Search results for AI servers
Industry
Samsung Electronics sees NAND, foundry join AI-driven profit engines
Samsung Electronics is seeing a shift in profit drivers in its memory business as NAND flash and its contract chipmaking unit gain traction on AI demand, following record quarterly results led by HBM and DRAM. The company says it has completed mass-production preparations for high-performance Gen6 NAND storage and received positive early customer feedback. It also says talks with multiple large AI HPC customers on its 2-nanometre process are active, with expectations of visible results soon.
Industry
Samsung MX hit by surging memory prices; costs to rise further in Q2
Samsung Electronics\' smartphone business is being squeezed by a sharp rise in memory prices despite higher launch pricing for the Galaxy S26. The company said memory prices are expected to rise further in 2026\'s second quarter, increasing cost burdens and making a year-on-year decline in profitability unavoidable. Samsung is pursuing premium-focused sales growth and cost efficiencies, while aiming to outperform the market in both value and volume amid a tougher demand outlook.
Industry
Samsung Electro-Mechanics Q1 operating profit up 40 percent
Samsung Electro-Mechanics said on Wednesday its first-quarter sales rose 17 percent from a year earlier to 3.21 trillion won and operating profit climbed 40 percent to 280.6 billion won. Quarterly sales topped 3 trillion won for the first time since the company was founded. The company said expanded supply of MLCCs and FCBGA substrates drove gains, led by its package solution business and growth in AI server and automotive segments.
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Telecommunications & Media
NTT to triple Japan data centre capacity by 2033, targeting urban sites and subsea cable links
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AI & Enterprise
AI computing power shortage deepens, squeezing AI startups
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AI & Enterprise
AI chip demand surge drives storage component prices up to 900 percent, storage prices jump
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Industry
Koh Young Technology Q1 operating profit 9.9 billion won, up 209 percent
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Industry
SK hynix results D-1 stirs market buzz as shares hit record high again
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Industry
MLCC shortage stretches lead times to 24 weeks
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Industry
SK Hynix starts mass production of 192GB memory module for AI servers
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Finance
Bitcoin bottom may still lie ahead as Anthropic launches Claude Opus 4.7
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Games & Commerce
Chipflation drives up console and PC prices, raising fears gaming becomes an expensive hobby
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Industry
Rebellions to work with Arm, SKT on sovereign AI inference infrastructure
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Industry
DDR5 prices plunge as OpenAI cuts data centre spending and boosts efficiency
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Industry
U.S., Japan, Korea NAND group to invest 3.5 trillion won in Taiwan\'s Nanya Tech to secure DRAM
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Industry
After AI chips, robots give components makers a double tailwind
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Industry
AI demand reshapes semiconductor cycle
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AI & Enterprise
ByteDance builds large-scale AI computing power outside China