Search results for HBM4
Industry
Samsung Electronics, SK Hynix diverge on long-term memory contract strategy
Samsung Electronics and SK Hynix are shifting memory sales to multi-year long-term supply agreements, but are taking different approaches. Samsung is seeking to lock in 60 to 70 percent of capacity under contracts that fix price and volume. SK Hynix is building up deals but keeping part of output outside contracts, citing supply constraints. With terms undisclosed, the outcome is expected to be judged by earnings and shareholder returns.
Industry
RAM price surge rattles Big Tech as Microsoft drops 32GB recommendation, Apple faces sourcing squeeze
A global surge in memory prices is reshaping PC operating-system strategy and device component sourcing. Microsoft has effectively withdrawn guidance recommending 32GB of RAM for high-performance PCs and is working to optimise Windows 11 to run smoothly with 8GB. Apple is also affected, facing difficulties securing mobile DRAM for next-generation iPhone and MacBook models. Talks with China’s CXMT reportedly stalled over pricing as memory shortages spread across PC and smartphone markets.
Industry
Samsung Electronics unveils first 400-plus-layer V10 BV-NAND
Samsung Electronics unveiled next-generation 3D memory technology aimed at supporting the spread of AI infrastructure. The company said it showed mock-ups of its next-generation 3D memory architectures, zHBM and zNAND-O, for the first time in the industry at FMS 2026 in Santa Clara, California. It also debuted a 400-plus-layer V10 BV-NAND. Samsung also presented a portfolio including HBM4E, HBM5, LPDDR5X-PIM and PM1763.
-
Industry
Samsung Electronics\' chip unit makes up 99.7 percent of company operating profit
-
Industry
Samsung memory to lock in future results with contracts, not market cycle
-
Industry
Samsung Electronics posts record Q2 operating profit, up 1,814 percent year on year
-
Industry
SK Hynix shares slide despite record results
-
Industry
SK Hynix wraps up LTA talks with about 10 customers including core clients, negotiating 2027 volumes and prices
-
Industry
SK Hynix posts 118 percent net margin, says customers still seeking more supply
-
Industry
Memory outlook for second half comes into focus as Samsung, SK hynix set to report final Q2 results
-
Industry
SK $500 billion, Samsung $200 billion: global AI deals unveiled
-
Industry
SK to expand AI chip, data centre ties with five big tech firms
-
Industry
Samsung Electronics to supply 2nm foundry and HBM to Broadcom
-
Industry
AMD launches exascale AI infrastructure Helios
-
Industry
HBM4 thickness rule eased, MR-MUF and TC-NCF upgrade race enters new phase
-
AI & Enterprise
Anthropic buys up to 2 gigawatts of GPU capacity from AMD
-
Industry
Samsung, SK and Naver chiefs to meet Nvidia\'s Jensen Huang in Silicon Valley this week
-
Industry
Semiconductor boom, but South Korea\'s chip equipment exports to China fall