#hbm — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #hbm, aggregated by home.social.
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SK Hynix Inc. accelerates Phase 2 construction of its Yongin Fab 1 starting August, advancing cleanroom opening to February 2027 to meet surging AI-driven HBM and advanced DRAM demand, with total investment reaching 31 trillion won as semiconductor makers race to secure production capacity amid growing supply concerns
#YonhapInfomax #SKHynix #YonginSemiconductorCluster #HBM #AIDemand #FabConstruction #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=120592 -
SK Hynix Inc. accelerates Phase 2 construction of its Yongin Fab 1 starting August, advancing cleanroom opening to February 2027 to meet surging AI-driven HBM and advanced DRAM demand, with total investment reaching 31 trillion won as semiconductor makers race to secure production capacity amid growing supply concerns
#YonhapInfomax #SKHynix #YonginSemiconductorCluster #HBM #AIDemand #FabConstruction #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=120592 -
SK Hynix Inc. accelerates Phase 2 construction of its Yongin Fab 1 starting August, advancing cleanroom opening to February 2027 to meet surging AI-driven HBM and advanced DRAM demand, with total investment reaching 31 trillion won as semiconductor makers race to secure production capacity amid growing supply concerns
#YonhapInfomax #SKHynix #YonginSemiconductorCluster #HBM #AIDemand #FabConstruction #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=120592 -
SK Hynix Inc. accelerates Phase 2 construction of its Yongin Fab 1 starting August, advancing cleanroom opening to February 2027 to meet surging AI-driven HBM and advanced DRAM demand, with total investment reaching 31 trillion won as semiconductor makers race to secure production capacity amid growing supply concerns
#YonhapInfomax #SKHynix #YonginSemiconductorCluster #HBM #AIDemand #FabConstruction #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=120592 -
Иллюзия памяти: как индустрия десятилетиями маскировала ограничения железа
Сейчас память можно увеличить ползунком, Redis поднять одной командой, а состояние сервера оценить по строке в панели управления. Но за этим удобством стоит история компромиссов — сначала инженерам пришлось научить компьютеры работать так, будто памяти больше, чем есть на самом деле, потом диски собрали в массивы, горячие данные перенесли в Redis, а всю эту сложность спрятали за хостингом и managed-сервисами. Индустрия десятилетиями строила убедительные иллюзии поверх ограниченной физической реальности, но почему-то памяти до сих пор недостаточно. Как? Разобрал в статье. Читать
https://habr.com/ru/companies/ruvds/articles/1033394/
#память #виртуальная_память #RAID #Redis #latency #distributed_systems #HBM #CXL #кэширование #ruvds_статьи
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Иллюзия памяти: как индустрия десятилетиями маскировала ограничения железа
Сейчас память можно увеличить ползунком, Redis поднять одной командой, а состояние сервера оценить по строке в панели управления. Но за этим удобством стоит история компромиссов — сначала инженерам пришлось научить компьютеры работать так, будто памяти больше, чем есть на самом деле, потом диски собрали в массивы, горячие данные перенесли в Redis, а всю эту сложность спрятали за хостингом и managed-сервисами. Индустрия десятилетиями строила убедительные иллюзии поверх ограниченной физической реальности, но почему-то памяти до сих пор недостаточно. Как? Разобрал в статье. Читать
https://habr.com/ru/companies/ruvds/articles/1033394/
#память #виртуальная_память #RAID #Redis #latency #distributed_systems #HBM #CXL #кэширование #ruvds_статьи
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Иллюзия памяти: как индустрия десятилетиями маскировала ограничения железа
Сейчас память можно увеличить ползунком, Redis поднять одной командой, а состояние сервера оценить по строке в панели управления. Но за этим удобством стоит история компромиссов — сначала инженерам пришлось научить компьютеры работать так, будто памяти больше, чем есть на самом деле, потом диски собрали в массивы, горячие данные перенесли в Redis, а всю эту сложность спрятали за хостингом и managed-сервисами. Индустрия десятилетиями строила убедительные иллюзии поверх ограниченной физической реальности, но почему-то памяти до сих пор недостаточно. Как? Разобрал в статье. Читать
https://habr.com/ru/companies/ruvds/articles/1033394/
#память #виртуальная_память #RAID #Redis #latency #distributed_systems #HBM #CXL #кэширование #ruvds_статьи
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Иллюзия памяти: как индустрия десятилетиями маскировала ограничения железа
Сейчас память можно увеличить ползунком, Redis поднять одной командой, а состояние сервера оценить по строке в панели управления. Но за этим удобством стоит история компромиссов — сначала инженерам пришлось научить компьютеры работать так, будто памяти больше, чем есть на самом деле, потом диски собрали в массивы, горячие данные перенесли в Redis, а всю эту сложность спрятали за хостингом и managed-сервисами. Индустрия десятилетиями строила убедительные иллюзии поверх ограниченной физической реальности, но почему-то памяти до сих пор недостаточно. Как? Разобрал в статье. Читать
https://habr.com/ru/companies/ruvds/articles/1033394/
#память #виртуальная_память #RAID #Redis #latency #distributed_systems #HBM #CXL #кэширование #ruvds_статьи
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https://www.europesays.com/people/67692/ SK hynix CEO to Meet Gates, Nadella to Strengthen AI Alliance #AIMemory #BillGates #HBM #KwakNohJung #Microsoft #MSCEOSummit #SatyaNadella #SKHynix
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https://www.tkhunt.com/2309267/ 【AI相場第2幕】NVIDIAの次はCPU！エージェント革命で爆騰する「秘密の日本株3選」を徹底解説 ##HBM #2026年株価予想 #285A #4K企業 #6857 #6871 #AgenticAi #AI #AIエージェント #AI相場 #AMD #ArtificialIntelligence #CPU関連株 #intel #NAND型フラッシュメモリ #Nvidia #アドバンテスト #エージェント型AI #エヌビディア #キオクシア #テスタ #プローブカード #人工知能 #半導体株 #投資信託 #投資初心者 #日本マイクロニクス #日本株 #日株インサイト #竹沢信行 #資産形成 #高配当株
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https://www.tkhunt.com/2309267/ 【AI相場第2幕】NVIDIAの次はCPU！エージェント革命で爆騰する「秘密の日本株3選」を徹底解説 ##HBM #2026年株価予想 #285A #4K企業 #6857 #6871 #AgenticAi #AI #AIエージェント #AI相場 #AMD #ArtificialIntelligence #CPU関連株 #intel #NAND型フラッシュメモリ #Nvidia #アドバンテスト #エージェント型AI #エヌビディア #キオクシア #テスタ #プローブカード #人工知能 #半導体株 #投資信託 #投資初心者 #日本マイクロニクス #日本株 #日株インサイト #竹沢信行 #資産形成 #高配当株
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https://www.tkhunt.com/2309267/ 【AI相場第2幕】NVIDIAの次はCPU！エージェント革命で爆騰する「秘密の日本株3選」を徹底解説 ##HBM #2026年株価予想 #285A #4K企業 #6857 #6871 #AgenticAi #AI #AIエージェント #AI相場 #AMD #ArtificialIntelligence #CPU関連株 #intel #NAND型フラッシュメモリ #Nvidia #アドバンテスト #エージェント型AI #エヌビディア #キオクシア #テスタ #プローブカード #人工知能 #半導体株 #投資信託 #投資初心者 #日本マイクロニクス #日本株 #日株インサイト #竹沢信行 #資産形成 #高配当株
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https://www.tkhunt.com/2309267/ 【AI相場第2幕】NVIDIAの次はCPU！エージェント革命で爆騰する「秘密の日本株3選」を徹底解説 ##HBM #2026年株価予想 #285A #4K企業 #6857 #6871 #AgenticAi #AI #AIエージェント #AI相場 #AMD #ArtificialIntelligence #CPU関連株 #intel #NAND型フラッシュメモリ #Nvidia #アドバンテスト #エージェント型AI #エヌビディア #キオクシア #テスタ #プローブカード #人工知能 #半導体株 #投資信託 #投資初心者 #日本マイクロニクス #日本株 #日株インサイト #竹沢信行 #資産形成 #高配当株
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https://www.tkhunt.com/2309267/ 【AI相場第2幕】NVIDIAの次はCPU！エージェント革命で爆騰する「秘密の日本株3選」を徹底解説 ##HBM #2026年株価予想 #285A #4K企業 #6857 #6871 #AgenticAi #AI #AIエージェント #AI相場 #AMD #ArtificialIntelligence #CPU関連株 #intel #NAND型フラッシュメモリ #Nvidia #アドバンテスト #エージェント型AI #エヌビディア #キオクシア #テスタ #プローブカード #人工知能 #半導体株 #投資信託 #投資初心者 #日本マイクロニクス #日本株 #日株インサイト #竹沢信行 #資産形成 #高配当株
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Why Sandisk (Not Micron) Could Be the Biggest Winner Of the AI Memory Era
The artificial intelligence (AI) memory boom has been kind to both Sandisk Corporation (NASDAQ: SNDK) and Micron Technology…
#NewsBeep #News #Artificialintelligence #AI #ArtificialIntelligence #CA #Canada #Earningspershare #financialguarantees #HBM #MicronTechnology #SandiskCorporation #Technology
https://www.newsbeep.com/ca/663675/ -
The AI memory super-cycle has a shadow story.
2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.
#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory
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The AI memory super-cycle has a shadow story.
2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.
#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory
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The AI memory super-cycle has a shadow story.
While headlines track HBM allocation and DDR5 contract resets, 2D NAND prices just spiked 2–3× in the corner of the market that powers automotive ECUs, factory PLCs, network switches, and medical devices.
What happened: Samsung announced MLC NAND end-of-life with final shipments in June 2026. Micron, SK hynix, and Kioxia capped legacy output. TrendForce projects worldwide MLC capacity dropping ~42% YoY in 2026.
What's filling the vacuum: Macronix Q1 2026 revenue +71% YoY, gross margin 40.8%, NAND revenue +382% YoY. Macronix moved customers from quarterly to monthly pricing. Winbond approved a record NT$42.1B 2026 capex and says capacity is booked through 2027.#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory
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The AI memory super-cycle has a shadow story.
2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.
#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech
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The AI memory super-cycle has a shadow story.
2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.
#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech
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The AI memory super-cycle has a shadow story.
2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.
#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech
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The AI memory super-cycle has a shadow story.
2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.
#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech
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The AI memory super-cycle has a shadow story.
2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.
#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory #tech
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The AI memory super-cycle has a shadow story.
2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.
#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory
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The AI memory super-cycle has a shadow story.
2D NAND — the planar flash inside automotive ECUs, PLCs, switches, and medical devices — just spiked 2–3× as Samsung, Micron, and SK Hynix exited. Macronix moved customers to monthly contracts. Winbond booked through 2027.
#NANDFlash #MemoryShortage #ITAD#MLCNAND #SLCNAND #2DNAND #EmbeddedMemory #FlashMemory #Macronix #Winbond #Samsung #Micron #SKHynix #Kioxia #AIInfrastructure #HBM #DRAM #DataCenter #AIMemory
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Why Sandisk (Not Micron) Could Be the Biggest Winner Of the AI Memory Era
The artificial intelligence (AI) memory boom has been kind to both Sandisk Corporation (NASDAQ: SNDK) and Micron Technology…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #ArtificialIntelligence #earningspershare #financialguarantees #HBM #MicronTechnology #SandiskCorporation #Technology
https://www.newsbeep.com/us/637393/ -
Why Sandisk (Not Micron) Could Be the Biggest Winner Of the AI Memory Era
The artificial intelligence (AI) memory boom has been kind to both Sandisk Corporation (NASDAQ: SNDK) and Micron Technology…
#NewsBeep #News #US #USA #UnitedStates #UnitedStatesOfAmerica #Artificialintelligence #AI #ArtificialIntelligence #earningspershare #financialguarantees #HBM #MicronTechnology #SandiskCorporation #Technology
https://www.newsbeep.com/us/637393/ -
https://www.europesays.com/ie/479821/ Why Sandisk (Not Micron) Could Be the Biggest Winner Of the AI Memory Era #AI #ArtificialIntelligence #ArtificialIntelligence #EarningsPerShare #Éire #FinancialGuarantees #HBM #IE #Ireland #MicronTechnology #SandiskCorporation #Technology
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Samsung Billionaires Are South Korea’s Top Four Richest As The Company’s Market Cap Blows Past $1 Trillion https://www.byteseu.com/2010743/ #HBM #Kioxia #MemoryChip #Micron #MicronShares #SamsungShares #SamsungStock #sandisk #SKHynix #SkHynixShares #SouthKorea
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🧠 Svolta nell’IA: Intel e SK hynix accelerano sull’HBM, memoria chiave per chip più potenti ed efficienti. La sfida dei semiconduttori entra nel vivo. #AI #HBM
🔗 https://www.tomshw.it/hardware/intel-sk-hynix-emib-hbm-packaging
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🧠 Svolta nell’IA: Intel e SK hynix accelerano sull’HBM, memoria chiave per chip più potenti ed efficienti. La sfida dei semiconduttori entra nel vivo. #AI #HBM
🔗 https://www.tomshw.it/hardware/intel-sk-hynix-emib-hbm-packaging
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🧠 Svolta nell’IA: Intel e SK hynix accelerano sull’HBM, memoria chiave per chip più potenti ed efficienti. La sfida dei semiconduttori entra nel vivo. #AI #HBM
🔗 https://www.tomshw.it/hardware/intel-sk-hynix-emib-hbm-packaging
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A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, ...
A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, as estimates from Korean media point to significant potential losses across the company's semiconductor ope…#2025 #business #CEO #Chipscomponents #disruption #EastAsia #HBM #ICmanufacturing #labor #market #Memorychips #production #Samsung #SouthKorea #strike
Samsung strike threat puts memory output at risk as 18-day walkout looms -
A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, ...
A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, as estimates from Korean media point to significant potential losses across the company's semiconductor ope…#2025 #business #CEO #Chipscomponents #disruption #EastAsia #HBM #ICmanufacturing #labor #market #Memorychips #production #Samsung #SouthKorea #strike
Samsung strike threat puts memory output at risk as 18-day walkout looms -
A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, ...
A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, as estimates from Korean media point to significant potential losses across the company's semiconductor ope…#2025 #business #CEO #Chipscomponents #disruption #EastAsia #HBM #ICmanufacturing #labor #market #Memorychips #production #Samsung #SouthKorea #strike
Samsung strike threat puts memory output at risk as 18-day walkout looms -
A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, ...
A planned 18-day strike at Samsung Electronics is shifting investor attention from labor negotiations to the risk of memory-output disruption, as estimates from Korean media point to significant potential losses across the company's semiconductor ope…#2025 #business #CEO #Chipscomponents #disruption #EastAsia #HBM #ICmanufacturing #labor #market #Memorychips #production #Samsung #SouthKorea #strike
Samsung strike threat puts memory output at risk as 18-day walkout looms -
... Members of the National Samsung Electronics Union shout slogans at a general strike rally held in front of Samsung ...
A potential Samsung Electronics union strike could cost up to 30 trillion won in losses, shrinking worker bonuses while handing rival SK hynix a windfall in the DRAM and HBM markets.#SamsungElectronicsstrike #SKhynix #DRAMmarketshare #HBM #semiconductorbonuses #OPI #memoryshortage #long-termagreement
Samsung Union Strike Could Backfire, Handing Windfall to SK hynix -
... Members of the National Samsung Electronics Union shout slogans at a general strike rally held in front of Samsung ...
A potential Samsung Electronics union strike could cost up to 30 trillion won in losses, shrinking worker bonuses while handing rival SK hynix a windfall in the DRAM and HBM markets.#SamsungElectronicsstrike #SKhynix #DRAMmarketshare #HBM #semiconductorbonuses #OPI #memoryshortage #long-termagreement
Samsung Union Strike Could Backfire, Handing Windfall to SK hynix -
... Members of the National Samsung Electronics Union shout slogans at a general strike rally held in front of Samsung ...
A potential Samsung Electronics union strike could cost up to 30 trillion won in losses, shrinking worker bonuses while handing rival SK hynix a windfall in the DRAM and HBM markets.#SamsungElectronicsstrike #SKhynix #DRAMmarketshare #HBM #semiconductorbonuses #OPI #memoryshortage #long-termagreement
Samsung Union Strike Could Backfire, Handing Windfall to SK hynix -
... Members of the National Samsung Electronics Union shout slogans at a general strike rally held in front of Samsung ...
A potential Samsung Electronics union strike could cost up to 30 trillion won in losses, shrinking worker bonuses while handing rival SK hynix a windfall in the DRAM and HBM markets.#SamsungElectronicsstrike #SKhynix #DRAMmarketshare #HBM #semiconductorbonuses #OPI #memoryshortage #long-termagreement
Samsung Union Strike Could Backfire, Handing Windfall to SK hynix -
If you wonder why Nintendo (or Playstation) had to raise its prices, that's because the memory markets (RAM and NAND) have been like that every ~5 months for the last year.
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If you wonder why Nintendo (or Playstation) had to raise its prices, that's because the memory markets (RAM and NAND) have been like that every ~5 months for the last year.
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If you wonder why Nintendo (or Playstation) had to raise its prices, that's because the memory markets (RAM and NAND) have been like that every ~5 months for the last year.
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If you wonder why Nintendo (or Playstation) had to raise its prices, that's because the memory markets (RAM and NAND) have been like that every ~5 months for the last year.
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If you wonder why Nintendo (or Playstation) had to raise its prices, that's because the memory markets (RAM and NAND) have been like that every ~5 months for the last year.