Search results for HBM4E
Industry
SK Hynix to overhaul long-term supply contracts to prioritise volumes over price
SK Hynix is reviewing a new structure for long-term supply agreements, saying customers increasingly view securing volumes as a key risk. The company reported record quarterly revenue and operating profit for the first quarter of 2026 and said shortages of HBM, server DRAM and enterprise SSDs may persist, extending a price upcycle. It will bring forward the start of its Yongin cluster Phase 1 fab and accelerate NAND transitions and next-generation product rollouts.
Industry
SK Hynix sets goal of 100 trillion won in net cash, pursues U.S. listing in second half
SK Hynix CEO Kwak Noh-jung (곽노정) set a mid- to long-term financial goal of securing more than 100 trillion won in net cash, up from about 12.7 trillion won at end-2025. He reaffirmed plans to pursue shareholder returns, saying it executed about 14 trillion won in payouts including extra dividends and share cancellation. He also disclosed plans to list American depositary receipts in the second half of this year.
Industry
From GPUs to factory floors, Nvidia redefines manufacturing landscape
At GTC 2026, Nvidia rolled out multiple chips, racks and software, highlighting three shifts: changes in AI computing cost structures, new software monetisation models and deeper AI adoption in manufacturing and mobility. It presented the Vera Rubin platform, the Groq 3 LPX inference rack and a 100 trillion dollar estimate for the physical AI market. It also cited expanding infrastructure deployment and the role of Korean suppliers including Samsung and SK Hynix.
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Industry
GTC 2026 Samsung Electronics booth draws 1,500 visitors in two days
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Industry
Samsung Electronics activates three pillars of AI growth drivers
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Industry
Jensen Huang visits Samsung booth, picks HBM4 and Groq LPU supply chain
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Industry
Samsung Electronics unveils first physical HBM4E chip at GTC
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Industry
Rambus unveils HBM4E controller IP to ease AI memory bottlenecks
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Industry
HBM battle lines and DRAM price direction: March semiconductor events in focus
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Industry
Samsung Electronics begins mass production shipments of HBM4, sees HBM sales tripling in 2026
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Industry
Custom HBM era raises uncertainty over supply chain information
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Industry
Second round of semiconductor market hegemony puts HBM4 in focus