#hbm — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #hbm, aggregated by home.social.
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Memory Stocks Lead AI Selloff as Anthropic and OpenAI Chiefs Urge Slower Development: Micron and SanDisk Sink 6%, SK Hynix Drops 7%
Quick Read Micron and SanDisk sank 6% after Dario Amodei called for slower AI development; SK Hynix fell…
#EuropeSays #Korea #KR #SKHynix #DarioAmodei #HBM #Micron #QQQ #SamAltman #sandisk #SK #SKhynix
https://www.europesays.com/korea/154129/ -
LG Chem Partners With China’s Jianghuawei on Chip Cleaning Material
Kim Sang-min (right), executive vice president and head of LG Chem’s Petrochemicals Company, poses for a photo after…
#EuropeSays #Korea #KR #LG #C3-IPA #HBM #Jianghuawei #LGChem #LGGroup #semiconductormaterials #ultra-high-purityIPA #YeosuPlant
https://www.europesays.com/korea/153741/ -
Memory supply crunch extends gains to back-end processing as expansion cycle kicks into gear — BigGo Finance
The prolonged memory semiconductor supply shortage is expected to broaden the beneficiary pool to back-end processing equipment and…
#EuropeSays #Korea #KR #SamsungElectronics #BankofKorea #CXMT #DRAM #HanaSecurities #HBM #KBKookminBank #Samsung #SKhynix #TrendForce #YMTC
https://www.europesays.com/korea/153355/ -
Oracle and Adobe, “U.S. Stocks in Crisis,” reported better-than-expected results. However, Oracle ha..
사진 확대 Weakness Reveals Oracle Adobe Earnings 사진 확대 Oracle founder Larry Ellison [MaekyungDB] worried about financial position…
#EuropeSays #Korea #KR #SamsungElectronics #‘designer’ #Adobe #artificialintelligence #cloud #Consensus #datacenter #EPS #GPU #Guidance #HBM #hynix #Naverchannel #Oracle #Samsung #Software #Surprise #wallstreet
https://www.europesays.com/korea/152651/ -
Oracle Renews 4-Year-Old GPUs at 20% Premium—HBM Demand Expands to Big Tech — BigGo Finance
AI infrastructure investment shows no signs of cooling, with data center GPU supply tripling and even legacy equipment…
#EuropeSays #Korea #KR #SKHynix #AMD #CoWoS #HBM #Ibiden #Kinsus #LGInnotek #Meta #Micron #NanYaPCB #NVIDIA #Oracle #SamsungElectro-Mechanics #SamsungElectronics #SK #SKhynix #TSMC #Unimicron
https://www.europesays.com/korea/152603/ -
SanDisk Launches Aggressive Hiring of Korean Engineers, Igniting NAND Talent War — BigGo Finance
U.S. memory semiconductor company SanDisk has begun recruiting NAND flash engineers in South Korea. Given that its Korean…
#EuropeSays #Korea #KR #SamsungElectronics #HBM #LinkedIn #Micron #NANDflash #Samsung #sandisk #SanDiskKorea #SKhynix
https://www.europesays.com/korea/152411/ -
China’s CXMT Tops SK hynix, Samsung With 82% Operating Margin
▲ AI PRISM* Personalized Economic Briefing * Editor’s note: AI PRISM (Personalized Report & Insight Summarizing Media) is…
#EuropeSays #Korea #KR #SKHynix #CXMT #DDR5 #Hanbitnuclearreactor #HBM #SamsungElectronics #semiconductorexports #SK #SKhynix
https://www.europesays.com/korea/151757/ -
DeepSeek’s Leaner AI Model Slams Korean Chip Stocks as Memory Demand Fears Resurface — BigGo Finance
South Korean memory chip makers took a sharp hit on Friday after Chinese AI startup DeepSeek unveiled a…
#EuropeSays #Korea #KR #SKHynix #DeepSeek #HBM #JPMorgan #MicronTechnology #MiniMaxGroup #NVIDIA #SamsungElectronics #sandisk #SK #SKhynix #V4.1Flash #Z.AI
https://www.europesays.com/korea/151735/ -
The Great Memory Robbery
For forty years, the computer business kept one promise better than any industry has ever kept any promise: memory got cheaper. Every year brought more bits for fewer dollars, so reliably that the whole culture of computing leaned on the assumption. Software bloated because RAM would cost less next year. Photographs went uncompressed because storage would cost less next year. Then, late in 2025, the promise snapped. A 32-gigabyte kit of DDR5 desktop memory, the sensible middle of the market, sold for under ninety dollars in early 2025. By December, listings touched five hundred. By the second of September, 2026, the builders' forums had settled on 375 to 400 dollars as the going rate, and the daily trackers showed the price still climbing this week, up ten percent in seven days. One index of the broad market moved from 445 percent above its old baseline to 486 percent in a single month this summer. The entire digital world has been repriced, and the repricing took about ten months. […] -
SK Hynix, Samsung Shares Dip In Korea After DeepSeek Debuts AI Tech That Uses Less Memory – Micron, SanDisk Hold Up
DeepSeek says its latest model cuts HBM and SSD requirements through a more efficient architecture. Samsung and SK…
#EuropeSays #Korea #KR #SK #DeepSeek #Flashmodel #HBM #MicronTechnology #Samsung #SamsungElectronics #sandisk #SKGroup #SKhynix
https://www.europesays.com/korea/151007/ -
同樣砸千億蓋AI，為何微軟單日市值暴增4500億、Meta卻連跌11天？TNL國際編譯 2026-07-31 13:58:00 CST
微軟與Meta同樣砸逾千億美元蓋AI資料中心，7月30日卻迎來相反命運：微軟寫下史上最大單日市值增額，Meta創上市最長連跌。市場的評分標準已經改變：龐大資本支出能多快變成現金。
https://www.thenewslens.com/article/269455
#輝達 #元宇宙 #OpenAI #股價 #Meta #台積電 #微軟 #美股 #商業 #七巨頭 #記憶體 #蘋果 #亞馬遜 #AI資料中心 #GPU #生成式AI #現金流 #Google #軟體訂閱 #財報 #雲端業者 #祖克柏 #HBM #市值 -
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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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 -
ASML May Benefit More From the AI Memory War Than TSMC
Quick Read The HBM market is set to triple to $60 billion by 2026, forcing Samsung, SK hynix,…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #DRAMmemory #EUV #HBM #memorybandwidth #powerconsumption #Samsung #SKHynix #TaiwanSemiconductorManufacturing #top10AIstocks
https://www.europesays.com/netherlands/21804/ -
ASML May Benefit More From the AI Memory War Than TSMC
Quick Read The HBM market is set to triple to $60 billion by 2026, forcing Samsung, SK hynix,…
#EuropeSays #Korea #KR #SKHynix #ASML #DRAMmemory #EUV #HBM #memorybandwidth #powerconsumption #Samsung #SK #SKhynix #TaiwanSemiconductorManufacturing #top10AIstocks
https://www.europesays.com/korea/50933/ -
ASML May Benefit More From the AI Memory War Than TSMC
Quick Read The HBM market is set to triple to $60 billion by 2026, forcing Samsung, SK hynix,…
#Netherlands #Nederland #NL #Europe #Europa #EU #ASML #DRAMmemory #EUV #HBM #memorybandwidth #powerconsumption #Samsung #SKHynix #TaiwanSemiconductorManufacturing #top10AIstocks
https://www.europesays.com/netherlands/21660/ -
Why is a standard business laptop or a mid-range smartphone more expensive in 2026?
The answer is not inflation. It is wafers.
In today’s semiconductor market, every DDR5 module, HBM stack, LPDDR chip, and enterprise SSD starts from the same 300mm silicon wafer. When manufacturers allocate those wafers to AI-grade memory for data centers, they are no longer available for PCs, smartphones, or consumer devices.
This article breaks down the full memory hierarchy—DDR4, DDR5, LPDDR, GDDR, HBM, and NAND—and explains the “Silicon Zero-Sum Game” driving record price increases across the entire IT ecosystem.
If you manage hardware budgets, data centers, or surplus IT assets, this is essential reading for understanding the 2026 memory super-cycle.
https://www.buysellram.com/blog/the-2026-global-memory-shortage-why-ram-and-ssd-prices-are-surging/
#MemoryPricing #DRAM #NANDFlash #SSD #DataCenters #AIHardware #SupplyChain #TechEconomy #HBM
#DDR5 #LPDDR5X #NVMe #EnterpriseSSD #WaferCapacity #ITAssetManagement #ITAD #tech -
GPU prices are rising again in 2026—but this time, the cause isn’t crypto or short-term shortages. The real driver is memory. As VRAM costs surge and AI data centers absorb a growing share of global memory supply, GPUs are becoming structurally more expensive across both high-end and mid-range segments.
#GPUPrices #GPUMarket #AIHardware #VRAM #Nvidia #DataCenters #AIInfrastructure #MemoryMarket #GDDR7 #HBM #GPUs #HardwareLifecycle #TechEconomics #SupplyChain #tech
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「星際之門」扮要角，傳OpenAI阿特曼來台密會台積電與鴻海，三星、SK海力士簽署意向書供應晶片
中央通訊社 2025-10-02 10:35:00 CST
OpenAI 執行長為建構「星際之門」AI 基礎設施，傳密訪台灣，洽談台積電先進製程與鴻海資料中心合作。另已確認與韓國三星、SK 海力士簽署意向書，確保記憶體晶片供應。
https://www.thenewslens.com/article/259362
#DRAM #東元 #HBM #李在明 #GPU #戰略合作 #AI資料中心 #軟銀 #人工智慧 #星際之門 #AI晶片 #川普 #台積電 #記憶體 #SK海力士 #Sam Altman #CPU #Stargate #ASIC #供應鏈 #韓國 #三星 #AI數據中心 #輝達 #OpenAI #科技 #超級智慧 #鴻海 #甲骨文 #阿特曼