#hbm — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #hbm, aggregated by home.social.
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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/ -
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/ -
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
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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/ -
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
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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
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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 -
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
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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
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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
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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
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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
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#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
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#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
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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...
https://www.buysellram.com/blog/cheaper-tokens-ai-chip-shortage/
#AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware -
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...
https://www.buysellram.com/blog/cheaper-tokens-ai-chip-shortage/
#AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware -
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...
https://www.buysellram.com/blog/cheaper-tokens-ai-chip-shortage/
#AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware -
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...
https://www.buysellram.com/blog/cheaper-tokens-ai-chip-shortage/
#AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware -
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
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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
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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...
https://www.buysellram.com/blog/cheaper-tokens-ai-chip-shortage/
#AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #ITAssetManagement #JevonsParadox #TechHardware -
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...
https://www.buysellram.com/blog/cheaper-tokens-ai-chip-shortage/
#AI #Semiconductors #DRAM #MemoryShortage #DataCenters #HBM #GPU #SSD #ITAD #BuySellRam #JevonsParadox #TechHardware #tech -
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
https://www.europesays.com/korea/81909/ -
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
https://www.europesays.com/korea/80719/ -
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
https://www.europesays.com/korea/78599/ -
https://www.europesays.com/ch/99541/ UBS Recommends Arbitrage: Buy SK Hynix ADR, Sell Seoul Shares Ahead of Nasdaq Debut — BigGo Finance #ADR #BaillieGifford #CoatueManagement #FLNG #HBM #MetaPlatforms #nasdaq #SamsungHeavyIndustries #SituationalAwarenessPartners #SKHynix #TSMC #UBS
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SK Hynix Nasdaq Listing Draws $6.5 Billion in Bets from Global Heavyweights, Setting Stage for Record-Breaking IPO — BigGo Finance
SK Hynix has launched a massive fundraising effort for its U.S. Nasdaq listing, with global institutional investors signaling…
#EuropeSays #Korea #KR #SK #ADR #ASML #BaillieGifford #BankofAmerica #GoldmanSachs #HBM #InvescoQQQ #JPMorgan #LeopoldAschenbrenner #nasdaq #OpenAI #SituationalAwarenessPartners #SKGroup #SKhynix #SKHY
https://www.europesays.com/korea/77359/ -
Samsung estimates its Q2 2026 profit to be around $58.56 billion
Samsung Electronics has announced its earnings estimates for the second quarter (Q2) of 2026. The company expects revenue…
#EuropeSays #Korea #KR #Samsung #DRAM #HBM #NAND #SamsungDeviceSolutions #SamsungElectronics #SamsungFoundry #SamsungGroup #SamsungMemory
https://www.europesays.com/korea/77149/ -
Dentro la gerarchia della memoria delle GPU: come i server AI spostano i dati dagli SSD alla HBM
Ti sei mai chiesto come i modelli di intelligenza artificiale trasferiscono i dati alla GPU? Questo articolo spiega in modo semplice i diversi livelli di memoria all'interno di un server AI, perché la memoria della GPU è diventata un collo di bottiglia e quali nuove tecnologie potrebbero migliorare le prestazioni dell'intelligenza artificiale.
buysellram.com/blog/inside-the…
#HBM #HBM4 #GPUMemory #AIInfrastructure #DataCenter #CXL #HighBandwidthFlash #AIHardware #MemoryHierarchy #AIInference #NVMe #ITAD
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Dentro la gerarchia della memoria delle GPU: come i server AI spostano i dati dagli SSD alla HBM
Ti sei mai chiesto come i modelli di intelligenza artificiale trasferiscono i dati alla GPU? Questo articolo spiega in modo semplice i diversi livelli di memoria all'interno di un server AI, perché la memoria della GPU è diventata un collo di bottiglia e quali nuove tecnologie potrebbero migliorare le prestazioni dell'intelligenza artificiale.
buysellram.com/blog/inside-the…
#HBM #HBM4 #GPUMemory #AIInfrastructure #DataCenter #CXL #HighBandwidthFlash #AIHardware #MemoryHierarchy #AIInference #NVMe #ITAD
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A modern AI server runs five layers of memory, from nanosecond on-chip SRAM to petabyte-scale SSDs, and keeping the GPU fed is the whole engineering game. This piece walks the full hierarchy: why HBM became the bottleneck, why adding more isn't simple, and where HBF, CXL, and PIM fit into the next generation.
#HBM #HBM4 #GPUMemory #AIInfrastructure #DataCenter #CXL #HighBandwidthFlash #AIHardware #MemoryHierarchy #AIInference #NVMe #ITAD #buysellram
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Why can't a GPU just carry more HBM? Interposers max out in size, stacking 12 to 16 DRAM dies compounds yield losses, and every stack sits beside a kilowatt-class package that hates sharing heat. So capacity climbs in careful steps — 80 GB on the H100, 141 on the H200, 192 on the B200, 288 on Blackwell Ultra — while KV caches for long-context inference balloon past 40 GB per request.
That gap between what models demand and what packaging permits is reshaping server design. NVIDIA's Rubin platform treats CPU memory and HBM as one coherent pool. SanDisk and SK hynix are standardizing High Bandwidth Flash as a capacity tier under HBM, with first samples due this half. CXL 4.0 pooling hardware is landing in racks now.
This article walks the whole memory hierarchy, from on-chip SRAM to NVMe, and explains what each emerging technology actually solves — and what it doesn't.
#HBM #HBM4 #GPUMemory #AIInfrastructure #DataCenter #CXL #HighBandwidthFlash #AIHardware #MemoryHierarchy #AIInference #NVMe #ITAD #technology
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Why can't a GPU just carry more HBM? Interposers max out in size, stacking 12 to 16 DRAM dies compounds yield losses, and every stack sits beside a kilowatt-class package that hates sharing heat. So capacity climbs in careful steps — 80 GB on the H100, 141 on the H200, 192 on the B200, 288 on Blackwell Ultra — while KV caches for long-context inference balloon past 40 GB per request.
That gap between what models demand and what packaging permits is reshaping server design. NVIDIA's Rubin platform treats CPU memory and HBM as one coherent pool. SanDisk and SK hynix are standardizing High Bandwidth Flash as a capacity tier under HBM, with first samples due this half. CXL 4.0 pooling hardware is landing in racks now.
This article walks the whole memory hierarchy, from on-chip SRAM to NVMe, and explains what each emerging technology actually solves — and what it doesn't.
#HBM #HBM4 #GPUMemory #AIInfrastructure #DataCenter #CXL #HighBandwidthFlash #AIHardware #MemoryHierarchy #AIInference #NVMe #ITAD #technology
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A modern AI server runs five layers of memory, from nanosecond on-chip SRAM to petabyte-scale SSDs, and keeping the GPU fed is the whole engineering game. This piece walks the full hierarchy: why HBM became the bottleneck, why adding more isn't simple, and where HBF, CXL, and PIM fit into the next generation.
#HBM #HBM4 #GPUMemory #AIInfrastructure #DataCenter #CXL #HighBandwidthFlash #AIHardware #MemoryHierarchy #AIInference #NVMe #tech
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A modern AI server runs five layers of memory, from nanosecond on-chip SRAM to petabyte-scale SSDs, and keeping the GPU fed is the whole engineering game. This piece walks the full hierarchy: why HBM became the bottleneck, why adding more isn't simple, and where HBF, CXL, and PIM fit into the next generation.
#HBM #HBM4 #GPUMemory #AIInfrastructure #DataCenter #CXL #HighBandwidthFlash #AIHardware #MemoryHierarchy #AIInference #NVMe #tech
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Samsung Operating Profit Seen at 85 Trillion Won, Eyeing Global Tech No. 1
A flag bearing the company logo flutters at Samsung Electronics’ Seocho office building. News1 Samsung Electronics (005930.KS) is…
#EuropeSays #Korea #KR #SamsungElectronics #AIchipsupercycle #DRAM #HBM #NVIDIA #operatingprofit #Q2earnings #Samsung #swingproducer
https://www.europesays.com/korea/75201/ -
Samsung, SK to Pour approximately $156.8 Billion into South Korea’s Hoseo Region, Building HBM-NAND-Packaging Triangle — BigGo Finance
Samsung and SK Hynix are executing a combined 240 trillion won (approximately $156.8 billion) investment in South Korea’s…
#EuropeSays #Korea #KR #SK #AIdatacenter #ASAN #Cheonan #Cheongju #HBM #Hoseoregion #KwakNoh-jung #LeeJae-yong #NANDflash #Onyang #Packaging #SamsungDisplay #SamsungElectronics #SKGroup #SKhynix
https://www.europesays.com/korea/74305/ -
South Korea unveiled $550 billion in new memory fabs from Samsung & SK Hynix, part of a much larger $3.1 trillion corporate spending plan. Most of the new capacity targets server DRAM & HBM, not the commodity memory in ordinary PCs and servers. Industry forecasts point to real relief no earlier than late 2027, with some analysts already flagging oversupply risk...
https://www.buysellram.com/blog/will-samsung-and-sk-hynixs-550-billion-in-new-fabs-ease-the-memory-shortage/#DRAM #Semiconductors #MemoryShortage #SKHynix #Samsung #Micron #HBM #SupplyChain #DataCenter #buysellram
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Samsung and SK Hynix just pledged $550 billion for new memory fabs — the concrete piece of a far larger $3.1 trillion long-term investment plan unveiled alongside South Korea's government on June 29. The number is easy to cheer and harder to interpret: most of the new capacity is aimed at server-grade DRAM and HBM, the highest-margin corners of the memory market, not the commodity memory in ordinary PCs and low-end servers.
Micron is running its own expansion on a similar timeline. China's CXMT is growing DRAM share faster than anyone but still years from qualifying for server and HBM business. Industry forecasters disagree on exactly when relief arrives — some point to late 2027, others flag oversupply risk once all this capacity actually lands.https://www.buysellram.com/blog/will-samsung-and-sk-hynixs-550-billion-in-new-fabs-ease-the-memory-shortage/
#DRAM #Semiconductors #MemoryShortage #SKHynix #Samsung #Micron #HBM #SupplyChain #DataCenter #CXMT #technology -
Samsung and SK Hynix just pledged $550 billion for new memory fabs. Most industry forecasts still don't expect real DRAM/NAND relief before late 2027 — some analysts warn of a glut right after. The actual math behind the timeline, broken down.
https://www.buysellram.com/blog/will-samsung-and-sk-hynixs-550-billion-in-new-fabs-ease-the-memory-shortage/#DRAM #Semiconductors #MemoryShortage #SKHynix #Samsung #Micron #HBM #SupplyChain #DataCenter #ITAD #CXMT #AIInfrastructure #technology
