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#hbm — Public Fediverse posts

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

  1. 算力黑洞燒向汽車業:AI伺服器吞噬產能,電動車成為下一個記憶體重災區?
    TNL特稿 2026-07-27 07:58:00 CST
    AI發展排擠記憶體產能,缺貨潮延燒至車用電子。因應軟體定義與自動駕駛趨勢,智慧車對高規格記憶體需求遽增,使車廠面臨供應緊俏與成本上漲的挑戰。
    https://www.thenewslens.com/article/269374
    #三星 #手機 #LPDDR #記憶體 #AI晶片 #電動車 #車用電子 #電控元件 #GDDR #自動駕駛 #美光 #消費性電子 #HBM #科技 #SK海力士 #筆電 #DRAM #特斯拉 #SDV
  2. Why Broadcom Entrusted Samsung With $200 Billion Order: “TSMC Too Costly, Too Slow”

    Han Jin-man (third from left), president of Samsung Electronics’ foundry business, and Hock Tan (left), CEO of Broadcom,…
    #EuropeSays #Korea #KR #SamsungElectronics #2nmfoundry #Anthropic #Broadcom #HBM #Samsung #semiconductoryield #TeslaAI6chip #TSMCpricehike
    europesays.com/korea/99642/

  3. 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
    europesays.com/korea/98746/

  4. 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
    europesays.com/korea/98266/

  5. NVIDIA Plans $500B+ AI Partnership With SK Group



    NVIDIA (NASDAQ: NVDA) and SK Group announced plans for a $500-billion-plus expanded partnership spanning AI…
    #EuropeSays #Korea #KR #SKHynix #2-gigawatt #AIfactory #AIpartnership #HBM #NVDA #NVIDIA #SK #SKGroup #SKhynix
    europesays.com/korea/98260/

  6. Samsung Electronics and Broadcom Expand Strategic Collaboration Across Memory and Foundry Technologies – Samsung Global Newsroom

    Samsung Electronics and Broadcom today announced the signing of a memorandum of understanding (MOU) to expand their strategic…
    #EuropeSays #Korea #KR #Samsung #Broadcom #HBM #MoU #SamsungGroup
    europesays.com/korea/98186/

  7. 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

  8. 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

  9. 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

  10. 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
    europesays.com/korea/98000/

  11. Musk Thanks Samsung, Micron, TSMC on Earnings Call, Underscoring Deepening AI Supply Chain Reliance — BigGo Finance

    Elon Musk, CEO of Tesla, publicly named and thanked the company’s semiconductor partners during its second-quarter earnings conference…
    #EuropeSays #Korea #KR #SamsungElectronics #AI5 #Alphabet #ElonMusk #HBM #Micron #Optimus #Samsung #Terafab #Tesla #TSMC
    europesays.com/korea/97778/

  12. 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
    europesays.com/korea/97464/

  13. 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
    europesays.com/korea/96992/

  14. Intel Seeks Operating Partner for Ohio Fab; Early-Stage Talks with SK Hynix — BigGo Finance

    U.S. chipmaker Intel is considering South Korea’s SK Hynix as an operating partner for its new fabrication plant…
    #EuropeSays #Korea #KR #SKHynix #HBM #Indianapackagingplant #Intel #Ohiofab #Semafor #SK #SKhynix #Trumpadministration #TSMC
    europesays.com/korea/96854/

  15. 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
    europesays.com/korea/96602/

  16. 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
    europesays.com/korea/96402/

  17. 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
    europesays.com/korea/94452/

  18. 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/

  19. 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
    europesays.com/korea/93760/

  20. 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/

  21. 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/

  22. 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
    europesays.com/korea/92180/

  23. 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
    europesays.com/korea/91518/

  24. 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
    europesays.com/korea/91506/

  25. 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
    europesays.com/korea/91386/

  26. CXMT Targets $8.6 Billion IPO to Challenge Memory Big Three; SK Chairman Chey Tae-won Calls Prices “Abnormal” — BigGo Finance

    China’s memory semiconductor firm ChangXin Memory Technologies (CXMT) is poised to disrupt the global DRAM market with an…
    #EuropeSays #Korea #KR #SK #CheyTae-won #CXMT #DRAM #HBM #IPO #Micron #SamsungElectronics #semiconductorsupplyshortage #SKGroup #SKhynix #ZhuYiming
    europesays.com/korea/91376/

  27. 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/

  28. 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/

  29. 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/

  30. 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/

  31. 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/

  32. 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/

  33. 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/

  34. 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/

  35. 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/