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HBM
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NVIDIA is considering using less high-bandwidth memory for its Rubin Ultra GPU to address a shortage of advanced HBM chips, according to The Information.
NVIDIA is considering using less high-bandwidth memory for its Rubin Ultra GPU to address a shortage of advanced HBM chips, according to The Information.
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Goldman Sachs reiterated "buy" ratings for Samsung Electronics and SK Hynix, predicting HBM average selling prices could double by 2027, with long-term agreement terms more favorable to suppliers.
In a research report published on August 4, Goldman Sachs pointed out that despite the recent significant correction in the stock prices of Samsung Electronics and SK Hynix, their valuations have fall
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Samsung Electronics unveils new 3D memory roadmap at FMS Summit, introducing zHBM, zNAND-O, and V10 BV-NAND, aiming for leadership in AI memory.
On August 4, local time, Samsung Electronics officially unveiled several cutting-edge memory technologies at the annual Flash Memory Summit (FMS). Among them, zHBM is a conceptual product that vertica
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Samsung Foundry's capacity utilization rate is expected to reach 100% within the year, with a chance to turn a profit.
Samsung Electronics' foundry business in South Korea is at a critical turning point, with its capacity utilization rate expected to reach 100% in the second half of this year, driven by demand for HBM
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SK Hynix Q2 Earnings Call: No Signs of a Slowdown in AI Investment; HBM4E to Enter Mass Production in 2027; Stock Price Plummets Over 10%
During its second-quarter earnings conference call with analysts, South Korea’s SK Hynix stated that it currently sees no signs of a slowdown in AI investment and expects AI infrastructure investment
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SK Hynix’s U.S. ADRs Trade at a Premium of Over 30%; Valuation Discrepancy Emerges Between “Korean Hynix” and “Global Hynix”
Svmuu News: According to monitoring by on-chain analyst Ai, there is currently a significant price disparity between SK Hynix’s domestic shares in South Korea and its U.S.-listed ADRs. The price of SK
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Analysts Lower SK Hynix's Second-Quarter Earnings Forecasts, but Expect Long-Term Profit Growth to Continue
Svmuu News: Citrini analyst jukan posted on X, stating that, KIS Semicon analyst Minsook Chae forecasts SK Hynix’s operating profit for the second quarter of 2026 at 60.4 trillion won, representing a
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SK Hynix Expects HBM Prices to Double by 2027; Supply in the Memory Industry May Reach an All-Time Low
Svmuu News: On the evening of July 10, Eastern Time, SK Hynix CEO Kwak Noh-jung stated that 2027 will be the year with the tightest supply in the history of the memory industry.Currently, customers ar
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Micron Shares Rise More Than 4% in Pre-Market Trading; Company Plans to Expand Japanese Plant to Produce Next-Generation AI Storage
Svmuu News Micron: The tech stock rose more than 4% in premarket trading, trading at $989.49.Recently, Micron. launched an expansion project at its Hiroshima plant in Japan, with a total investment of
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South Korean Media: Samsung Electronics and SK Hynix May Delay the Introduction of Next-Generation HBM Hybrid Bonding Technology
Svmuu News: According to South Korean media reports, Samsung Electronics and SK Hynix are reevaluating the timeline for adopting hybrid bonding technology in next-generation High Bandwidth Memory (HBM
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SemiAnalysis: Nvidia's share of system memory spending is expected to exceed 40% by 2027
Svmuu News: SemiAnalysis posted on X, stating that the proportion of memory in hyperscalers’ capital expenditures has sparked considerable discussion, particularly following MU’s earnings report last
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Lee Jae-yong: Samsung Accelerates Chip Production Expansion; Gwangju to Become a Memory Chip Hub
Svmuu News: Samsung Group Chairman Lee Jae-yong stated, “This is a race against time.” He added that the updated plan accelerates Samsung Electronics’ efforts to build chip factories in the Seoul metr
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Expected to Reach a Record High: South Korea's Memory Semiconductor Exports in June Reach $38 to 42 Billion
Svmuu News: Citrini analyst jukan posted on X, stating that driven by AI demand and supply shortages, South Korea’s June memory semiconductor export value and unit prices both rose. According to trade
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Citrini vs. SemiAnalysis? SemiAnalysis’s founder clashed with a Citrini researcher, claiming that the company had already disclosed information about the Rubin Ultra 12 Hi to its clients back in March.
Svmuu News: Recently, a dispute has flared up again between two well-known investment research firms, Citrini and SemiAnalysis. Citrini researcher Zephyr cited relevant reports stating, “Rubin Ultra H
-
NVIDIA is considering using less high-bandwidth memory for its Rubin Ultra GPU to address a shortage of advanced HBM chips, according to The Information.
NVIDIA is considering using less high-bandwidth memory for its Rubin Ultra GPU to address a shortage of advanced HBM chips, according to The Information.
-
Goldman Sachs reiterated "buy" ratings for Samsung Electronics and SK Hynix, predicting HBM average selling prices could double by 2027, with long-term agreement terms more favorable to suppliers.
In a research report published on August 4, Goldman Sachs pointed out that despite the recent significant correction in the stock prices of Samsung Electronics and SK Hynix, their valuations have fall
-
Samsung Electronics unveils new 3D memory roadmap at FMS Summit, introducing zHBM, zNAND-O, and V10 BV-NAND, aiming for leadership in AI memory.
On August 4, local time, Samsung Electronics officially unveiled several cutting-edge memory technologies at the annual Flash Memory Summit (FMS). Among them, zHBM is a conceptual product that vertica
-
Samsung Foundry's capacity utilization rate is expected to reach 100% within the year, with a chance to turn a profit.
Samsung Electronics' foundry business in South Korea is at a critical turning point, with its capacity utilization rate expected to reach 100% in the second half of this year, driven by demand for HBM
-
SK Hynix Q2 Earnings Call: No Signs of a Slowdown in AI Investment; HBM4E to Enter Mass Production in 2027; Stock Price Plummets Over 10%
During its second-quarter earnings conference call with analysts, South Korea’s SK Hynix stated that it currently sees no signs of a slowdown in AI investment and expects AI infrastructure investment
-
SK Hynix’s U.S. ADRs Trade at a Premium of Over 30%; Valuation Discrepancy Emerges Between “Korean Hynix” and “Global Hynix”
Svmuu News: According to monitoring by on-chain analyst Ai, there is currently a significant price disparity between SK Hynix’s domestic shares in South Korea and its U.S.-listed ADRs. The price of SK
-
Analysts Lower SK Hynix's Second-Quarter Earnings Forecasts, but Expect Long-Term Profit Growth to Continue
Svmuu News: Citrini analyst jukan posted on X, stating that, KIS Semicon analyst Minsook Chae forecasts SK Hynix’s operating profit for the second quarter of 2026 at 60.4 trillion won, representing a
-
SK Hynix Expects HBM Prices to Double by 2027; Supply in the Memory Industry May Reach an All-Time Low
Svmuu News: On the evening of July 10, Eastern Time, SK Hynix CEO Kwak Noh-jung stated that 2027 will be the year with the tightest supply in the history of the memory industry.Currently, customers ar
-
Micron Shares Rise More Than 4% in Pre-Market Trading; Company Plans to Expand Japanese Plant to Produce Next-Generation AI Storage
Svmuu News Micron: The tech stock rose more than 4% in premarket trading, trading at $989.49.Recently, Micron. launched an expansion project at its Hiroshima plant in Japan, with a total investment of
-
South Korean Media: Samsung Electronics and SK Hynix May Delay the Introduction of Next-Generation HBM Hybrid Bonding Technology
Svmuu News: According to South Korean media reports, Samsung Electronics and SK Hynix are reevaluating the timeline for adopting hybrid bonding technology in next-generation High Bandwidth Memory (HBM
-
SemiAnalysis: Nvidia's share of system memory spending is expected to exceed 40% by 2027
Svmuu News: SemiAnalysis posted on X, stating that the proportion of memory in hyperscalers’ capital expenditures has sparked considerable discussion, particularly following MU’s earnings report last
-
Lee Jae-yong: Samsung Accelerates Chip Production Expansion; Gwangju to Become a Memory Chip Hub
Svmuu News: Samsung Group Chairman Lee Jae-yong stated, “This is a race against time.” He added that the updated plan accelerates Samsung Electronics’ efforts to build chip factories in the Seoul metr
-
Expected to Reach a Record High: South Korea's Memory Semiconductor Exports in June Reach $38 to 42 Billion
Svmuu News: Citrini analyst jukan posted on X, stating that driven by AI demand and supply shortages, South Korea’s June memory semiconductor export value and unit prices both rose. According to trade
-
Citrini vs. SemiAnalysis? SemiAnalysis’s founder clashed with a Citrini researcher, claiming that the company had already disclosed information about the Rubin Ultra 12 Hi to its clients back in March.
Svmuu News: Recently, a dispute has flared up again between two well-known investment research firms, Citrini and SemiAnalysis. Citrini researcher Zephyr cited relevant reports stating, “Rubin Ultra H
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