#hbm — Public Fediverse posts

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/

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/

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/

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/

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

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
https://www.europesays.com/britain/83199/

https://www.europesays.com/britain/83199/ Barclays Initiates SK Hynix ADRs With Overweight, Says Stock Can Nearly Double to $330 — BigGo Finance #Barclays #HBM #Micron #nasdaq #NVIDIA #RoundhillMemoryETF #Samsung #SimonColes #SKHynix #SKHY

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
https://www.europesays.com/korea/84660/

https://www.europesays.com/ro/230023/ SK Hynix ne anunță că 2027 va fi cel mai greu an pentru criza de memorie #2027 #CrizaDeMemorie #ddr5 #HBM #memorie #micron #RO #Română #Romania #Romanian #samsung #SkHynix #Technology #tehnologie

Top Traders Stay Hooked on Chips Despite Plunge, Buying SK hynix and Samsung

The stocks most heavily bought by high-return investors trading through Mirae Asset Securities on the morning of the…
#EuropeSays #Korea #KR #SamsungElectronics #ADRlisting #HBM #MiraeAssetSecurities #Samsung #SamsungElectro-Mechanics #second-quarterearnings #semiconductorpeak-out #SKhynix
https://www.europesays.com/korea/84153/

ZEISS Moves EUV Tooling Development to Korea, Embedding in AI Memory Supply Chain

ZEISS Semiconductor Manufacturing Technology opened its first global Semiconductor Innovation Center in Yongin, South Korea on July 9,…
#EuropeSays #Korea #KR #advancedpackaging #DUNE100waferwarpagecorrection #HBM #Korean #NLX-1003DX-raymetrology #Samsung #SKhynix #ZEISS #ZEISSYongininnovationcenter
https://www.europesays.com/korea/83815/

ZEISS Moves EUV Tooling Development to Korea, Embedding in AI Memory Supply Chain https://www.byteseu.com/2190279/ #AdvancedPackaging #DUNE100WaferWarpageCorrection #HBM #NLX1003DXRayMetrology #Samsung #SKHynix #SouthKorea #Zeiss #ZEISSYonginInnovationCenter

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
https://www.europesays.com/korea/83429/

NVIDIA KoreaとSK hynix、800名が集結し「AI半導体」の研究成果を共有 — BigGo ファイナンス https://www.yayafa.com/2841631/ ##HBM #AgenticAi #AI #AIファクトリー #ArtificialGeneralIntelligence #ArtificialIntelligence #LGElectronics #NVIDIA #NVIDIAKorea #SamsungElectronics #SKHynix #エージェント型AI #チョン・ソヨン #人工知能 #先端パッケージング #汎用人工知能 #韓国ナノ総合技術院 #韓国科学技術情報通信部

NVIDIA KoreaとSK hynix、800名が集結し「AI半導体」の研究成果を共有 — BigGo ファイナンス https://www.yayafa.com/2841631/ ##HBM #AgenticAi #AI #AIファクトリー #ArtificialGeneralIntelligence #ArtificialIntelligence #LGElectronics #NVIDIA #NVIDIAKorea #SamsungElectronics #SKHynix #エージェント型AI #チョン・ソヨン #人工知能 #先端パッケージング #汎用人工知能 #韓国ナノ総合技術院 #韓国科学技術情報通信部

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

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

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
https://www.europesays.com/korea/82749/

#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. https://www.cnbc.com/2026/07/10/sk-hynix-skhy-stock-nasdaq.html?eicker.news #tech #media #news

#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. https://www.cnbc.com/2026/07/10/sk-hynix-skhy-stock-nasdaq.html?eicker.news #tech #media #news

AMD drops HBM for LPDDR5x as AI boom consumes the world's high-bandwidth memory supply

https://1ban.news/amd-hbm-lpddr5x-versal-2026/
#1ban #amd #hbm #lpddr5x #versal #tech