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#hbm4 — Public Fediverse posts

Live and recent posts from across the Fediverse tagged #hbm4, aggregated by home.social.

  1. The Samsung Electronics union has announced a general strike from May 21 to June 7. The dispute originated from differences between labor and ...

    Samsung Electronics files injunction against union strike citing potential 30 trillion won losses, risks to semiconductor facilities, and threats to Korea's economy as company accounts for 41% of KOSPI.#SamsungElectronics #unionstrike #semiconductorindustry #injunction #KOSPI #HBM4 #supplychaindisruption #Koreaeconomy
    Samsung Seeks Injunction Against Union Strike, Warns of 30 Trillion Won-Plus Losses

  2. The Samsung Electronics union has announced a general strike from May 21 to June 7. The dispute originated from differences between labor and ...

    Samsung Electronics files injunction against union strike citing potential 30 trillion won losses, risks to semiconductor facilities, and threats to Korea's economy as company accounts for 41% of KOSPI.#SamsungElectronics #unionstrike #semiconductorindustry #injunction #KOSPI #HBM4 #supplychaindisruption #Koreaeconomy
    Samsung Seeks Injunction Against Union Strike, Warns of 30 Trillion Won-Plus Losses

  3. The Samsung Electronics union has announced a general strike from May 21 to June 7. The dispute originated from differences between labor and ...

    Samsung Electronics files injunction against union strike citing potential 30 trillion won losses, risks to semiconductor facilities, and threats to Korea's economy as company accounts for 41% of KOSPI.#SamsungElectronics #unionstrike #semiconductorindustry #injunction #KOSPI #HBM4 #supplychaindisruption #Koreaeconomy
    Samsung Seeks Injunction Against Union Strike, Warns of 30 Trillion Won-Plus Losses

  4. The Samsung Electronics union has announced a general strike from May 21 to June 7. The dispute originated from differences between labor and ...

    Samsung Electronics files injunction against union strike citing potential 30 trillion won losses, risks to semiconductor facilities, and threats to Korea's economy as company accounts for 41% of KOSPI.#SamsungElectronics #unionstrike #semiconductorindustry #injunction #KOSPI #HBM4 #supplychaindisruption #Koreaeconomy
    Samsung Seeks Injunction Against Union Strike, Warns of 30 Trillion Won-Plus Losses

  5. Samsung Electronics' Q1 operating profit of 57.2 trillion won, surpassing last year's total, fuels expectations for 300 trillion won annual profit as memory prices surge 80% and analysts revise forecasts upward amid strong pricing power and hyperscaler contracts.
    #YonhapInfomax #SamsungElectronics #OperatingProfit #MemoryDivision #HBM4 #QuarterlyEarnings #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
    en.infomaxai.com/news/articleV

  6. Samsung Electronics' Q1 operating profit of 57.2 trillion won, surpassing last year's total, fuels expectations for 300 trillion won annual profit as memory prices surge 80% and analysts revise forecasts upward amid strong pricing power and hyperscaler contracts.
    #YonhapInfomax #SamsungElectronics #OperatingProfit #MemoryDivision #HBM4 #QuarterlyEarnings #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
    en.infomaxai.com/news/articleV

  7. Samsung Electronics' Q1 operating profit of 57.2 trillion won, surpassing last year's total, fuels expectations for 300 trillion won annual profit as memory prices surge 80% and analysts revise forecasts upward amid strong pricing power and hyperscaler contracts.
    #YonhapInfomax #SamsungElectronics #OperatingProfit #MemoryDivision #HBM4 #QuarterlyEarnings #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
    en.infomaxai.com/news/articleV

  8. Samsung Electronics' Q1 operating profit of 57.2 trillion won, surpassing last year's total, fuels expectations for 300 trillion won annual profit as memory prices surge 80% and analysts revise forecasts upward amid strong pricing power and hyperscaler contracts.
    #YonhapInfomax #SamsungElectronics #OperatingProfit #MemoryDivision #HBM4 #QuarterlyEarnings #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
    en.infomaxai.com/news/articleV

  9. Samsung Electronics surges past 200,000 won in pre-market trading after reporting record first-quarter operating profit of 57.2 trillion won, far exceeding market consensus of 44.3 trillion won, driven by soaring memory chip demand from AI data centers and strong HBM4 sales.
    #YonhapInfomax #SamsungElectronics #OperatingProfit #MemorySemiconductor #HBM4 #EarningsSurprise #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
    en.infomaxai.com/news/articleV

  10. Samsung Electronics surges past 200,000 won in pre-market trading after reporting record first-quarter operating profit of 57.2 trillion won, far exceeding market consensus of 44.3 trillion won, driven by soaring memory chip demand from AI data centers and strong HBM4 sales.
    #YonhapInfomax #SamsungElectronics #OperatingProfit #MemorySemiconductor #HBM4 #EarningsSurprise #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
    en.infomaxai.com/news/articleV

  11. Samsung Electronics surges past 200,000 won in pre-market trading after reporting record first-quarter operating profit of 57.2 trillion won, far exceeding market consensus of 44.3 trillion won, driven by soaring memory chip demand from AI data centers and strong HBM4 sales.
    #YonhapInfomax #SamsungElectronics #OperatingProfit #MemorySemiconductor #HBM4 #EarningsSurprise #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
    en.infomaxai.com/news/articleV

  12. Samsung Electronics surges past 200,000 won in pre-market trading after reporting record first-quarter operating profit of 57.2 trillion won, far exceeding market consensus of 44.3 trillion won, driven by soaring memory chip demand from AI data centers and strong HBM4 sales.
    #YonhapInfomax #SamsungElectronics #OperatingProfit #MemorySemiconductor #HBM4 #EarningsSurprise #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
    en.infomaxai.com/news/articleV

  13. Samsung Electronics posts record Q1 results with 133 trillion won revenue and 57.2 trillion won operating profit, crushing analyst estimates by nearly 30% as HBM4 mass production and surging memory prices drive unprecedented performance in semiconductor division.
    #YonhapInfomax #SamsungElectronics #HBM4 #MemorySemiconductor #OperatingProfit #AIMemoryDemand #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
    en.infomaxai.com/news/articleV

  14. Samsung Electronics posts record Q1 results with 133 trillion won revenue and 57.2 trillion won operating profit, crushing analyst estimates by nearly 30% as HBM4 mass production and surging memory prices drive unprecedented performance in semiconductor division.
    #YonhapInfomax #SamsungElectronics #HBM4 #MemorySemiconductor #OperatingProfit #AIMemoryDemand #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
    en.infomaxai.com/news/articleV

  15. Samsung Electronics posts record Q1 results with 133 trillion won revenue and 57.2 trillion won operating profit, crushing analyst estimates by nearly 30% as HBM4 mass production and surging memory prices drive unprecedented performance in semiconductor division.
    #YonhapInfomax #SamsungElectronics #HBM4 #MemorySemiconductor #OperatingProfit #AIMemoryDemand #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
    en.infomaxai.com/news/articleV

  16. Samsung Electronics posts record Q1 results with 133 trillion won revenue and 57.2 trillion won operating profit, crushing analyst estimates by nearly 30% as HBM4 mass production and surging memory prices drive unprecedented performance in semiconductor division.
    #YonhapInfomax #SamsungElectronics #HBM4 #MemorySemiconductor #OperatingProfit #AIMemoryDemand #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
    en.infomaxai.com/news/articleV

  17. On the very same day the MoU was announced, the union at Samsung voted overwhelmingly—93.1% in favor—to authorize an 18-day general strike set to ...#AMDs #Strategic #Ambitions #Face #Supply #Chain #Headwinds #AMD #Samsung #HBM4
    AMD's Strategic Ambitions Face Supply Chain Headwinds
  18. On the very same day the MoU was announced, the union at Samsung voted overwhelmingly—93.1% in favor—to authorize an 18-day general strike set to ...#AMDs #Strategic #Ambitions #Face #Supply #Chain #Headwinds #AMD #Samsung #HBM4
    AMD's Strategic Ambitions Face Supply Chain Headwinds
  19. On the very same day the MoU was announced, the union at Samsung voted overwhelmingly—93.1% in favor—to authorize an 18-day general strike set to ...#AMDs #Strategic #Ambitions #Face #Supply #Chain #Headwinds #AMD #Samsung #HBM4
    AMD's Strategic Ambitions Face Supply Chain Headwinds
  20. On the very same day the MoU was announced, the union at Samsung voted overwhelmingly—93.1% in favor—to authorize an 18-day general strike set to ...#AMDs #Strategic #Ambitions #Face #Supply #Chain #Headwinds #AMD #Samsung #HBM4
    AMD's Strategic Ambitions Face Supply Chain Headwinds
  21. Samsung se convierte en el «cerebro» de OpenAI: Suministrará en exclusiva los chips y la memoria para ChatGPT

    En un movimiento que redefine el equilibrio de poder en la industria tecnológica, Samsung ha cerrado un acuerdo histórico con OpenAI para convertirse en el proveedor exclusivo de la infraestructura de semiconductores que dará vida a las futuras versiones de ChatGPT. Se ha confirmado que la división de fundición de Samsung y sus memorias de última generación (HBM4) serán el motor detrás de la inteligencia artificial más utilizada del mundo (Fuente Hankyung).

    Esta alianza llega en un momento crítico para Samsung, compensando el sabor agridulce de la cancelación del Galaxy Z TriFold y los problemas de fatiga ocular en el S26 Ultra con un contrato multimillonario que asegura su dominio en el sector de los centros de datos.

    ¿Qué implica este acuerdo para el futuro de la IA?

    Hasta ahora, OpenAI dependía en gran medida de chips de terceros (principalmente NVIDIA) y diversas cadenas de suministro. Con este pacto:

    • Chips a medida (ASIC): Samsung fabricará procesadores diseñados específicamente por y para los modelos de lenguaje de OpenAI, optimizando el consumo energético y la velocidad de respuesta.
    • Memoria HBM4 de 16 capas: Samsung suministrará su memoria de banda ancha más avanzada, fundamental para que la IA procese trillones de parámetros en milisegundos.
    • Independencia de la cadena de suministro: Sam Altman, CEO de OpenAI, busca con esto reducir la dependencia de un solo proveedor y asegurar el stock necesario para el despliegue global de sus próximos modelos.

    El impacto en el ecosistema Galaxy

    Aunque el acuerdo se centra en la infraestructura de servidores, los usuarios finales de Samsung verán beneficios directos:

    1. Integración Profunda: Se espera que los futuros dispositivos Galaxy (como el rumoreado S27) incluyan funciones de IA «on-device» optimizadas por este hardware conjunto, superando en velocidad a lo que Apple ofrece actualmente en iOS.
    2. Exclusividad de Funciones: OpenAI podría lanzar funciones de ChatGPT de forma prioritaria para los usuarios de Samsung, similar a lo que hemos visto esta semana con la llegada de WhatsApp nativo a los relojes Garmin.

    Un marzo de alianzas y tensiones

    El anuncio de Samsung y OpenAI es la pieza que faltaba en el rompecabezas de marzo de 2026:

    • Privacidad: Mientras el FBI admite la compra de datos de ubicación, OpenAI y Samsung prometen que su infraestructura conjunta permitirá un procesamiento de datos más seguro y localizado.
    • Competencia: Este movimiento responde directamente a la expansión de Claude de Anthropic, que recientemente duplicó sus límites de uso, y al lanzamiento del navegador Comet de Perplexity.
    • Economía: Tras el «Impuesto TikTok» de 10.000 millones, los grandes contratos de infraestructura como este demuestran que el verdadero valor de la tecnología hoy reside en quién controla el hardware que procesa la inteligencia.

    ¿Cuándo veremos los resultados?

    La producción a gran escala de los nuevos chips comenzará en la segunda mitad de 2026. Para los usuarios de ChatGPT, esto se traducirá en una menor latencia y capacidades multimodales más fluidas (voz y vídeo en tiempo real sin esperas) antes de que termine el año.

    #arielmcorg #chatgpt #HBM4 #infosertec #innovación #InteligenciaArtificial #openai #PORTADA #SamAltman #Samsung #semiconductores #TechNews2026 #tecnología
  22. europesays.com/es/454256/ Samsung y AMD amplían su colaboración estratégica en soluciones de memoria de IA de próxima generación – Samsung Newsroom Latinoamérica #AMD #Business #Economía #Economy #ES #España #HBM4 #ia #Semiconductores #Spain

  23. Nvidia CEO Jensen Huang visited Samsung Electronics' booth at GTC 2026, praising the company's HBM4 technology and Groq partnership while highlighting Samsung Foundry's role in manufacturing Groq's LPU chips, as the Korean tech giant showcased its seventh-generation HBM4E chip for the first time at the conference.
    #YonhapInfomax #JensenHuang #SamsungElectronics #HBM4 #GroqLPU #SamsungFoundry #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
    en.infomaxai.com/news/articleV

  24. Nvidia CEO Jensen Huang visited Samsung Electronics' booth at GTC 2026, praising the company's HBM4 technology and Groq partnership while highlighting Samsung Foundry's role in manufacturing Groq's LPU chips, as the Korean tech giant showcased its seventh-generation HBM4E chip for the first time at the conference.
    #YonhapInfomax #JensenHuang #SamsungElectronics #HBM4 #GroqLPU #SamsungFoundry #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
    en.infomaxai.com/news/articleV

  25. Nvidia CEO Jensen Huang visited Samsung Electronics' booth at GTC 2026, praising the company's HBM4 technology and Groq partnership while highlighting Samsung Foundry's role in manufacturing Groq's LPU chips, as the Korean tech giant showcased its seventh-generation HBM4E chip for the first time at the conference.
    #YonhapInfomax #JensenHuang #SamsungElectronics #HBM4 #GroqLPU #SamsungFoundry #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
    en.infomaxai.com/news/articleV

  26. Nvidia CEO Jensen Huang visited Samsung Electronics' booth at GTC 2026, praising the company's HBM4 technology and Groq partnership while highlighting Samsung Foundry's role in manufacturing Groq's LPU chips, as the Korean tech giant showcased its seventh-generation HBM4E chip for the first time at the conference.
    #YonhapInfomax #JensenHuang #SamsungElectronics #HBM4 #GroqLPU #SamsungFoundry #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
    en.infomaxai.com/news/articleV

  27. 삼성·엔비디아 HBM4 동맹, AI 반도체 새 역사

    엔비디아 GTC에서 삼성전자가 차세대 HBM4를 공개하며 AI 반도체 동맹을 한층 강화했습니다. 더 빠른 속도와 높은 전력 효율을 갖춘 HBM4는 글로벌 AI 인프라의 핵심 부품으로 주목받고 있습니다.

    #삼성전자 #엔비디아 #HBM4 #AI반도체 #GTC2025 #블로그 #ODOB

  28. A very good explanation on how #DRAM5 #HBM4 memory is making your devices more expensive and will continue to do so for a least 2 more years.

    The RAM War — And the Winners No One Expected
    Anastasi In Tech

    https://www.youtube.com/watch?v=KghkI5Oh_lY
  29. Inference is becoming the primary cost center of AI, and NVIDIA’s Feynman roadmap suggests a shift from training-centric GPUs toward latency-optimized, inference-scale systems.

    As real-time agents, copilots, and edge deployments grow, inference sovereignty—where compute is located, how fast it responds, and who controls the hardware—will define the next phase of AI infrastructure.

    With NVIDIA GTC 2026 approaching, the key question is whether NVIDIA will formally introduce a new class of inference-focused silicon and fabric to complement its training platforms.

    buysellram.com/blog/nvidia-nex

    #InferenceSovereignty #LLMInference #AgenticAI #NVIDIA #Feynman #HBM4 #SRAM #AdvancedPackaging #SiliconPhotonics #AIInfrastructure #GPU #GTC2026 #Rubin #Blackwell #DeterministicCompute #LPX #GroqLPU #technology

  30. #Samsung will die #KI-Branche zur Kasse bitten: Für #HBM4-#Speicher sollen #Nvidia und Co. rund 700 Dollar pro Modul zahlen - 30% mehr als ursprünglich erwartet. winfuture.de/news,156984.html?

  31. #Samsung will die #KI-Branche zur Kasse bitten: Für #HBM4-#Speicher sollen #Nvidia und Co. rund 700 Dollar pro Modul zahlen - 30% mehr als ursprünglich erwartet. winfuture.de/news,156984.html?

  32. #Samsung will die #KI-Branche zur Kasse bitten: Für #HBM4-#Speicher sollen #Nvidia und Co. rund 700 Dollar pro Modul zahlen - 30% mehr als ursprünglich erwartet. winfuture.de/news,156984.html?

  33. #Samsung will die #KI-Branche zur Kasse bitten: Für #HBM4-#Speicher sollen #Nvidia und Co. rund 700 Dollar pro Modul zahlen - 30% mehr als ursprünglich erwartet. winfuture.de/news,156984.html?