at what actually rebalances the chip market...

    buysellram.com/blog/cheaper-to
    #AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware

  28. The cheaper AI tokens get, the more expensive memory becomes. Inference costs fell 280-fold in two years; enterprise AI spending tripled anyway, and DRAM contract prices just posted a record 90-95% quarterly jump. Jevons saw this pattern in 1865 with coal. A look at what actually rebalances the chip market...

    buysellram.com/blog/cheaper-to
    #AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware

  29. The cheaper AI tokens get, the more expensive memory becomes. Inference costs fell 280-fold in two years; enterprise AI spending tripled anyway, and DRAM contract prices just posted a record 90-95% quarterly jump. Jevons saw this pattern in 1865 with coal. A look at what actually rebalances the chip market...

    buysellram.com/blog/cheaper-to
    #AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware

  30. The cheaper AI tokens get, the more expensive memory becomes. Inference costs fell 280-fold in two years; enterprise AI spending tripled anyway, and DRAM contract prices just posted a record 90-95% quarterly jump. Jevons saw this pattern in 1865 with coal. A look at what actually rebalances the chip market...

    buysellram.com/blog/cheaper-to
    #AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware

  31. Claude Sonnet 5 launched at less than half the flagship's price with ninety percent of its benchmark performance. The natural conclusion: AI is getting cheaper, so chip demand should ease. Every data point says otherwise.

    Inference costs fell 280-fold between 2022 and 2024 (Stanford AI Index). Enterprise AI spending tripled to $37B in 2025 anyway. DRAM contracts rose a record 90-95% in Q1 2026, NAND is projected up 70-75% in Q2, and SK Hynix has sold out its entire 2026 output. William Stanley Jevons described the mechanism in 1865: make a resource cheaper to use, and total consumption rises.

    The article walks through what this means chip by chip — DRAM, NAND, GPUs, and why CPUs are the calm exception — plus the strongest counterarguments (ASICs, MoE, small models) and why they fall short. One practical takeaway: retired server memory is appreciating for the first time in years.

    #AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #ITAssetManagement #JevonsParadox #TechHardware #technology

  32. Claude Sonnet 5 launched at less than half the flagship's price with ninety percent of its benchmark performance. The natural conclusion: AI is getting cheaper, so chip demand should ease. Every data point says otherwise.

    Inference costs fell 280-fold between 2022 and 2024 (Stanford AI Index). Enterprise AI spending tripled to $37B in 2025 anyway. DRAM contracts rose a record 90-95% in Q1 2026, NAND is projected up 70-75% in Q2, and SK Hynix has sold out its entire 2026 output. William Stanley Jevons described the mechanism in 1865: make a resource cheaper to use, and total consumption rises.

    The article walks through what this means chip by chip — DRAM, NAND, GPUs, and why CPUs are the calm exception — plus the strongest counterarguments (ASICs, MoE, small models) and why they fall short. One practical takeaway: retired server memory is appreciating for the first time in years.

  33. The cheaper AI tokens get, the more expensive memory becomes. Inference costs fell 280-fold in two years; enterprise AI spending tripled anyway, and DRAM contract prices just posted a record 90-95% quarterly jump. Jevons saw this pattern in 1865 with coal. A look at what actually rebalances the chip market...

    buysellram.com/blog/cheaper-to
    #AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #ITAssetManagement #JevonsParadox #TechHardware

  34. The cheaper AI tokens get, the more expensive memory becomes. Inference costs fell 280-fold in two years; enterprise AI spending tripled anyway, and DRAM contract prices just posted a record 90-95% quarterly jump. Jevons saw this pattern in 1865 with coal. A look at what actually rebalances the chip market...

    buysellram.com/blog/cheaper-to
    #AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware #tech

  35. SK Hynix Soars Over 12% in Nasdaq Debut, Market Cap Tops $1.2 Trillion; Group Chairman Signals Potential for Further Share Issuance — BigGo Finance

    Fueled by an artificial intelligence (AI) boom that is driving insatiable demand for memory chips, South Korean semiconductor…
    #EuropeSays #Korea #KR #SK #ADR #CheyTae-won #HBM #high-bandwidthmemory #KwakNoh-jung #MemoryasaService #MicronTechnology #nasdaq #NVIDIA #SamsungElectronics #SKGroup #SKhynix #SKHYV
    europesays.com/korea/82185/

  36. South Korea’s Semiconductor Hiring Market Heats Up as Job Seeker Interest in Samsung, SK Hynix Surges — BigGo Finance

    The artificial intelligence (AI) memory boom is not only driving up earnings for South Korea’s major semiconductor companies…
    #EuropeSays #Korea #KR #SamsungElectronics #AImemory #DRAM #HBM #HowardLutnick #JobKorea #LGInnotek #Micron #Samsung #SamsungElectro-Mechanics #SKhynix
    europesays.com/korea/81909/

  37. Samsung’s 19-Fold Profit Surge Triggers ‘Sell-On’ Rout; SK Hynix Lands on Nasdaq via ADR — BigGo Finance

    During the second week of July, semiconductors dominated South Korea’s stock market. Samsung Electronics (005930.KS) reported its highest-ever…
    #EuropeSays #Korea #KR #SamsungElectronics #ADR #Americandepositaryreceipt #artificialintelligence #HBM #KOSPI #margindebt #memory #nasdaq #operatingprofit #Samsung #semiconductor #SKhynix
    europesays.com/korea/80719/

  38. SK Hynix ADR to List on Nasdaq on the 10th; Chairman Chey Tae-won to Ring Opening Bell — BigGo Finance

    SK Hynix’s American Depositary Receipt (ADR) will officially list on the Nasdaq market on the 10th (local time).…
    #EuropeSays #Korea #KR #SK #ADR #Americandepositaryreceipt #artificialintelligence #CheyTae-won #HBM #high-bandwidthmemory #KOSPI #KwakNoh-jung #nasdaq #NVIDIA #SamsungElectronics #SKGroup #SKhynix
    europesays.com/korea/80349/

  39. SK Hynix to List on Nasdaq July 10 with Record $28.5 Billion ADR Issuance — BigGo Finance

    SK Hynix will list American Depositary Receipts (ADRs) on the Nasdaq and begin trading on July 10 (local…
    #EuropeSays #Korea #KR #SKHynix #ADR #BaillieGifford #Coatue #HBM #Micron #MicronTechnology #nasdaq #PER #SamsungElectronics #SituationalAwarenessPartners #SK #SKhynix #SKHY.US #won-dollarexchangerate #Yonginsemiconductorcluster
    europesays.com/korea/78599/

  40. Semiconductor Cash Becomes Bond Market ‘Big Spender’ — SK Hynix Estimated to Have Bought ₩20 Trillion in Bonds This Year Alone — BigGo Finance

    SK Hynix has rapidly emerged as a new “big spender” in South Korea’s domestic bond market, armed with…
    #EuropeSays #Korea #KR #SKHynix #BankofKorea #HBM #KOSPI #MiraeAssetSecurities #MonetaryPolicyBoard #NHInvestment&Securities #SamsungElectronics #SamsungSecurities #ShinhanInvestment&Securities #SK #SKhynix
    europesays.com/korea/78483/