Search results for HBM3E
Industry
Samsung strategy meeting shifts from crisis response to AI-native push
Samsung Electronics\' global strategy meeting has shifted in tone from last year\'s emergency management to a companywide AI transformation drive, backed by a recovery in results and a return to the top spot in DRAM. The company plans to apply AI across all work areas, from R&D to production, marketing and support. It will also formally adopt external generative AI services and expand training for executives and employees this year.
Industry
Samsung Electronics\' turnkey strategy aims to reverse market share in HBM4
Samsung Electronics is moving to counter rivals in the next-generation high-bandwidth memory market by bringing base die production in-house. As HBM4 increasingly requires foundry processes on the base die, Samsung is highlighting its ability to combine design, foundry and packaging in a turnkey approach. The company has signed an MOU with AMD for primary HBM4 supply and is discussing broader cooperation with Nvidia, while challenges such as wafer warpage and low yields remain.
Industry
AI chip cost breakdown shows memory share reaches 63 percent
Memory accounted for as much as 63 percent of AI chip component costs in the fourth quarter of 2025, an estimate showed. Epoch AI examined AI chips designed by Nvidia, AMD, Google and Amazon and estimated the memory share rose from 52 percent in the first quarter of 2024. In dollar terms, memory-related spending climbed to about $32 billion in 2025 from about $12 billion in 2024. The figures are estimates with stated uncertainty ranges.
-
Industry
HBM beyond 16 layers brings memory makers\' hybrid bonding shift into view
-
Industry
China-led low-spec HBM front expands, raising concerns over impact on Korean memory profits
-
Industry
GPU standalone era may end as integrated design determines AI chip performance
-
Industry
Rebellions to work with Arm, SKT on sovereign AI inference infrastructure
-
Industry
Chip prices set to rise again amid supply shortage and higher oil costs
-
AI & Enterprise
National Growth Fund to invest 250 billion won in NPU fabless Rebellion
-
Industry
SK Hynix sets goal of 100 trillion won in net cash, pursues U.S. listing in second half
-
AI & Enterprise
Samsung SDS launches South Korea\'s first B300 GPU service to boost enterprise AI inference
-
Industry
From GPUs to factory floors, Nvidia redefines manufacturing landscape
-
Industry
Samsung Electronics signs AI memory deal with AMD to supply HBM4 first
-
Industry
SK\'s Choi Tae-won and SK Hynix CEO Kwak No-jung to seek global AI cooperation at Nvidia GTC
-
AI & Enterprise
Nvidia shifts to rack-scale pairing to ease AI factory bottlenecks
-
AI & Enterprise
TwelveLabs adopts Nvidia Blackwell Ultra B300 via AWS to speed video foundation model research
-
Industry
Samsung Electronics begins mass production shipments of HBM4, sees HBM sales tripling in 2026
-
Industry
Custom HBM era raises uncertainty over supply chain information