#hbm4 — Public Fediverse posts
Live and recent posts from across the Fediverse tagged #hbm4, aggregated by home.social.
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Samsung, SK Chiefs Head to New York to Deepen Nvidia Ties
Samsung Electronics Chairman Lee Jae-yong (from left), Nvidia CEO Jensen Huang and SK Chairman Chey Tae-won talk during…
#EuropeSays #Korea #KR #SK #HBM4 #JensenHuang #NVIDIA #SamsungElectronics #SKGroup #SKhynix #VanFleetAward #VeraRubin
https://www.europesays.com/korea/142569/ -
Samsung Electronics’ Q2 HBM Share Surges to 33%, Narrowing Gap with SK Hynix to 17 Percentage Points — BigGo Finance
Samsung Electronics is aggressively closing in on market leader SK Hynix in the high-bandwidth memory (HBM) market, lifting…
#EuropeSays #Korea #KR #SKHynix #CounterpointResearch #CXMT #HBM3e #HBM4 #KimJae-june #KimKi-tae #Micron #NVIDIA #SamsungElectronics #SK #SKhynix
https://www.europesays.com/korea/141815/ -
Samsung Doubles HBM Market Share to 33%, Narrowing Gap With SK hynix
HBM market share trend. Photo courtesy of Counterpoint Research Samsung Electronics (005930.KS) sharply expanded its share of the…
#EuropeSays #Korea #KR #SKHynix #CounterpointResearch #DRAMmarketshare #HBM4 #high-bandwidthmemorymarket #Micron #SamsungElectronicsHBMshare #SK #SKhynix #SKhynixHBM
https://www.europesays.com/korea/141615/ -
TSMC to Keep Microbump for HBM Packaging for Now, Tasks Suppliers with 5μm Challenge — BigGo Finance
Taiwan’s TSMC has decided to maintain its existing microbump approach for the foreseeable future in advanced packaging that…
#EuropeSays #Korea #KR #SKHynix #CoWoS #CXMT #HBM3e #HBM4 #HybridBonding #JEDEC #Microbump #SamsungElectronics #SK #SKhynix #TSMC
https://www.europesays.com/korea/140507/ -
Gearing Up for HBM4: SK Hynix Silicon Wafer Purchases More Than Double QoQ, Grants Price Hikes to Equipment Suppliers — BigGo Finance
The battlefront of the AI computing race is spreading from chip capacity to upstream materials. South Korea’s SK…
#EuropeSays #Korea #KR #SK #1CDRAM #DigiTimes #HBM4 #LAMResearch #SamsungElectronics #SiliconWafers #SKGroup #SKhynix #TokyoElectron
https://www.europesays.com/korea/139883/ -
Expert Traders Buy LS, Samsung SDI on Dips Amid Market Decline; Take Profits on SK Hynix — BigGo Finance
Top-performing investors trading through Mirae Asset Securities concentrated their buying on South Korean holding company LS (006260.KS) and…
#EuropeSays #Korea #KR #SKHynix #Alteogen #HBM4 #LGElectronics #LS #LSCable&System #MiraeAssetSecurities #SamsungElectro-Mechanics #SamsungElectronics #SamsungSDI #SK #SKhynix
https://www.europesays.com/korea/139189/ -
HBM Rivalry Shifts as Samsung Gains and SK hynix Slides
▲ AI PRISM* Personalized Economic Briefing * Editor’s note: AI PRISM (Personalized Report & Insight Summarizing Media) is…
#EuropeSays #Korea #KR #SKHynix #BankofKorea #HBM4 #KOSPItradingvalue #LSSecurities #retirementpensionETF #SamsungElectronics #SK #SKhynix
https://www.europesays.com/korea/138691/ -
HBM4 Shift Splits Analyst Views on Samsung, SK hynix
Yonhap News Samsung Electronics (005930) and SK hynix (000660) have diverged in short-term share performance, and brokerages are…
#EuropeSays #Korea #KR #SKHynix #DRAMmarket #HBMmarketshare #HBM4 #LSSecurities #SamsungElectronics #SK #SKhynix #targetprice
https://www.europesays.com/korea/137875/ -
LS Securities Raises Samsung Electronics Target to ₩450,000, Cuts SK Hynix to ₩2.4 Million — BigGo Finance
LS Securities on the 31st made contrasting target price adjustments for South Korea’s Samsung Electronics and SK Hynix.…
#EuropeSays #Korea #KR #SKHynix #HBM4 #high-bandwidthmemory #JungWoo-sung #LSSecurities #NVIDIA #operatingprofitmargin #SamsungElectronics #SK #SKhynix
https://www.europesays.com/korea/137271/ -
Samsung Electronics Says It Sells Bandwidth, Not Bits, in the AI Era — zHBM Slated for 2029 Debut — BigGo Finance
Samsung Electronics has positioned memory bandwidth as the core competitive advantage of the artificial intelligence (AI) era, projecting…
#EuropeSays #Korea #KR #SamsungElectronics #ChoSang-yeon #HBM4 #hybridcopperbonding #memorybandwidth #Samsung #TaylorFab2 #TheSixFiveSummit2026 #zHBM
https://www.europesays.com/korea/135347/ -
Lee Jae-myung Summons Chaebol Chiefs to Anchor Korea Chip Plan Amid Washington Pressure
Signage of Samsung Electronics is displayed outside the company’s Seocho building in Seoul on July 30, 2026. Jung…
#EuropeSays #Korea #KR #SouthKorea #DRAM #Gwangjuairbase #HBM4 #Honamchipcluster #LeeJaeMyung #Samsung #SKhynix #SouthKoreasemiconductor
https://www.europesays.com/korea/134397/ -
Samsung Becomes Key Partner for Nvidia’s Vera Rubin, Eyes Foundry Turnaround
▲ AI PRISM* Personalized Economic Briefing * Editor’s note: “AI PRISM” (Personalized Report & Insight Summarizing Media) is…
#EuropeSays #Korea #KR #SamsungElectronics #GoldmanSachsChinachips #Grok3 #HBM4 #KEPCOcapitalinjection #NvidiaVeraRubin #Samsung #SamsungFoundry
https://www.europesays.com/korea/132111/ -
Samsung Ramps Up Grok3 Output, HBM4 Supply for Nvidia’s Rubin
A wafer used to produce Nvidia’s language processing unit (LPX) “Grok 3” is displayed at “Samsung Advanced Foundry…
#EuropeSays #Korea #KR #SamsungElectronics #Grok3 #HBM4 #NVIDIA #Samsung #SamsungFoundry #semiconductor #VeraRubin
https://www.europesays.com/korea/131663/ -
SK Hynix Begins HBM4 16-Hi Qualification, Bets on Hybrid Bonding for 20-Hi and Beyond — BigGo Finance
SK Hynix has laid out concrete milestones for its next-generation high-bandwidth memory (HBM) roadmap. The 12-hi HBM4 product…
#EuropeSays #Korea #KR #SKHynix #HBM4 #HotChips2026 #HybridBonding #iHBM #JensenHuang #LeeJae-sik #NVIDIA #SamsungElectronics #SK #SKhynix #TSV
https://www.europesays.com/korea/130059/ -
Samsung Foundry Eyes Turnaround With Tesla 2nm Orders; SK Hynix Unveils Optical Interconnect Technology — BigGo Finance
Samsung Electronics’ foundry division is accelerating validation of its 2-nanometer (nm) process and efforts to escape losses, using…
#EuropeSays #Korea #KR #Samsung #CPO #HBM4 #HotChips2026 #NatureElectronics #NVIDIA #Qualcomm #SamsungElectronics #SamsungGroup #SKhynix #Tesla #TSMC
https://www.europesays.com/korea/128901/ -
Samsung reportedly raised some SF4 foundry prices by 10–15%. TSMC capacity pressure is part of the explanation, but there is another one: Samsung's HBM4 uses a 4nm logic base die, and Samsung says HBM base-die demand is already improving foundry results.
The AI memory shortage is starting to consume logic-foundry capacity too.
https://www.buysellram.com/blog/samsung-4nm-price-hike-hbm4/
#Semiconductors #SamsungFoundry #HBM4 #AIInfrastructure #Foundry #ChipManufacturing #DataCenter #TSMC #Memory #AIHardware #technology
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Samsung reportedly raised some SF4 foundry prices by 10–15%. TSMC capacity pressure is part of the explanation, but there is another one: Samsung's HBM4 uses a 4nm logic base die, and Samsung says HBM base-die demand is already improving foundry results.
The AI memory shortage is starting to consume logic-foundry capacity too.
https://www.buysellram.com/blog/samsung-4nm-price-hike-hbm4/
#Semiconductors #SamsungFoundry #HBM4 #AIInfrastructure #Foundry #ChipManufacturing #DataCenter #TSMC #Memory #AIHardware #technology
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Samsung reportedly raised some SF4 foundry prices by 10–15%. TSMC capacity pressure is part of the explanation, but there is another one: Samsung's HBM4 uses a 4nm logic base die, and Samsung says HBM base-die demand is already improving foundry results.
The AI memory shortage is starting to consume logic-foundry capacity too.
https://www.buysellram.com/blog/samsung-4nm-price-hike-hbm4/
#Semiconductors #SamsungFoundry #HBM4 #AIInfrastructure #Foundry #ChipManufacturing #DataCenter #TSMC #Memory #AIHardware #technology
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Samsung reportedly raised prices for some new 4nm foundry orders by as much as 15% in July.
It is easy to read this simply as spillover from TSMC's constrained advanced-node capacity. But Samsung's own disclosures reveal another source of demand.
Samsung HBM4 uses a 4nm logic base die. The company says HBM base-die demand contributed to improved foundry results in Q2, and it plans to expand 4nm base-die production in the second half.
That creates an unusual capacity interaction: Samsung's memory business and external logic customers can both place demand on its SF4 foundry infrastructure.
This helps explain how a foundry with only 7% global share can still gain pricing power on a particular node. It also widens the AI supply-chain map. HBM no longer pressures only DRAM production and packaging; HBM4 can consume relatively advanced logic capacity as well.
That does not mean Samsung has caught TSMC. Its overall foundry share remains far smaller, and 4nm utilization says little by itself about competitiveness at 2nm.
But it does show why 4nm may remain strategically important well into the next process generation.
https://www.buysellram.com/blog/samsung-4nm-price-hike-hbm4/
#Semiconductors #SamsungFoundry #HBM4 #AIInfrastructure #Foundry #ChipManufacturing #DataCenter #TSMC #Memory #AIHardware
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Samsung reportedly raised prices for some new 4nm foundry orders by as much as 15% in July.
It is easy to read this simply as spillover from TSMC's constrained advanced-node capacity. But Samsung's own disclosures reveal another source of demand.
Samsung HBM4 uses a 4nm logic base die. The company says HBM base-die demand contributed to improved foundry results in Q2, and it plans to expand 4nm base-die production in the second half.
That creates an unusual capacity interaction: Samsung's memory business and external logic customers can both place demand on its SF4 foundry infrastructure.
This helps explain how a foundry with only 7% global share can still gain pricing power on a particular node. It also widens the AI supply-chain map. HBM no longer pressures only DRAM production and packaging; HBM4 can consume relatively advanced logic capacity as well.
That does not mean Samsung has caught TSMC. Its overall foundry share remains far smaller, and 4nm utilization says little by itself about competitiveness at 2nm.
But it does show why 4nm may remain strategically important well into the next process generation.
https://www.buysellram.com/blog/samsung-4nm-price-hike-hbm4/
#Semiconductors #SamsungFoundry #HBM4 #AIInfrastructure #Foundry #ChipManufacturing #DataCenter #TSMC #Memory #AIHardware
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Samsung reportedly raised some SF4 foundry prices by 10–15%. TSMC capacity pressure is part of the explanation, but there is another one: Samsung's HBM4 uses a 4nm logic base die, and Samsung says HBM base-die demand is already improving foundry results.
The AI memory shortage is starting to consume logic-foundry capacity too.
https://www.buysellram.com/blog/samsung-4nm-price-hike-hbm4/
#Semiconductors #SamsungFoundry #HBM4 #AIInfrastructure #Foundry #ChipManufacturing #DataCenter #TSMC #Memory #AIHardware
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Samsung reportedly raised some SF4 foundry prices by 10–15%. TSMC capacity pressure is part of the explanation, but there is another one: Samsung's HBM4 uses a 4nm logic base die, and Samsung says HBM base-die demand is already improving foundry results.
The AI memory shortage is starting to consume logic-foundry capacity too.
https://www.buysellram.com/blog/samsung-4nm-price-hike-hbm4/
#Semiconductors #SamsungFoundry #HBM4 #AIInfrastructure #Foundry #ChipManufacturing #DataCenter #TSMC #Memory #AIHardware
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Micron’s $100 Billion Contract Book Challenges SK Hynix as Nvidia Tests Leaner Memory Specs — BigGo Finance
Micron Technology (MU) is no longer just the challenger in high-bandwidth memory. With more than $1 billion in…
#EuropeSays #Korea #KR #SKHynix #BofAGlobalResearch #HBM4 #MicronTechnology #NVIDIA #RubinUltra #SanjayMehrotra #SK #SKhynix
https://www.europesays.com/korea/124262/ -
Samsung, SK hynix Margin Buying Surges as Leverage Curbs Tighten
Samsung Electronics and SK hynix. Yonhap News [[B1]] Margin trading in Samsung Electronics (005930.KS) and SK hynix (000660.KS)…
#EuropeSays #Korea #KR #SKHynix #HBM4 #Koreafinancialregulation #marginloans #retailinvestors #SamsungElectronics #single-stockleveragedETF #SK #SKhynix
https://www.europesays.com/korea/124168/ -
Jun Young-hyun Warns Against Complacency: Tension Inside Samsung Semiconductor Despite HBM4 Success — BigGo Finance
Samsung Electronics (005930) Device Solutions (DS) Division head Vice Chairman Jun Young-hyun has recently told semiconductor business executives…
#EuropeSays #Korea #KR #SamsungElectronics #CXMT #HBM4 #JunYoung-hyun #kioxia #Micron #NVIDIA #Samsung #sandisk #SKhynix #YMTC
https://www.europesays.com/korea/121012/ -
Samsung Chip Chief Warns Against Complacency Despite HBM4 Win
Jun Young-hyun, Vice Chairman, CEO and head of the DS division of Samsung Electronics, delivers opening remarks as…
#EuropeSays #Korea #KR #SamsungElectronics #HBM4 #high-bandwidthmemory #JunYoung-hyun #Q2earnings #Samsung #semiconductorsuper-cycle #SKhynix
https://www.europesays.com/korea/120942/ -
https://www.europesays.com/ro/263903/ Samsung apasă accelerația pe R&D: peste 19 miliarde de dolari cheltuite în doar șase luni #CercetareSiDezvoltare #HBM4 #InteligentaArtificiala #RO #Română #Romania #Romanian #samsung #SamsungElectronics #SamsungFoundry #semiconductori #Technology #tehnologie
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Samsung Weighs Shipping Legacy Memory Backend to Vietnam to Unlock HBM Capacity
This aerial picture shows South Korean electronics giant Samsung’s factory in Vietnam’s Bac Ninh province on June 11,…
#EuropeSays #Korea #KR #Samsung #AIchipsupplychain #HBM4 #NVIDIA #SamsungGroup #SamsungHBM #semiconductormanufacturing #SKhynix #Vietnamsemiconductor
https://www.europesays.com/korea/120538/ -
SK Hynix’s First-Half Nvidia Revenue Hits ₩17.6 Trillion — 13% of Total — BigGo Finance
SK Hynix generated ₩17.61 trillion (approximately $12.5 billion) in revenue from Nvidia during the first half of this…
#EuropeSays #Korea #KR #SKHynix #CheyTae-won #China #chipflation #HBM4 #high-bandwidthmemory #Microsoft #NVIDIA #SK #SKhynix #TSMC #UnitedStates
https://www.europesays.com/korea/119710/ -
SK hynix Draws 17 Trillion Won From Nvidia in First Half, 13% of Sales
View of the SK hynix building. Photo courtesy of SK hynix SK hynix (000660.KS) generated more than 17…
#EuropeSays #Korea #KR #SKHynix #AImemory #datacenterchips #first-halfearnings #HBM4 #NVIDIA #semiconductorsales #SK #SKhynix
https://www.europesays.com/korea/119345/ -
AMD Helios looks like a bigger push into full rack-scale AI systems, packing 72 MI455X accelerators and 31TB of HBM4 to go after Nvidia-style infrastructure.
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AMD Helios looks like a bigger push into full rack-scale AI systems, packing 72 MI455X accelerators and 31TB of HBM4 to go after Nvidia-style infrastructure.
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AMD Helios looks like a bigger push into full rack-scale AI systems, packing 72 MI455X accelerators and 31TB of HBM4 to go after Nvidia-style infrastructure.
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AMD Helios looks like a bigger push into full rack-scale AI systems, packing 72 MI455X accelerators and 31TB of HBM4 to go after Nvidia-style infrastructure.
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AMD Helios looks like a bigger push into full rack-scale AI systems, packing 72 MI455X accelerators and 31TB of HBM4 to go after Nvidia-style infrastructure.
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TC Bonder Rivals Diverge: Hanmi Semiconductor Defends Profitability, Hanwha Semitech Faces Financial Strain — BigGo Finance
Hanmi Semiconductor and Hanwha Semitech, competitors in the thermal compression bonder (TC bonder) market—essential equipment for high-bandwidth memory…
#EuropeSays #Korea #KR #Hanwha #HanmiSemiconductor #HanmiUSA #HanwhaGroup #HanwhaSemitech #HBM4 #LSSecurities #Micron #SKhynix #TCbonder
https://www.europesays.com/korea/117390/ -
We are taking a deep dive look into AMD's Instinct MI455X accelerator and its CDNA 5 architecture, the backbone of AMD's next-gen AI server offerings and their massive Helios rackscale system#amd #CDNA5 #HBM4 #Helios #Instinct #MI455X #UALink #UltraAcceleratorLink
AMD Instinct MI455X Deep Dive: CDNA 5 Marks The Next Era of Instinct -
We are taking a deep dive look into AMD's Instinct MI455X accelerator and its CDNA 5 architecture, the backbone of AMD's next-gen AI server offerings and their massive Helios rackscale system#amd #CDNA5 #HBM4 #Helios #Instinct #MI455X #UALink #UltraAcceleratorLink
AMD Instinct MI455X Deep Dive: CDNA 5 Marks The Next Era of Instinct -
We are taking a deep dive look into AMD's Instinct MI455X accelerator and its CDNA 5 architecture, the backbone of AMD's next-gen AI server offerings and their massive Helios rackscale system#amd #CDNA5 #HBM4 #Helios #Instinct #MI455X #UALink #UltraAcceleratorLink
AMD Instinct MI455X Deep Dive: CDNA 5 Marks The Next Era of Instinct -
Samsung Hits 80% Yield on HBM4, Speeds Up HBM4E Production
Samsung Electronics HBM4. Photo courtesy of Samsung Electronics The balance of power in the market for high-bandwidth memory…
#EuropeSays #Korea #KR #Samsung #chipyield #HBM4 #HBM4E #high-bandwidthmemory #NVIDIA #SamsungElectronics #SamsungGroup #SKhynix
https://www.europesays.com/korea/114754/ -
Samsung reaches major milestone in HBM4 AI memory chip production
Samsung’s most advanced memory chip for AI servers yet, HBM4, started shipping earlier this year. Now, just a…
#EuropeSays #Korea #KR #Samsung #HBM4 #HBM4E #SamsungDeviceSolutions #SamsungGroup #SamsungMemory
https://www.europesays.com/korea/114361/ -
Samsung, SK Pour $38.4 Billion into Expansion as China, Taiwan Join Capacity Rush; Equipment Stocks Poised to Benefit — BigGo Finance
Samsung Electronics and SK Hynix are investing more than 54 trillion won (approximately $38.4 billi…
#Conflict #Conflicts #War #China #ChinaTaiwanConflicts #CXMT #HanmiSemiconductor #HBM4 #MicronTechnology #NanyaTechnology #PyeongtaekP5 #SamsungElectronics #SKHynix #Taiwan #Techwing #trendforce #TSMC #YonginSemiconductorCluster
https://www.europesays.com/3185271/ -
💻 Il Kospi crolla: Samsung e Hynix pesano oltre il 50% dell'indice.
La borsa di Seul potrebbe essere un proxy sul futuro dell'AI. 👇
https://gomoot.com/seul-in-caduta-libera-perche-il-kospi-crolla-e-cosa-centra-la-bolla-dellai/ -
💻 Il Kospi crolla: Samsung e Hynix pesano oltre il 50% dell'indice.
La borsa di Seul potrebbe essere un proxy sul futuro dell'AI. 👇
https://gomoot.com/seul-in-caduta-libera-perche-il-kospi-crolla-e-cosa-centra-la-bolla-dellai/ -
💻 Il Kospi crolla: Samsung e Hynix pesano oltre il 50% dell'indice.
La borsa di Seul potrebbe essere un proxy sul futuro dell'AI. 👇
https://gomoot.com/seul-in-caduta-libera-perche-il-kospi-crolla-e-cosa-centra-la-bolla-dellai/ -
💻 Il Kospi crolla: Samsung e Hynix pesano oltre il 50% dell'indice.
La borsa di Seul potrebbe essere un proxy sul futuro dell'AI. 👇
https://gomoot.com/seul-in-caduta-libera-perche-il-kospi-crolla-e-cosa-centra-la-bolla-dellai/ -
RT @SebAaltonen: Die AMD MI4555X scheint großartig zu sein: 40 Petaflops MXFP6 (gemeinsamer Exponent → Qualität nahe an fp8). 432 GB RAM mit ~20 TB/s. MXFP6-quantisiertes Kimi K3 sollte auf 6 GPUs passen. Das sind rund 300.000 US-Dollar für unbegrenzte Frontier-Modell-Token für etwa 10 Entwickler… videocardz.com/newz/amd-inst… Link AMD Instinct MI455X GPU: 432 GB HBM4 und 23,3 TB/s Speicherbandbreite - VideoCardz.com Die neue Instinct-GPU verwendet ein Chiplet-Paket mit zwei Fabric-Dies und zwei I/O-Dies. Die maximale Speicherbandbreite beträgt 23,3 TB/s. videocardz.com
mehr auf Arint.info
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RT @SebAaltonen: Die AMD MI4555X scheint großartig zu sein: 40 Petaflops MXFP6 (gemeinsamer Exponent → Qualität nahe an fp8). 432 GB RAM mit ~20 TB/s. MXFP6-quantisiertes Kimi K3 sollte auf 6 GPUs passen. Das sind rund 300.000 US-Dollar für unbegrenzte Frontier-Modell-Token für etwa 10 Entwickler… videocardz.com/newz/amd-inst… Link AMD Instinct MI455X GPU: 432 GB HBM4 und 23,3 TB/s Speicherbandbreite - VideoCardz.com Die neue Instinct-GPU verwendet ein Chiplet-Paket mit zwei Fabric-Dies und zwei I/O-Dies. Die maximale Speicherbandbreite beträgt 23,3 TB/s. videocardz.com
mehr auf Arint.info
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RT @SebAaltonen: Die AMD MI4555X scheint großartig zu sein: 40 Petaflops MXFP6 (gemeinsamer Exponent → Qualität nahe an fp8). 432 GB RAM mit ~20 TB/s. MXFP6-quantisiertes Kimi K3 sollte auf 6 GPUs passen. Das sind rund 300.000 US-Dollar für unbegrenzte Frontier-Modell-Token für etwa 10 Entwickler… videocardz.com/newz/amd-inst… Link AMD Instinct MI455X GPU: 432 GB HBM4 und 23,3 TB/s Speicherbandbreite - VideoCardz.com Die neue Instinct-GPU verwendet ein Chiplet-Paket mit zwei Fabric-Dies und zwei I/O-Dies. Die maximale Speicherbandbreite beträgt 23,3 TB/s. videocardz.com
mehr auf Arint.info
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RT @SebAaltonen: Die AMD MI4555X scheint großartig zu sein: 40 Petaflops MXFP6 (gemeinsamer Exponent → Qualität nahe an fp8). 432 GB RAM mit ~20 TB/s. MXFP6-quantisiertes Kimi K3 sollte auf 6 GPUs passen. Das sind rund 300.000 US-Dollar für unbegrenzte Frontier-Modell-Token für etwa 10 Entwickler… videocardz.com/newz/amd-inst… Link AMD Instinct MI455X GPU: 432 GB HBM4 und 23,3 TB/s Speicherbandbreite - VideoCardz.com Die neue Instinct-GPU verwendet ein Chiplet-Paket mit zwei Fabric-Dies und zwei I/O-Dies. Die maximale Speicherbandbreite beträgt 23,3 TB/s. videocardz.com
mehr auf Arint.info